Wed. 11/08 – The First AI Election

Wed. 11/08 – The First AI Election

Big tech platforms are preparing for the first big election of the AI era. Why even Microsoft is so desperate to get its hands on AI chips. Some incredibly bearish signs from crypto. But could we actually see a crypto IPO happen soon? Don’t sleep on Amazon’s healthcare ambitions. And never underestimate the power of timing nostalgia correctly. Links: Meta to Require Campaigns to Disclose AI-Altered Political Ads (WSJ) Microsoft Is Offering to Help US Politicians Crack Down on Deepfakes (Bloomberg) Bing Chat so hungry for GPUs, Microsoft will rent them from Oracle (The Register) Coatue Cuts Value of OpenSea Stake by 90% as Fund’s Returns Sag (The Information) Stablecoin Issuer Circle Internet Considering 2024 IPO (Bloomberg) Amazon links One Medical primary care to Prime memberships (Washington Post) Fortnite just had its biggest day ever, 6 years in (Polygon) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Sam Altman Attacked

Sam Altman Attacked

Sam Altman's home has been targeted twice in three days, first a Molotov cocktail, then a shooting from a passing car. Apple is testing four designs for AI smart glasses. OpenAI is touting its Amazon ...

13 Apr 19min

Taking The Threat Seriously

Taking The Threat Seriously

The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires ...

10 Apr 22min

Meta’s Refreshed AI Play

Meta’s Refreshed AI Play

Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encoura...

9 Apr 21min

Anthropic DOESN’T Release A Model

Anthropic DOESN’T Release A Model

I’ve got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software ...

8 Apr 20min

Tipping Point In The AI Horse Race?

Tipping Point In The AI Horse Race?

Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious g...

7 Apr 23min

Ain’t No Drama Like AI Drama

Ain’t No Drama Like AI Drama

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who dr...

6 Apr 22min

The Biography Of Demis Hassabis

The Biography Of Demis Hassabis

This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, thei...

3 Apr 53min

SpaceX Is Ready For IPO Liftoff

SpaceX Is Ready For IPO Liftoff

SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from O...

2 Apr 23min

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