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Thu. 11/16 – Microsoft’s Ignite Conference Nov 16, 2023

Show notes

All of the big announcements from Microsoft’s development conference yesterday, including the debut of their own AI chips. YouTube is bringing AI to Shorts. Threads is kinda doing hashtags, though Chris Messina has thoughts. And the new UPS warehouse where the robots way outnumber the humans.

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Microsoft rebrands Bing Chat to Copilot, to better compete with ChatGPT (The Verge)
Microsoft officially launches Loop, its Notion competitor (The Verge)
Microsoft Unveils Its First Custom-Designed AI, Cloud Chips (Bloomberg)
YouTube Shorts Challenges TikTok With Music-Making AI for Creators (Wired)
Threads starts testing hashtags…without the hash (TechCrunch)
Robots to Outnumber People at UPS’s Massive New Warehouse (Bloomberg)

Wed. 11/15 – Bridging The Great Blue Bubble Divide Nov 15, 2023

Show notes

Nothing has come up with the first large scale way to send iMessages even if you’re on Android. Those new OpenAI products are so popular, they’re actually pausing your ability to use them. DeepMind has a model that can predict the weather more accurately than humans. And the Cadillac of web cameras has a new model.

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Miro.com/podcast
Mindbloom.com/techmeme and code techmeme

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Coming soon: A fix for the Android green-bubble problem (Washington Post)
Intel fixes high-severity CPU bug that causes “very strange behavior” (ArsTechnica)
OpenAI Pauses New ChatGPT Plus Subscriptions Due To Surge In Demand (Search Engine Journal)
Apple extends free period for iPhone 14 satellite features (9to5Mac)
AI outperforms conventional weather forecasting methods for first time (Financial Times)
Opal’s second camera is the Tadpole, a tiny webcam for laptops (The Verge)

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Tue. 11/14 – Google Pays Apple HOW Much? Nov 14, 2023

Show notes

Two different trials reveal some details of Google’s various deals with various platforms that they probably wish didn’t become public. Why aren’t the Fed’s arresting those casino hackers? Two interesting new initiatives from Uber. And OpenAI has an independent board that gets to decide when AGI has been achieved (and maybe x’s Microsoft out).

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Apple Gets 36% of Google Revenue in Search Deal, Expert Says (Bloomberg)
For Google Play, Dominating Android World Was ‘Existential’ (Bloomberg)
Amazon Lays Off 180 Employees In Its Games Division (Aftermath)
FBI struggled to disrupt dangerous casino hacking gang, cyber responders say (Reuters)
Uber to Test TaskRabbit-Like Service in Florida and Alberta (Bloomberg)
Uber takes steps to combat unfair driver deactivations (TechCrunch)
OpenAI’s six-member board will decide ‘when we’ve attained AGI’ (VentureBeat)

Mon. 11/13 – Can OpenAI Outrun Everybody? Nov 13, 2023

Show notes

OpenAI is probably going to raise a ton more money to attempt to stay at the top of the AI heap. You might get your money back if you get scammed on Zelle all of the sudden. Would you trust ex-FTX executives to launch a new crypto exchange? And why did Apple pause all OS development for a week recently?

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Collective.com/ride and tell them ride sent you
Miro.com/podcast

Links:

OpenAI chief seeks new Microsoft funds to build ‘superintelligence’ (Financial Times)
Exclusive: Google in talks to invest in AI startup Character.AI (Reuters)
Payments app Zelle begins refunds for imposter scams after Washington pressure (Reuters)
Key Witness at Sam Bankman-Fried Trial to Launch New Crypto Exchange (WSJ)
Apple Is Taking Extra Care With ‘Ambitious’ iOS 18 Update (Bloomberg)
Sony PlayStation Portal Review (PCMag)

(Portfolio Profile) Automated Data (Corrected) Nov 13, 2023

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Our first Ride Home AI Fund Portfolio Profile Episode: Automated Data

Fri. 11/10 – The Humane Ai Pin Is The Star Trek Combadge Nov 10, 2023

Show notes

More details on that whole Humane Ai Pin device cause whatever you think about it, it’s the first radically new take on computing that we’ve seen since the smartphone. The first company to do carbon capture in the US is operational. I’ll tell you how it works. And, of course, the weekend longreads suggestions.

