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Latest Episodes:

Wed. 09/28 – iPhone Recession Warning Signal? Sep 28, 2022

Show notes

On second thought, Apple is pulling back on iPhone production which suggests demand is not what they anticipated. Intel’s new 13th-Gen chips and new low-end GPU. Checking on the Elon/Twitter trial and the NFT market. And what to expect from this week’s Tesla AI event.

Links:

Apple Ditches iPhone Production Increase After Demand Falters (Bloomberg)
The latest iPadOS 16 beta brings Stage Manager to older iPad Pro models (Engadget)
Intel’s 13th Gen processors arrive October 20th with $589 flagship Core i9-13900K (The Verge)
Intel Arc A770 graphics card to launch October 12 for $329 (PCGamer)
NFT Trading Volumes Collapse 97% From January Peak (Bloomberg)
Twitter says Elon Musk’s own data scientists did not back up bots claims (Financial Times)
Turnstile is Cloudflare’s latest attempt to rid the web of CAPTCHAs (The Verge)
How To Watch Tesla’s AI Day (Forbes)

Tue. 09/27 – The First Meaningful AR Product To Hit These Shores? Sep 27, 2022

Show notes

Sam Bankman-Fried finally scoops up Voyager’s assets. Meta says Russia has launched the biggest disinformation campaign of the war. Nreal has finally brough the first real contender for the AR wars to American shores for the first time. And would you consider a Metaverse white paper from the sci-fi writer than inspired the very notion of a Metaverse?

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**Net est. returns for all realized and unrealized offerings is 15.3%, from inception through 6/30/22. See important Reg A and performance disclosures at masterworks.io/cd

Mon. 09/26 – Darth Vader’s Voice Is AI Now Sep 26, 2022

Show notes

UK police make an arrest many believe is related to those recent Uber and Rockstar hacks. Will the iPhone get a design overhaul next year? Cloudflare’s interesting new Zero Trust SIM. Maybe the first copyright for that new AI Art stuff? And why AI is allowing Darth Vader’s voice to live on forever.

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Links:

UK Police arrests teen believed to be behind Uber, Rockstar hacks (BleepingComputer)
One Week with the iPhone 14 Pro Max: Apple’s Not-So-Dynamic Island (Bloomberg)
Cloudflare launches an eSIM to secure mobile devices (TechCrunch)
TikTok Seen Moving Toward U.S. Security Deal, but Hurdles Remain (NYTimes)
Artist receives first known US copyright registration for latent diffusion AI art (ArsTechnica)
James Earl Jones Steps Back From Voicing Darth Vader, Signs Off on Using Archived Recordings to Recreate Voice With A.I. (Variety)
Darth Vader’s Voice Emanated From War-Torn Ukraine (Variety)

(Portfolio Profile) Argyle Sep 24, 2022

Show notes

Argyle is a BIM to Augmented Reality app for Heavy Construction. More at Argyle.Build

Fri. 09/23 – Are DAO’s NOT A Liability Shield? Sep 23, 2022

Show notes

If DAO’s are a modern, blockchain take on the corporation, I’ve got a big, worrying thing to tell you about them. Apple looks to cozy up to the NFL as Amazon seems to have found immediate success with Thursday Night Football. Fitbit takes a page out of the Oculus playbook, post-acquisition. And, of course, the weekend longreads suggestions.

Links:

CFTC Penalizes Blockchain Protocol $250K, Files Action Against Successor DAO (CoinDesk)
Apple to Sponsor the Super Bowl Halftime Show (NYTimes)
Amazon Scores Big With First ‘Thursday Night Football’ Game (The Hollywood Reporter)
Fitbit will require a Google Account to use new devices and features from 2023 onward (9to5Google)

Weekend Longreads Suggestions:

The Sneaky Genius of Apple’s AirPods Empire (Bloomberg)
How a Quebec Lithium Mine May Help Make Electric Cars Affordable (NYTimes)
Unauthorized Shein boutiques are popping up across Mexico (Rest of World)
College Dropout Turns Thiel Fellowship Into a $2 Billion Figma Fortune (Bloomberg)
Why Do All These 20-Somethings Have Closed Captions Turned On? (WSJ)

Thu. 09/22 – Instagram To Crack Down On Nudes Sep 22, 2022

Show notes

More gaming hacks. Instagram wants to stop unsolicited sending of nudes. Layoffs come for Meta in all but name. The end-run Google wants to do around Dolby. Getty Images bans AI art. Larry Page’s flying car startup is shutting down. And a review of the new Apple Watch Ultra.

