Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators, TikTok, ... Show More
Jan 30
(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC
Unpacking the latest round of Meta earnings, including Wall Street’s about-face after last year’s CapEx squeamishness, whether Zuckerberg’s astronomical CapEx plans are more evidence he yearns to be more than an app maker, why Meta owes a thank you to Apple, Apple and Meta in the ... Show More
28m 4s
Jan 23
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
TSMC’s pricing power in the AI era, a brief history of TSMC’s culture and CapEx decisions, and ongoing capacity constraints that should be pushing tech companies to build up competitors. Then: Thoughts on Netflix after Ben’s interview with co-CEO Greg Peters, including Wall Stree ... Show More
35m 29s
Jan 16
(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics
A call for Apple to finally be confident in its Vision Pro hardware, a brief history of broadcasting sports on TV, and yet another reminder that immersive live experiences should be the killer use case that brings users to the Vision Pro platform. Then: Q&A on the AVP, a question ... Show More
22m 15s
Nov 2024
What Trump 2.0 Means for Tech + A.I. Made Me Basic + HatGPT!
<p>As of this week, we have a new president-elect. We discuss how the incoming administration’s approach to technology will affect Elon Musk, a TikTok ban, Big Tech’s antitrust challenges and the speed of A.I. progress. Then, Kashmir Hill, a technology reporter for The Times, joi ... Show More
1h 5m
Nov 2024
How Trump Will Impact the Economy, Big Tech, and Social Media
Kara and Scott trade Election Day stories, and discuss where they went wrong with their predictions. Then, a deep dive into what a second Trump term means for the economy, crypto, Big Tech (including Elon Musk), social media, and more. Finally, a few wins to share at the end of a ... Show More
1h 12m
Aug 2024
Can Musk Get Trump Elected? + Steve Ballmer’s Quest for the Facts + This Week in A.I.
<p>This week, we debate whether Elon Musk’s recent stumping and fund-raising for former President Trump could help him get re-elected. Then, former Microsoft’s chief executive, Steve Ballmer, stops by to discuss his effort to depolarize our politics using government data. And fin ... Show More
1h 8m
Jan 2025
Goodbye TikTok, Ni Hao RedNote? + A.I.'s Environmental Impact + Meta's Masculine Energy
<p>The deadline for TikTok to sell or to face a ban is fast approaching. We discuss how Supreme Court justices — who opted on Friday to uphold the law — reacted to arguments in the case, whether the Chinese government might allow Elon Musk to buy the app, and why self-proclaimed ... Show More
1h 13m
Mar 2025
Trump's confusing crusade against Big Tech
Starlink is in the White House, Siri is still bad, Pebble is back, up is down, everything is chaos. In this episode, Nilay and David start the show by running through some big gadget news, from a Siri-related shakeup at Apple to the new Google Pixel 9A. After that, The Verge's La ... Show More
1h 50m
Feb 2025
How Based is Grok 3? + Robinhood CEO Vlad Tenev on Markets For Everything + Vibecoding 101
<p>This week, Elon Musk brought a new chatbot into the crowded A.I. universe — Grok 3, the latest model from his company xAI. We break down how it compares with other leading models and what it reveals about Musk’s larger ambitions. Then, Vlad Tenev, the chief executive of the in ... Show More
1h 11m
Jul 2024
Biden Campaign Crisis, Trump and the Tech Bros, and Elon Exits California
Kara and Scott discuss Biden's campaign crisis, and what happens next. Then, a number of Kara's favorite tech bros are lining up behind Donald Trump and J.D. Vance. How much influence could they have if Trump wins the election? Plus, Elon plans to relocate X and SpaceX to Texas, ... Show More
55m 27s