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		<title>Podcasting 2.0 June 12th 2026 Episode 263 - &quot;Chat is Dead&quot;</title>
		<ownerName>Adam Curry</ownerName>
		<ownerEmail>adam@curry.com</ownerEmail>
		<dateModified>Fri, 12 Jun 2026 19:21:12 GMT</dateModified>
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		<outline text="Podcasting 2.0 June 12th 2026 Episode 263 - &quot;Chat is Dead&quot;
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			<outline text="The week Pod News spent half an episode talking about us — the Data Collective, and Adam&amp;#x27;s robot getting blocked."/>
			<outline text="Board meeting: the user-agent war (spoof vs. sign), the Podcast Data Collective, and the measurement reckoning."/>
			<outline text="We are the only boardroom that you play for more than 30 seconds"/>
			<outline text="I&amp;#x27;m Adam Curry in the Heart of the Texas Hill Country"/>
			<outline text="And in Alabama, the man who&amp;#x27;s so far under water he needs snorkel — &amp;lt;i&amp;gt;Say hello to my Friend on the other End — Dave Jones!&amp;lt;/i&amp;gt;"/>
			<outline text="Download the mp3" type="link" url="https://op3.dev/e/mp3s.nashownotes.com/PC20-263-2026-06-12-Final.mp3"/>
			<outline text="Podcast Feed" type="link" url="http://mp3s.nashownotes.com/pc20rss.xml"/>
			<outline text="PodcastIndex.org" type="link" url="http://PodcastIndex.org"/>
			<outline text="Preservepodcasting.com" type="link" url="http://Preservepodcasting.com"/>
			<outline text="Check out the podcasting 2.0 apps and services newpodcastapps.com" type="link" url="http://newpodcastapps.com"/>
			<outline text="&amp;lt;i&amp;gt;Support us with your Time Talent and Treasure&amp;lt;/i&amp;gt;" type="link" url="https://www.paypal.com/donate/?token=m0z6N1K047lEsGvPDr3KMumKYHlUHRAdwPNY645UB0LR9fGf_OtpVByzHId7TEFYo9nXNS5aF33Zdjn9&amp;fromUL=true&amp;country.x=US&amp;locale.x=en_US"/>
			</outline>
		<outline text="Positioning">
			<outline text="The Podcast Index is here to preserve, protect and extend the open, independent podcasting ecosystem."/>
			<outline text="We do this by enabling developers to have access to an open, categorized index that will always be available for free, for any use."/>
			<outline text="Try a new podcast app today and see how much better the experience can be." type="link" url="http://newpodcastapps.com/"/>
			<outline text="What is &amp;lt;b&amp;gt;Value4Value&amp;lt;/b&amp;gt;? - Read all about it at Value4Value.info" type="link" url="https://Value4Value.info"/>
			<outline text="V4V Stats" type="link" url="https://stats.podcastindex.org/v4v"/>
			</outline>
		<outline text="&amp;lt;b&amp;gt;ShowNotes&amp;lt;/b&amp;gt;" _expanded="true">
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			<outline text="DG Editor - Building an idiot proof recording system for Bridge Church"/>
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			<outline text="00 - THE USER-AGENT WAR — SPOOF vs. SIGN" _expanded="true">
				<outline text="Pod News named YOU the &amp;quot;prime offender&amp;quot;: your listening robot got blocked by Buzzsprout, retried spoofing the Overcast user-agent, and got through. Marco Arment apoplectic; Tom Rossi (Buzzsprout) pushing &amp;quot;dependable user agents.&amp;quot;"/>
				<outline text="But Dave already shipped the real fix: the Index feed poller now SIGNS its requests (HTTP Message Signatures / Cloudflare web-bot-auth) — you don&amp;#x27;t trust the user-agent STRING, you sign the request."/>
				<outline text="&amp;lt;b&amp;gt;Backstory:&amp;lt;/b&amp;gt; it started as 415 errors from Cloudflare-fronted feeds; @js half-joked &amp;quot;try changing your user-agent to apple podcasts (*ducks*)&amp;quot; — Dave signed instead."/>
