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  • Tue. 03/04 – The First IPO Of The AI Era

    Tue. 03/04 – The First IPO Of The AI Era

    · Techmeme Ride Home

    We have our first official IPO of the AI Era coming. Anthropic has a big new round. New iPads from Apple. New phones from Nothing. Waymo rolls out in Austin, Texas. And how the Kinnect technology lives on, as a tool for Ghostbusters.

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    Links:

    AI cloud provider CoreWeave files for IPO (CNBC)Anthropic Finalizes Megaround at $61.5 Billion Valuation (Bloomberg)Apple launches a new M3-powered iPad Air (The Verge)Waymo is now available exclusively on Uber in Austin (The Verge)Nothing’s Phone 3A and 3A Pro use AI to organize all your stuff (The Verge)Ghost hunting, pornography and interactive art: the weird afterlife of Xbox Kinect (The Guardian)

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  • Mon. 03/03 – A National Crypto Reserve?

    Mon. 03/03 – A National Crypto Reserve?

    · Techmeme Ride Home

    Maybe we really will be getting that national crypto reserve after all. TSMC doubles down on manufacturing in the US. Return to the office is one thing, but Sergey Brin things RTO could lead to AGI, at least at Google. And Mark Gurman says there is an AI crisis inside Apple.

    Sponsors:

    Incogni.com/ridehomeQualiaLife.com/ride

    Links:

    Donald Trump Names Components Of Crypto Reserve (CoinDesk)Trump, Chip Maker TSMC Expected to Announce $100 Billion Investment in U.S. (WSJ)Google’s Gemini now lets you ask questions using videos and what’s on your screen (TechCrunch)Google’s Sergey Brin Urges Workers to the Office ‘at Least’ Every Weekday (NYTimes)Peter Thiel-backed fintech Ramp nearly doubles valuation to $13bn (Financial Times)Apple’s Artificial Intelligence Efforts Reach a Make-or-Break Point (Bloomberg)

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  • Fri. 10/28 – GPT-4.5

    Fri. 10/28 – GPT-4.5

    · Techmeme Ride Home

    OpenAI has launched GPT-4.5, but they want you to know, this is not a frontier model, it’s a stepping stone. Skype enters the Deadpool. Memecoins are ok by the SEC. Most criminality in crypto is now done with stablecoins. And in the Weekend Longreads Suggestions, how the MTA is using Pixel phones to do subway maintenance.

    Links:

    OpenAI announces GPT-4.5, warns it’s not a frontier AI model (The Verge)OpenAI CEO Sam Altman says the company is ‘out of GPUs’ (TechCrunch)Microsoft hangs up on Skype: service to shut down May 5, 2025 (TechCrunch)Microsoft is killing Skype after 14 years of neglect (Windows Central)Meta plans to release standalone Meta AI app in effort to compete with OpenAI’s ChatGPT (CNBC)SEC says most meme coins are not securities (CNBC)Illicit Crypto Volume in 2024 Hit a Record $40B in 2024 (CoinDesk)Meta is firing about 20 employees for leaking information (The Verge)

    Weekend Longreads Suggestrions:

    The New York City Subway Is Using Google Pixels to Listen for Track Defects (Wired)

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  • Thu. 02/27 – Nvidia Earnings

    Thu. 02/27 – Nvidia Earnings

    · Techmeme Ride Home

    Nvidia’s first earnings are out after the whole DeepSeek thing. Do they seem nervous or no? A pretty big price cut for the PlayStation VR2. Huge outflows from bitcoin ETFs. Can insecure code somehow make AI homicidal? And is the iPhone 16e worth your money?

