Thu. 02/13 – Do We Maybe Have A Roadmap For GPT-5?

Meta and Spotify both call Apple out on their recent App Store aggressiveness. Soft earnings from Microsoft and worrying earnings from Alphabet. Twitter seems to already be hemorrhaging its power users. LinkedIn fights its own bot war. And are unicorns back to becoming a rare thing? Sponsors: Akamai.com Links: Apple’s new App Store tax on ads is a direct shot at Meta (The Verge) Spotify says Apple is ‘choking competition’ and ruining its audiobook store (The Verge) Spotify Boosts Subscribers and Revenue, Says 2023 Price Increases Likely (WSJ) Microsoft Plunges on Forecast for Lackluster Azure Growth (Bloomberg) Twitter Asks: Where Have All the Tweeters Gone? (Gizmodo) Alphabet misses on earnings as YouTube shrinks; company will cut headcount growth by half in Q4 (CNBC) Intel unit Mobileye prices IPO above range to raise $861 mln (Reuters) Developers Complain About Gambling Ads Appearing in Their App Store Listings (MacRumors) First on CNN: LinkedIn knows there are fake accounts on its site. Now it wants to help users spot them (CNN Business) The billion-dollar tech unicorn is becoming rare again (The Washington Post) Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Okt 202217min

Apple tries to wedge the App Store vig into another market. Prices are going up for your favorite Apple services. Shutterstock is partnering with OpenAI cause if you can’t something them, join them! And what is the deal with Stage Manager on the iPad? Sponsors: Hover.com/ride for 10% off Links: App Store guidelines updated with new rules for apps with NFT and ad managers (9to5Mac) Apple is raising the price of Apple Music, Apple TV+ and Apple One from today (9to5Mac) Project Volterra launches today as the 'Windows Dev Kit 2023' with 32GB RAM and costs less than a Mac mini (Windows Central) Meta shareholder writes critical open letter saying company needs to slash headcount and stop spending so much money on ‘metaverse’ (CNBC) Shutterstock will start selling AI-generated stock imagery with help from OpenAI (The Verge) Microsoft Surface Laptop 5 (13.5-inch) review: a few steps forward and one big step back (The Verge) Microsoft Surface Pro 9 (SQ3) review: Windows on Arm is not ready (The Verge) iPadOS 16’s Stage Manager is not the future of multitasking you were hoping for (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Okt 202216min

Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate finance? Are M2 Mac Pro and Macbook Pro’s still coming soon? And Bono tries to justify putting that U2 album on your iphone. Sponsors: Masterclass.com/ride for 15% off Links: China Stocks Crater in US as Alibaba Leads $130 Billion Wipeout (Bloomberg) TSMC: the Taiwanese chipmaker caught up in the tech cold war (Financial Times) Elon Musk’s Twitter Takeover Debt to Be Held by Banks Amid Turbulent Markets (WSJ) These artists found out their work was used to train AI. Now they’re furious (CNN Business) The iPad Lineup Is Perplexing — Here’s How Apple Could Fix It (Bloomberg) Bono on the birth of U2, that iTunes album and Live Aid: ‘There’s only one thing I can see when I watch it: the mullet’ (The Guardian) Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Okt 202218min

Talking this week's big week for AI, with Parker Thompson (@pt) plus@miguelisolano&@mignano Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Okt 20221h 33min

I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fears. What if I told you there was a third huge AI raise story to round out this week? And of course, the weekend longreads suggestions. Links: Documents detail plans to gut Twitter’s workforce (Washington Post) Twitter Tumbles as US Weighs Security Reviews for Musk Deals (Bloomberg) TikTok Parent ByteDance Planned To Use TikTok To Monitor The Physical Location Of Specific American Citizens (Forbes) OpenAI, Valued at Nearly $20 Billion, in Advanced Talks with Microsoft For More Funding (The Information) Snap plunges more than 25% on third-quarter revenue miss (CNBC) Weekend Longreads Suggestions: Technology that lets us “speak” to our dead relatives has arrived. Are we ready? (MIT Technology Review) How Gamers Beat NFTs (Bloomberg) The Hottest App Right Now? One Where Teens Have to Say Nice Things About Each Other (WSJ) I Turned My Home Into a Fortress of Surveillance (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Okt 202218min

The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook. And the first hands-on, quasi-review of Meta’s high end VR headset. Sponsors: Zengo.com/ride and code ride Split.io/techmeme Links: Aptos Token Plummets 40% After APT Airdrop for 'Early Network Participants' (Decrypt) Android 13 (Go edition) announced with Material You, Google Play System Updates, and more (9to5Google) The next generation of Thunderbolt seems nice but less necessary than ever (The Verge) Intel Core i9-13900K review: an AMD Zen 4 beater (The Verge) Uber rolls out ad business to reach more riders (FT) I Tried the $1,500 Quest Pro and Saw the Best of the Metaverse (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Okt 202217min

Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and stranger, frankly, than I told you. Bluesky is still plugging away on decentralized social media. And another monster interesting raise in the AI space. Links: Netflix adds more than 2.4 million subscribers, reveals details about password-sharing crackdown (CNBC) The New Netflix Age Has Arrived (Puck/Julia Alexander) The iPad’s erratic odyssey continues (Jason Snell/Six Colors) Jack Dorsey-Founded Bluesky Unveils Roadmap for Decentralized Social Networks (Decrypt) AI content platform Jasper raises $125M at a $1.5B valuation (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Okt 202218min

New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people hoped? And why I’ve been telling you that the energy in Silicon Valley is switching to AI startups. Sponsors: Merge Conflict Podcast Links: Apple introduces next-generation iPad Pro, supercharged by the M2 chip (Apple Newsroom) Apple announces new 11-inch and 12.9-inch iPad Pro with M2 chip, Apple Pencil hover feature (9to5Mac) Apple Announces 10th-Generation iPad With Complete Redesign, 10.9-Inch Display, USB-C, and More (MacRumors) Meta gets final order to sell Giphy from UK antitrust watchdog (TechCrunch) Microsoft becomes latest tech firm to cut staff (Axios) Exclusive: Amazon’s attrition costs $8 billion annually according to leaked documents. And it gets worse. (Engadget) Intel Eyes Significantly Lower Valuation in IPO of Mobileye Unit (WSJ) Stability AI Raises Seed Round at $1 Billion Value (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Okt 202217min