				<outline text="&amp;lt;b&amp;gt;Dave (Mastodon, Jun 9):&amp;lt;/b&amp;gt; &amp;quot;The Podcast Index feed polling agent now signs its requests according to Cloudflare&amp;#x27;s web bot auth scheme. Let&amp;#x27;s see if they live up to their promise not to block us now.&amp;quot;"/>
				<outline text="Discussion / tension: @js thinks signed media fetches would be &amp;quot;a strategic mistake&amp;quot; — not fully on board. Worth drawing him out vs. Dave."/>
				<outline text="Public signing material (.well-known)" type="link" url="https://podcastindex.org/.well-known/http-message-signatures-directory"/>
				<outline text="Cloudflare verified-bots" type="link" url="https://developers.cloudflare.com/bots/concepts/bot/verified-bots/"/>
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			<outline text="01 - THE PODCAST DATA COLLECTIVE (PCDC) — and Pod News reacts" _expanded="true">
				<outline text="Your pitch from last week: aggregate follows + plays + completion-by-time from the ~10% independent-app ecosystem, publish per-podcast at podcastindex.org, become the source of truth — then &amp;quot;rug pull&amp;quot; and charge hosting cos + data brokers, divide revenue as a collective."/>
				<outline text="&amp;lt;b&amp;gt;Sam Sethi is broadly WITH you&amp;lt;/b&amp;gt; — &amp;quot;there is something there&amp;quot; — but pushes back on consent: &amp;quot;it&amp;#x27;s the listener&amp;#x27;s / creator&amp;#x27;s data, I need permission,&amp;quot; and wants a creator revenue-share, not just app payouts. &amp;lt;b&amp;gt;GAP to answer on air.&amp;lt;/b&amp;gt;"/>
				<outline text="&amp;lt;b&amp;gt;James is the skeptic&amp;lt;/b&amp;gt; on extrapolating 10% to a true total — beats it with Podscribe being 900% wrong. Your counter: yours is REAL first-party data + OP3 cross-check, NOT a Podscribe-style modeled guess."/>
				<outline text="&amp;lt;b&amp;gt;The other GAP (Sam):&amp;lt;/b&amp;gt; &amp;quot;use Activity Streams, don&amp;#x27;t reinvent the wheel with CSV.&amp;quot; Have the &amp;quot;how&amp;quot; ready."/>
				<outline text="Empirical backbone — Spurlock&amp;#x27;s OP3 clustering: 36 million downloads, 2,000+ shows, 142 listening apps. The data + method already exist."/>
				<outline text="&amp;lt;b&amp;gt;Your line:&amp;lt;/b&amp;gt; &amp;quot;the definition of a podcast becomes syndicated delivery of media files with precise consumption data for all stakeholders.&amp;quot;"/>
				<outline text="Spurlock OP3 clustering (cohort)" type="link" url="https://cohort.rayc.world/"/>
				<outline text="Pod News Weekly Review (Jun 12) — the segment" type="link" url="https://podnews.net/podcast/weekly-review"/>
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			<outline text="02 - MEASUREMENT RECKONING — AMP&amp;#x27;s 30-SECOND &amp;quot;PLAY&amp;quot;" _expanded="true">
				<outline text="AMP defined a &amp;quot;play&amp;quot; as 30 seconds (vs the IAB&amp;#x27;s 60). Spotify adopted it (Spotify for Creators now shows 30s plays). Apple still counts anything over 0 seconds."/>
				<outline text="You + Dave call 30s &amp;quot;bullshit&amp;quot; — push total listen time + % completed as the real metrics. You&amp;#x27;re aligned with Sam/Dave here — say so."/>
				<outline text="&amp;lt;b&amp;gt;&amp;quot;Standards don&amp;#x27;t get voted in — someone imposes them&amp;quot;&amp;lt;/b&amp;gt; (Steve Razvar). The sting: the PC2.0 transcript standard only became THE standard once APPLE imposed it. You&amp;#x27;re the living proof you can impose by doing."/>
				<outline text="The download-vs-play absurdity: Pod News&amp;#x27;s own May numbers — 2,093 &amp;quot;Apple&amp;quot; downloads vs 3,200 Apple &amp;quot;plays&amp;quot; (Apple counts every press of play). Podscribe lists them at 244 monthly listeners vs the real ~6,100."/>
				<outline text="@js data + quip: Livewire rankings (hosts / analytics / CDNs by share of 1.9M May episodes; 61% now on IPv6) — and &amp;quot;CPM made me smile: cost per thousand WHAT? it&amp;#x27;s unitless.&amp;quot;"/>