    Links:

    Nvidia sales grow 78% on AI demand, company gives strong guidance (CNBC)Sony drops PlayStation VR 2 price to $399 (The Verge)Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day (Bloomberg)FAA targeting Verizon contract in favor of Musk’s Starlink, sources say (Washington Post)Researchers puzzled by AI that praises Nazis after training on insecure code (Ars Technica)iPhone 16E review: Eh, it’s alright (The Verge)

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  • Wed. 02/26 – Alexa+

    Wed. 02/26 – Alexa+

    · Techmeme Ride Home

    Amazon finally updated Alexa with generative AI. It’s called Alexa+ and it can do plenty of neat things, but unless you’re a Prime subscriber, it’s gonna cost ya. DeepSeek is rushing its next AI model to press its momentum. Zuck wants to build a $200B AI datacenter. And how the SteamDeck has created a whole new category in gaming.

    Sponsors:

    shopify.com/ride

    Links:

    Amazon announces AI-powered Alexa Plus (The Verge)Amazon unveils a new and improved Alexa, Alexa+ (TechCrunch)DeepSeek rushes to launch new AI model as China goes all in (Reuters)Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information)How North Korea pulled off a $1.5 billion crypto heist—the biggest in history (ArsTechnica)Three years later, the Steam Deck has dominated handheld PC gaming (The Verge)

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  • Tue. 02/25 – Claude 3.7 Sonnet

    Tue. 02/25 – Claude 3.7 Sonnet

    · Techmeme Ride Home

    Anthropic releases its latest cutting-edge model, Claude 3.7 Sonnet. Would you tolerate ads inside your Excel spreadsheet if you could use Excel for free? Why some journalists are joining AI companies. And let me introduce you to “tiny teams” the new startup meme in Silicon Valley.

    Links:

    Anthropic launches a new AI model that ‘thinks’ as long as you want (TechCrunch)AI Startup Anthropic Finalizing $3.5 Billion Funding Round (WSJ)Microsoft Quietly Launched a Free Ad-Supported Office App, and No One Noticed (Beebom)Apple’s $500 Billion U.S. Investment Is Mostly Already in the Books (WSJ)Meet the journalists training AI models for Meta and OpenAI (NeimanLab)A.I. Is Changing How Silicon Valley Builds Start-Ups (NYTimes)

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  • Mon. 02/24 – Apple’s $500B Investment In The US

    Mon. 02/24 – Apple’s $500B Investment In The US

    · Techmeme Ride Home

    Apple makes a huge investment in US manufacturing and hiring. Are SMS messages as 2-factor authentication on the way out? The biggest crypto theft of all time happened over the last few days. And why some school districts are turning to AI counseling for students.

    Sponsors:

    RobinHood.com/gold

    Links:

    Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg)Apple Abandons Budget Smartphone Market With the iPhone 16e (Bloomberg)Google Confirms Gmail To Ditch SMS Code Authentication (Forbes)Bybit Hit by Crypto’s Worst Hack With Almost $1.5 Billion Stolen (Bloomberg)Bybit Hack (CoinDesk)Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (Bloomberg)When There’s No School Counselor, There’s a Bot (WSJ)

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  • The 2,000th Episode Spectacular

    The 2,000th Episode Spectacular

    · Techmeme Ride Home

    Well, kinda... But we do talk about how the show started, get a bit into the process of what I do every day. But mostly we get deep into where AI is going, my fears for silicon valley if the M&A activity doesn't pick up, why I got into investing, what it means if Silicon Valley is bigger than the government (maybe?) what it's like when that weird dude you talk to at a tech meetup becomes a billionaire, and why this is still the greatest job I've ever had. Thank you all for listening. Here's to 2,000 more episodes.

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  • Thu. 02/20 – Microsoft’s Quantum Breakthrough

    Thu. 02/20 – Microsoft’s Quantum Breakthrough

    · Techmeme Ride Home

    Microsoft is claiming a historical quantum breakthrough with its first quantum processor, the Majorana 1. Google is going all in on the Gemini brand. The world’s thinnest foldable phone. Rabbit releases a demo it probably should have led with. And James Bond now works for Amazon.

