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Jun 2024
1h 10m

Generative AI and Hardware Upgrades, Goo...

Ben Thompson
About this episode
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. 
Up next
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
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