Apple Wins The AI Hardware Race
In this episode, we explore Apple's surprising strategy and success in the AI hardware market, despite its perceived slowness in AI software development. We also discuss how their hardware, particular...
17 Helmi 14min
XAI's Radical Plan: Data Centers In Space
In this episode, we unpack Elon Musk's ambitious vision for XAI, including its new organizational structure and a detailed roadmap to establish AI data centers in orbit. We explore the strategic ratio...
12 Helmi 18min
Runway Raises $315M for AI World Models
In this episode, we discuss Runway's recent $315 million Series E funding round, which has boosted their valuation to $5.3 billion. We also explore their focus on 'world models' for advanced AI video ...
11 Helmi 13min
Anthropic to Raise $20B at $350B Valuation
In this episode, we explore Anthropic's pursuit of a $20 billion capital raise at a substantial $350 billion valuation and examine the legal challenge they face in India, where a local software compan...
10 Helmi 10min
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
