Nilay and David dig into the week's biggest story: the new Intel-powered Surface Pro. Kidding! They talk about DeepSeek, the out-of-nowhere AI company that sent both Silicon Valley and the stock market into uproar this week. Then, after the hosts debate what the real killer app for AI is — and whether we've even found one yet — we follow up on our question f ... Show More
Nov 21
AI agents are invading your PC
Like it or not, you may not be able to avoid the AI agents for long. David and Nilay discuss the ways Microsoft is pushing agents to practically every corner of Windows, and where Google plans to put Gemini 3 now that it's confident it makes the best model. After that, the hosts ... Show More
1h 33m
Nov 18
It's not your job to fix the internet
Enshittification. It's fun to say, hard to spell, and a useful descriptor of exactly how the internet has gone wrong. Cory Doctorow, the author and activist who coined the term a few years ago, recently published a book on the subject, called Enshittification: Why Everything Sudd ... Show More
1h 4m
Jul 2024
Google’s talks to buy Wiz, and the gap between AI spending and AI revenue
On today’s episode of Equity, Rebecca Bellan explored Google’s reported talks to acquire Wiz, a cloud security company, for around $23 billion. Wiz provides an “all-in-one approach to cloud security,” pulling data from Amazon Web Services, Microsoft Azure, Google Cloud and others ... Show More
8m 1s
Aug 2024
AI Friends, deepfake foes, and which Tiger Global partner is leaving now
On today's Friday news roundup, we just had to talk about AI hardware taking on a new shape with Friend’s $99 necklace. The pendant gives you an AI friend to talk to and…that’s about it. Friend’s pitch is that its wearable can help combat loneliness, but other AI hardware product ... Show More
31m 12s
Aug 2024
Google’s Monopoly Money + Is the A.I. Bubble Popping? + The Hot-Mess Express
<p>This week, a federal judge ruled that Google acted illegally to maintain a monopoly in online search. David McCabe, a New York Times reporter, joins to discuss what happens next. Then, are we in an A.I. bubble? We weigh in on the wild market swings that started the week and co ... Show More
1h 13m