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TechSurge: Deep Tech VC Podcast

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The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business. For entrepreneurs, investors, tech professionals, or anyone interested in where technology is headed next. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Email feedback and show ideas to techsurge@celesta.vc. Join us as we examine the next major tech cycle, uncover emerging global tech hubs, and analyze where VC investment dollars are headed. Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests on the podcast and TechSurge Live summits include Kara Swisher, Vinod Khosla, former PepsiCo CEO Indra Nooyi, Micron CEO Sanjay Mehrotra, and others. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more. New episodes release every two weeks. Visit techsurgepodcast.com for more details and to sign up for our newsletter and other content!

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Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

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Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions.

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2042 episoade

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Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Techmeme Ride Home

1,349 subscribers

published acum un an

Distribuie

MP3•Pagina episodului

Content provided by Ride Home Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ride Home Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions.

Links:

Weekend Longreads Suggestions:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

… continue reading

2042 episoade

#Technology #Daily News #Tech News #Ride Home Media #News #Tech

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Thu. 03/06 – Tech IPO Spring? 17:30

acum 20 hours17:30

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More signs the tech IPO logjam is breaking. Another cheap new AI model from China. Would you pay 20 THOUSAND dollars a month to use an OpenAI agent? The umpteenth foldable iPhone rumor, though this time with dates. And let me introduce you to YouTube Premium Lite. Sponsors: LinkedIn.com/ride Links: Klarna to File for $1 Billion-Plus IPO as Soon as Next Week (Bloomberg) Discord in Early Talks With Bankers for Potential I.P.O. (NYTimes) Alibaba’s new open source model QwQ-32B matches DeepSeek-R1 with way smaller compute requirements (VentureBeat) OpenAI Plots Charging $20,000 a Month For PhD-Level Agents (The Information) Google Search’s new ‘AI Mode’ lets users ask complex, multi-part questions (TechCrunch) Kuo: Apple's First Foldable iPhone to Feature Book-Style Design, Sell for Over $2,000 (MacRumors) New M4 MacBook Air fixes the line's biggest problem (Apple Insider) YouTube launches a $7.99 per month, ad-free Premium Lite subscription (TechCrunch) YouTube Music hits 125 million subscribers, adding 2m subs per month on average over the past year (Music Business Worldwide) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Wed. 03/05 – Digg Is Back! 16:05

acum 2 zile16:05

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Elon can’t stop OpenAI, but the case will go on. Trump wants to stop the Chips Act immediately. Apple released more new Macs today. If you can believe it, Digg is back! They’re coming for Reddit! And the AI chatbot that might have passed the uncanny valley when it comes to AI generated speech. Sponsors: Oracle.com/techmeme Links: Musk’s Fight With OpenAI Set for Expedited Trial This Year (Bloomberg) Trump Calls for End to $52 Billion Chips Act Subsidy Program (Bloomberg) Apple launches new Mac Studios with M4 Max and M3 Ultra chips (The Verge) Digg is coming back, thanks to its founder — and Reddit’s (The Verge) Bored Ape Creator Yuga Labs Says SEC Closing Investigation in 'Huge Win' for NFT Sector (Decrypt) Google Urges Trump DOJ to Reverse Course on Breaking Up Company (Bloomberg) Eerily realistic AI voice demo sparks amazement and discomfort online (ArsTechnica) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Tue. 03/04 – The First IPO Of The AI Era 16:32

acum 3 zile16:32

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16:32

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. Sponsors: FreshBooks.com IQBar : Text TECHMEME to 64000 Links: AI cloud provider CoreWeave files for IPO (CNBC) Anthropic Finalizes Megaround at $61.5 Billion Valuation (Bloomberg) Apple launches a new M3-powered iPad Air (The Verge) Waymo is now available exclusively on Uber in Austin (The Verge) Nothing’s Phone 3A and 3A Pro use AI to organize all your stuff (The Verge) Ghost hunting, pornography and interactive art: the weird afterlife of Xbox Kinect (The Guardian) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Mon. 03/03 – A National Crypto Reserve? 15:21

