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 playoffs. More signs stablecoins are taking over, but in the Longreads, do stablecoins represent a unique danger to the global financial system? Sponsors: FactorMeals.com/ride50off and code ride50off For a limited time only, get 35% off plus an additional 50% off your first order when you head to Smalls.com and use code RIDE Links: The Meta AI app is a privacy disaster (TechCrunch) Meta Risks Regulatory Scrutiny in Pursuit of Scale AI (Bloomberg) Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade (Bloomberg) Chime pops 37% in Nasdaq debut after pricing IPO above expected range (CNBC) Walmart and Amazon Are Exploring Issuing Their Own Stablecoins (WSJ) Here’s the $2,000 fully AI-generated ad that aired during the NBA Finals (The Verge) Weekend Longreads Suggestions: Why we should worry about the rise of stablecoins (FT) Nintendo Switch 2 review: bigger, faster, and the best handheld since Game Boy (The Shortcut) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Where Does That X Account Live?

Where Does That X Account Live?

What sort of a world do we live in if you can’t be sure where an X account comes from? Google isn’t out of the woods yet when it comes to antitrust. Insurers still don’t want to touch AI. Let me tell you about “AI grooming.” And we might be running out of capacity for specific types of chips. X’s messy About This Account rollout has caused utter chaos (The Verge) What OpenAI Did When ChatGPT Users Lost Touch With Reality (NYTimes) The Fate of Google’s Ad Tech Monopoly Is Now in a Judge’s Hands (NYTimes) Insurers retreat from AI cover as risk of multibillion-dollar claims mounts (Financial Times) Hundreds of English-language websites link to pro-Kremlin propaganda (The Guardian) AI boom is fueling a memory chip shortage that could hit cars and phones (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Nov 19min

The iOS Walls Are Crumbling In The Garden

The iOS Walls Are Crumbling In The Garden

Google phone users can now work with Airdrop on the iPhone cause Google cleverly found a way. Google might have jumped ahead in the AI race and Sam Altman knows it. I’ve heard of quantum computing, but a quantum internet? The Weekend Longreads suggestions, and at the end, a long rant about my latest AI experiments. Google cracked Apple’s AirDrop and is adding it to Pixel phones (The Verge) Altman Memo Forecasts ‘Rough Vibes’ Due to Resurgent Google (The Information) Source: Kalshi’s valuation jumps to $11B after raising massive $1B round (TechCrunch) Americans' Social Media Use 2025 (Pew Research Center) IBM, Cisco outline plans for networks of quantum computers by early 2030s (Reuters) IBM, Cisco to collaborate on ‘internet’ of quantum computers (Silicon Republic) Weekend Longreads Suggestions: Google’s new AI image creator took my shirt off (The Verge) Google’s Nano Banana Pro generates excellent conspiracy fuel (The Verge) The new silicon valley (literally) (The Verge) How America’s Hottest Chicken Chain Keeps Its Secret Sauce a Secret (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Nov 31min

Who Gets To Regulate AI?

Who Gets To Regulate AI?

Are we about to have a battle over who gets to regulate AI? Now there’s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlefield did exactly what EA needed it to do. And I’m telling you, the consumer robots for your home… they’re actually starting to arrive. Here’s the Trump executive order that would ban state AI laws (The Verge) Google rolling out Gemini 3-powered ‘Nano Banana Pro’ image gen, editing (9to5Google) Ad Spend in the Creator Economy Expected to Hit $37 Billion in 2025 (The Wrap) Nintendo and ‘Battlefield 6’ Pushed US Game Sales Up in October (Bloomberg) This Home Robot Clears Tables and Loads the Dishwasher All by Itself (Wired) Bo Jackson AI Experiment Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Nov 22min

Gemini 3, And Meta Beats The Government

Gemini 3, And Meta Beats The Government

Tons of things today. Google’s new Gemini 3 model. Signs the “second tier” of AI startups is starting to get product market fit. The EU has announced that watering down of GDPR that was rumored. And will Meta’s big win against the government mean mergers and acquisitions are back on the tech menu? Google is launching Gemini 3, its ‘most intelligent’ AI model yet (The Verge) AI Music Platform Suno Valued at $2.45 Billion (WSJ) TikTok will let you choose how much AI-generated content you want to see (TechCrunch) Europe is scaling back its landmark privacy and AI laws (The Verge) Meta Did Not Violate Antitrust Law, Judge Rules (NYTimes) Meta’s Victory Opens the Way for Silicon Valley to Go Deal Shopping (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Nov 21min

The Bloodbath In Crypto

The Bloodbath In Crypto

What happened with Cloudflare this morning. Grok’s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Databricks is 12 years old but it seems to be one of the big AI winners. And debt continues to pile in to the AI buildout. A massive Cloudflare outage brought down X, ChatGPT, and even Downdetector (The Verge) Grok 4.1 has arrived — and it's bringing the fight to ChatGPT with these new features (Tom's Guide) Crypto market sheds $1.2tn as traders shun speculative assets (Financial Times) Google boss says trillion-dollar AI investment boom has 'elements of irrationality' (BBC) Amazon Raises $15 Billion in First US Bond Sale in Three Years (Bloomberg) Databricks in Talks to Raise Capital at a Valuation Above $130 Billion (The Information) Roblox will require age estimation to chat starting next year (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Nov 21min

Jeff Bezos To Be A CEO Again

Jeff Bezos To Be A CEO Again

Jeff Bezos is going to be a CEO once again. Could Tim Cook step down from Apple’s CEO position in a matter of months? Maybe don’t buy an AI teddy bear. What big AI startup would you short, if you could? And data-centers in spaaaaaaacceee… Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief Executive (NYTimes) Apple intensifies succession planning for CEO Tim Cook (FT) Apple’s iPhone Overhaul Will Reduce Its Reliance on Annual Fall Spectacle (Bloomberg) Happy holidays: AI-enabled toys teach kids how to play with fire, sharp objects (The Register) At a major AI conference, one startup got voted most likely to flop (Business Insider) Now Tech Moguls Want to Build Data Centers in Outer Space (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Nov 21min

(Portfolio Profile) Hypercubic.AI

(Portfolio Profile) Hypercubic.AI

A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in enterprises. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Nov 47min

OpenAI Enters The Group Chat

OpenAI Enters The Group Chat

OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn’t over. Google knows who sent you that fake UPS shipment alert text. And, of course, the Weekend Longreads Suggestions. ChatGPT launches pilot group chats across Japan, New Zealand, South Korea, and Taiwan (TechCrunch) Amazon and Microsoft Back Effort That Would Restrict Nvidia’s Exports to China (WSJ) OpenAI, Apple Lose Bid to Toss Musk xAI Suit Over Competition (Bloomberg) AI startup Cursor raises $2.3 billion funding round at $29.3 billion valuation (CNBC) You know those fake USPS texts? Google says it's found who's behind them (Fast Company) Weekend Longreads Suggestions: Sundar Pichai Is Google’s AI ‘Wartime CEO’ After All (Bloomberg) CRYPTO: Realm of the Coin (Vanity Fair) I'm Going to Be a Dad. Here's Why I'm Not Posting About My Kid Online (CNET) Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Nov 20min

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