				<outline text="@js Livewire data" type="link" url="https://livewire.io/podcast-hosts-by-episode-share/"/>
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			<outline text="03 - PODCAST STANDARDS PROJECT vs 2.0 — and Index hygiene" _expanded="true">
				<outline text="@js: &amp;quot;Inside the Podcast Standards Project&amp;quot; — &amp;quot;we&amp;#x27;re actively trying to bring more creators and people from the broader podcast world into those conversations.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;Dave&amp;#x27;s framing (gold):&amp;lt;/b&amp;gt; &amp;quot;2.0 == fun teenagers. PSP == boring adults.&amp;quot; / &amp;quot;2.0 is the mad-scientist laboratory; PSP are the responsible adults that choose which 2.0 initiatives the hosting industry adopts.&amp;quot;"/>
				<outline text="Index hygiene: Dave killing AI-slop + SEO-spam feeds (Vietnamese poker SEO, etc.), producing a &amp;quot;killed feeds report&amp;quot;; @js floating an includeSpam search param. Dave: &amp;quot;I feel very underwater atm.&amp;quot;"/>
				<outline text="Inside the Podcast Standards Project" type="link" url="https://podstandards.org/2026/06/10/inside-the-podcast-standards-project/"/>
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			<outline text="04 - APPLE WWDC — VIDEO PODCASTS EVERYWHERE" _expanded="true">
				<outline text="Video podcasts coming to Apple TV + the Mac (September), with read-along transcripts + search/seek for video and picture-in-picture. Apple Podcasts logo changed again. Siri AI will NOT come to the EU."/>
				<outline text="@js live from WWDC: &amp;quot;celebrate Apple&amp;#x27;s new strategic partner Google&amp;quot; · the new tvOS Podcasts app is &amp;quot;bare minimum, but an improvement on no video at all&amp;quot; · &amp;quot;I postponed lunch for this?? zzz.&amp;quot;"/>
				<outline text="tvOS 27 / new Podcasts app (9to5Mac)" type="link" url="https://9to5mac.com/2026/06/08/apple-announces-tvos-27-with-smart-downloads-new-podcasts-app-more/"/>
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			<outline text="05 - AI BUBBLE — FINANCIAL ENGINEERING + LOCAL/EDGE COMPUTE" _expanded="true">
				<outline text="&amp;lt;b&amp;gt;Half 1 — the money games (Dave&amp;#x27;s clips):&amp;lt;/b&amp;gt; the financial-engineering tells under the AI capex boom — circular &amp;quot;round-tripping&amp;quot; financing between the labs and their backers; GAAP treatment that auto-inflates the numbers; auto-investing flows propping the valuations."/>
				<outline text="Backdrop: Anthropic confidentially filed its S-1 (OpenAI rivalry); Zitron&amp;#x27;s &amp;quot;rot-com bubble&amp;quot; — hyperscalers with no hypergrowth, &amp;quot;OpenAI/Anthropic should not be allowed to go public.&amp;quot;"/>
				<outline text="[clips queued: ai bubble - 1 round-tripping / - 2 GAAP auto-inflate / - 3 auto-investing]"/>
				<outline text="&amp;lt;b&amp;gt;Half 2 — LOCAL / EDGE AI (Jensen Huang, Nvidia GTC Taipei keynote):&amp;lt;/b&amp;gt; Nvidia&amp;#x27;s own CEO putting hyperscaler-grade inference on your desk. &amp;quot;An AI supercomputer in your house&amp;quot;; the DGX Station — 768GB, 20 petaflops, &amp;quot;sits by your desk,&amp;quot; runs a trillion-parameter model; &amp;quot;NO METER ANXIETY&amp;quot; = local inference with no per-token cloud billing."/>
				<outline text="&amp;lt;b&amp;gt;The frame:&amp;lt;/b&amp;gt; inside the bubble (Anthropic + Stargate racing to BUILD the datacenters) vs. outside it (Jensen selling the box that turns those datacenters into stranded assets). GPU-as-a-service / local-inference thesis — and the gonzo Jensen color: &amp;quot;raise your lobster in here,&amp;quot; water heaters + dryers all connected."/>
