Podcast Episodes
Back to SearchAI 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 months, 4 weeks 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 months 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…
3 months, 1 week 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…
3 months, 2 weeks 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…
3 months, 3 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…
4 months 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…
4 months, 1 week ago
AI Weekly Briefing: Is Meta Winning AI Without Winning
Episode 55
Meta's Muse Spark may have just shown that in AI, distribution matters more than benchmark bragging rights. This week I break down why Meta's new mul…
4 months, 2 weeks ago
AI Weekly Briefing: OpenAI’s $122B Round Changes AI
Episode 54
OpenAI just closed a $122 billion funding round at an $852 billion valuation, Anthropic is fighting the Pentagon in court, and a leaked Claude Mythos…
4 months, 3 weeks ago
AI Weekly Briefing: Anthropic Wins As OpenAI Pulls Back
Episode 53
A federal judge just told the Pentagon it cannot punish Anthropic for insisting on AI guardrails. Judge Rita Lin's injunction was unusually blunt, an…
5 months ago