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Facebook takes another major run at cracking ecommerce. And why this might be a highly opportune moment to do so. In short: the corona moment might be the moment ecommerce finally wins. Also, will Apple ship iPhones without any EarPods? And why the big Joe Rogan to Spotify news is podcasting’s Howard Stern moment. Sponsors: Tovala.com/ride Metalab.co Links: Mark Zuckerberg announces Facebook Shops, making it easier for businesses to list products for sale (CNBC) Ecommerce penetration graph (Dennis Hong) Is the e-commerce shift going to last? (TechCrunch) A City Locks Down to Fight Coronavirus, but Robots Come and Go (NYTimes) 'iPhone 12' predicted to ship without EarPods, will boost AirPods sales (Apple Insider) Spotify signs 'The Joe Rogan Experience" to an exclusive multi-year deal (TechCrunch) Bill Simmons Just Wants to Win (Vulture) With its Joe Rogan exclusive, Spotify’s new podcast strategy is to kill podcasts (Digital Trends) New Spec Gives SD Cards a Massive Boost in Spee

Microsoft’s virtual version of its Build conference unleashes an array of news, including Microsoft Cloud for Healthcare, a new component system for live document editing, a collaboration with Sony on embedded AI in camera sensors, a super-fast OpenAI supercomputer built on Azure, and better Linux support in Windows 10? Also, new leaks about Apple’s AR glasses, the Department of Justice slams Apple on phone encryption, Apple in negotiations to buoy Apple+ with a back catalog of programming, Walmart puts Jet.com to bed among a huge sales increase, and finally, a massive database of medical equipment service manuals comes online. Sponsors Tiny Capital MetaLab Links: Microsoft’s new PowerToys Run launcher for Windows 10 is now available to download (The Verge) Microsoft is bringing Linux GUI apps to Windows 10 (The Verge) Microsoft to adapt its cloud software for healthcare industry (Reuters) Deliver better experiences, insights, and care with Microsoft Cloud for Healthcare (Microsoft) Microsoft’s

The tech trade war is really heating up again, in case you missed it. What if Coronavirus is what helps Google win at messaging? Clubhouse is an interesting raise raising eyebrows. And why Pizza arbitrage shows that the food delivery space is not only broken, but basically spits in the face of efficient market theory. Sponsors: Metalab.co Mintmobile.com/ride Links: TSMC halts new Huawei orders after US tightens restrictions (Nikkei Asian Review) China Injects $2.2 Billion Into Local Chip Firm (Bloomberg) General Atlantic to invest $870M in India's Reliance Jio Platforms (TechCrunch) Google Meet surpasses 50 million downloads on the Google Play Store (9to5Google) Andreessen Horowitz Wins VC Sweepstakes To Back Clubhouse, Voice App Still In Beta, At $100 Million Valuation (Forbes) London-based Fly Now Pay Later raises £35 million Series A to provide flexible financing to travellers (Tech.eu) Austin-Based Real Estate Startup Homeward Secures $105M In Debt & Equity (TechCrunch) Doordash

Questions about: tech in the time of coronavirus, podcasting in the time of coronavirus, WeWork and co-working spaces after the coronavirus, Netflix's position among the competition right now, are subscriptions the future of podcasting, how I source news, and what are my biases, among other questions and answers.... Learn more about your ad choices. Visit megaphone.fm/adchoices

The US strikes at Huawei again. Apple acquires a VR startup and there’s conflicting rumors on those AR glasses. Is Silicon Valley really about to become a ghost town? And, of course, the weekend longreads suggestions. Sponsors: TinyCapital.com Classified Ad:  IbisWritingAcademy.com Links: U.S. moves to cut Huawei off from global chip suppliers as China eyes retaliation (Reuters) Scoop: Facebook to buy Giphy for $400 million (Axios) Apple Acquires Startup NextVR that Broadcasts VR Content (Bloomberg) Apple’s computerized glasses won’t be ready until 2022 ‘at the earliest,’ top analyst says (Bloomberg) Latest leak has "sleek" Apple Glasses coming out in 2021 instead of 2022 (Apple Insider) Uber’s CEO, a Seasoned Dealmaker, Pursues His Biggest One Yet (Bloomberg) Chrome will start blocking resource-heavy ads in August (VentureBeat) Tech Workers Consider Escaping Silicon Valley’s Sky-High Rents (Bloomberg Businessweek) Weekend Longreads: OnlyFans, Influencers, And The Politics Of Sel

