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

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The iOS Walls Are Crumbling In The Garden

The iOS Walls Are Crumbling In The Garden

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Who Gets To Regulate AI?

Who Gets To Regulate AI?

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Gemini 3, And Meta Beats The Government

Gemini 3, And Meta Beats The Government

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The Bloodbath In Crypto

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What happened with Cloudflare this morning. Grok’s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Databricks is 12 years old but it seems to be one of ...

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Jeff Bezos To Be A CEO Again

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17 Marras 202521min

(Portfolio Profile) Hypercubic.AI

(Portfolio Profile) Hypercubic.AI

A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in enterprises. Learn more about your ad choices. Visi...

15 Marras 202547min

OpenAI Enters The Group Chat

OpenAI Enters The Group Chat

OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn’t over. Google...

14 Marras 202520min

Valve Takes On Consoles And VR

Valve Takes On Consoles And VR

Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets “warmer.” Cursor’s new raise means it has 10x’d its valuation in the span of a year. And we’r...

13 Marras 202521min

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