Fri. 02/09 – Sam Altman Wants To Raise $5 Trillion Dollars. With a T.

Fri. 02/09 – Sam Altman Wants To Raise $5 Trillion Dollars. With a T.

Sam Altman wants to raise more money for his chip ambitions than the entire semiconductor industry. The Feds might put the breaks on Microsoft’s acquisition of Activision… again. Is Ring raising its subscription doorbell prices too much? And, of course, the weekend longreads suggestions. Sponsors: Robinhood.com/boost Links: Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI (WSJ) Exclusive: Nvidia chases $30 billion custom chip market with new unit -sources (Reuters) Disney’s Epic Deal Values Fortnite Maker at $22.5 Billion, a Sharp Cut (The Information) Activision Had Planned Layoffs Before Merger, Microsoft Says (Bloomberg) Ring video doorbell customers angry at 43% price hike (BBC) Ring is raising the price of its cheapest subscription plan by 25 percent (The Verge) Arm shares surge 48% after SoftBank-controlled chip designer issues strong forecast (CNBC) Weekend Longreads Suggestions: Can AI Unlock the Secrets of the Ancient World? (Bloomberg Businessweek) AI Just Discovered 'Unreadable' Ancient Scrolls (National Geographic) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Tipping Point In The AI Horse Race?

Tipping Point In The AI Horse Race?

Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious g...

7 Huhti 23min

Ain’t No Drama Like AI Drama

Ain’t No Drama Like AI Drama

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who dr...

6 Huhti 22min

The Biography Of Demis Hassabis

The Biography Of Demis Hassabis

This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, thei...

3 Huhti 53min

SpaceX Is Ready For IPO Liftoff

SpaceX Is Ready For IPO Liftoff

SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from O...

2 Huhti 23min

Anthropic’s Laundry Has Been Aired

Anthropic’s Laundry Has Been Aired

OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the...

1 Huhti 19min

Will Iran Target Tech?

Will Iran Target Tech?

Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t...

31 Maalis 19min

Is AI About To Get More Expensive

Is AI About To Get More Expensive

With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are get...

30 Maalis 20min

AI Step-Change Alert!

AI Step-Change Alert!

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying ...

27 Maalis 21min

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