				<outline text="&amp;lt;b&amp;gt;Clip notes (my Jensen cuts — GTC Taipei keynote, what&amp;#x27;s in each):&amp;lt;/b&amp;gt;"/>
				<outline text="🎧 ai bubble - 4 — Jensen: 3 revolutionary Windows machines (0:45)">
					<outline text="Jensen pivots laptop → whole line: &amp;quot;Microsoft and NVIDIA is reinventing all of PC. Three revolutionary Windows machines — desktop, laptop and workstations — all 100% Windows compatible, 100% CUDA, 100% NVIDIA AI Tensor Core.&amp;quot;"/>
					<outline text="Epoch claim: &amp;quot;the first completely re-engineered, reinvented line of PCs in 40 years.&amp;quot; Holds up the MSI desktop."/>
					</outline>
				<outline text="🎧 ai bubble - 5 — Jensen: DGX Station, &amp;quot;no meter anxiety&amp;quot; + lobster (1:21)">
					<outline text="&amp;quot;This agent could run 24/7. METER FREE… you could raise your lobster in here. NO METER ANXIETY.&amp;quot; Connected to your whole house — dryer, water cooler, water heater, security. Model ladder: Nemotron 3 → 4 → 5 → 6."/>
					<outline text="Spec dump: &amp;quot;a DGX Station for Windows — 768 GIGABYTES of memory, run a TRILLION-parameter model, 20 PETAFLOPS, 8 TB/s — and this sits BY YOUR DESK.&amp;quot;"/>
					</outline>
				<outline text="🎧 ai bubble - 6 — Jensen: &amp;quot;AI supercomputer in your house&amp;quot; + phone analogy (1:11)">
					<outline text="Phone analogy: &amp;quot;20 years ago we had an idea called a phone. The one thing you don&amp;#x27;t do with it now is make phone calls.&amp;quot; → the PC is about to change the same way."/>
					<outline text="THE THESIS LINE: &amp;quot;Someday there&amp;#x27;s actually an AI supercomputer in your house, running all your agents and assistants… just like you have a home theater, stereos, game consoles in your house.&amp;quot;"/>
					</outline>
				<outline text="&amp;lt;b&amp;gt;Tie to the show thesis:&amp;lt;/b&amp;gt; the AI bubble and the podcast-measurement mess are the same disease — inflated numbers nobody wants corrected. Real metrics (and local compute) threaten both. (Pairs with topics 01-02.)"/>
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			<outline text="06 - INDUSTRY — AD-SKIPPING, AI LIABILITY, GROWTH" _expanded="true">
				<outline text="YouGov: 52% say they skip podcast ads — BUT podcast ads are the LEAST annoying and podcast listeners ACT on them more. Audio-preferrers skew wealthier, millennial, education/self-improvement. US leans video; Denmark 71% audio."/>
				<outline text="Locked On at 10 years: 275 daily shows sold as just 5 ad products, 82% daily retention — &amp;quot;podcasting was never a new medium, just a different delivery mechanism.&amp;quot;"/>
				<outline text="German court: Google is LIABLE for its AI Overview summaries (libel). Ties to Inception Point AI &amp;quot;flooding the zone.&amp;quot; Goalhanger = UK&amp;#x27;s #1 fastest-growing company. Podcast Movement tickets now flat $199."/>
				<outline text="YouGov US Podcast Ads Report 2026" type="link" url="https://podnews.net/podcast/weekly-review"/>
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			<outline text="07 - QUIPS / TRANSITIONS" _expanded="true">
				<outline text="@js: &amp;quot;CPM made me smile — cost per thousand, per thousand WHAT? ambiguity baked into the core metric, it&amp;#x27;s unitless. Really should be CPMI.&amp;quot;"/>
				<outline text="@js: &amp;quot;Video is without a doubt an inherently humiliating medium.&amp;quot;"/>
				<outline text="@js to @adam: &amp;quot;podcast listeners listen to podcasters, who&amp;#x27;da thunk! wish more podcasters expressed an opinion.&amp;quot;"/>
				<outline text="@dave: &amp;quot;2.0 == fun teenagers. PSP == boring adults.&amp;quot;"/>
				<outline text="You, on the Collective: &amp;quot;We will be hated for this. But it will be the truth.&amp;quot;"/>
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