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(2265)

Clawdbot Is Now Moltbot

Clawdbot Is Now Moltbot

Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on ...

29 Jan 22min

The Amazon Layoffs

The Amazon Layoffs

The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead...

28 Jan 20min

Is TikTok’s Algo Changing?

Is TikTok’s Algo Changing?

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...

27 Jan 20min

Now We Have The Clawdbot

Now We Have The Clawdbot

Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough t...

26 Jan 21min

MAYBE TikTok Is A Done Deal (This Time?)

MAYBE TikTok Is A Done Deal (This Time?)

Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires B...

23 Jan 20min

Apple’s Wearable AI Pin

Apple’s Wearable AI Pin

Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride the AI rocket ship. And I think I know why your bos...

22 Jan 20min

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

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