A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.
Nov 21
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem
Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and questions about both OpenAI’s future growth ... Show More
32m 56s
Nov 14
(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs Meta
Andrew and Ben analyze SpaceX's nearly $20 billion in purchases by first touching on cell carrier history and the power dynamics that iPhones upended 20 years ago. Then: Understanding the SpaceX business and Musk's approach to strategy, what Starlink is trying to do with satellit ... Show More
23m 4s
Nov 7
(Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TV
Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer objects to the discussion of Bubble benefits, and questions about Meta's AI spending ... Show More
18m 50s
Jan 2025
#229 Mitesh Agrawal: Why Lambda Labs' AI Cloud Is a Game-Changer for Developers
<p dir="ltr">This episode is sponsored by Netsuite by Oracle, the number one cloud financial system, streamlining accounting, financial management, inventory, HR, and more.</p> <p><strong> </strong></p> <p dir="ltr">NetSuite is offering a one-of-a-kind flexible financing program. ... Show More
56m 7s
Jan 2025
Why CEO Matt Garman is willing to bet AWS on AI
Today, I’m talking with Matt Garman, the CEO of Amazon Web Services. Matt took over as CEO last June — you might recall that we had his predecessor Adam Selipsky on the show just over a year ago. That makes this episode terrific Decoder bait, since I love hearing how new CEOs wil ... Show More
1h 5m
Oct 2020
Hybrid Data Anywhere with AWS Outposts
By next year, up to 90% of enterprises worldwide will build their IT strategies around a mix of on-premises private clouds, public clouds, and existing platforms to handle a growing set of requirements for modern applications. Hear from AWS Outposts PM Rob Czarnecki, and Pure's A ... Show More
28m 33s
Sep 24
Eric Schmidt on AI, the Battle with China, and the Future of America
<p>(0:00) Introducing Eric Schmidt</p> <p>(1:59) Thoughts on remote work and work-life balance</p> <p>(3:49) Approaching AI: US vs China</p> <p>(8:04) Relativity Space, rockets, drones, defense, and more</p> <p>(17:32) Future role of America, and the decline of the West</p> <p>(2 ... Show More
28m 58s
Sep 12
Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
<p>(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win</p> <p>(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?</p> <p>(4:01) Genie 3 world model</p> <p>(9:21) State of robotics models, form factors, and more</p> <p>(14:42) AI sci ... Show More
31m 48s
Sep 19
How AI startups are fueling Google’s booming cloud business, also, Numeral raises $35M to automate sales tax with AI
On Thursday, Google Cloud announced it added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google’s rising prominence against larger rivals AWS ... Show More
8m 10s