Mon. 07/18 – It’s Vibe Shifts All The Way Down
Everything we cover is in a full vibe shift of… pulling back. Coinbase sent some eyebrows up over the weekend, but insolvency is off the table. Right? Right? Adam Newmann’s crypto startup is hitting the pause button. All the rapid delivery startups that flooded New York City last year seem to be done. Poof. And is Silicon Valley itself definitively shrinking? Sponsors: Zapier.com/ride Gusto.com/ride Links: Snap launches Snapchat for Web to bring the app's core features to desktop (TechCrunch) Leaked emails: Crypto exchange Coinbase is 'temporarily shutting down' its US affiliate-marketing program (Insider) Coinbase stirs rumors of liquidity woes as it halts affiliate-marketing program (Insider Bitcoins) Crypto Crash Stalls WeWork Founder Adam Neumann’s Climate Venture (WSJ) The Speedy Downfall of Rapid Delivery Startups (Wired) Tiger Global-backed Missfresh faces fight for survival (FT) 71 Cities and Towns Are Paying Tech Workers to Abandon Silicon Valley. It’s Working. (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Juli 202218min
(Portfolio Profile) ArcX
Ride Home Fund's latest investment: the smart ring/device controller ArcX! More at https://arcx.fit/ Invest in ArcX via the Ride Home Fund here. Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Juli 202228min
Fri. 07/15 – The “Vibe Shift” At Amazon
Now the haircuts have come for Stripe, but they took theirs voluntarily. Who’s responsible for the big hole on Celsius’ balance sheet? Twitter wants to let devs make their own timelines. Will Amazon voluntarily exit the white label business. And, of course, the Weekend Longreads Suggestions. Sponsors: Manscaped.com code RIDE for 20% off Kolide.com/ride Links: Stripe Cuts Internal Valuation by 28% (WSJ) Celsius Discloses $1.19 Billion Deficit in Bankruptcy Filing (Bloomberg) Twitter is testing custom timelines, and first one is about The Bachelorette (TechCrunch) Amazon Has Been Slashing Private-Label Selection Amid Weak Sales (WSJ) Weekend Longreads Suggestions: How Three Arrows Capital Blew Up and Set Off a Crypto Contagion (Bloomberg) The Standards Innovation Paradox (Michael Mignano Medium) Siberia or Japan? Expert Google Maps Players Can Tell at a Glimpse. (NYTimes) Advanced E.V. Batteries Move From Labs to Mass Production (NYTimes) How the Webb sends its hundred-megapixel images a million miles back to Earth (TechCrunch) The Webb Space Telescope’s Profound Data Challenges (iee Spectrum) Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Juli 202218min
Thu. 07/14 – Is TikTok A Threat To Google Search?
Celsius files for bankruptcy. Tesla loses a key Autopilot exec. Netflix chooses Microsoft for it’s ads partnership. Could TikTok be a long-term problem for Google Search? And the reviews are in for the new Macbook Airs with M2 chips. Sponsors: Ahead Of Its Time podcast WorkCheck Podcast Links: Embattled crypto lender Celsius files for bankruptcy protection (CNBC) Inside Celsius: how one of crypto’s biggest lenders ground to a halt (Financial Times) Tesla AI leader Andrej Karpathy announces he’s leaving the company (CNBC) Netflix is partnering with Microsoft for its new ad-supported tier (The Verge) Google Cloud launches its first Arm-based VMs (TechCrunch) Google exec suggests Instagram and TikTok are eating into Google’s core products, Search and Maps (TechCrunch) APPLE’S NEW MACBOOK AIR M2 IS THE START OF A WHOLE NEW AIR-A (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Juli 202215min
Wed. 07/13 – Twitter Takes The Gloves Off
Twitter officially sues Elon Musk and by the sound of things, has decided to go to the mattresses. Has Apple officially cut ties with Jony Ive? Here come the tech mergers and acquisitions. How streaming has officially killed traditional tv by at least one measure. And an interesting new gadget. Nothing. I’ll explain. Sponsors: StoryBlok.com/ridehome KeeperSecurity.com/techmeme Links: Twitter Sues Musk After He Tries Backing Out of $44 Billion Deal (NYTimes) 15 Revelations in Twitter’s Suit Against Elon Musk (Intelligencer) Apple Ends Consulting Agreement With Jony Ive, Its Former Design Leader (NYTimes) Unity is merging with Ironsource in an all-stock deal valuing Ironsource at $4.4B in a big consolidation play for gaming (TechCrunch) Read the memo Google’s CEO sent employees about a hiring slowdown (The Verge) Nothing officially announces flashy Phone 1, starting at £399 (The Verge) HBO & HBO Max Smash Past Netflix In Total Emmy Nominations As Hulu & Apple Score Strong Showings (Deadline) Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Juli 202216min
Tue. 07/12 – What If (And Hear Me Out) We Actually Owned The Things We Buy?
Liquidators say they can't find the Three Arrows Capital founders. The FTC will crack down on data-anonymization claims. Another smart home company decides to brick some of the hardware that people paid good money for. Hopin is the latest highflyer to fall to earth with layoffs. And what it’s like to work at Twitter right now. Sponsors: Storyblok.com/ridehome Links: Three Arrows Founders’ Whereabouts Unknown, Liquidators Say (Bloomberg) FTC to Crack Down on Sites That Claim Your Data Is 'Anonymized' When It's Not (PCMag) Hive’s abandoned smart home devices will cease operation starting in 2023 (The Verge) Live events startup Hopin, valued at $7.8 billion, is laying off 29% of staff in its second wave of job cuts in 2022 (Insider) Twitter Lawyers Call Musk’s Deal Termination ‘Wrongful’ (Bloomberg) As Elon Musk Walks, Twitter Workers Say No One’s in Charge (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Juli 202217min
Mon. 07/11 – What Happens Now With Elon And Twitter.
The famous stock market player Bernard Baruch once said, paraphrasing: Whatever men attempt, they seem driven to overdo. When hopes are soaring, I always repeat to myself that two and two still make four. The main purpose of the market is to make fools of as many people as possible. Today, stories of this lesson being learned by both major VC firms and Elon Musk. Oh, and how North Korean hackers infiltrate companies. Sponsors: OurCrowd.com/ride Cybersecurityinside.com/RIDE Links: Uber broke laws, duped police and secretly lobbied governments, leak reveals (The Guradian) Here’s how North Korean operatives are trying to infiltrate US crypto firms (CNN) Andreessen Horowitz, Thrive Go Bargain Hunting for Beaten-Down Tech Stocks (The Information) Elon’s Out (Matt Levine/Bloomberg) Tweet Storm #1 Tweet Storm #2 Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Juli 202222min
(IHP) The eBay Story Part 2
Part 2 of the eBay story from the Internet History podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Juli 202241min
