In this premium ep we discuss Apple's appointment of John Giannandrea's as their head of machine learning and what it might mean for their AI ambitions, Sam Altman enacting CODE RED at OpenAI, and finally chat through Google's move to start selling their proprietary TPU chips.

In this premium ep we discuss Apple's appointment of John Giannandrea's as their head of machine learning and what it might mean for their AI ambitions, Sam Altman enacting CODE RED at OpenAI, and finally chat through Google's move to start selling their proprietary TPU chips.

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The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

Welcome to the member zone.
The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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CODE RED (PREMIUM)

This week we're going deep on the rise of prediction markets — the hybrid of futures trading, sports gambling, and economic theology that suddenly seems to have eaten the world. Platforms like Polymarket and Kalshi are booming and an increasingly big part of both tech culture and also gambling culture.

We trace the whole arc: from Hayekian fantasies about prices revealing truth, to the far bigger truth: people just really, really like having a punt.

 

This week we're going deep on the rise of prediction markets &mdash; the hybrid of futures trading, sports gambling, and economic theology that suddenly seems to have eaten the world. Platforms like Polymarket and Kalshi are booming and an increasingly big part of both tech culture and also gambling culture.
We trace the whole arc: from Hayekian fantasies about prices revealing truth, to the far bigger truth: people just really, really like having a punt.
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Everything is Sportsbet Now

This week, we open with the final chapter of Frank, the student finance startup that sold JP Morgan a fake email list. Founder Charlie Javice is in prison for fraud, but the bank is still footing a $115 million legal bill that includes everything from luxury hotels to cellulite butter.

Then we move onto Nvidia, which posted another absurd quarter with revenue up 60% year-on-year.

Then finally X’s new location feature, which exposed the global industry of rage-bait posters farming Elon’s ad-share program with US culture war posting from the Global South. As expected, everyone is responding to this normally.

This week, we open with the final chapter of Frank, the student finance startup that sold JP Morgan a fake email list. Founder Charlie Javice is in prison for fraud, but the bank is still footing <a href="https://www.nytimes.com/2025/11/14/business/charlie-javice-jpmorgan-legal-bills.html">a&nbsp;$115 million legal bill</a> that includes everything from luxury hotels to cellulite butter.
Then we move onto Nvidia, which posted another absurd quarter with revenue up 60% year-on-year.
Then finally <a href="https://www.bbc.com/news/articles/cj38m11218xo">X&rsquo;s new location feature</a>, which exposed the global industry of rage-bait posters farming Elon&rsquo;s ad-share program with US culture war posting from the Global South. As expected, everyone is responding to this normally.

CODE RED (PREMIUM)

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