Podcast Episodes
Back to SearchThe AI Chip IPO Everyone Wants a Piece Of — Cerebras Prices Tomorrow
Cerebras Systems just raised its IPO price range to $150-$160 a share, twenty times oversubscribed, making it the biggest global IPO of 2026 at up to…
5 months, 1 week ago
Four Chinese Labs. Twelve Days. Frontier-Level AI at a Third of the Price.
Four separate Chinese AI labs released open-weight frontier coding models inside a twelve-day window — all hitting comparable benchmarks, all priced …
5 months, 1 week ago
OpenAI's Mystery Device Is a Smart Speaker With a Camera. Here's What That Actually Means
After a year of speculation about wearables and AI pins, The Information revealed this week that the first Jony Ive-designed OpenAI device will be a …
5 months, 1 week ago
Anthropic Is About to Become the World's Most Valuable AI Company. Here's What That Means.
Anthropic is closing in on a $50 billion funding round at a $900 billion valuation — enough to overtake OpenAI and make it the most valuable private …
5 months, 1 week ago
OpenAI's Former CTO Just Testified That Sam Altman "Created Chaos." Here's What That Means
Mira Murati's trial testimony this week painted a picture of OpenAI's early culture that the company has never had to answer for publicly: chaotic le…
5 months, 1 week ago
A Secret AI Download, a Friendliness Trade-Off, and a Power Grid Under Strain. Your Wednesday Briefing
Three stories you need to know today: Google Chrome is silently installing a 4GB AI model on your device and putting it back if you delete it. Oxford…
5 months, 1 week ago
Anthropic Goes All-In on Wall Street — and Hammers Financial Data Stocks
Anthropic launched ten AI agents for banks and insurers today at an invite-only New York event — with CEO Dario Amodei on stage alongside Jamie Dimon…
5 months, 1 week ago
Google's Earnings Were the Best of the Season. Here's Why That Matters.
While Meta and Microsoft beat but spooked investors, Google posted the cleanest AI earnings of the quarter — Cloud up 63%, net income doubled, and de…
5 months, 2 weeks ago
$145 Billion. The AI Spending Race Has No Finish Line in Sight.
Meta just raised its 2026 AI capex guidance to up to $145 billion — ten billion higher than last quarter — even after posting its strongest revenue g…
5 months, 2 weeks ago
OpenAI's Trillion-Dollar IPO Race — And Why Anthropic Is Closing the Gap
OpenAI hit $25 billion in annualized revenue faster than any software company in history — and is heading for what could be the biggest tech IPO of t…
5 months, 2 weeks ago