    Sponsors:

    Freshbooks.com/pricing-offerTake your personal data back with Incogni! Use code RIDEHOME at the link below and get 60% off an annual plan: Incogni.com/ridehome

    Links:

    Microsoft announces quantum computing breakthrough with new Majorana 1 chip (The Verge)Microsoft’s Xbox AI era starts with a model that can generate gameplay (The Verge)Google app on iOS removing Gemini as it pushes users to full app (9to5Google)The world’s thinnest foldable phone doesn’t come cheap (The Verge)Rabbit shows off the AI agent it should have launched with (The Verge)'Bond' Producers Stepping Back From Iconic Franchise As Amazon MGM Studios Takes Creative Control (Deadline)

    Join us for the livestream tonight here: https://riverside.fm/studio/2000th-episode

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  • Wed. 02/19 – The iPhone 16e

    Wed. 02/19 – The iPhone 16e

    · Techmeme Ride Home

    Apple has announced the new iPhone 16e. I’ve got all the details for you. The Humane AI Pin is definitively dead, and HP is acquiring the ashes. Yet ANOTHER potentially big new AI player. And why some Bytedance investors kind of don’t care if TikTok US gets split off. In fact, they might even prefer it.

    Links:

    Apple launches new iPhone 16e: Here’s everything you need to know (9to5Mac)All of Humane's AI pins will stop working in 10 days (Engadget)‘Pokémon Go’ Maker Nears $3.5 Billion Deal to Sell Games Unit (Bloomberg)Mira Murati debuts Thinking Machines Lab, her AI startup (Axios)ByteDance's US Backers Say China Growth to Counter Any TikTok Ban Damage (Bloomberg)Can AI Predict the Next Big IPO? Crunchbase Thinks So. (WSJ)

    2000th episode livestream link: https://riverside.fm/studio/2000th-episode

    AI Engineer Summit

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  • Tue. 02/18 – Grok-3

    Tue. 02/18 – Grok-3

    · Techmeme Ride Home

    xAI and Elon Musk have launched Grok-3, their cutting-edge AI model. Is it really a step forward? It’s really the cutting-edge? Andrej Karpathy is gonna tell us. The first tri-foldable phone is here. Is there a new huge AI player? And how Apple’s move to manufacture in India is going.

    Sponsors:

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    Links:

    Elon Musk’s xAI releases its latest flagship model, Grok 3 (TechCrunch)Impressions of Grok-3 (@karpathy)Huawei’s trifold phone launches outside of China (The Verge)Trump tariffs result in 10% laptop price hike in U.S. says Acer CEO (Tom's Hardware)OpenAI Co-Founder Sutskever’s Startup Is Fundraising at $30 Billion-Plus Valuation (Bloomberg)Apple’s quiet pivot to India (FT)

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  • Mon. 02/17 – Folks Are Circling Intel

    Mon. 02/17 – Folks Are Circling Intel

    · Techmeme Ride Home

    The vultures are circling Intel, if that’s not too aggressive an analogy. OpenAI’s board officially rejects Elon’s bid. Zelle is quietly the biggest player in P2P payments. Everybody wants to go after robotics as the next big thing. And why over a thousand tech unicorns are in trouble.

    Sponsors:

    QualiaLife.com/ride and code RIDE at checkout

    Links:

    TSMC Considers Running Intel’s US Factories After Trump Team Request (Bloomberg)Broadcom, TSMC Weigh Possible Intel Deals That Would Split Storied Chip Maker (WSJ)OpenAI Rejects Elon Musk’s $97.4 Billion Bid for Control of the Company (NYTimes)Zelle payments top $1 trillion in 2024 as network’s growth outpaces rivals including PayPal (CNBC)TikTok Grabs Market Share From Shein Despite Looming Risks (Bloomberg)Meta Plans Major Investment Into AI-Powered Humanoid Robots (Bloomberg)Apple and Meta Are Set to Battle Over Humanoid Robots (Bloomberg)The Unicorn Boom Is Over, and Startups Are Getting Desperate (Bloomberg)

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  • Fri. 02/14 – Arm Upends The Entire Semiconductor Industry

    Fri. 02/14 – Arm Upends The Entire Semiconductor Industry

    · Techmeme Ride Home

    TikTok is back in the app stores. But the biggest news is that Arm is going to make its own chips, thereby upending how the entire semiconductor industry has been constituted. Why Reddit has been killing it lately. And in the Weekend Longreads Suggestions, what if TikTok, but for Wikipedia?