acum 4 zile15:21

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15:21

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. Sponsors: Incogni.com/ridehome QualiaLife.com/ride Links: Donald Trump Names Components Of Crypto Reserve (CoinDesk) Trump, Chip Maker TSMC Expected to Announce $100 Billion Investment in U.S. (WSJ) Google’s Gemini now lets you ask questions using videos and what’s on your screen (TechCrunch) Google’s Sergey Brin Urges Workers to the Office ‘at Least’ Every Weekday (NYTimes) Peter Thiel-backed fintech Ramp nearly doubles valuation to $13bn (Financial Times) Apple’s Artificial Intelligence Efforts Reach a Make-or-Break Point (Bloomberg) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Fri. 10/28 – GPT-4.5 15:55

acum 7 zile15:55

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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 to do subway maintenance. Links: OpenAI announces GPT-4.5, warns it’s not a frontier AI model (The Verge) OpenAI CEO Sam Altman says the company is ‘out of GPUs’ (TechCrunch) Microsoft hangs up on Skype: service to shut down May 5, 2025 (TechCrunch) Microsoft is killing Skype after 14 years of neglect (Windows Central) Meta plans to release standalone Meta AI app in effort to compete with OpenAI’s ChatGPT (CNBC) SEC says most meme coins are not securities (CNBC) Illicit Crypto Volume in 2024 Hit a Record $40B in 2024 (CoinDesk) Meta is firing about 20 employees for leaking information (The Verge) Weekend Longreads Suggestrions: The New York City Subway Is Using Google Pixels to Listen for Track Defects (Wired) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Thu. 02/27 – Nvidia Earnings 16:19

acum 8 zile16:19

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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? Links: Nvidia sales grow 78% on AI demand, company gives strong guidance (CNBC) Sony drops PlayStation VR 2 price to $399 (The Verge) Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day (Bloomberg) FAA targeting Verizon contract in favor of Musk’s Starlink, sources say (Washington Post) Researchers puzzled by AI that praises Nazis after training on insecure code (Ars Technica) iPhone 16E review: Eh, it’s alright (The Verge) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Wed. 02/26 – Alexa+ 15:19

acum 9 zile15:19

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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 created a whole new category in gaming. Sponsors: shopify.com/ride Links: Amazon announces AI-powered Alexa Plus (The Verge) Amazon unveils a new and improved Alexa, Alexa+ (TechCrunch) DeepSeek rushes to launch new AI model as China goes all in (Reuters) Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information) How North Korea pulled off a $1.5 billion crypto heist—the biggest in history (ArsTechnica) Three years later, the Steam Deck has dominated handheld PC gaming (The Verge) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Tue. 02/25 – Claude 3.7 Sonnet 16:16

acum 10 zile16:16

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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. Links: Anthropic launches a new AI model that ‘thinks’ as long as you want (TechCrunch) AI Startup Anthropic Finalizing $3.5 Billion Funding Round (WSJ) Microsoft Quietly Launched a Free Ad-Supported Office App, and No One Noticed (Beebom) Apple’s $500 Billion U.S. Investment Is Mostly Already in the Books (WSJ) Meet the journalists training AI models for Meta and OpenAI (NeimanLab) A.I. Is Changing How Silicon Valley Builds Start-Ups (NYTimes) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Mon. 02/24 – Apple’s $500B Investment In The US 15:24

acum 11 zile15:24

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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. Sponsors: RobinHood.com/gold Links: Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg) Apple Abandons Budget Smartphone Market With the iPhone 16e (Bloomberg) Google Confirms Gmail To Ditch SMS Code Authentication (Forbes) Bybit Hit by Crypto’s Worst Hack With Almost $1.5 Billion Stolen (Bloomberg) Bybit Hack (CoinDesk) Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (Bloomberg) When There’s No School Counselor, There’s a Bot (WSJ) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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The 2,000th Episode Spectacular 1:43:06

acum 14 zile1:43:06

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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 government (maybe?) what it's like when that weird dude you talk to at a tech meetup becomes a billionaire, and why this is still the greatest job I've ever had. Thank you all for listening. Here's to 2,000 more episodes. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Thu. 02/20 – Microsoft’s Quantum Breakthrough 16:34

