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Oct 2023
16m 59s

Tue. 10/03 – Time To Pay For Social Medi...

Brian McCullough
About this episode
Snapchat has led the way, but are we going to see everybody in social media offering subscription plans? An interesting raise for AI investing. Satya Nadella was on the stand yesterday at the Google trial. And what’s up with Threads? Has it missed its moment? Sponsors: Nutrisense.com/ride code ride Links: Meta Plans to Charge $14 a Month for Ad-Free Ins ... Show More
Up next
Today
The AI Trade
Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cl ... Show More
19m 30s
Yesterday
Is Everybody Racing RSI?
Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open weights, and the argument that this is all about recursive self-improvement eithe ... Show More
20m 5s
Jul 28
Anthropic Doesn't Hate Open Weights, Says Anthropic.
Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched Klarna leasing, and shipped 194 CVE fixes. Anthropic wants t ... Show More
19m 52s
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