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Meta Cuts 10% as Microsoft Bets $18B on AI Down Under
Meta Cuts 10% as Microsoft Bets $18B on AI Down Under

Episode 114

(0:15) Meta Cuts 8,000 Jobs to Fund AI Infrastructure Spending (1:15) Microsoft Commits $18 Billion to Expand Cloud and AI Infrastructure Across Aust…

1 week, 1 day ago

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Google's AI Agent War + Health Insurance Wins Reversed by AI
Google's AI Agent War + Health Insurance Wins Reversed by AI

Episode 111

(0:15) Google Launches Suite of AI Agent Tools to Compete With OpenAI and Anthropic (1:10) IBM Software Revenue Grows but Investors Remain Wary of AI…

1 week, 2 days ago

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Pivot 5 AI Briefing — Apr 23, 2026

Episode 113

Hosts: James Okafor & Maya Chen In this episode: • Today we're covering Anthropic's Mythos model getting into the wrong hands, SpaceX's surprise sixt…

1 week, 3 days ago

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Google's Chip Play + Robot Breaks Marathon Record
Google's Chip Play + Robot Breaks Marathon Record

Episode 110

(0:15) Google Adds Marvell as Third Chip Design Partner to Build Inference Focused TPUs (1:12) Cerebras Files for IPO After Winning Major OpenAI Cont…

1 week, 5 days ago

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Pivot 5 AI Briefing — Apr 20, 2026

Episode 110

Hosts: James Okafor & Maya Chen In this episode: • Today we're covering the NSA's surprising adoption of Anthropic's Mythos, computer-use agents fina…

1 week, 6 days ago

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DeepSeek tensions rise + AI neurons talk to brain cells
DeepSeek tensions rise + AI neurons talk to brain cells

Episode 109

(0:15) Nvidia CEO Warns DeepSeek Shift to Huawei Chips Threatens US AI Dominance (1:38) Tesla Expands Robotaxi Service to Dallas and Houston After Au…

1 week, 6 days ago

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Cerebras IPO + AI Agents Reshape Jobs & Fast Food
Cerebras IPO + AI Agents Reshape Jobs & Fast Food

Episode 108

(0:15) Cerebras Files for IPO With OpenAI as Billion Dollar Lender and Largest Customer (1:23) Stellantis Partners With Microsoft to Deploy AI Across…

2 weeks ago

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Pivot 5 AI Briefing — Apr 18, 2026

Episode 108

Hosts: James Okafor & Maya Chen In this episode: • Today: Anthropic's Mythos model triggers a White House security scramble, OpenAI's Pentagon deal s…

2 weeks, 1 day ago

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OpenAI vs Anthropic heats up + AI agents go mainstream
OpenAI vs Anthropic heats up + AI agents go mainstream

Episode 107

(0:15) OpenAI Expands Codex to Run Background Agents on Desktop as It Chases Anthropic (1:26) Salesforce Exposes Entire Platform as APIs So AI Agents…

2 weeks, 1 day ago

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Anthropic Hits $800B + AI Medical Advice Falls Short
Anthropic Hits $800B + AI Medical Advice Falls Short

Episode 103

(0:15) Anthropic Rejects Funding Offers Valuing the Company Above $800 Billion (1:10) Wayve Adds AMD, Arm, and Qualcomm as Investors to Cover Every M…

2 weeks, 2 days ago

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