Podcast Episodes
Back to SearchWhy OpenAI has a Microsoft problem 2/10/25
New Reporting reveals that OpenAI is closer than ever to having their own custom AI chips. We look at what the startup’s push for their own chips rev…
1 year, 1 month ago
Big Tech hunts for AGI at any cost 02/07/25
Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-…
1 year, 1 month ago
Why a stronger dollar could spell trouble for Big Tech 02/06/25
The dollar is up nearly 5% over the past six months, causing headwinds for tech giants who make a substantial portion of their revenue overseas. We l…
1 year, 1 month ago
Perplexity’s case for U.S. TikTok ownership, Plus DeepSeek security concerns 2/5/25
Perplexity CEO and Co-Founder Aravind Srinivas is making the case for why his startup is the best positioned to take over TikTok U.S. operations. Plu…
1 year, 1 month ago
Google faces uphill AI battle in 2025 2/4/2025
Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at w…
1 year, 1 month ago
Sam Altman’s post-DeepSeek mea culpa, Plus Ontario axes Starlink deal 2/3/25
OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues …
1 year, 1 month ago
Big Tech rushes to adopt DeepSeek 01/31/25
Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-s…
1 year, 2 months ago
How DeepSeek kicked off a new AI race 1/29/25
Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why Ope…
1 year, 2 months ago
Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25
DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Le…
1 year, 2 months ago
How China’s DeepSeek upended the AI landscape 1/27/25
China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large langu…
1 year, 2 months ago