    Sponsors:

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    Links:

    Apple, Google Restore TikTok App After Assurances From Trump (Bloomberg)Arm to launch its own chip in move that could upend semiconductor industry (Financial Times)Shein IPO plans hit by Trump’s low-cost parcels crackdown (Financial Times)AI Licensing Deals With Google and OpenAI Make Up 10% of Reddit's Revenue (AdWeek)

    Weekend Longreads Suggestions:

    Forget DeepSeek. Large language models are getting cheaper still (The Economist)How a resurgent Walmart saw off the Amazon threat (Financial Times)Developer creates endless Wikipedia feed to fight algorithm addiction (Ars Technica)

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  • Thu. 02/13 – Do We Maybe Have A Roadmap For GPT-5?

    Thu. 02/13 – Do We Maybe Have A Roadmap For GPT-5?

    · Techmeme Ride Home

    We maybe have a roadmap for GPT-5, but also, is it not really GPT-5 just a renaming of what they already have in the pipeline? It’s kind of weird. Elon gives his conditions for dropping his takeover bid. Utility companies say the AI hype is real, but what if, in the end, the end users don’t actually show up?

    Sponsors:

    Shopify.com/ride

    Links:

    OpenAI postpones its o3 AI model in favor of a ‘unified’ next-gen release (TechCrunch)Elon Musk will withdraw bid for OpenAI’s nonprofit if its board agrees to terms (TechCrunch)Musk, Altman Spar Over $97.4 Billion OpenAI Bid in Court Filings (Bloomberg)The Apple TV app is now available on Android: watch Apple TV+ and MLS Season Pass (9to5Mac)Meta Opens Facebook Marketplace to Rivals in EU Antitrust Clash (Bloomberg)Data Center Power Demand Almost Doubled in Virginia, Utility Says (Bloomberg)AI Agents Are Everywhere…and Nowhere (WSJ)

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  • Wed. 02/12 – The First Big AI Legal Ruling

    Wed. 02/12 – The First Big AI Legal Ruling

    · Techmeme Ride Home

    The first big AI legal ruling has come down, and it might not be good news for AI startups. Apple launches its biggest health study yet. This one weird trick that tech companies are using to make their AI spending seem not so expensive. And Matt Levine on the whole Elon buying OpenAI thing.

    Sponsors:

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    Links:

    Thomson Reuters Wins First Major AI Copyright Case in the US (Wired)Apple Plans to Learn More About Your Holistic Health With Its New Apple Health Study. You Can Enroll Now (CNET)Meta In Talks To Buy Korean AI Chip Startup Founded By Samsung Engineer (Forbes)Meta Accounting Move on AI Servers to Boost Profit This Year (Bloomberg)Sam Altman Dismisses Elon Musk’s Bid to Buy OpenAI in Letter to Staff (Wired)Sure Elon Musk Might Buy OpenAI (Matt Levine/Bloomberg)

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  • Tue. 02/11 – Elon Wants To Buy OpenAI

    Tue. 02/11 – Elon Wants To Buy OpenAI

    · Techmeme Ride Home

    Elon makes an unsolicited bid to buy OpenAI, or at least the non-profit that controls it, and maybe he doesn’t really want to own it, it’s complicated. I’ll explain. YouTube continues to be the biggest thing in media. Forget smartwatches, get ready for smart earbuds. And the crazy cheap Chinese EVs can now do crazy cheap self-driving too!

