Amazon's $200B CapEx Spend Dominates AI Race
In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and ex...
8 Helmi 12min
Amazon's $200B CapEx Spend Dominates AI Race
In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and ex...
8 Helmi 12min
Reddit's AI Answers & Meta's Vibes App
In this episode, we explore how social media giants Reddit and Meta are leveraging AI to reshape user experience and create new revenue streams. We examine Reddit's pivot towards AI-powered search for...
7 Helmi 11min
SpaceX Asks FCC for 1M AI Data Centers in Space
In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic reasons behind this move. We also explore the recent...
6 Helmi 11min
Elon Wants Data Centers in Space?
Jamie and Jaeden discuss Elon Musk's acquisition of XAI by SpaceX, exploring the implications of merging these companies, the innovative concept of building data centers in space, and the financial dy...
5 Helmi 11min
Elon Wants Data Centers in Space?
Jamie and Jaeden discuss Elon Musk's acquisition of XAI by SpaceX, exploring the implications of merging these companies, the innovative concept of building data centers in space, and the financial dy...
5 Helmi 11min
Anthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete
In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the intense rivalry in the AI development space. We also di...
5 Helmi 10min
