Thu. 07/17 – AI Pricing
Tech Brew Ride Home17 Heinä 2025

Thu. 07/17 – AI Pricing

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever. Links: TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg) US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters) Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information) Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg) Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2297)

Has China Shut The Door On Nvidia?

Has China Shut The Door On Nvidia?

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Now Meta Has Frozen AI Hiring

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The Pixel 10 Smartphone Unveiling

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Chamath Is Back In The Arena

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19 Elo 202521min

Meta’s Smart Headware Push

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Meta is readying smartglasses with a display, but also, a look at their theoretical and prototype roadmap for the future of headware hardware generally. Is all the money in the world not actually goin...

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AI Business Bigger Than The Smartphone Business?

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Will the US government take a stake in Intel? Why was Meta letting spicy conversation happen with their AI bots? What does it mean if Foxconn’s AI business is now bigger than its gadget assembly busin...

15 Elo 202518min

Thu. 08/14 – An Apple Pixar Lamp?

Thu. 08/14 – An Apple Pixar Lamp?

New York is suing Zelle. Another IPO pop has me raising my eyebrows. Maybe Perplexity really was serious, at least about getting a browser. Does Apple want to make basically that Pixar lamp? And AI ha...

14 Elo 202516min

Wed. 08/13 – Perplexity Wants To Acquire Chrome

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Perplexity offers to acquire Chrome, but how serious are they? Fine, says OpenAI, have your GPT-4o back. Are AI companions the next breakout AI business beyond coding help? And is GM getting back in t...

14 Elo 202519min

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