Jul 2024
Google’s talks to buy Wiz, and the gap between AI spending and AI revenue
On today’s episode of Equity, Rebecca Bellan explored Google’s reported talks to acquire Wiz, a cloud security company, for around $23 billion. Wiz provides an “all-in-one approach to cloud security,” pulling data from Amazon Web Services, Microsoft Azure, Google Cloud and others ... Show More
8m 1s
Apr 2025
#144: ChatGPT’s New Memory, Shopify CEO’s Leaked “AI First” Memo, Google Cloud Next Releases, o3 and o4-mini Coming Soon & Llama 4’s Rocky Launch
Returning from Google Cloud Next, Paul and Mike are back with some major AI updates. They kick things off with ChatGPT’s new memory feature and unpack what that means for you. Then it’s onto Shopify’s leaked memo: no new hires until AI proves it can’t do the job. Databox takes th ... Show More
1h 31m
Aug 11
EP 586: OpenAI releases GPT-5 in ChatGPT, Google’s impressive Genie 3 and more AI News That Matters
OpenAI released GPT-5, and it's.... polarizing?Google dropped something kinda outta this world.And Anthropic picked a bad week to drop a new model.This week was one of the busiest in AI of the year. If you missed anything, this is your one-stop shot to get caught up. On Mondays, ... Show More
53m 23s
Sep 2019
Thu. 09/19 - Huawei Launches a Flagship Without Google Apps
Huawei tries to launch a flagship smartphone without a Google net, could Apple and Disney have merged? Some really interesting raises, for Automattic and Stripe, but also an autonomous construction equipment startup, and why there now might be SSD’s that are basically failproof.S ... Show More
17m 47s
Sep 2024
Wed. 09/04 – Elon Blinks In Brazil
SpaceX has agreed to block access to X, in Brazil, on Starlink. Looks like YubiKeys are hackable. Who is the mystery platform looking to expand AI datacenters at an historic scale? And the Catch 22 that Intel is in. They need CHIPS Act money, but can their troubles mean the CHIPS ... Show More
16m 16s