There is "monstrous" chip news from Nvidia, the world’s first camera sensor with AI built-in, a crypto experiment on Reddit that I feel like might actually have a shot at working, how long will Google stick with hardware, and new members of the $100MM ARR club. Sponsors: TinyCapital.com ExpressVPN.com/techmeme Links: Nvidia unveils monstrous A100 AI chip with 54 billion transistors and 5 petaflops of performance (VentureBeat) Nvidia’s first Ampere GPU is designed for data centers and AI, not your PC (The Verge) Sony Says It Created World’s First Image Sensor With Built-in AI (Bloomberg) Reddit to launch Ethereum-based tokens for cryptocurrency and Fortnite subreddits (The Block) Chrome will soon group tabs together to save pack rats from themselves (Engadget) The mastermind behind the Pixel's camera has left Google (AndroidCentral) Adding three more companies to the $100M ARR club (TechCrunch) Submit questions for the Zoom call this weekend here Learn more about your ad cho

New XPS laptops, new Fire HD tablets, Facebook is compensating content moderators, how the pandemic has affected clothes shopping, and how the aftermath of the pandemic might affect offices in the sense of: will we actually ever go back to them? Sponsors: TinyCapital.com BuyRaycon.com/tech Links: Dell launches new XPS 17 and redesigned XPS 15 with 16:10 edge-to-edge displays (The Verge) Amazon updates the Fire HD 8 with a faster processor, more RAM, and USB-C (The Verge) Facebook will pay $52 million in settlement with moderators who developed PTSD on the job (The Verge) Apple plans to add audio versions of publisher articles to Apple News+ (Digiday) US e-commerce sales jump 49% in April, led by online grocery (TechCrunch) Twitter Will Allow Employees To Work At Home Forever (Buzzfeed News) Apple Plans to Return More Staff to Offices in Break From Rivals (Bloomberg) Subscribe to the ad free feed in 60 seconds, right here inside your podcast app! Learn more about your ad choi

Is Uber about to gobble Grubhub? Twitter does something Facebook and YouTube did a long time ago. Details on Apple’s forthcoming over the ears headphones. New releases for developers and music producers. And look, let’s have a conversation about Quibi. Sponsors: TinyCapital.com Rhone.com/ridehome promo code: ridehome Links: Twitter launches labels, warnings on misleading COVID-19 information (Reuters) Exclusive: AirPods Studio to feature head and neck detection, custom equalizer settings, more (9to5Mac) Apple releases 'major' update to Logic Pro X (AppleInsider) Microsoft's VS Code 1.45 is out: GitHub integration plus JavaScript debugger update (ZDNet) Jeffrey Katzenberg Blames Pandemic for Quibi’s Rough Start (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

A flaw in Thunderbolt basically means no computers are secure. Qualcomm’s new flagship chip. Eric Schmidt has finally left the Googleplex. Detecting malware via grayscale images. Apple is reopening stores, and we might have a new tech IPO as soon as next month. Sponsors: Tinycapital.com Links: Thunderbolt Flaws Expose Millions of PCs to Hands-On Hacking (Wired) Qualcomm's latest mobile gaming chip packs faster graphics and global 5G (Engadget) Eric Schmidt, who led Google's transformation into a tech giant, has left the company (CNET) Microsoft and Intel project converts malware into images before analyzing it (ZDNET) Microsoft adds protection against Reply-All email storms in Office 365 (ZDNET) Apple plans gradual reopening of US retail stores beginning next week (9to5Mac) Apple to reopen stores in US starting next week (CNBC) Online Car Seller Vroom Files Confidentially for IPO (WSJ) Book mentioned: Atrocities by Matthew White Learn more about your ad choices. Visit megapho

Of course not. But also: it's more nuanced than you might think... Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber continues the things-could-be-worse tech earnings parade, Google is consolidating all of its messaging efforts under one team, this whole Reliance Jio Platforms story really has me intrigued, a semi-decent $18 Apple watch ripoff, and, of course, the weekend longreads suggestions. Sponsors: Caramba.store Tibco.com/ride Links: Uber shares shoot up after CEO says ride volume is increasing again after April bottom (CNBC) UK may ditch NHS contact-tracing app for Apple and Google model (The Guardian) Google unifies all of its messaging and communication apps into a single team (The Verge) Vista Equity Partners to invest $1.5B in India's Reliance Jio Partners (TechCrunch) Developers say Google's Go is 'most sought after' programming language of 2020 (ZDNET) This Apple Watch copycat is surprisingly good for just $18 (CNET) Weekend Longreads Suggestions: The System That Actually Worked (The Atlantic) THE WORLD’S BIGGEST PC GAMES ARE FIGHTING A NEW SURGE OF CHEATERS AND HACKERS (The V

