AI-Powered Warfare

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ...  Show more

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

AeroVironemnt blew Wall Street away with quarterly results this week as demand for drones and autonomous systems skyrockets. But above and beyond the battlefield, the company is well-positioned in its space portfolio, including designing and developing NASA’s Ingenuity helicopter ...  Show more

AI isn’t just changing search. It’s changing national security, too. Today, Kara talks to Trae’ Stephens, the co-founder and Executive Chairman of Anduril, about how the growing defense tech industry is using the power of AI and the speed of Silicon Valley to challenge “beltway b ...  Show more

The workflow-management-solutions sector is evolving fast, yet remains fragmented and likely on the hunt for new revenue models. In this episode of the Tech Disruptors podcast, Thomas Scott, CEO of Wrike, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to ...  Show more

The Lightcone hosts sit down with Aaron Levie, the co-founder & CEO of Box, to hear reports from the front of how large enterprise and Fortune 500 companies are adapting to the AI age.