(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spendin...
9 Aug 202541min
Fri. 08/08 – GPT-5 Fallout
Tracking the fallout and implications from GPT-5’s rollout yesterday. Why is Google’s AI chatbot filled with self-loathing and recrimination? Are President Trump’s comments just the latest worry for t...
8 Aug 202521min
Thu. 07/08 – GPT-5 Released
All the news around the big unveiling of GPT-5. President Trump calls on the CEO of Intel to “resign immediately.” Also, the threat of 100% tariffs on chips and semiconductors. But Apple gets a pass b...
7 Aug 202521min
Wed. 08/06 – OpenAI’s Open-Weight Models
Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nudi...
6 Aug 202520min
Tue 08/05 – Spygate At TSMC?
TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a...
5 Aug 202520min
Mon. 08/04 – The AI Researcher Who Turned Down $1.5 Billion From Zuck
Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And ...
4 Aug 202520min
Fri. 08/01 – Tech IPO’s Are Back On The Menu, Boys…
Well, it looks like Tech IPO’s might be back on the menu because Figma’s first day pop was like the good old days. Anthropic seems to be getting traction, OpenAI raises again. Earnings from Apple and ...
1 Aug 202522min
Thu. 07/31 – Microsoft Joins The $4 Trillion Club
Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust...
31 Juli 202522min
