TECH BREW RIDE HOME (podcast) guy. GP: RIDE HOME FUND. Also: INTERNET HISTORY PODCAST guy (It's back!) Pick a pod and listen, or invest alongside me.
Brooklyn, NY
Joined July 2006
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🧵Some personal news: After a 6 year hiatus, the Internet History Podcast is back! Yes, the original tech history podcast is back with the first three episodes below, followed by a new one every week for the foreseeable future. Search your podcast app now so you don't miss the amazing interviews we have coming! Start with this one 👇 youtu.be/sjkkdcMp2Pk
Is Google Strangling Its Cash Cow?
Alphabet's Q3 free cash flow: negative $9.07 billion, as AI capex hit $51.4B and search ad growth slowed to 12%. Google Cloud grew 103%, and ads in AI Mode are going global — but AI Mode searches earn less than classic search.
Hackers leaked data on 41,000+ DHS employees and contractors, including ICE and CBP agents. DDoSecrets says it came from DHS’s Okta login; Okta says it has no evidence of a breach. The records even name permission groups for certified undercover operations.
DoorDash Swallows Instacart for $17B
DoorDash has agreed to buy Instacart for around $17 billion, $65 a share and a 26% premium, its largest deal ever. Instacart was valued at $39 billion in the pandemic grocery boom.
Did China Get Inside Nvidia?
US officials believe a Megaspeed executive is a Chinese intelligence asset who got close to Jensen Huang and fed information to Beijing, the New York Times reports. Trump was briefed a year ago and chose not to act.
Brian McCullough retweeted
NVIDIA solved transcription, this is the perfect scene to demonstrate that. Will report back with my own findings!
Meet NVIDIA Nemotron 3.5 Transcribe 🎙️
An open-weight, promptable 30B MoE model with ~4B active parameters that brings transcription in 40 languages, speaker attribution, translation, contextual prompting and audio understanding into one checkpoint.
Watch it keep track of who said what when everyone’s talking at once.
1/ 🧵
Brian McCullough retweeted
The silent race going on underwater: Anthropic wants to make a huge release to secure the IPO, while OpenAI prepares to match it same day to nuke them.
It's a mindgame that led both to sandbag for the past 2 months; the only hints of their insane capabilities improvement velocity are the scientific results they release.
Hopefully post IPO the internal & external frontier will get closer.
Brian McCullough retweeted
Everything is TV!
Google with a crazy stat on their earnings all:
"Living room accounted for over one-third of total YouTube ads revenues." — CBO Philipp Schindler
Brian McCullough retweeted
Surely this is one of the most amazing pieces of journalism ever written. I'm not kidding. I am in awe. You will be too. Read it:
newyorker.com/magazine/2026/…
This is one of the weirdest follow-on things they've done in a while. Sure, you've had touchscreens on laptops forever. But no one ever bought one for that reason unless you could switch the screen over and use it as a tablet. So... why touch the screen ever?
What Are the Alexa Photo Frame and Echo Time?
Amazon’s Alexa Photo Frame takes on Aura, and Alexa+ picks the photos for you. The $199.99 Echo Time alarm clock uses ultrasound to sense your sleep stage and wake you at the best moment, up to an hour early.
What’s New In The Touchscreen Mac?
Apple just unveiled its first touchscreen Mac: a MacBook Pro with a 14- or 16-inch PROLED XDR tandem OLED display, touch built directly into the panel, a Dynamic Island, a glowing Apple logo and M5 Pro or M5 Max chips, starting at $2,899 and $…
What Is Amazon’s Echo Studio with Home Camera?
Amazon’s premium smart speaker now has a built-in camera: the $249.99 Echo Studio with Home Camera can monitor a room while you’re away, let Alexa see what you hold up, and soon handle video calls through Fire TV.
What Is Amazon’s $500 Echo Show 16?
Amazon’s new 16-inch Echo Show ships in December at $500, a month after Apple’s $299 HomeView, with a thinner aluminum frame, 10 speaker drivers, a 13MP camera and an optional $570 Nanomatte anti-glare screen.
What Are Amazon’s New Echo Show 16 And Echo Time?
At its fall hardware event, Amazon unveiled the $500 Echo Show 16, the $200 Echo Time smart alarm, the $200+ Alexa Photo Frame, a new Echo Studio with Home Camera and a new Echo Dot, and raised smart speaker prices.
Did OpenAI Just Disprove a Famous Conjecture?
OpenAI has posted three new results to GitHub, in math, computer science and physics, including a deterministic algorithm whose 3-SAT case refutes the Exponential Time Hypothesis, a conjecture hundreds of papers rely on.
Brian McCullough retweeted
at spacex ipo everyone was posting their cursor bag fumble.
kid stuff.
my turn.
i estimate this was a $500m bag fumble lol. and very probably wouldve been on claude code early (bc i've been a typescript cli maintainer). fml.
will you buy $ANT stock at a $2T valuation?
14%Yes, significant % of NW
23%Yes, "average" investment
38%No, its for retail chumps
25%Undecided/Maybe
6,672 votes • 4 days