Zoom makes its first acquisition, Google Authenticator now makes it easier to switch phones, Lyft earnings gives hopes to the ride hailing industry, new Sonos gear and a deep dive into Facebook’s new Oversight Board. Sponsors: Tibco.com/ride ExpressVPN.com/techmeme Links: Zoom buys Keybase — its first acquisition — as part of 90-day plan to fix security flaws (CNBC) Google releases unscheduled Android 11 DP4 as first beta pushed back to next month (9to5Google) Google Authenticator app update finally lets you transfer two-factor codes between devices (AndroidCentral) Lyft shares jump 15% as company reports more riders than last year despite coronavirus (CNBC) How Lyft intends to navigate and survive Covid-19 (TechCrunch) Sonos debuts new Arc soundbar, next-generation Sonos Sub, and Sonos Five speaker (TechCrunch) How Facebook’s oversight board could rewrite the rules of the entire internet (Protocol) Facebook Names the 20 People Who Can Overrule Mark Zuckerberg (Wired) A Little Hatr

New Surface Gos, New Surface Books, New Surface Headphones and the Surface Buds finally arrive. The rumored layoffs come to Uber and Airbnb. Disney+ is saving Disney’s bacon at the moment. And why Peloton is one of those companies having a positive Corona moment. Sponsors: Tibco.com/ride Caramba.store, code BRIAN50 at checkout Links: Microsoft’s new Surface Go 2 has a bigger display and better Intel processor (The Verge) Microsoft's Surface Book 3 has 10th-gen Intel CPUs and new NVIDIA GPUs (Engadget) Uber to lay off 3,700 employees, about 14% of workforce (CNBC) The layoffs at Airbnb cast a dark shadow over Silicon Valley (Recode) Magic Leap is turning to a major health care company to save its future, potentially raising as much as $100 million (Business Insider) Disney says it now has 54.5 million Disney+ subscribers (CNBC) People Are Panic-Buying Meat, Toilet Paper … and Pelotons? (NYTimes) Bitcoin Is Staging a Comeback Reminiscent of 2017 Bubble Frenzy (Bloomberg)

The virtual WWDC begins June 22! The UK hasn’t played by Google and Apple’s rules and it seems like their contact tracing app is failing because of that. And yet, are Google and Apple making decisions above their station? Uber might be bailing out Lime. Microsoft is reconsidering its Windows X strategy. And Sensor Tower is the interesting raise of the day. Sponsors: Tibco.com/ride DoubleUp.agency Links: Apple kicking off week of virtual WWDC on June 22, jackets and pins for Swift Challenge winners (9to5Mac) UK finds itself almost alone with centralized virus contact-tracing app that probably won't work well, asks for your location, may be illegal (The Register) The U.K.’s Coronavirus Contact Tracing App Is a Complete Mess (Vice) Apple, Google ban use of location tracking in contact tracing apps (Reuters) Uber in Talks to Lead $170 Million Lime Investment at Lower Valuation (The Information) Confirmed: Intel is buying urban mobility platform Moovit in a $900M deal (TechCrunch) Microsoft

Usable keyboards return to the 13-inch MacBook Pro. What is going on at Amazon? Jio Platforms gets another huge investment. Another potential blockbuster acquisition in the Israeli transport-tech space. And can the Apple watch help with Covid-19? Sort of. Let me explain. Sponsors: DoubleUp.agency Kiwico.com/ride Links: Apple announces new 13-inch MacBook Pro with Magic Keyboard (The Verge) Amazon VP Resigns, Calls Company ‘Chickenshit’ for Firing Protesting Workers (Vice) Bye, Amazon (Tim Bray) Silver Lake to invest $747M in India's Jio Platforms (TechCrunch) Exclusive: Uber will soon require drivers and riders to wear face coverings in the US (CNN Business) Intel set to buy Israeli co Moovit for $1b (Globes) European Heart Journal: Apple Watch ECG detects signs of coronary ischemia missed by hospital ECG (9to5Mac) Apple Watch blood oxygen detection feature found in iOS 14 code snippet (9to5Mac) Learn more about your ad choices. Visit megaphone.fm/adchoices

