Mon. 06/02 – How DoorDash Has Quietly Been Killing It

Mon. 06/02 – How DoorDash Has Quietly Been Killing It

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how DoorDash has quietly been killing it in the delivery space. Sponsors: AGNTCY.ORG QualiaLife.com/ride and code RIDE Links: Apple Developer Event Will Show It’s Still Far From Being an AI Leader (Bloomberg) Samsung Nears Wide-Ranging Deal With Perplexity for AI Features (Bloomberg) Google quietly released an app that lets you download and run AI models locally (TechCrunch) Early AI investor Elad Gil finds his next big bet: AI-powered rollups (TechCrunch) Meta Aims to Fully Automate Ad Creation Using AI (WSJ) DoorDash CEO Tony Xu is taking on the role of industry consolidator in food delivery (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Fri. 06/13 – Stablecoins Everywhere

Fri. 06/13 – Stablecoins Everywhere

Do people know when they’re using the MetaAI app, it’s public? Chime had a successful IPO so let me tell you about my IPO-meter. The financials behind that fully-AI commercial running during the NBA p...

13 Juni 202518min

Thu. 06/12 – Meta’s Big AI Acqui-hire

Thu. 06/12 – Meta’s Big AI Acqui-hire

I explain how and why exactly this big Meta investment in Scale AI came about. Hollywood sues AI in a big way for the first time. A look at how stablecoins have mainstreamed crypto at long last. And e...

12 Juni 202517min

Wed. 06/11 – o3-pro

Wed. 06/11 – o3-pro

OpenAI rolls out an o3-pro model. Android one-ups iOS with a quick release. So far so good for the launch of the Switch 2. What is Google doing with its headcount? And is essentially a giant hologram ...

11 Juni 202517min

Tue. 06/10 – Zuck’s Big AI Ambitions

Tue. 06/10 – Zuck’s Big AI Ambitions

Zuckerberg’s big ambitions for AI seem to be coming into focus. OpenAI is actively starting to play the field when it comes to compute. More signs AI is kneecapping web traffic. And what do we think? ...

10 Juni 202516min

Mon. 06/09 – WWDC 2025

Mon. 06/09 – WWDC 2025

All the headlines from WWDC. Microsoft unveils the first iteration of that handheld gaming strategy. Meta is considering its largest external AI investment yet. And did Apple researchers reveal that L...

9 Juni 202522min

Fri. 06/06 – IPO’s Back On The Menu?

Fri. 06/06 – IPO’s Back On The Menu?

Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold r...

6 Juni 202517min

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was no...

5 Juni 202518min

Wed. 06/04 – State Of The AI Coding Landgrab

Wed. 06/04 – State Of The AI Coding Landgrab

Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go a...

4 Juni 202516min

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