Thu. 03/06 – Tech IPO Spring?

Thu. 03/06 – Tech IPO Spring?

More signs the tech IPO logjam is breaking. Another cheap new AI model from China. Would you pay 20 THOUSAND dollars a month to use an OpenAI agent? The umpteenth foldable iPhone rumor, though this time with dates. And let me introduce you to YouTube Premium Lite. Sponsors: LinkedIn.com/ride Links: Klarna to File for $1 Billion-Plus IPO as Soon as Next Week (Bloomberg) Discord in Early Talks With Bankers for Potential I.P.O. (NYTimes) Alibaba’s new open source model QwQ-32B matches DeepSeek-R1 with way smaller compute requirements (VentureBeat) OpenAI Plots Charging $20,000 a Month For PhD-Level Agents (The Information) Google Search’s new ‘AI Mode’ lets users ask complex, multi-part questions (TechCrunch) Kuo: Apple's First Foldable iPhone to Feature Book-Style Design, Sell for Over $2,000 (MacRumors) New M4 MacBook Air fixes the line's biggest problem (Apple Insider) YouTube launches a $7.99 per month, ad-free Premium Lite subscription (TechCrunch) YouTube Music hits 125 million subscribers, adding 2m subs per month on average over the past year (Music Business Worldwide) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2306)

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

Will Iran Target Tech?

Will Iran Target Tech?

Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t...

31 Mar 19min

Is AI About To Get More Expensive

Is AI About To Get More Expensive

With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are get...

30 Mar 20min

AI Step-Change Alert!

AI Step-Change Alert!

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying ...

27 Mar 21min

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