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Mon. 05/18 – Pizza Arbitrage Shows How The Food Delivery Space Is Broken May 18, 2020

Show notes

The tech trade war is really heating up again, in case you missed it. What if Coronavirus is what helps Google win at messaging? Clubhouse is an interesting raise raising eyebrows. And why Pizza arbitrage shows that the food delivery space is not only broken, but basically spits in the face of efficient market theory.

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TSMC halts new Huawei orders after US tightens restrictions (Nikkei Asian Review)
China Injects $2.2 Billion Into Local Chip Firm (Bloomberg)
General Atlantic to invest $870M in India's Reliance Jio Platforms (TechCrunch)
Google Meet surpasses 50 million downloads on the Google Play Store (9to5Google)
Andreessen Horowitz Wins VC Sweepstakes To Back Clubhouse, Voice App Still In Beta, At $100 Million Valuation (Forbes)
London-based Fly Now Pay Later raises £35 million Series A to provide flexible financing to travellers (Tech.eu)
Austin-Based Real Estate Startup Homeward Secures $105M In Debt & Equity (TechCrunch)
Doordash and Pizza Arbitrage (Margins, by Ranjan Roy and Can Duruk)

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(Bonus) Listener Call in I - The "Call-in-an-ing" May 16, 2020

Show notes

Questions about: tech in the time of coronavirus, podcasting in the time of coronavirus, WeWork and co-working spaces after the coronavirus, Netflix's position among the competition right now, are subscriptions the future of podcasting, how I source news, and what are my biases, among other questions and answers....

Fri. 05/15 – Facebook Buys GIPHY May 15, 2020

Show notes

The US strikes at Huawei again. Apple acquires a VR startup and there’s conflicting rumors on those AR glasses. Is Silicon Valley really about to become a ghost town? And, of course, the weekend longreads suggestions.

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TinyCapital.com

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IbisWritingAcademy.com

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U.S. moves to cut Huawei off from global chip suppliers as China eyes retaliation (Reuters)
Scoop: Facebook to buy Giphy for $400 million (Axios)
Apple Acquires Startup NextVR that Broadcasts VR Content (Bloomberg)
Apple’s computerized glasses won’t be ready until 2022 ‘at the earliest,’ top analyst says (Bloomberg)
Latest leak has "sleek" Apple Glasses coming out in 2021 instead of 2022 (Apple Insider)
Uber’s CEO, a Seasoned Dealmaker, Pursues His Biggest One Yet (Bloomberg)
Chrome will start blocking resource-heavy ads in August (VentureBeat)
Tech Workers Consider Escaping Silicon Valley’s Sky-High Rents (Bloomberg Businessweek)

Weekend Longreads:

OnlyFans, Influencers, And The Politics Of Selling Nudes During A Pandemic (Elle.com)
How Sporcle followed trivia fans from bars to Zoom and built a $2.5M business (Protocol)
Founder Of Borders Bookstores, Webvan Returns With Dreams Of Beating Amazon At Food Delivery (Forbes)
Inside HBO Max, the $4 Billion Bet to Stand Out in the Streaming Wars (Variety)
The Confessions of Marcus Hutchins, the Hacker Who Saved the Internet (Wired)
Our weird behavior during the pandemic is messing with AI models (MIT Technology Review)
Yes, websites really are starting to look more similar (The Conversation)

Link to zoom meeting, 1pm eastern time Saturday: https://zoom.us/j/92079645112

Thu. 05/14 – “Monstrous” Chip News May 14, 2020

Show notes

There is "monstrous" chip news from Nvidia, the world’s first camera sensor with AI built-in, a crypto experiment on Reddit that I feel like might actually have a shot at working, how long will Google stick with hardware, and new members of the $100MM ARR club.

