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Sep 22
21m 40s

TikTok Deals? Visa Rules?

Morning Brew
About this episode
Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might those annoying cookie consent checkboxes be going away? And why the real land grab in data center building is happening in Scandinavia. Inside Trump's deal to save TikTok (Axios) Startup leaders warn ... Show More
Up next
Today
The AI Concern Committee Is Back
More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at t ... Show More
20m 11s
Yesterday
OpenAI Wants To Be The Windows Of AI
Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about ... Show More
20m 38s
Oct 6
OpenAI’s Big AMD Deal
Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock ... Show More
21m 44s
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