The AI Incentives Game

The AI Incentives Game

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all these AI moves. And what happens if AI makes translation as ubiquitous as spell check? OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers (Wired) In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing (The Information) Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT (FT) Alibaba Shares Soar After Hiking AI Budget Past $50 Billion (Bloomberg) VCs to AI Startups: Please Take Our Money (Bloomberg) Disney+, Hulu, ESPN to Hike Prices Again in October (The Wrap) WhatsApp adds built-in text translations on iPhone and Android (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Mother Of All Meta Layoffs?

The Mother Of All Meta Layoffs?

Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco rea...

16 Mars 21min

Is Avocado… Toast?

Is Avocado… Toast?

Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one a...

13 Mars 21min

AI Makes Google Maps Sound Much Better

AI Makes Google Maps Sound Much Better

More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a c...

12 Mars 21min

The New King Of All Media

The New King Of All Media

Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest ...

11 Mars 20min

Meta Plumps For Bot Social Networks

Meta Plumps For Bot Social Networks

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round o...

10 Mars 21min

Claude 365

Claude 365

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could th...

9 Mars 21min

Silicon Valley Circling The Wagons Around Anthropic?

Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considerin...

6 Mars 22min

Dr. ChatGPT Isn’t Quite There Yet

Dr. ChatGPT Isn’t Quite There Yet

Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t...

5 Mars 19min

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