Ricker and Bon

How do you make sense of AI's money problem? Ricker and Bon work through the numbers being discussed around Anthropic, computing capacity and Musk's companies, then get into the appeal of always-on assistants and the privacy tradeoffs that come with them. The conversation takes a few detours: foldable phones and novelty apps, Halloween plans, old YouTube, comedy on SNL, and a long debate a...

Ricker & Bon debate the idea of a flying Tesla, compare radio with online entertainment, and talk through AI fatigue, game building and assistants that make you wait on the phone. The conversation wanders through movies, lockdown memories, festival livestreams and an AI ball before the opening engagement tease gets an answer. Expect explicit language, irreverent jokes and plenty of speculation...

Bon goes solo for a review of The Social Reckoning, then discusses the iPhone Duo and reported plans for Apple’s home hub. This episode contains film spoilers and Bon’s commentary on the stories discussed. Chapters 00:00 Solo episode introduction 01:24 The Social Reckoning review 11:30 iPhone Duo discussion 12:30 Apple home hub discussion Links https://instagram.com/rickerandbon https://tiktok.com...

Ricker and Bon discuss the week's AI and business headlines, including Anthropic's reported computing commitments, the America.gov redesign, and reports involving AMD, World Labs, Paramount, Warner Bros. and Skydance. The conversation also takes a long detour through Migos history, live-event booking, hotel brands, airline loyalty and the week's Gen Z word. Chapters 00:00 Festival stories and the...

Jetpack Pals opens with its recorded theme and a live browser demonstration of a multiplayer game set in a version of downtown Los Angeles. Players fly around with jetpacks, meet friends, and play smaller games inside the world. The game has been in development for about three weeks in the recording and is still unfinished. AI coding tools, phone-based prompts, coworkers, and a city map are part o...

Ricker & Bon return with a wide-ranging conversation about media, technology, markets, AI tools, and the stories shaping the week. The conversation moves from pop culture and press access to AI’s role in daily life, biotech ambitions, debt, and the business of the internet. The hosts talk through everyday AI use, changing personal workflows and software experiments, then turn to technology fin...

Ricker and Bon talk through foldable phones, the future of phone-first computing, AI safety, the compute race, NVIDIA, workplace productivity, and what debt and bond markets mean for the AI economy. This audio edition opens with the approved 15-second Collar John theme before the conversation.

Follow Ricker and Bon: http://instagram.com/rickerandbon http://tiktok.com/@rickerandbon https://youtube.com/@rickerandbon https://open.spotify.com/show/0n1m0eR2sYZU2EFhSwlqX1 https://podcasts.apple.com/us/podcast/ricker-and-bon/id1367523204 Ricker & Bon are back with a wide-open conversation on the AI work boom, Codex and the terminal barrier, why faster software can create more work instead...

Nvidia posted a $96.2 billion quarter, forecast another year of major growth, and set off a conversation about whether the AI buildout is a durable boom or a hyperscaler-funded bubble. Ricker and Bon also get into the reported Nvidia and Hugging Face deal, what open-source AI infrastructure actually means, and why the gap between people who use AI fluently and those who do not may keep widening. T...

Evan Marks joins Ricker & Bon for a wide-ranging conversation about trading psychology, mental training, performance under pressure, and what it takes to execute consistently in high-stakes environments. Evan traces the path from managing institutional capital on Wall Street to founding M1 Performance Group, where he coaches traders, executives, athletes, and other high performers. The convers...

Ricker and Bon open with the platform question every podcaster eventually asks: how did Spotify win the culture war while Apple Music and Apple Podcasts still struggle to feel social? They get into discovery, desktop apps, short-form conversion and why technically polished products do not automatically become the cool products people use. The tech rundown starts with a proposed futures market for...

