Thu. 07/31 – Microsoft Joins The $4 Trillion Club

Thu. 07/31 – Microsoft Joins The $4 Trillion Club

Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of the show, as promised, the huge podcast announcement. Links: Microsoft officially tops $4 trillion in market cap, joining Nvidia in exclusive club (CNBC) Investors Cheer an A.I. Spending Bonanza (NYTimes) Meta shares climb 10% on revenue beat, raised forecast (CNBC) Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful (Bloomberg) OpenAI Hits $12 Billion in Annualized Revenue, Breaks 700 Million ChatGPT Weekly Active Users (The Information) Stack Overflow data reveals the hidden productivity tax of ‘almost right’ AI code (VentureBeat) Google DeepMind says its new AI can map the entire planet with unprecedented accuracy (VentureBeat) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2377)

Let's Regulate This AI Stuff?

Let's Regulate This AI Stuff?

Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debute...

14 Jul 19min

Apple Sues OpenAI

Apple Sues OpenAI

Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on pric...

13 Jul 20min

The New GPT

The New GPT

OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket s...

10 Jul 21min

The Day Of All The Models

The Day Of All The Models

SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the larges...

9 Jul 21min

China (AI) Rising

China (AI) Rising

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp,...

8 Jul 21min

Xbox Decimated By Layoffs

Xbox Decimated By Layoffs

Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to Spa...

7 Jul 22min

(BNS) Using AI To Manage Your Back Yard

(BNS) Using AI To Manage Your Back Yard

This is the article we reference in the conversation: My yard is dying, so I made an app for that (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Jul 40min

(BNS) How I Used AI To Transform My Job

(BNS) How I Used AI To Transform My Job

In the fast-paced world of live sports broadcasting, the role of a vision mixer is crucial yet often overlooked. Today, we’re diving into the insights shared by David Steer, an experienced vision mixe...

3 Jul 1h 9min

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