Podcast Episodes
Back to SearchAI Weekly Briefing: SpaceX Buys Cursor for $60 Billion & ChatGPT Slips Below Half the Market
Episode 65
This week: the dependence problem running underneath the AI boom. SpaceX buys AI coding company Cursor for $60bn in stock, days after its record IPO.…
4 hours ago
AI Weekly Briefing: The Government Switched Off Anthropic’s New Models
Episode 64
A week defined by one question: can you actually depend on these tools? Anthropic launched its most powerful models yet, Fable 5 and Mythos 5, and wi…
6 days, 6 hours ago
AI Weekly Briefing: US Government May Own OpenAI Before Its IPO
Episode 63
A big week for assistant strategy, pulling in two directions. Apple used Tim Cook's final WWDC keynote to unveil a rebuilt Siri, with the cloud layer…
1 week, 6 days ago
AI Weekly Briefing: Is Enterprise AI Becoming a Finance Problem
Episode 62
It’s been a week of huge funding rounds, and the first clear signs that companies are getting stricter about AI costs.
Anthropic closed a $65bn round…
2 weeks, 5 days ago
AI Weekly Briefing: The AI IPO Race Is Officially On
Episode 61
This week on The AI Breakdown, we look at the moment AI starts to meet the public markets. OpenAI has reportedly moved toward a confidential IPO fili…
3 weeks, 6 days ago
AI Weekly Briefing: Is NVIDIA Finally Getting Real Competition?
Episode 60
Cerebras went public at a $95 billion market cap, the biggest tech IPO since Snowflake and the first pure-play AI hardware listing of this cycle. The…
1 month ago
AI Weekly Briefing: Are AI Labs Replacing The Consultants?
Episode 59
This week, the AI infrastructure wars went into overdrive. Anthropic and OpenAI both announced massive deployment vehicles - Anthropic's $1.5 billion…
1 month, 1 week ago
AI Weekly Briefing: AI’s New Power Shift
Episode 58
This week on The AI Breakdown, the Pentagon has awarded classified AI contracts to eight companies, but Anthropic is notably missing from the list af…
1 month, 2 weeks ago
AI Weekly Briefing: The $65 Billion Week for Anthropic
Episode 57
Google and Amazon just put up to $65 billion and 10 gigawatts of compute behind Anthropic in five days, and that tells you the AI market is no longer…
1 month, 3 weeks ago
AI Weekly Briefing: Anthropic’s Big Week Gets Expensive Fast
Episode 56
Anthropic had one of its strongest product weeks in months, and one of its most awkward trust weeks at the same time. You get the details behind Clau…
2 months ago