Episodes

March 4, 2025

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

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.
March 3, 2025

Mon. 03/03 – A National Crypto Reserve?

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.
Feb. 28, 2025

Fri. 10/28 – GPT-4.5

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 t…
Feb. 27, 2025

Thu. 02/27 – Nvidia Earnings

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?
Feb. 26, 2025

Wed. 02/26 – Alexa+

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 create…
Feb. 25, 2025

Tue. 02/25 – Claude 3.7 Sonnet

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.
Feb. 24, 2025

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

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.
Feb. 21, 2025

The 2,000th Episode Spectacular

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 g…
Feb. 20, 2025

Thu. 02/20 – Microsoft’s Quantum Breakthrough

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.
Feb. 19, 2025

Wed. 02/19 – The iPhone 16e

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 prefe…
Feb. 18, 2025

Tue. 02/18 – Grok-3

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.
Feb. 17, 2025

Mon. 02/17 – Folks Are Circling Intel

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.
Feb. 14, 2025

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

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?
Feb. 13, 2025

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

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 actuall…
Feb. 12, 2025

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

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.
Feb. 11, 2025

Tue. 02/11 – Elon Wants To Buy OpenAI

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…
Feb. 10, 2025

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

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 …
Feb. 8, 2025

(Omnibus) Week Of 02/03/2025

(Omnibus) Week Of 02/03/2025
Feb. 7, 2025

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 Longreads suggestions. And listen to the end of the show cause I’m running an experiment.
Feb. 6, 2025

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 event. And also, why does Amazon fail so hard when it comes to physical retail?
Feb. 5, 2025

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 going in different directions when it comes to AI. And why are people increasingly refusing to pay ran…
Feb. 4, 2025

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 quietly stopped investing, and started getting real about profitability.
Feb. 3, 2025

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 pivoting toward. And the Beatles won a Grammy last night with the first AI augmented song to ever win …
Feb. 1, 2025

(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.