Links:

2K Games says hacked help desk targeted players with malware (BleepingComputer)
Instagram’s finally working on protecting users from unsolicited nude photos (The Verge)
Meta Quietly Reduces Staff in Cost-Cutting Push (WSJ)
Google wants to take on Dolby with new open media formats (Protocol)
Getty Images bans AI-generated content over fears of legal challenges (The Verge)
TikTok’s BeReal clone app is gaining traction outside the US (The Verge)
Google co-founder’s flying car startup is winding down (CNBC)
Apple Watch Ultra review: an aspirational debut (The Verge)

Wed. 09/21 – It’s Twitch’s Day Behind The Woodshed Sep 21, 2022

Show notes

Twitch is the main character of the show today, for good and bad reasons. YouTube takes a serious swing at TikTok. Microsoft releases Windows 11's first major update. Nividia outlines its next gen GPUs. Can Helium make it as an MVNO? And Google does Google things!

Sponsors:

Split.io/techmeme

Links:

Twitch to ban Stake.com streams and other unlicensed gambling content (The Verge)
Child Predators Use Twitch to Systematically Track Kids Livestreaming (Bloomberg)
YouTube will share ad revenue with Shorts creators (Engadget)
Windows 11’s 2022 Update has something new for everyone (The Verge)
Nvidia announces next-gen RTX 4090 and RTX 4080 GPUs (The Verge)
Helium Founders, T-Mobile Launch Crypto-Powered 5G Mobile Service (Decrypt)
Google is finally making its to-do list and reminder tools work together (The Verge)

Tue. 09/20 – Actual Inflation Comes To The App Store Sep 20, 2022

Show notes

Now the hackers have come for the crypto market makers. Spotify gets into the Audiobooks game. Slack gets in on the whole productivity apps renaissance. Actual inflation is coming to the app store and 1 Euro apps will soon be no more. And the chat room that only opens its doors when your phone’s battery is about to die.

Sponsors:

Online.UC.edu

Links:

Crypto market maker Wintermute hacked for $160 million (The Block)
Uber links breach to Lapsus$ group, blames contractor for hack (BleepingComputer)
Rockstar comments on GTA 6 leak and claims project won’t be delayed (VideoGameChronicle)
Nasdaq is preparing to launch an institutional crypto custody service (The Block)
Spotify Launches Audiobooks Business With A La Carte Pricing, No Discounts for Subscribers (The Hollywood Reporter)
Slack’s new Canvas feature puts a document editor in your chat window (The Verge)
Apple to raise App Store prices in multiple countries next month (9to5Mac)
Apple says software update coming next week to fix iPhone 14 Pro camera shake issue (9to5Mac)
This Chatroom Only Opens When Your Phone’s About to Die (Motherboard)

Mon. 09/19 – Uber Hack ≡ GTA VI Leak? Sep 19, 2022

Show notes

Did the same kid who allegedly hacked Uber allegedly leak GTA VI gameplay over the weekend? Interpol drops a red ball on Do Kwan. iPhone 14 Pro users report their cameras literally shake when they try to take pictures. Instacart wants to break the tech IPO hex. And the bull and bear case for the Figma acquisition.

Links:

GTA 6 gameplay leaks online in 90 videos (The Verge)
South Korean prosecutors ask Interpol to issue red notice for Do Kwon (Financial Times)
iPhone 14 Pro camera shaking and rattling in TikTok, Snapchat, and other apps (9to5Mac)
'No One Is Profitable': GPU Mining Faces Dark Days After Ethereum Merge (PCMag)
Instacart Plans to Focus IPO on Selling Employee Shares (WSJ)
The Adobe-Figma deal is historic for tech startups — if it goes through (Protocol)
Why Figma is Worth $20B And Other Observations From The Adobe Acquisition (Hunter Walk)

(Portfolio Profile) Treasury Sep 17, 2022

Show notes

Building the fundamental assets for the metaverse, with Treasury. If you want to learn more, contact me, or check out Treasury.space.

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