    Sponsors:

    1Password.com/ride

    Links:

    Elon Musk-Led Group Makes $97.4 Billion Bid for Control of OpenAI (WSJ)Exclusive: OpenAI is not for sale, CEO Sam Altman says (Axios)Musk’s $97.4 Billion OpenAI Bid Piles Pressure on Sam Altman (WSJ)YouTube Surprise: CEO Says TV Overtakes Mobile as “Primary Device” for Viewing (THR)Google Calendar removed events like Pride and BHM because its holiday list wasn’t ‘sustainable’ (The Verge)Powerbeats Pro 2 Debut With Heart Rate Monitoring, H2 Chip, Active Noise Cancellation, and More (MacRumors)Chinese EV leader BYD to offer ‘God’s Eye’ self-driving system on all models (FT)

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  • Mon. 02/10 – How Sam Altman Outflanked Elon Musk?

    Mon. 02/10 – How Sam Altman Outflanked Elon Musk?

    · Techmeme Ride Home

    According to the Super Bowl ad I saw last night, anyone can use Starlink on their phone soon, not just T-Mobile users. Was this the Super Bowl of crypto-betting? Are we seeing the first signs that AI is stealing jobs from tech workers? And a behind the scenes tale of how Sam Altman outflanked Elon Musk.

    Sponsors:

    Timeline.com/ride

    Links:

    T-Mobile to Charge $15 Per Month for Starlink Satellite Texting Feature (Bloomberg)Polymarket Bettors Punt $1.1B on Superbowl Results, Despite Regulatory Overhang (CoinDesk)Exclusive: OpenAI set to finalize first custom chip design this year (Reuters)IT Unemployment Rises to 5.7% as AI Hits Tech Jobs (WSJ)Exclusive: Anthropic's "index" tracks AI economy (Axios)Christie’s announces AI art auction, and not everyone is pleased (TechCrunch)How Sam Altman Sidestepped Elon Musk to Win Over Donald Trump (NYTimes)

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  • (Omnibus) Week Of 02/03/2025

    (Omnibus) Week Of 02/03/2025

    · Techmeme Ride Home

    (Omnibus) Week Of 02/03/2025

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  • Fri. 02/07 – UK Backdoor Into iPhones?

    Fri. 02/07 – UK Backdoor Into iPhones?

    · Techmeme Ride Home

    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 Longreads suggestions. And listen to the end of the show cause I’m running an experiment.

    Sponsors:

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    Links:

    U.K. orders Apple to let it spy on users’ encrypted accounts (Washington Post)Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity’ in AI (CNBC)Tech Giants Double Down on Their Massive AI Spending (WSJ)Apple’s Long-Awaited Overhaul of iPhone SE Nears Release (Bloomberg)Softbank set to invest $40 billion in OpenAI at $260 billion valuation, sources say (CNBC)

    Weekend Longreads Suggestions:

    How is Fortnite's Attempt to Become the YouTube of Gaming Going? (Posting Nexus)The Sims Turned Players Into Gods. And Farmers. And Vampires. And Landlords. (NYTimes)

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  • Thu. 02/06 – A $50 (!!) AI Model?

    Thu. 02/06 – A $50 (!!) AI Model?

    · Techmeme Ride Home

    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 event. And also, why does Amazon fail so hard when it comes to physical retail?

    Sponsors:

    Oracle.com/techmeme

    Links:

    Researchers created an open rival to OpenAI’s o1 ‘reasoning’ model for under $50 (TechCrunch)Google Kills Diversity Hiring Targets (WSJ)Google Unwinds Employee Diversity Goals, Citing Trump’s D.E.I. Orders (NYTimes)OpenAI Set to Make Super Bowl Ad Debut (WSJ)OpenAI to Air Its First Super Bowl Ad (AdWeek)Amazon's AI revamp of Alexa assistant nears unveiling (Reuters)Bill banning social media for youngsters advances (Politico)Trump's de minimis cancellation is bad news for Temu, but worse for Shein (Reuters)Amazon, King of Online Retail, Can’t Seem to Make Its Physical Stores Work (WSJ)

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