Thu. 07/17 – AI Pricing

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

Episoder(2300)

Forget AI, The Counter-Strike Bubble Just Burst

Forget AI, The Counter-Strike Bubble Just Burst

Did Microsoft use dark patterns to charge more for AI? The tech angle to that whole NBA gambling scandal. Forget the AI bubble, the Counter-Strike bubble definitely just burst. Halo is coming to PlayS...

27 Okt 202521min

(BNS) Baratunde Thurston

(BNS) Baratunde Thurston

Baratunde Thurston shares his journey from a tech-savvy upbringing to becoming a prominent voice in comedy and digital media. Baratunde reflects on his time at The Onion and The Daily Show, emphasizin...

24 Okt 202552min

(BNS) Hugging Face Founder Clément Delangue

(BNS) Hugging Face Founder Clément Delangue

Clem discusses his journey from early computing experiences to founding Hugging Face, emphasizing the importance of community, collaboration, and open-source technology in the AI landscape. He reflect...

23 Okt 202559min

OpenAI’s Browser: ChatGPT Atlas

OpenAI’s Browser: ChatGPT Atlas

Just two stories. First, OpenAI launches a web browser, ChatGPT Atlas. What it does, and why are they doing it. Then, Samsung has made a cheaper Vision Pro. They call it the Galaxy XR headset. What IT...

22 Okt 202520min

C’mon Apple, Buy HBO!

C’mon Apple, Buy HBO!

HBO Max might be on the market and I want Apple to buy it! Coinbase is on an acquisition tear. Is the Amazon job apocalypse nigh? Is OpenAI plotting to take over Wall Street in a literal sense? And a ...

21 Okt 202519min

The Winners Of The AI Boom You Never Thought About

The Winners Of The AI Boom You Never Thought About

Big AWS outage took down half the internet overnight. X wants you to be able to snap up dormant or desirable X handles. Blackwell chips look like they’ve hit volume production in the US. And you know ...

20 Okt 202519min

Skills For Claude As A New AI Paradigm?

Skills For Claude As A New AI Paradigm?

Do Skills for Claude represent a new sort of user paradigm for AI? Battlefield 6 seems to be doing what EA needs it to do. Nintendo seems to be killing it. Is Wikipedia in trouble because it’s losing ...

17 Okt 202519min

A $300 Trillion Oopsie

A $300 Trillion Oopsie

So, a huge, huge, like bigger than the entire world’s GDP fat finger episode in the world of stablecoins. Zuck has poached another one from Apple. Potentially huge state sponsored hack of a key infras...

16 Okt 202519min

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