Thu. 09/26 – The Orion Smartglasses

Thu. 09/26 – The Orion Smartglasses

There’s only two stories really. If you can believe it, more executive departures at OpenAI, as it looks like they’re serious about going for profit. And yes, Meta announced a new Quest headset, but the real headlines are the Orion smartglasses, which you can’t actually buy. What? I’ll explain. Sponsors: Thorne.fit/ridehome Links: OpenAI considering restructuring to for-profit, CTO Mira Murati and two top research execs depart (CNBC) Exclusive: OpenAI to remove non-profit control and give Sam Altman equity (Reuters) Meta’s cheaper Quest 3S might just be an upgrade (The Verge) A Few Brief Thoughts on Meta Connect 2024 (Daring Fireball) Meta pitches VR to mobile developers with new support for Android apps on Quest (TechCrunch) Meta’s big tease (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Wed. 04/27 – Earnings Quick Hits

Wed. 04/27 – Earnings Quick Hits

Quick summation of Alphabet and Microsoft earnings. DJI is trying to prevent its drones from being used in the Ukraine war. Google has released tools to make it easier to spin up your own YouTube. Apple wants you to repair your iPhone yourself. And a deep dive into why autocorrect can’t ducking get it right sometimes. Ducking. I said ducking, which is the iPhone autocorrect version of that word. Sponsors: HubSpot.com discover.upland.me/techmeme Links: Alphabet Announces First Quarter 2022 Results (Alphabet) Earnings Release FY22 Q3 (Microsoft) Robinhood lays off nine percent of its full-time employees (Engadget) DJI Becomes Most Prominent Chinese Firm to Halt Russia Business (Bloomberg) Google launches Media CDN to compete on content delivery (TechCrunch) Apple Launches Do-It-Yourself Repairs For iPhone 13, iPhone 12 and iPhone SE (CNET) Apple’s Studio Display’s poor webcam quality is not a software bug after all (9to5Mac) Autocorrect Explained: Why Your iPhone Adds Annoying Typos While Fixing Others (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Apr 202217min

Tue. 04/26 – Twitter, Now Under New Management

Tue. 04/26 – Twitter, Now Under New Management

You did it, you crazy son of a bitch, you did it. You know what that’s referring to, of course. Fidelity lets you allocate some of your 401(k) to bitcoin. More Bored Apes got swiped. And with the F-150 Lightning actually shipping today, another glimpse at the precarious reality of the electric car revolution. Links: Twitter accepts Elon Musk’s buyout deal (CNBC) Elon Musk buys Twitter (Platformer/Casey Newton) From punchline to deal in under 2 weeks: how Elon Musk won his Twitter prize (Financial Times) Fidelity to Allow Retirement Savers to Put Bitcoin in 401(k) Accounts (WSJ) Bored Ape Instagram account hacked: NFTs worth $2.8 million stolen (The Block) SoftBank Cuts Back Spending, Leaving Startups Desperate for Cash (Bloomberg) THE F-150 LIGHTNING IS FINALLY SHIPPING — IS FORD READY? (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Apr 202217min

Mon. 04/25 – Wherein I Race Elon On Breaking News

Mon. 04/25 – Wherein I Race Elon On Breaking News

By the time you hear these words, Elon Musk might already own Twitter. A big Java vulnerability. All of Mark Gurman’s expectations for the iPhone 14. Where and by how much, tech worker salaries are rising. And why the struggles at Netflix might lead to worse television across the board. Sponsors: HubSpot.com discover.upland.me/techmeme Links: Twitter Eyes Deal With Musk as Soon as Monday (Bloomberg) Analysis: Musk tears up buyout playbook with $46.5 billion Twitter financing (Reuters) Major cryptography blunder in Java enables “psychic paper” forgeries (ArsTechnica) The iPhone 14 Is Less Than Six Months Away. Here’s What to Expect (Bloomberg) Tech Wage Inflation Puts Pressure on Companies (WSJ) Netflix and Facebook have given up most of the last few years’ gains since tech’s November peak (CNBC) The Netflix Nightmare: What Happens When an Industry Becomes a Squid Game (Vanity Fair) Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Apr 202217min

