When is it a Trend? When is it Hype?

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ...  Show more

Grey and Myke each have an Apple Vision Pro. Can they get their work done with it? What does the future look like? And more importantly, how do you even begin to describe the experience? 

In this episode, we unravel the incredible potential of Apple Vision Pro and discover the countless real-world applications it offers. From revolutionizing healthcare diagnostics to transforming the way we interact with augmented reality, this advanced visual technology pushes th ...  Show more

Apple’s launch of a new mixed reality headset shows that, for Apple, the metaverse isn’t dead. The Verge’s David Pierce explains. This episode was produced by Amanda Lewellyn and Hady Mawajdeh, edited by Amina Al-Sadi, fact-checked by Laura Bullard, engineered by Patrick Boyd, an ...  Show more

Apple introduced their first foray into augmented reality, and they seem to assume we're all excited to get sucked into cyberspace for days at a time. This week Tim and Tom, who have famously conflicting opinions on this kind of stuff, debate the merits of living inside a compute ...  Show more