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)

CES Day 3

CES Day 3

xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter buildout actually disrupt politics in local America? An...

7 Jan 21min

CES Day 2

CES Day 2

Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is bring the XPS brand back? And did you know that th...

6 Jan 22min

CES Day 1

CES Day 1

Coming to you live from Las Vegas with the first of the CES madness. More signs that insider betting on prediction markets is going to become something we’re going to have to live with. Is Reddit bigg...

5 Jan 21min

Manus, The Hands Of Fate

Manus, The Hands Of Fate

More on Manus, who they are, how they got positioned to sell, and more on what Meta wants to do with them. Open AI is paying employees more than anyone in history. The TriFold phone is a bit a dud. An...

31 Des 202520min

The End Of Year M&A Rush

The End Of Year M&A Rush

This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this just the start of what’s going to be a big deal in 2...

30 Des 202524min

Nvidia Kindacquires Groq

Nvidia Kindacquires Groq

Nvidia kindaquires Groq I’ll tell you what we think the strategy is here. A shot across my bow that CES is next week. Accountants shut down remote testing because of AI. And for all the recent bullish...

29 Des 202520min

(BNS) The Story Of Toys R Us

(BNS) The Story Of Toys R Us

Feel free to check out Rad History if you enjoyed this. Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Des 202538min

(BNS) Top Tech Stories Of 2025 With The Newsworthy

(BNS) Top Tech Stories Of 2025 With The Newsworthy

You can find out more about The Newsworthy here. Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Des 202532min

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