The Pivot To AI Datacenters

The Pivot To AI Datacenters

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing datacenters, maybe you can too. And the civil war lining up in Hollywood, over AI. U.S.-U.K. Trade Deal Hits Stumbling Block (NYTimes) AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide (CNBC) CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears (WSJ) Ford is starting a battery storage business to power data centers and the grid (TechCrunch) AI has the entertainment industry torn between keeping up and keeping talent happy. (BloombergBusinessweek) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2259)

Elon Says: IPO NOW!

Elon Says: IPO NOW!

Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok can become them. YouTube wants to have it both ways ...

21 Jan 20min

The “Assistant Axis”

The “Assistant Axis”

Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you...

20 Jan 20min

Ads Come To ChatGPT

Ads Come To ChatGPT

Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And ...

19 Jan 21min

I’m Calling It: The Metaverse Is Over

I’m Calling It: The Metaverse Is Over

More fallout from the Thinking Machines stuff. I’m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to make an effort to protect the web and creators from A...

16 Jan 20min

Ain’t No Drama Like AI Industry Drama

Ain’t No Drama Like AI Industry Drama

Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’s cleaned up its act. TSMC is winning thanks to AI. M...

15 Jan 21min

NOT Alright, Alright, Alright

NOT Alright, Alright, Alright

Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to u...

14 Jan 20min

Microsoft Pledges To Pay Its Own Way

Microsoft Pledges To Pay Its Own Way

Microsoft tries to calm data center buildout backlash. Layoffs come to the Metaverse. Apple has a new creator subscription package. More implications from that Apple/Google AI deal from yesterday. And...

13 Jan 20min

Siri Goes With Gemini

Siri Goes With Gemini

Apple announces that its going with Google’s Gemini to power Siri later this year, and Google joins the $4T club on the news. Governments around the world are still mad at Grok. AI has essentially kil...

12 Jan 20min

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