ICANN finally does the right thing on the whole .org mess. Earnings from Apple and Amazon. Could Amazon face actual perjury charges? Reddit walks back those chat rooms. And, of course, the weekend longreads suggestions. Sponsors: MintMobile.com/ride Links: A Private Equity Firm Is Blocked From Buying .Org (NYTimes) Amazon says it’ll spend $4 billion or more dealing with COVID-19 (The Verge) House lawmakers demand Amazon CEO Jeff Bezos testify in antitrust probe, threatening potential subpoena (Washington Post) Reddit removes chat room feature after one day due to site-wide bug (The Verge) Weekend Longreads Suggestions: Common Sense Comes Closer to Computers (Quanta) The challenges of developing autonomous vehicles during a pandemic (VentureBeat) This Should Be V.R.’s Moment. Why Is It Still So Niche? (NYTimes) Apple still depends on traditional American engineers, and is slowly losing them (Apple Insider) How Well Can Algorithms Recognize Your Masked Face? (Wired) Inside the MIT

Four big earnings reports for four big tech companies, but we’ll leave that to the end. Intel launches a new flagship clip line, Andreessen Horowitz launches a new crypto fund, Zoom fesses up on MAUs, and Reddit goes old school with chat rooms. Sponsors: Tovala (text TOVALARIDE to 710-23) Metalab.co Links: Intel's 10th Gen Comet Lake for Desktops: Skylake-S Hits 10 Cores and 5.3 GHz (AnAndTech) Andreessen Horowitz raises $515 million for second crypto fund (Axios) Zoom admits it doesn’t have 300 million users, corrects misleading claims (The Verge) Reddit adds chat rooms for subreddits (Engadget) Smartphone Production to Drop by 16.5% YoY in 2Q20, Setting Historical Record in YoY Decline, Says TrendForce (TrendForce) Lyft lays off 17% of workforce, furloughs hundreds more (CNBC) Facebook soars after reporting ‘stability’ in ad revenue after fall in March (CNBC) Press Release & Webcast (Microsoft Investor Relations) Twitter Q1: sales up 3% to $808M as it swings to a loss on COVI

The biggest tech earnings season in a while kicks off and so far, it’s so good for Alphabet. Spotify says its holding up as well. Though Uber might lay off 20% of its workforce, Ford is delaying its self-driving road map, and that has me asking again, why isn’t this the perfect moment for self-driving tech? Sponsors: Tovala (text TOVALARIDE to 710-23) Metalab.co Links: Alphabet earnings hit by ‘significant slowdown’ in ad sales, but revenue boosts stock (Marketwatch) Google Meet video conferencing is now free for anybody (The Verge) Spotify Q1 beats on sales of $2B with monthly active users up 31% to 286M (TechCrunch) Uber Discusses Plan to Lay Off About 20% of Employees (The Information) Ford postpones autonomous vehicle service until 2022 (TechCrunch) How a handful of Apple and Google employees came together to help health officials trace coronavirus (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Shopify unveils its own shopping app. DJI unveils the Mavic Air 2. The Pixel Buds 2 finally arrive. Tesla pushes out a new auto driving update. What really accounts for Magic Leap’s crash and burn? And why deepfakes are probably going to be in a bunch of commercials soon. Sponsors: Metalab.co Plume.com/techmeme Links: Shopify launches Shop, a new mobile app (TechCrunch) NHS rejects Apple-Google coronavirus app plan (BBC News) DJI’s new Mavic Air 2 has an upgraded camera and much longer flying time (The Verge) GOOGLE PIXEL BUDS REVIEW: SECOND TIME’S THE CHARM (The Verge) Tesla says cars can automatically stop for traffic lights (Associated Press) Magic Leap's $2.6 billion bait and switch (TechCrunch) Magic Leap is a Tragic Heap (The Blog of Palmer Luckey) An ESPN Commercial Hints at Advertising’s Deepfake Future (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

iPhone production might be delayed, but the launch might not be, and actually, that might bounce in Apple’s favor. Autocomplete for coding. A little more background on John Stankey. Progress on my robot burrito delivery. And a crucial SpaceX rocket passes a key test by finally not blowing up. Sponsors: Sanebox.com/techmeme F5.com/ride Links: Apple Delays Mass Production of 2020 Flagship iPhones (WSJ) Two Million Australians Download Coronavirus Contact-Tracing App (Bloomberg) Germany flips to Apple-Google approach on smartphone contact tracing (Reuters) Codota picks up $12M for an AI platform that auto-completes developers' code (TechCrunch) Blunt New CEO Inherits Challenge of Turning AT&T Into Media Star (Bloomberg) John Stankey’s challenge: Making AT&T’s $100 billion bet on Time Warner pay off (CNBC) The pandemic is bringing us closer to our robot takeout future (Ars Technica) SpaceX’s future deep-space rocket passes key test, paving the way for short flight (The Verge)