acum 15 zile16:34

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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. Sponsors: Freshbooks.com/pricing-offer Take your personal data back with Incogni! Use code RIDEHOME at the link below and get 60% off an annual plan: Incogni.com/ridehome Links: Microsoft announces quantum computing breakthrough with new Majorana 1 chip (The Verge) Microsoft’s Xbox AI era starts with a model that can generate gameplay (The Verge) Google app on iOS removing Gemini as it pushes users to full app (9to5Google) The world’s thinnest foldable phone doesn’t come cheap (The Verge) Rabbit shows off the AI agent it should have launched with (The Verge) 'Bond' Producers Stepping Back From Iconic Franchise As Amazon MGM Studios Takes Creative Control (Deadline) Join us for the livestream tonight here: https://riverside.fm/studio/2000th-episode See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Wed. 02/19 – The iPhone 16e 16:46

acum 16 zile16:46

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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 prefer it. Links: Apple launches new iPhone 16e: Here’s everything you need to know (9to5Mac) All of Humane's AI pins will stop working in 10 days (Engadget) ‘Pokémon Go’ Maker Nears $3.5 Billion Deal to Sell Games Unit (Bloomberg) Mira Murati debuts Thinking Machines Lab, her AI startup (Axios) ByteDance's US Backers Say China Growth to Counter Any TikTok Ban Damage (Bloomberg) Can AI Predict the Next Big IPO? Crunchbase Thinks So. (WSJ) 2000th episode livestream link: https://riverside.fm/studio/2000th-episode AI Engineer Summit See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Tue. 02/18 – Grok-3 16:44

acum 17 zile16:44

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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. Sponsors: MackWeldon.com Promocode: BRIAN Links: Elon Musk’s xAI releases its latest flagship model, Grok 3 (TechCrunch) Impressions of Grok-3 (@karpathy) Huawei’s trifold phone launches outside of China (The Verge) Trump tariffs result in 10% laptop price hike in U.S. says Acer CEO (Tom's Hardware) OpenAI Co-Founder Sutskever’s Startup Is Fundraising at $30 Billion-Plus Valuation (Bloomberg) Apple’s quiet pivot to India (FT) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Mon. 02/17 – Folks Are Circling Intel 17:06

acum 18 zile17:06

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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. Sponsors: QualiaLife.com/ride and code RIDE at checkout Links: TSMC Considers Running Intel’s US Factories After Trump Team Request (Bloomberg) Broadcom, TSMC Weigh Possible Intel Deals That Would Split Storied Chip Maker (WSJ) OpenAI Rejects Elon Musk’s $97.4 Billion Bid for Control of the Company (NYTimes) Zelle payments top $1 trillion in 2024 as network’s growth outpaces rivals including PayPal (CNBC) TikTok Grabs Market Share From Shein Despite Looming Risks (Bloomberg) Meta Plans Major Investment Into AI-Powered Humanoid Robots (Bloomberg) Apple and Meta Are Set to Battle Over Humanoid Robots (Bloomberg) The Unicorn Boom Is Over, and Startups Are Getting Desperate (Bloomberg) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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Fri. 02/14 – Arm Upends The Entire Semiconductor Industry 18:19

acum 21 zile18:19

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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? Sponsors: Tonal.com promocode RIDE for $200 off Links: Apple, Google Restore TikTok App After Assurances From Trump (Bloomberg) Arm to launch its own chip in move that could upend semiconductor industry (Financial Times) Shein IPO plans hit by Trump’s low-cost parcels crackdown (Financial Times) AI Licensing Deals With Google and OpenAI Make Up 10% of Reddit's Revenue (AdWeek) Weekend Longreads Suggestions: Forget DeepSeek. Large language models are getting cheaper still (The Economist) How a resurgent Walmart saw off the Amazon threat (Financial Times) Developer creates endless Wikipedia feed to fight algorithm addiction (Ars Technica) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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