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Nvidia unveils monstrous A100 AI chip with 54 billion transistors and 5 petaflops of performance (VentureBeat)
Nvidia’s first Ampere GPU is designed for data centers and AI, not your PC (The Verge)
Sony Says It Created World’s First Image Sensor With Built-in AI (Bloomberg)
Reddit to launch Ethereum-based tokens for cryptocurrency and Fortnite subreddits (The Block)
Chrome will soon group tabs together to save pack rats from themselves (Engadget)
The mastermind behind the Pixel's camera has left Google (AndroidCentral)
Adding three more companies to the $100M ARR club (TechCrunch)

Submit questions for the Zoom call this weekend here

Wed. 05/13 – What If We Never Go Back To The Office? May 13, 2020

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New XPS laptops, new Fire HD tablets, Facebook is compensating content moderators, how the pandemic has affected clothes shopping, and how the aftermath of the pandemic might affect offices in the sense of: will we actually ever go back to them?

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Dell launches new XPS 17 and redesigned XPS 15 with 16:10 edge-to-edge displays (The Verge)
Amazon updates the Fire HD 8 with a faster processor, more RAM, and USB-C (The Verge)
Facebook will pay $52 million in settlement with moderators who developed PTSD on the job (The Verge)
Apple plans to add audio versions of publisher articles to Apple News+ (Digiday)
US e-commerce sales jump 49% in April, led by online grocery (TechCrunch)
Twitter Will Allow Employees To Work At Home Forever (Buzzfeed News)
Apple Plans to Return More Staff to Offices in Break From Rivals (Bloomberg)

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Tue. 05/12 - Quibbling With Quibi May 12, 2020

Show notes

Is Uber about to gobble Grubhub? Twitter does something Facebook and YouTube did a long time ago. Details on Apple’s forthcoming over the ears headphones. New releases for developers and music producers. And look, let’s have a conversation about Quibi.

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TinyCapital.com
Rhone.com/ridehome promo code: ridehome

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Mon. 05/11 – Why Call it “Thunderspy” and not “Thunderstruck” or “Thunderstorm?” May 11, 2020

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A flaw in Thunderbolt basically means no computers are secure. Qualcomm’s new flagship chip. Eric Schmidt has finally left the Googleplex. Detecting malware via grayscale images. Apple is reopening stores, and we might have a new tech IPO as soon as next month.

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Tinycapital.com

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Book mentioned: Atrocities by Matthew White

(Bonus) Did Al Gore Invent The Internet? May 09, 2020

Show notes

Of course not. But also: it's more nuanced than you might think...

Fri. 05/08 – How Good Can an $18 Apple Watch Knock-Off Really Be? May 08, 2020

Show notes

Uber continues the things-could-be-worse tech earnings parade, Google is consolidating all of its messaging efforts under one team, this whole Reliance Jio Platforms story really has me intrigued, a semi-decent $18 Apple watch ripoff, and, of course, the weekend longreads suggestions.

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Weekend Longreads Suggestions:

The System That Actually Worked (The Atlantic)
THE WORLD’S BIGGEST PC GAMES ARE FIGHTING A NEW SURGE OF CHEATERS AND HACKERS (The Verge)
How Apple reinvented the cursor for iPad (TechCrunch)
Instacart’s Frantic Dash From Grocery App to Essential Service (Bloomberg Businessweek)
It’s the 50th Anniversary of Humanity’s Favorite Activity: Staring at an LCD (WSJ)
Steven Sinofsky lived Microsoft history. Now he’s writing it (Fast Company)
One-Man Hedge Fund Gains 56% With Virus-Resistant Tech Bets (Bloomberg)

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Thu. 05/07 – Do Lyft Earnings Mean Ride Hailing As An Industry Might Survive? May 07, 2020

Show notes

Zoom makes its first acquisition, Google Authenticator now makes it easier to switch phones, Lyft earnings gives hopes to the ride hailing industry, new Sonos gear and a deep dive into Facebook’s new Oversight Board.

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A Little Hatred by Joe Abercrombie

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