Thu. 12/15 – This Again?

Thu. 12/15 – This Again?

I’ll get into the whole Twitter banning private jet tracking accounts thing, but use that to explain how and even if we’re going to cover this whole Elon/Twitter story going forward. Is mobile gaming the latest domino to fall in this year of “line also goes down?” A new consortium hopes to make mapping data better. And let me introduce you to the Battery Belt, every bit as important as the whole onshoring the chip industry trend. Links: Twitter Suspends the Accounts Tracking Musk’s Jet and The Man Behind It (Bloomberg) Twitter Suspends Over 25 Accounts That Track Billionaires’ Private Planes (NYTimes) Elon Musk offloads another $3.6bn of Tesla stock (FT) FTX Investor Impact: Timeline of Realized Cryptocurrency Gains and Losses Shows FTX Hit Investor Wallets Less Than Previous Crises (Chainalysis) 2022 will go down as the worst year for U.S. IPOs since 1990. (Axios Pro Rata) Mobile games market to decline for first time in over a decade (FT) Creating the ultimate smart map with new map data initiative launched by Linux Foundation (VentureBeat) 1 big thing: The "battery belt" widens (Axios) The electric car Battery Belt is reshaping America’s heartland (Axios) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Sam Altman Declares A “Code Red”

Sam Altman Declares A “Code Red”

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in ...

2 Dec 202521min

Is Nvidia In Trouble?

Is Nvidia In Trouble?

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anym...

1 Dec 202522min

(BNS) Susan Lyne Part 2

(BNS) Susan Lyne Part 2

We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures. Learn more...

28 Nov 202551min

(BNS) Susan Lyne Part 1

(BNS) Susan Lyne Part 1

I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helpi...

27 Nov 202555min

Polymarket Is Street Legal

Polymarket Is Street Legal

Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition....

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Is OpenAI In Trouble?

Is OpenAI In Trouble?

Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren’t asking. And is...

25 Nov 202519min

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 ...

24 Nov 202519min

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, bu...

21 Nov 202531min

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