The Pivot To AI Datacenters

Apple is probably going to let Gemini power the new Siri, at least for a while. Does OpenAI want the government to backstop its AI buildout? And two new AI products. How about an AI smart-ring to remember your shower-thoughts, and what if Foursquare, but for the AI era? Apple Nears $1 Billion-a Year Deal to Use Google AI for Siri (Bloomberg) OpenAI Isn’t Yet Working Toward an IPO, CFO Says (WSJ) Microsoft Lays Out Ambitious AI Vision, Free From OpenAI (WSJ) Google’s rolling out its most powerful AI chip, taking aim at Nvidia with custom silicon (CNBC) Whisper Into This AI-Powered Smart Ring to Organize Your Thoughts (Wired) The Foursquare founder's new app is an AI-powered 'DJ' for neighborhood updates (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Nov 20min

Google and Epic Games settle their beef. Ripple wants to claim the stablecoin crown. Hyperscalers are about to claim the power generation equivalent to 40 million homes. And the wonkiest analysis I’ve seen in a while on whether or not AI can scale productivity in some sort of up and to the right way. Google proposes app store reforms in settlement with ‘Fortnite’ maker Epic Games (Reuters) Cloud streaming finally arrives on the PlayStation Portal (The Verge) Citadel Securities and Fortress take stakes in Ripple at $40bn valuation (FT) How many ‘bragawatts’ have the hyperscalers announced so far? (Financial Times) Amazon Sues to Stop Perplexity From Using AI Tool to Buy Stuff (Bloomberg) Thoughts by a non-economist on AI and economics (Windows On Theory) Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Nov 21min

Apple brings the App Store to the web. When the cyber white hats turn black hat. Jensen didn’t get what he really wants from Trump. Coca-Cola says nobody cares if the commercials are AI. Is Common Crawl the secret AI infrastructure? And why Google Cloud is the thing sending Google stock to new all-time highs. Apple brings its App Store to the web (The Verge) Prosecutors allege incident response pros used ALPHV/BlackCat to commit string of ransomware attacks (Cyberscoop) Waymo’s robotaxis are coming to three new cities (The Verge) Trump Officials Torpedoed Nvidia’s Push to Export AI Chips to China (WSJ) Coca-Cola Injects ‘Holidays Are Coming’ Ads With an Upgraded Dose of AI (WSJ) The Nonprofit Doing the AI Industry’s Dirty Work (The Atlantic) AI turned Google Cloud from also-ran into Alphabet’s growth driver (Reuters) Steven Bartlett's Steve Jobs Cartoon Video Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Nov 23min

Well, another day, another OpenAI deal, but this is their big move to get in bed with AWS. More monitoring of the moment prediction markets are having. Is Big Tech’s dominance of the stock market getting even more extreme? And more speculation about AI and podcasting. OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time (CNBC) How sports gambling took over prediction markets in the US (FT) Alphabet, Amazon Stakes in Anthropic Boost Profit by Billions (Bloomberg) Big Tech’s market dominance is becoming ever more extreme (FT) For Podcasters, a Voice Clone Is a Double-Edged Sword (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Nov 22min

Sanjay Poonen, CEO of Cohesity, discusses the strategic acquisition of Veritas' data protection business, emphasizing the benefits for customers and the company's growth trajectory. He highlights the importance of rapid recovery in cybersecurity, the integration of AI for enhanced data insights, and the company's aspirations for an IPO, positioning Cohesity as a leader in the data protection market. Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Nov 24min

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

31 Okt 23min

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on OpenAI’s IPO timeline. And maybe the AI agents are not yet ready for prime time. Big Tech tests investors’ patience with $80bn AI investment spree (FT) OpenAI adds reusable ‘characters’ and video stitching to Sora (The Verge) AI Coding Leader Cursor Says New Agent Fields Tougher Tasks (Bloomberg) Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation (Reuters) AI Agents Are Terrible Freelance Workers (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Okt 21min

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware? Uber Eyes Fleet of 100,000 Nvidia-Based Robotaxis Beginning 2027 (Bloomberg) OpenAI’s Promise to Stay in California Helped Clear the Path for Its IPO (WSJ) Grammarly is changing its name to Superhuman (The Verge) AI start-up Character.ai bans teens from talking to chatbots (FT) Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite (WSJ) 1X Neo is a $20,000 home robot that will learn chores via teleoperation (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Okt 21min