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主持人:
更新频率:
daily
平均音频长度:
12 minutes
有赞助商
英语
美国
274 集
自从 2021年11月9日
episodic

最新一集 🔗

DeepSeek reportedly reached a $1 billion annualized revenue run rate while giving away its AI models and infrastructure. Meanwhile, OpenAI is pursuing expensive subscriptions and enormous infrastructure spending.The numbers are interesting. DeepSeek reportedly achieved an 82% API gross margin, co...

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The AI industry could need $10 trillion in infrastructure investment over the next decade. Amazon says demand for AI computing is stretching years into the future, but there's a much bigger question: who's going to pay for all of this?OpenAI and Anthropic are growing fast, but the cost of buildin...
Anthropic's revenue is growing fast. But I think there's a much bigger problem hiding behind those numbers.We're talking about a company that reportedly has more than $518B in future AI compute commitments.That's an enormous amount of money to spend on infrastructure, especially when the revenue ...
Anthropic just made a major move to stop other AI labs from copying Claude, but there's a catch that could hurt its own business. The company says its new defenses have reduced the amount of Claude's reasoning that competing labs can extract by up to 99%. Tens of thousands of accounts have been b...
Microsoft is developing its own 137B-parameter coding model and bringing powerful AI agents directly to Windows PCs. With Nvidia's new hardware and GitHub Copilot's hybrid approach, more AI workloads could run locally instead of relying entirely on the cloud.Here's what's interesting.Microsoft sp...
Microsoft CEO Satya Nadella just made a serious point about AI security: businesses should treat AI models like potential insider threats.And Microsoft is already acting on it with new Execution Containers designed to keep AI agents isolated.OpenAI Codex is also adopting stronger sandboxing contr...
The White House just accused Microsoft of abusing the H-1B visa system while American tech workers face layoffs. Now Microsoft, Adobe, and six major outsourcing firms have been suspended from the PERM green card program. But here's the twist. Hours after the crackdown, President Trump awarded Mi...
Meta Is Betting Big on Muse. And It’s Winning. $27B a year. That's what Citi reportedly thinks Meta Muse could generate by 2030. Deutsche Bank's upside case goes even higher. And Meta doesn't have to play the same game as OpenAI and Anthropic. Instead of making money every time you burn another p...
Microsoft had reportedly been on track to spend more than $1B a year with Anthropic. Some engineers inside Microsoft's Cloud and AI group reportedly had AI budgets reaching $100,000 a month. Now Microsoft is cutting those budgets, reducing Claude spending, and directing employees toward GitHub C...

We Are So Early in AI

91% of households pay for streaming.55% pay for cloud storage.Only about 2% pay for AI.For all the talk about AI taking over everything, almost nobody is actually writing a monthly check for it yet.Meanwhile, we're pouring enormous amounts of money into GPUs, semiconductors, data centers, and AI ...
免责声明: 本页面嵌入的播客和封面图片来自 Spencer Thomason,归其所有者所有,与 Listen Notes, Inc. 无关联,也未获得 Listen Notes, Inc. 背书。