SpaceX Signs $6.3B Reflection AI Deal, Nvidia Eliminate Data Center Water
In this episode, we cover SpaceX’s reported $6.3 billion compute deal with Reflection AI and why access to Nvidia GB300 chips could matter for open-source AI competition. We also look at how new data ...
23 Kesä 20min
Midjourney's New AI Hardware Approach
In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal b...
19 Kesä 14min
MCPs for Smart AI Investments
In this episode, we explore the functionalities of MCPs and how they enhance the capabilities of AI tools like Claude and ChatGPT. We also discuss the differences between MCPs and APIs, share practica...
18 Kesä 17min
Examining Anthropic's Fable 5 Missteps
In this episode, Jaeden and Jamie discuss the recent controversy surrounding Anthropic's Fable V model, its implications for AI development, and the broader industry dynamics including security concer...
18 Kesä 13min
Investing Insights: Odyssey at $1.45B
In this episode, we discuss State Farm's controversial decision to reduce commissions for its sales agents due to advancements in AI technology. Additionally, we explore Allbirds' unexpected name chan...
17 Kesä 17min
SpaceX's Strategic Investment in Cursor
In this episode, Jaeden and Jamie explore SpaceX's strategic move to acquire Cursor, the implications of their IPO, and the future of AI coding tools like Cursor and Claude Code. They also discuss mar...
17 Kesä 12min
The Fallout from Meta's Manus Deal Cancellation
In this episode, we share exciting personal news alongside discussions on Meta's unwinding of their $2 billion Manus acquisition and the repercussions stemming from that decision. We also cover recent...
16 Kesä 17min
Investing Insights: Lovable Hits $500 Million
In this episode, we explore the impressive milestone of Lovable reaching $500 million in annual recurring revenue and discuss the platform's capabilities in project building. We also examine alternati...
13 Kesä 9min
