Nano Banana is such a hit that Gemini is suddenly ahead of ChatGPT, at least if we’re measuring by the app store. Lots of interesting new data about how people are actually using AI. A new accelerator program from OpenAI itself, and is the AI boom like the dawn of the microprocessor or more like the dawn of containerization?
Google Gemini is the top fre ... Show More
Feb 2025
How Based is Grok 3? + Robinhood CEO Vlad Tenev on Markets For Everything + Vibecoding 101
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 inves ... Show More
1h 11m
Nov 2024
Bluesky's quest to be the next Twitter
Nilay and David talk about the future of social, in light of Bluesky's recent surge in growth. Threads is huge, Bluesky is ascendent, Mastodon is... around, but can any of them become the next Twitter? Is that even the goal? After that, Kylie Robison joins the show and the gang d ... Show More
1h 33m
Sep 2024
Asia's Crypto Boom, Stablecoin Wars, and Crypto's Global Shifts | Roundup
In this episode, the Jason and Santi dive deep into their experiences at Token2049 in Singapore. They discuss the staggering scale of Asian crypto exchanges, the emergence of yield-generating stablecoins, and the stark contrast in user adoption between Asia and the West. The conv ... Show More
51m 50s
Feb 2025
The high stakes for AI Alexa
AI will fix everything, right? In this episode, friend of The Verge (and Waveform co-host) David Imel joins Nilay and David to talk all about Alexa Plus, and the AI-powered voice assistant Amazon thinks can do everything from turn on your lights to order your friend an Uber. The ... Show More
1h 56m
Jan 2025
The AI Model That Tanked the Stock Market
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ... Show More
21m 3s
Oct 2024
Stripe's biggest acquisition yet, and what's a16z doing with all of those Nvidia GPUs?
It’s no secret that Stripe has doubled down on its crypto offerings, enabling crypto purchases in the EU back in July and announcing a Pay with Crypto feature earlier this month. This week, the fintech giant made its dedication to crypto even clearer with its largest deal to date ... Show More
31m 19s