Down Round

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here. We're putting on our hazmat suits and going back into the world of crypto. Or, at least, one promising part of it. Stripe recently bought Bridge, a startup which built a stablecoin issuance and settlements API. That sounds boring, and perhaps it is. But one day, it could play a serious role in helping pay the person or bot who replaces you. In this ep, we talk about why one of the biggest payments providers in the world is suddenly enamoured by stablecoins.  See omnystudio.com/listener for privacy information.

It's Halloween this week, and we've got an appropriately spooky episode for you. We're looking back at a random selection of some of our favourite dead and/or zombified companies, platforms and products of the past couple of decades. From instant delivery and Google Reader to Adobe Flash and the Microsoft Zune, prepare to be utterly terrified by these terrifying spirits from tech's past.See omnystudio.com/listener for privacy information.

Explore the fascinating rise and fall of Blizzard Entertainment and its controversial acquisition by Microsoft. Discover the tension between creativity and commerce in gaming, along with the harsh realities of monetization strategies. Dive into the cultural impact of esports, particularly in South Korea, and how this competitive landscape has shaped the gaming industry. Plus, enjoy a humorous detour into the world of laundry detergent and its strange connection to gaming giants.

We're lauching a bonus episode this week to officially welcome in the silly season (commences mid October). We're joined by James Chin Moody, CEO of Sendle, a virtual courier service who is quite likely responsible for some proportion of the treats you receive via mail. We discuss the Australia Post monopoly, the funding environment and the future of ecommerce.See omnystudio.com/listener for privacy information.

It's another Tesla event, folks. At the tail end of last week, Elon Musk got up on stage and showed off the CyberCab, the company's attempt at a robotaxi. He also gave us some updates on Tesla's humanoid robot, Optimus, and even had some of these evil computer men walking around the event and serving beers. But there was some digital trickery afoot, and not everything was as it seemed. In this episode, we discuss.See omnystudio.com/listener for privacy information.

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here. Fun times create happy people, happy people create lovely times, lovely times create fun people. It's another loose, shot from the hip premium ep, folks. ChatGPT’s voice mode is finally here, while OpenAI itself s going through more weird palace intrigue for us to pick through.  A digression into AI podcasts. Meanwhile, all the VCs and founders are arguing about drugs. So we will too.See omnystudio.com/listener for privacy information.

Dive into the intriguing world of augmented reality as the discussion unpacks Meta's Orion smart glasses. Discover why many believe these glasses might be the next smartphone. Navigate through the puzzling concept of the metaverse and the shift in work dynamics post-pandemic. The speakers tackle the balance of exciting new technologies with the pressing concerns of privacy. With insights on user experience and competitive tech landscapes, it's a captivating look at today's rapidly evolving digital landscape.

Intel may have more or less invented modern digital computing, but it hasn't been going so crash hot lately. Following decades of strategic missteps and blunders, it's now experiencing weakening earnings and stock price declines as it attempts to engage in the mother of all turnaround jobs with a little help from the US government. Now, the sharks are circling, with Qualcomm popping up as a potential acquirer. In this ep, we discuss what brought Intel to this point, what might happen next, and some general microchip chatter.See omnystudio.com/listener for privacy information.

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here. After 2 months of cringe-posting references to strawberries, OpenAI have released their latest model: o1. And AI heads are losing their minds. Ostensibly, it's intended for the kind of thorny math and reasoning problems that LLMs tend to struggle with. The guts aren't public, but it seems to use chain-of-reasoning prompts to really force itself to 'think'.  So, is it any good? Is this a huge step change on the path to AGI. We investigate.See omnystudio.com/listener for privacy information.

The podcast dives into the hype around an AI-driven iPhone supercycle, revealing a paradox of stagnant innovation. It critiques Apple's pricing strategies and the implications of RAM limitations on user upgrades. The speakers humorously highlight the smartphone market's saturation and ponder the future of device naming conventions, including the whimsical 'iPhone slim.' Personal anecdotes about technology challenges while traveling evoke nostalgia for a pre-smartphone era, sparking a lively discussion on the evolution of connectivity and user expectations.