エピソード

  • Cracks in the AI productivity bull case 7/11/25
    2025/07/11

    Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the tools might not be as helpful as expected.

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    7 分
  • Nvidia's next catalysts after $4 trillion milestone 7/9/25
    2025/07/09

    After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts. CEO Jensen Huang has been emphasizing how the company is evolving past chips. its full-stack solution includes autonomous vehicles and networking.

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    4 分
  • Meta poaches top Apple AI researcher 7/8/25
    2025/07/08

    Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We dig into how the cost of staffing Meta’s superintelligence lab is adding up.

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    8 分
  • How the GOP bill could slow U.S. AI innovation 7/7/25
    2025/07/07

    President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's development of AI, especially as China ramps up its electricity generation compared to the U.S.

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    6 分
  • Google promotes “AI Mode” on homepage 7/2/25
    2025/07/02

    The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into Google’s AI mode and how distribution will be crucial to the next stage of the AI race.

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    4 分
  • Threats to SpaceX & Tesla as Musk, Trump feud heats up 7/1/25
    2025/07/01

    Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Musk’s empire could be the most at risk from the fallout.

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    7 分
  • Zuckerberg poaches AI talent as Meta chases superintelligence 6/30/25
    2025/06/30

    Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poaching top AI names and how Meta is planning on reaching superintelligence.

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    5 分
  • OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25
    2025/06/27

    OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could be the biggest threat to U.S. AI dominance.

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    8 分