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Nutrafol.com/men and promocode ridehome

Links:

Humane’s Ai Pin is a $700 Smartphone Alternative You Wear All Day (Wired)
Introducing Humane Ai Pin (The Humane Launch Video)
In a U.S. First, a Commercial Plant Starts Pulling Carbon From the Air (NYTimes)

Weekend Longreads Suggestions:

AI is about to completely change how you use computers (GatesNotes)
Elon Musk’s Brain Implant Startup Is Ready to Start Surgery (Bloomberg)
Inside an OnlyFans empire: Sex, influence and the new American Dream (Washington Post)

Thu. 11/09 – The First AI Wearable Nov 09, 2023

Show notes

We’re getting our first look at the first ever AI hardware product from Humane today. Once Disney swallows Hulu it’s going to create one app to stream them all. Samsung joins the AI race. The Esports world continues to blow up. And a judge has ruled that your car can continue reading your text messages legally.

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Nutrisense.com/ride and code ride

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Wed. 11/08 – The First AI Election Nov 08, 2023

Show notes

Big tech platforms are preparing for the first big election of the AI era. Why even Microsoft is so desperate to get its hands on AI chips. Some incredibly bearish signs from crypto. But could we actually see a crypto IPO happen soon? Don’t sleep on Amazon’s healthcare ambitions. And never underestimate the power of timing nostalgia correctly.

Links:

Meta to Require Campaigns to Disclose AI-Altered Political Ads (WSJ)
Microsoft Is Offering to Help US Politicians Crack Down on Deepfakes (Bloomberg)
Bing Chat so hungry for GPUs, Microsoft will rent them from Oracle (The Register)
Coatue Cuts Value of OpenSea Stake by 90% as Fund’s Returns Sag (The Information)
Stablecoin Issuer Circle Internet Considering 2024 IPO (Bloomberg)
Amazon links One Medical primary care to Prime memberships (Washington Post)
Fortnite just had its biggest day ever, 6 years in (Polygon)

Tue. 11/07 – An App Store, But For GPTs Nov 07, 2023

Show notes

OpenAI wants to open an App Store where everyone can build their own GPTs. There’s also a new GPT-4 that has gotten significantly cheaper. Did Cruise know its cars were underperforming even before the DMV shut them down? WeWork is officially dead, but are we seeing green shoots… evidence that the tech recession might be ending?

Links:

OpenAI Launches GPT-4 Turbo (TechCrunch)
OpenAI is letting anyone create their own version of ChatGPT (The Verge)
CRUISE KNEW ITS SELF-DRIVING CARS HAD PROBLEMS RECOGNIZING CHILDREN — AND KEPT THEM ON THE STREETS (The Intercept)
WeWork, once valued at $47 billion, files for bankruptcy (CNBC)
Shein Targets Up to $90 Billion Valuation in US IPO, Sources Say (Bloomberg)
Klarna’s financial glow-up is my favorite story in tech right now (TechCrunch)

Mon. 11/06 – Elon “Groks” AI Nov 06, 2023

Show notes

Elon releases his AI model. The Chinese AI startup that has hit unicorn status in just 8 months by going the open source route. The reviews of the new Mac with M3 chips are out, and they’re generally good. But if you’ve been pining for a new 27 inch iMac, I’ve got some very bad news for you.

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Links:

Elon Musk debuts ‘Grok’ AI bot to rival ChatGPT, others (CNBC)
AI Pioneer Kai-Fu Lee Builds $1 Billion Startup in Eight Months (Bloomberg)
Bumble CEO Whitney Wolfe Herd Steps Down (WSJ)
Review: Apple’s 16-inch M3 Max MacBook Pro crams Ultra-level speed into a laptop (ArsTechnica)
Apple has no plans to make a 27-inch iMac with Apple Silicon (The Verge)

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