E157: Epic legal win, OpenAI licensing deals,...

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (5 ...  Show more

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, a ...  Show more

We promise, this episode is only a little bit about header bidding. Nilay and David are joined by The Verge’s Alex Heath to talk about some big news in tech regulation: Google lost its ad-tech monopoly trial, which could reshape both Google and the internet altogether. And that’s ...  Show more

This week, Felix Salmon, Emily Peck, and Elizabeth Spiers discuss Sam Altman’s triumphant return to OpenAI and ponder the future of the artificial intelligence industry. They also discuss the legal woes of crypto exchange Binance and its CEO Changpeng Zhao. Finally: the economic ...  Show more

This week, Felix Salmon, Emily Peck and Elizabeth Spiers ponder the future of computers, cars, and…fast food? They discuss why Elon Musk is suing Sam Altman and OpenAI and the altruistic origins of ChatGPT. Also: Wendy’s “surge pricing” gaff had customers crying foul and Apple’s ...  Show more

What do you think we’re going to talk about? Apple and Google ban Fortnite. Epic Games turns around and sues Apple and Google for antitrust. Also: Adobe commits to fighting Deepfakes, Streaming is now a quarter of all tv viewing, and, of course, the weekend longreads suggestions. ...  Show more