Thu. 02/22 – Nvidia’s Earnings Are Epic

Thu. 02/22 – Nvidia’s Earnings Are Epic

The most important tech company in the world right now reported earnings yesterday, and they were historic. Stability AI is previewing Stable Diffusion 3.0. Google has to fix some if its AI image generation details. Amazon is getting aggressive about bringing sports to streaming. And has a startup we’ve never mentioned made a big AI breakthrough? Sponsors: Nutrafol.com/men and promocode RIDEHOME Links: Nvidia posts revenue up 265% on booming AI business (CNBC) Stable Diffusion 3.0 debuts new diffusion transformation architecture to reinvent text-to-image gen AI (VentureBeat) Google Pauses Gemini's Image Generation of People to Fix Historical Inaccuracies (PC Mag) Google pauses Gemini’s ability to generate AI images of people after diversity errors (The Verge) Tuned In: Amazon Said To Be Paying Record $120M To Stream NFL Playoff Game (Front Office Sports) Exclusive: Reddit in AI content licensing deal with Google (Reuters) The ‘Magic’ Breakthrough That Got Friedman and Gross to Bet $100 Million on a Coding Startup (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

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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

Anthropic’s Laundry Has Been Aired

Anthropic’s Laundry Has Been Aired

OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the...

1 Apr 19min

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