Avsnitt
-
In this episode, Michelle explores Amazon's $100 billion AI investment, providing a competitor analysis and market reactions. She discusses OpenAI's Stargate venture, Trump's announcement on U.S. AI data centers, and the rise of DeepSeek, including its partnership with Sberbank. The episode also covers Chinese AI advancements and the UAE's investment in a sustainable French AI data center. Michelle concludes with insights from the Consortium and AI Action Summit in Paris, followed by closing remarks and a reminder to subscribe.
-
In this episode, Michelle introduces Google's latest move to release inexpensive AI models, detailing their pricing strategy and potential market impact. The discussion covers the growing importance of AI expenditures and how they're being scrutinized by shareholders. Michelle examines the adoption of AI within Fortune 500 companies, providing insightful case studies that highlight its transformative effects. The episode also explores the strategic partnership between Super Micro and Nvidia, focusing on their collaboration in advancing AI technologies. The episode concludes with a summary of the key points discussed and a sign-off.
-
Saknas det avsnitt?
-
In this episode, Michelle kicks off with an overview of Google's significant AI investments and notable revenue growth. The discussion moves on to Alphabet's ventures and the market challenges it faces, alongside Salesforce's restructuring efforts. Michelle highlights Salesforce's new AI product and strategy, delving into its potential market impact. The episode also examines Protex AI's role in enhancing safety within Amazon and Tesla warehouses, providing a market analysis of their technology. Additionally, Michelle explores Oura's use of on-device AI for health data and its collaboration with WebAI, discussing the benefits and emerging trends of on-device AI technology. The episode concludes with a summary and sign-off.
-
In this episode, Michelle introduces OpenAI's strategic expansion and partnerships in Asia, highlighting SoftBank's significant $3 billion investment and its ambitious predictions for artificial general intelligence (AGI). The discussion unveils SoftBank’s Cristal Intelligence, exploring its potential impact on the AI landscape. Michelle then examines Nvidia’s market response to DeepSeek and the possibility of an AI price war. The episode delves into national security concerns and ongoing investigations related to DeepSeek, considering the broader implications of rapid AI growth and evolving industry dynamics. The episode wraps up with a conclusion and sign-off.
-
In this episode, Michelle provides an overview of the collaboration between OpenAI and SoftBank Group, detailing their partnership, investment, and joint venture focused on autonomous AI agents and their potential global impact. The discussion highlights the key leaders driving the AI revolution and introduces OpenAI's deep research tool, emphasizing its potential. Michelle explores OpenAI's venture into AI-specific hardware and possible partnerships, as well as Sam Altman's Stargate project and its implications for future AI devices. The episode also covers the EU's AI Act, discussing compliance and the broader industry implications. The episode wraps up with a conclusion and sign-off.
-
In this episode, Michelle begins with an overview of the UK's new AI legislation, focusing on its aim to tackle AI-generated child abuse material. The discussion highlights the implications of these laws for AI development and usage. The episode is sponsored by Microsoft, which recently announced a $72 million investment in the New Jersey AI Hub. Michelle explores how this investment is set to boost local innovation and the economy. Additionally, she covers Google's X lab's launch of Heritable Agriculture, a startup focused on AI-driven agricultural innovation. The episode concludes with a summary and sign-off.
-
In this episode, Michelle begins with an introduction to the day's topics, providing an overview of Ai2's Tulu 3 405B model. She delves into its open-source nature, technical details, benchmark performance, and availability. The discussion then moves to OpenAI's partnership with U.S. National Labs and the Stargate AI infrastructure project, highlighting the significance of these collaborations. Michelle also covers DeepSeek's recent rise in the AI landscape, along with the latest developments from Microsoft and Google. The episode concludes with closing remarks, including a reminder for listeners to subscribe.
-
In this episode, Michelle kicks off with an introduction to the day's topics, focusing on DeepSeek's R1 model advancements and their impact on the industry. She discusses the development of a smaller R1 version and OpenAI's investigation into API usage. The episode explores Alibaba's Qwen 2.5-Max model amid the competitive Chinese AI landscape. Michelle addresses the controversy surrounding DeepSeek and speculates on its cost-effectiveness. The conversation shifts to the misuse of AI models and the regulatory challenges that arise. Michelle highlights SoftBank's investment in OpenAI and the resulting market shifts, concluding with OpenAI's for-profit negotiations. Closing remarks include a reminder about subscriptions.
-
In this episode, Michelle opens with an overview of the latest developments in AI, focusing on DeepSeek-R1 and its significant impact on the tech industry. The discussion moves to reinforcement learning, the rise of open-source models, and associated security concerns. Michelle highlights OpenAI's launch of ChatGPT Gov and its collaborations with government entities. The episode also explores Hugging Face's Inference Providers, emphasizing the benefits for developers. Michelle examines Atomicwork's recent funding and its innovative approach to IT service management, concluding with a look at the company's future plans. The episode wraps up with a summary and sign-off.
-
In this episode, Michelle provides an overview of the latest topics in AI, beginning with the release of DeepSeek's R1 model. She compares its performance to OpenAI's models and discusses its accessibility and growing interest on Hugging Face. The episode then shifts to the impact of Chinese regulations on the R1 model and Alibaba's Qwen2.5-VL model, highlighting its capabilities, applications, and limitations through demonstrations. Michelle also explores AI advancements in aging research and their healthcare implications, followed by a look at Manas AI's recent funding and its focus on drug discovery through microbiome research. The episode concludes with a summary of these discussions.
