Fri. 02/05 – An Apple Ad-pocalypse For Everyone?

Fri. 02/05 – An Apple Ad-pocalypse For Everyone?

Are Apple’s coming IDFA changes going to have a bigger ripple effect across the entire tech industry than we’re even anticipating? Chinese users are flocking to Clubhouse which… probably means the end of Clubhouse in China. Why a shortage of silicon is causing automakers to cut vehicle production. And, of course, the weekend longreads suggestions. Sponsors: Audible.com/techmeme or text "techmeme" to 500-500 Metalab.com Links: Facebook’s not the only one worried about Apple’s privacy change — Snap and Unity both just warned investors about it (CNBC) An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising (Stratechery) Google taps your phone cameras to measure your heart rate (Engadget) Chinese flock to freewheeling US chat app Clubhouse (Nikkei Asia) Ford says ‘millions’ of its vehicles will run on Google’s Android starting in 2023 (The Verge) Car manufacturing hit by global semiconductor shortage (FT) Weekend Longreads Suggestions: Andy Jassy Twitter Thread (@ankithharathi) This Hedge Fund Made $700 Million on GameStop (WSJ) PFOF is the Ad Model for Brokerage (Justin Paterno) Superstar Cities Are in Trouble (The Atlantic) They’re Flocking to America to Make a Fortune Playing Video Games (NYTimes) Subscribe to RideHome+ at tech.supercast.tech Learn more about your ad choices. Visit megaphone.fm/adchoices

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TikTok Sold (Again) (?)

TikTok Sold (Again) (?)

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China’s EUV Machine?

China’s EUV Machine?

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Now It’s Amazon’s Turn To Invest In OpenAI

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Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s ...

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GPT-5.2 As OpenAI’s Attempt To Change The Narrative

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Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google....

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Disney Invests In OpenAI

Disney Invests In OpenAI

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...

11 Dec 202522min

Algorithmic Pricing?

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Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your star...

10 Dec 202520min

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