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GM's IT Layoffs Signal AI Investment Strategy
In this episode, we discuss GM laying off 600 IT workers while shifting hiring toward “AI first” roles. We also look at what this move says about how…
4 weeks, 2 days ago
Uber's AI Spending, the Pope on AI, TikTok and Universal's AI Music Deal
In this episode, we explore Uber's struggles with justifying its substantial AI spending and the challenges companies face in measuring ROI. We also …
4 weeks, 2 days ago
The Financial Significance of OpenAI's New Unit
In this episode, we discuss OpenAI’s new corporate deployments unit and why the company is putting billions behind enterprise AI adoption. We also lo…
1 month ago
Investing in AI Interaction Innovations
In this episode, we discuss Thinking Machines Lab’s latest announcement, Interaction Models, a new approach for making AI collaborate more naturally …
1 month ago
SpaceX Projects Huge AI Market Value
In this episode, we explore OpenAI's recent hiring of a crisis veteran to improve its public perception and the implications of a proposed AI testing…
1 month ago
Investment Insights: SpaceX's Bold Moves
In this episode, we examine SpaceX's $2.8 billion investment in gas turbines for XAI data centers, while discussing the implications of ongoing legal…
1 month ago
OpenAI and SpaceX are Racing to IPO First
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We…
1 month ago
What Dominion's $66.8B Deal Means for Investors
In this episode, I talk about Meta and Andrel's collaboration on augmented reality glasses for the U.S. Army, and cover the challenges faced by bug b…
1 month, 1 week ago
ChatGPT's in Your Bank, Google Spams the GEO Industry, Brockman Takes OpenAI Product
On the show OpenAI named Greg Brockman product chief on May 15 and merged ChatGPT, Codex, and the developer API into a single team, Thibault Sottiaux…
1 month, 1 week ago
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal.
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Anthropic and Gates Foundation commit $200M to deploy…1 month, 1 week ago