Ricker and Bon break down South Korea's leveraged-ETF unwind, SpaceX and Starlink's challenge to telecom, GPT-5.6 and agentic work, Christopher Nolan's studio move, Japan's yen problem, and a final Timepiece Hour on Seiko and Orient. They also get into Spotify's copyright crackdown, late-night DJ sets in Los Angeles, Snapchat and dating-app economics, Apple TV, Ted Lasso, and t...

We talk the foldable iPhone, Michael Jackson's death, and Trump passports. Some other notable news:Micron delivered one of the most stunning quarters in semiconductor history, reporting roughly $41.5 billion in fiscal-Q3 revenue, up about 346% year over year, and guiding next quarter to about $50 billion with an 81% gross margin. The read-through is that AI has turned high-bandwidth memory fro...

SpaceX priced its IPO at $135 per share on June 11 and began trading on the Nasdaq under ticker SPCX on June 12, raising roughly $75 billion at a $1.75 trillion valuation - the largest initial public offering ever, dwarfing Saudi Aramco's $29B record from 2019. The stock opened at $150, jumped more than 20% intraday, and closed its first session at $161.11, up about 19% from the offer price. With...

The weightless era of software is over. This week the AI buildout slammed into the physical world: concrete, copper, electricity, water, and capital. We map the paradox of record wealth at the top of the stack and intense friction everywhere else. Alphabet announced an $80 billion equity raise, its first major stock sale since the 2004 IPO, to fund an estimated $180 to $190 billion in AI compute c...

SpaceX filed its public S-1 with the SEC, revealing 2025 revenue of $18.7 billion — up 33% year over year — anchored by Starlink's $11.4 billion connectivity segment. The Goldman-led syndicate is targeting a $1.75 to $2 trillion valuation, more than double the December 2025 tender offer mark, with a Nasdaq debut under SPCX as early as June. If it prices at range, it will be the largest IPO in...

Anthropic is making the AI infrastructure race look less like software and more like an industrial arms race. The company reportedly committed $200 billion to Google Cloud over five years, stacked on top of its existing Amazon compute arrangement, while also striking a separate agreement tied to SpaceX and xAI’s Colossus supercomputer infrastructure.  Cerebras is blowing past expectations in what...

This week on Ricker and Bon:Apple' fiscal Q2 2206 shattered every record in the books —112.1 revenue, services at an allt-ime quarterly high of $.0398B, EPS of .2$01. OpenAI missed revenue and user growth targets, pushing its IPO to mid-to-late 202.7 The Musk v .Altman trial kicked off in Oakland i,h Musk seeking $13B0in damages. The S&P 50 l0sed above 7,200 for the first time in history,...

This week on Ricker and Bon: Tim Cook exits Apple, Tesla raises its 2026 capex to $25B, OpenAI ships GPT-5.5 "Spud," SpaceX eyes a $60B acquisition of Cursor, and consumer sentiment hits a 74-year low.

The 6 biggest stories in tech, business, and macro — week of April 12, 2026. Anthropic's Mythos Preview autonomously found high-severity zero-day vulnerabilities across every major operating system and browser. The offensive/defensive asymmetry in cybersecurity just shifted. Attackers with frontier AI can now run continuous, low-cost vulnerability scans that no human security team can match. C...

A $122 billion funding round just valued OpenAI at $852 billion, with $2 billion in monthly revenue and nearly 1 billion weekly users, marking the moment AI stopped being a startup category and became global infrastructure. Five weeks into an Iran-linked oil disruption, the Strait of Hormuz remains constrained, crude markets are tightening, and companies like Amazon are already passing through a 3...

A federal judge used the word "Orwellian" this week to describe the U.S. government's attempt to blacklist one of its own AI companies for refusing to build autonomous weapons. Week four of the Iran war brought missiles into Saudi Arabia, oil past $100 a barrel, and a White House deadline that could take out Iran's power grid by April 6. Back home, TSA workers are six weeks into...

Ricker and Bon Put Your Hands Up!

Bieber Swag, Full Self Driving, Business Software | Ricker and Bon #423

American Party, iOS, and Peter Thiel Bank | Ricker and Bon #422