Mon. 04/29 – AI Strategies

Mon. 04/29 – AI Strategies

Apple continues discussions with folks to partner for AI product. Will the upcoming iPad event kick off Apple’s AI strategy? Why does spending on AI seem to work for Google and Microsoft but not for Meta? Why were a bunch of Apple users signed out of their accounts this weekend? And has AI already ruined Meta’s family of apps? Sponsors: CutsClothing.com/RIDE, promocode RIDE for 20% off YahooFinance.com Links: Apple Intensifies Talks With OpenAI for iPhone Generative AI Features (Bloomberg) Apple Rivals Retool to Challenge the iPhone and Vision Pro (Bloomberg) Investors Cheer AI Spending Boom in Big Tech—Just Not at Meta (WSJ) The Financial Times and OpenAI strike content licensing deal (Financial Times) Apple users are being locked out of their Apple IDs with no explanation (9to5Mac) AI is making Meta's apps basically unusable (Fast Company) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2309)

Taking The Threat Seriously

Taking The Threat Seriously

The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires ...

10 Apr 22min

Meta’s Refreshed AI Play

Meta’s Refreshed AI Play

Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encoura...

9 Apr 21min

Anthropic DOESN’T Release A Model

Anthropic DOESN’T Release A Model

I’ve got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software ...

8 Apr 20min

Tipping Point In The AI Horse Race?

Tipping Point In The AI Horse Race?

Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious g...

7 Apr 23min

Ain’t No Drama Like AI Drama

Ain’t No Drama Like AI Drama

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who dr...

6 Apr 22min

The Biography Of Demis Hassabis

The Biography Of Demis Hassabis

This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, thei...

3 Apr 53min

SpaceX Is Ready For IPO Liftoff

SpaceX Is Ready For IPO Liftoff

SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from O...

2 Apr 23min

Anthropic’s Laundry Has Been Aired

Anthropic’s Laundry Has Been Aired

OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the...

1 Apr 19min

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