America just voted against AI. That might be good.
Voters pushed back on AI data centers this week, and Goldman Sachs warns 45% of planned US capacity could be affected. Host Ejaaz Ahamadeen breaks down why voters turned on data centers, Texas's new c...
5 Nov 22min
Anthropic's profit just disappeared. That's good news
Anthropic's amended S-1 shows third-quarter revenue near $17 billion, up 47%, but a $567 million operating loss and $895 billion in compute commitments. Host Ejaaz Ahamadeen breaks down why demand out...
3 Nov 24min
Is this the dot-com bubble again? Nearly $1 trillion gone
AI stocks just had a brutal week, with nearly $1 trillion wiped off Google, Amazon and Intel even as Big Tech posted record cloud revenue. Host Ejaaz Ahamadeen breaks down how the selloff started, who...
2 Nov 20min
Google's AI is winning. Search is paying for it.
Gemini 4 Carbon now tops the Artificial Analysis Intelligence Index and Google Cloud revenue more than doubled, yet Alphabet stock opened down nearly 12% as search fell below half of revenue. Host Eja...
30 Okt 21min
Anthropic got hacked again, and this time we know who did it
A months-old start-up founded by former DOGE staffers used AI agents to get inside Anthropic through third-party business software, reaching meeting transcripts, salaries and Slack messages. Host Ejaa...
29 Okt 19min
Three billionaires called the AI top. Each has a reason to.
Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade in the same week, as CoreWeave, Nebius and IREN fell more than 30% in a month. Host Ejaaz Ahamadeen breaks down what'...
28 Okt 21min
Anthropic's S-1 is out. Is it actually making money?
Anthropic just filed its S-1 ahead of what could be the biggest IPO in history, and the headline number is an $80.7 billion loss. Host Ejaaz Ahamadeen goes through the filing, from revenue that hit $1...
27 Okt 24min
