E169: Elon sues OpenAI, Apple's decline, TikT...

(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limi ...  Afficher plus

(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ ...  Afficher plus

Producer Rachel joins Jason to break down the latest tech news. They cover AOC's arguments against banning TikTok (2:29), Alibaba's six-way split (18:43), Disney's metaverse cuts (28:17), Substack's equity crowdfunding (39:16), Lyft's precarious position, and more! (55:09) Then, ...  Afficher plus

Elon Musk is suing OpenAI and its CEO, Sam Altman, saying the artificial intelligence company abandoned its founding mission to prioritize the benefit of humanity over profit. Is this just a bunch of industry drama, or could it be a real turning point in the development of genera ...  Afficher plus

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 ...  Afficher plus

EU regulators say 'game on' for the Microsoft-Activision deal, WeWork's CEO is stepping down, and the latest call for AI regulation is coming from inside the house. Kara and Scott discuss the weak plan to ban TikTok in Montana. And Elon Musk continues to Elon Musk, saying he’s wi ...  Afficher plus