Down Round

Latest Episodes:

No Such Thing As A Market Correction Feb 27, 2025

Show notes

Tech stocks have been having a rough time since December. The Magnificent Seven, the undisputed kings of the market, have slipped 10% since then — even before the DeepSeek moment.

But not all are made equal. Meta, for example, is doing basically fine. Apple isn't too terrible. Tesla, on the other hand, has lost 37% of its value since then. In this ep, we discuss the market correction, including a long chat on Tesla and whether its reality distortion field is looking a little shaky.

See omnystudio.com/listener for privacy information.

Do You Grok Me? Feb 20, 2025

Show notes

Plenty of tech industry nonsense to chat about this week, folks. Elon Musk is fathering his 13th child (and a new Grok model) and trying to destroy OpenAI. Everyone is trying to match OpenAI's Deep Research with similar products of their own. The markets are back.

As always, Down Round is here to guide you.

See omnystudio.com/listener for privacy information.

Going Deep Feb 13, 2025

Show notes

We got a few requests last week to talk more about OpenAI's Deep Research feature that everyone's been going wild about. We thought it was a good opportunity to return to a topic that we've touched a few times over the past couple of years — what sort of work is being threatened with change by new systems like this?

In this two parter, we look at Deep Research and the current prospects for automating white collar work with AI.

To subscribe to Down Round Premium, head here.

See omnystudio.com/listener for privacy information.

Apple – Charlie XCX (official lyric video) Feb 06, 2025

Show notes

Apple is worth $3.5 trillion. Trillion with a T.

But all is not necessarily well in Tim Cook's kingdom. iPhone sales are slowing and the Apple Intelligence rollout was unimpressive and underwhelming. Now rumours abound that they are abandoning their rescue mission for their VR and AR ambitions.

Are Apple floundering? Or just doing things The Apple Way? Who better to discuss than the Down Round boys?

See omnystudio.com/listener for privacy information.

DeepSeek Freakout Jan 30, 2025

Show notes

It's fair to say things have been a little crazy this week. Thanks to the drop of Chinese AI lab DeepSeek's beautiful, powerful AI reasoning model, tech stocks took an absolute pounding — producing, in no small part because of Nvidia, the largest individual loss of share market value in American history.

The freakout wasn't just in markets. AI developers in the US were also going through it. We talked about DeepSeek a little bit last week, but this week we dive into the madness, and spend a bit more time talking about the model itself.

If you want to hear us go deeper, sign up for Down Round Premium today.

See omnystudio.com/listener for privacy information.

January Mania Jan 23, 2025

Show notes

It's not even the end of January and there's already so much crap going on in the world of tech. We're spoiled for choice here. In this two-parter, we're tackling the various stories that have sprung up around the inauguration of Donald Trump — everything from TikTok to meme coins to Project Stargate and Chinese AI.

In this first part, we're looking at the latest on the TikTok ban, as well as DeepSeek, the Chinese AI shop that has everyone's attention. Want to get the second part? Join Down Round Premium today.

See omnystudio.com/listener for privacy information.

One Big Gold Nugget, Please (PREVIEW) Jan 16, 2025

Show notes

The number one social media app in the Apple App Store is currently Xiaohongshu, AKA The Little Red Book, the Chinese social shopping app reminiscent of TikTok but with more shopping.

We take a squiz at that, before assessing the latest announcements from Nvidia and what it all means.

Strap in, the boys are back for 2025.

See omnystudio.com/listener for privacy information.

Based Mark Zuckerberg (ft. Mike Isaac) Jan 14, 2025

Show notes

Over the last couple of weeks, Mark Zuckerberg and Meta have signalled a shift in the way the company is run — eliminating factcheckers, rolling back internal DEI policies and bringing politics content back to company platforms. On the one hand, you can read it as an obvious sop to the incoming Trump administration. But there's definitely a cultural change in the air when it comes to online platforms and politics, and Zuck is right at the coalface.

Joining us for this episode is Mike Isaac, tech correspondent and Meta whisperer at The New York Times. He helped us untangle some of the forces driving Meta's change of heart.

See omnystudio.com/listener for privacy information.

Xmas Spectacular Pt 5: The Accountability Episode Jan 07, 2025

Show notes

On Down Round, we make many predictions. Almost all of them are correct. For this episode, we have used the power of AI to forensically audit a representative sample of episodes over the last year, with the goal of answering the question: just how right were we?

See omnystudio.com/listener for privacy information.

Xmas Spectacular Pt 3: Shark Tank (ft. Becky Lucas & Joyride) Jan 01, 2025

Show notes

Just like we did last year, we're continuing the silly season with another entry of DOWN ROUND SHARK TANK. On social media and in our Discord, you submitted your startup pitches, and now we're going to decide if we will invest.

Joining us on the panel are friends of the pod Becky Lucas and Joyride, who will assist us in the mammoth task of evaluating your very serious startup ideas.

This is the first part of the episode. To get part two, sign up at downround.net

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected