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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(Omnibus) Week Of 02/03/2025

(Omnibus) Week Of 02/03/2025

(Omnibus) Week Of 02/03/2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Feb 20251h 18min

Fri. 02/07 – UK Backdoor Into iPhones?

Fri. 02/07 – UK Backdoor Into iPhones?

Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We might get a new iPhone next week. The Weekend Longread...

7 Feb 202519min

Thu. 02/06 – A $50 (!!) AI Model?

Thu. 02/06 – A $50 (!!) AI Model?

Now researchers say they have trained a cutting edge AI model for… checks notes… $50. Not $50 million dollars. $50. Dollars. Get ready for the superbowl of AI ads. Amazon has scheduled an Alexa AI eve...

6 Feb 202516min

Wed. 02/05 – Shein And Temu In Deep Trouble

Wed. 02/05 – Shein And Temu In Deep Trouble

Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors but cheer investors of Nvidia. Google and Meta goi...

5 Feb 202516min

Tue. 02/04 – Uncle Sam As A VC?

Tue. 02/04 – Uncle Sam As A VC?

Is the US government about to get into, or at least, heavily impact the VC investing business? Apparently, the trade war with China is still on. The resurrection of Twitterific. And how Spotify has qu...

4 Feb 202516min

Mon. 02/03 – OpenAI Deep Research

Mon. 02/03 – OpenAI Deep Research

OpenAI unveils Deep Research, an AI agent just for that. I’ll explain. Are Shein and Temu first up to feel the brunt of the new Trump tariffs? Apple canceled the AR project I assumed they would be piv...

3 Feb 202517min

(BNS) Terra Trust And How To Build In Uncertain Times

(BNS) Terra Trust And How To Build In Uncertain Times

If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our original use-case? DOUBLE DOWN on what you do well. ...

1 Feb 202538min

Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and Open...

31 Jan 202518min

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