America just voted against AI. That might be good.
Voters pushed back on AI data centers this week, and Goldman Sachs warns 45% of planned US capacity could be affected. Host Ejaaz Ahamadeen breaks down why voters turned on data centers, Texas's new c...
5 Nov 22min
Elon says Grok Bot costs more than it makes
Elon Musk says the cost of serving Grok Bot is unsustainably high relative to revenue, and usage limits just tightened for paying users. Host Ejaaz Ahamadeen breaks down why the same chips earn more r...
4 Nov 22min
Anthropic's profit just disappeared. That's good news
Anthropic's amended S-1 shows third-quarter revenue near $17 billion, up 47%, but a $567 million operating loss and $895 billion in compute commitments. Host Ejaaz Ahamadeen breaks down why demand out...
3 Nov 24min
Is this the dot-com bubble again? Nearly $1 trillion gone
AI stocks just had a brutal week, with nearly $1 trillion wiped off Google, Amazon and Intel even as Big Tech posted record cloud revenue. Host Ejaaz Ahamadeen breaks down how the selloff started, who...
2 Nov 20min
Google's AI is winning. Search is paying for it.
Gemini 4 Carbon now tops the Artificial Analysis Intelligence Index and Google Cloud revenue more than doubled, yet Alphabet stock opened down nearly 12% as search fell below half of revenue. Host Eja...
30 Okt 21min
Anthropic got hacked again, and this time we know who did it
A months-old start-up founded by former DOGE staffers used AI agents to get inside Anthropic through third-party business software, reaching meeting transcripts, salaries and Slack messages. Host Ejaa...
29 Okt 19min
Three billionaires called the AI top. Each has a reason to.
Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade in the same week, as CoreWeave, Nebius and IREN fell more than 30% in a month. Host Ejaaz Ahamadeen breaks down what'...
28 Okt 21min
Anthropic's S-1 is out. Is it actually making money?
Anthropic just filed its S-1 ahead of what could be the biggest IPO in history, and the headline number is an $80.7 billion loss. Host Ejaaz Ahamadeen goes through the filing, from revenue that hit $1...
27 Okt 24min