-
In this episode, Michelle delves into DeepSeek's latest AI developments and the intensifying global competition in the AI sector. She highlights Google's initiatives in AI education and workforce training, emphasizing their significance in preparing for an AI-driven future. The episode also covers recent US regulatory updates on AI and Mark Zuckerberg's predictions on the technology's trajectory. Michelle explores how AI is reshaping the landscape of tech roles and discusses Apple's strategic approach to AI, including upcoming upgrades to Siri. The episode concludes with closing remarks and a summary of the discussed topics, underscoring their impact on the AI industry.
-
In this episode, Michelle covers President Trump's announcement of a $500 billion AI investment plan and explores the strategic partnerships with Nvidia and agile neocloud firms like Crusoe. She delves into SoftBank and OpenAI's financial contributions to the Stargate project, discussing its initial investments and the Abilene facility, alongside Elon Musk's critical perspective. The episode also examines OpenAI's new Operator feature, detailing its capabilities and potential risks, as well as Anthropic's Citations feature and its applications in AI. The discussion concludes with an exploration of the future implications of these AI advancements.
-
In this episode, Michelle dives into ByteDance's $20 billion AI investment and its global impact. She covers Nvidia's H100 GPUs and forecasts for artificial general intelligence. U.S. AI revenue projections and the Stargate project are also explored. Michelle discusses Trump's AI development plan, its policy effects, and tech industry support. An AI security consensus between the Trump and Biden administrations is examined, along with Yann LeCun's new AI paradigm on world models. The potential convergence of robotics and AI is also discussed, concluding with a summary of these key topics.
-
In this episode, Michelle explores the significant impact of AI on the venture capital and startup landscape, highlighting how AI advancements are reshaping investment strategies and startup dynamics. She examines Databricks' massive financing round, delving into Meta's role in this investment and its implications for the AI industry. The episode also covers Google's substantial $1 billion investment in Anthropic, discussing the strategic goals behind this move and what it means for the future of AI development. The discussion wraps up with a summary of these pivotal topics, emphasizing their importance in the evolving AI ecosystem.
-
In this episode, Michelle delves into the latest developments surrounding OpenAI's Operator tool, providing insights into its functionalities and potential impact on the industry. She discusses Metropolis's acquisition of Oosto, highlighting the strategic consolidation within the AI sector and its implications for future advancements. The episode covers Mubadala's focus on AI disruption and their strategic investments aimed at shaping the future landscape of AI technology. Michelle also explores Duke Health's implementation of AI-powered transcription services, examining how these innovations are set to enhance patient care. The episode wraps up with a summary of these key topics and their broader significance in the AI domain.
-
In this episode, Michelle delves into the intriguing world of AI in espionage and international spying, examining its potential to transform intelligence operations. She discusses the ethical challenges posed by AI in the realms of intelligence and defense, providing actionable takeaways for navigating these complex issues. The episode also covers the FTC's concerns about antitrust in the context of big tech's AI partnerships, exploring the implications for the industry. Michelle highlights AI's applications in crowd management and public safety, particularly at large events, and how these technologies are enhancing security measures. The episode concludes with a summary of these topics and their broader impact on the future of AI.
-
In this episode, Michelle examines TSMC's performance and strategic expansion, shedding light on its role in the semiconductor industry and its future plans. She explores Microsoft's AI integration into Microsoft 365, discussing the new pricing model and its implications for users. The episode highlights Meta's development of real-time speech translation technology, particularly focusing on SEAMLESSM4T and its potential to enhance global communication. Michelle also covers Eve's AI-powered legal platform, detailing its recent Series A funding and the impact it could have on the legal industry. The episode concludes with a summary of these developments and their significance in the evolving AI landscape.
-
In this episode, Michelle introduces the latest AI developments from Synthesia and Microsoft, focusing on their potential impact on various sectors. She discusses the launch of Microsoft 365 Copilot Chat, highlighting its implications for business productivity and communication. The episode also addresses the rising power demand from AI data centers, emphasizing the environmental concerns associated with this trend. Michelle explores the geopolitical ramifications of US restrictions on AI technology exports, considering their effects on international relations and global tech competition. The episode concludes with key takeaways, summarizing the significant points discussed and their relevance to the future of AI.
-
In this episode, Michelle explores the U.S. leadership in AI, discussing a recent executive order aimed at bolstering the nation's position in the global AI landscape. She highlights Nvidia CEO's insights on AI agents and the immense trillion-dollar market opportunities they present. The episode also covers Microsoft's establishment of a new AI engineering group, focusing on the career opportunities it offers in the AI field. Michelle delves into Bioptimus' recent funding round, emphasizing the fusion of AI with biotechnology and its potential to drive innovation in the sector. The episode wraps up with concluding thoughts and a sign-off.
-
In this episode, Michelle discusses the ramifications of AI chip export controls on Nvidia and the broader AI professional community, highlighting the challenges and concerns arising from these restrictions. The episode explores OpenAI's proposed framework for AI regulation and the call for increased federal support to ensure responsible AI development. Michelle delves into the partnership between Nvidia and IQVIA, examining its potential to revolutionize healthcare through advanced AI applications. Additionally, the episode covers Microsoft's formation of a new AI engineering group, emphasizing its strategic focus on advancing AI technology. The episode concludes with insights into how these developments are shaping the future of AI.
- Visa fler