(Portfolio Profile) OpenAxis

(Portfolio Profile) OpenAxis

Founder Alex Damianou tells us about OpenAxis, which tells stories with data. If a picture tells a thousand words, how many does a chart tell? Easily and beautifully visualize data with an accessible point-and-click, no-code, no-pivot-table tool. Learn more about the Ride Home Fund. Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Apr 202227min

(TWTR SPC) - WTF Netflix? W/ @loudmouthjulia

(TWTR SPC) - WTF Netflix? W/ @loudmouthjulia

The great Julia Alexander (@loudmouthjulia) joins us to talk about Netflix's big earnings bomb, CNN+ biting the big one, and the state of the streaming wars. Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Apr 20221h 26min

Fri. 04/22 – The Demise Of CNN+ Makes Quibi Look Good

Fri. 04/22 – The Demise Of CNN+ Makes Quibi Look Good

CNN+ only made it, what, 1/8th of a Quibi? There’s blood on the streaming wars dance floor. a16z’s new crypto research lab makes me feel like I have to start covering them like a startup or a conglomerate. More bad news for Meta: they’re way behind in the payments race in India. And of course, the weekend longreads suggestions. Sponsors: discover.upland.me/techmeme Links: CNN+ Streaming Service Will Shut Down Weeks After Its Start (NYTimes) a16z Crypto is launching an academic research lab focused on web3 (The Block) How Meta Platforms Fell Behind in Indian Mobile Payments (WSJ) Weekend Longreads Suggestions: ApeCoin & the death of staking (Cobie Substack) Cutting-Edge Crypto Coins Tout Stability. Critics Call Them Dangerous. (WSJ) Rivian CEO Warns of Looming Electric-Vehicle Battery Shortage (WSJ) Video Game Junkie Quietly Builds $3 Billion Payments Powerhouse (Bloomberg) The Sidekick Was the Best Smartphone Ever (Debugger) Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Apr 202217min

Thu. 04/21 – Ok. Funding Actually Secured?

Thu. 04/21 – Ok. Funding Actually Secured?

Ok. Funding actually secured, Elon? For real this time? A look at Tesla’s good earnings and monster margins. Unions are coming for big tech, it seems. A reckoning is coming for the lightning cable, it seems. And advertising in your console games is inevitable, it seems. Sponsors: Composer.trade/ride Policygenius.com Links: Twitter Has a Poison Pill Now (Matt Levine/Bloomberg) Elon Musk Says He Has Commitments for $46.5 Billion in Financing for Twitter Deal (WSJ) Elon Musk lays out funding for ambitious Twitter takeover (The Verge) Tesla record profit blows away estimates (CNN Business) Tesla reports $18.76 billion in revenue and record margins in Q1 (CNBC) Apple Store workers in Atlanta are the first to formally seek a union. (NYTimes) Amazon opens up Prime delivery service to other retailers in its latest move to compete with FedEx and UPS (CNBC) PlayStation Wants Ads In Its Games, Too (IGN) MEPs vote to expand scope of common charger rules (TechCrunch) Zoom’s thumbs-up and raise-hand gesture recognition now works in its desktop apps (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Apr 202217min

Wed. 04/20 – Netflix Earnings Bomb; Ads To The Rescue?

Wed. 04/20 – Netflix Earnings Bomb; Ads To The Rescue?

Netflix shares crater after earnings, and the company might be turning to ad-supported streaming to eke out some growth. Coinbase’s NFT marketplace is live. Why crypto stocks are uncoupled from the underlying crypto market. Why the surge in zero days might actually be good news. And the tech bubble that would never burst. So far. Sponsors: Linkedin.com/ride Hapbee.com/techmeme Links: Netflix Q1 net subscribers unexpectedly decline, revenue misses expectations (Yahoo!Finance) Netflix Plans to Launch Cheaper Ad-Supported Plans (The Hollywood Reporter) Just Eat Weighs Grubhub Sale in Tough Food Delivery Market (Bloomberg) Coinbase NFT marketplace goes live in beta for select customers (The Block) Crypto Stocks Perform Worse Than Cryptocurrencies (WSJ) Google: 2021 was a Banner Year for Exploited 0-Day Bugs (ThreatPost) Brave is bypassing Google AMP pages because they’re ‘harmful to users’ (The Verge) The Tech Bubble That Never Burst (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Apr 202217min

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