Amazon Didn’t Scare Investors

Amazon Didn’t Scare Investors

Amazon didn’t scare investors this Halloween. They’re quite pleased, actually. They’re not public but we now know how much money OpenAI lost this quarter. Nvidia’s generous investment strategy. And, of course, the Weekend Longreads Suggestions. Amazon cloud records 20% sales growth, topping estimates (CNBC) Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter (The Register) Sora now lets you pay extra to make more AI videos (The Verge) Nvidia to Invest Up to $1 Billion in AI Startup Poolside (Bloomberg) Nvidia Is Accelerating Its Investing Spree in AI Startups (Bloomberg) Weekend Longreads Suggestions: Nike says its first ‘powered footwear’ is like an e-bike for your feet (The Verge) Some People Can’t See Mental Images. The Consequences Are Profound (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2259)

Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon a...

4 Des 202521min

Not Great, Bob!

Not Great, Bob!

We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are ...

3 Des 202521min

Sam Altman Declares A “Code Red”

Sam Altman Declares A “Code Red”

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in ...

2 Des 202521min

Is Nvidia In Trouble?

Is Nvidia In Trouble?

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anym...

1 Des 202522min

(BNS) Susan Lyne Part 2

(BNS) Susan Lyne Part 2

We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures. Learn more...

28 Nov 202551min

(BNS) Susan Lyne Part 1

(BNS) Susan Lyne Part 1

I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helpi...

27 Nov 202555min

Polymarket Is Street Legal

Polymarket Is Street Legal

Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition....

26 Nov 202522min

Is OpenAI In Trouble?

Is OpenAI In Trouble?

Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren’t asking. And is...

25 Nov 202519min

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