The $80 Billion Question for Alphabet's AI

The $80 Billion Question for Alphabet's AI

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Lovable HIts $500M in ARR, Apple Announces AI Siri

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe codin ...  Show more

S&P 500's Impact on Future AI IPOs

In this episode, we examine the S&P 500's refusal to allow SpaceX's fast-track entry, which also impacts OpenAI and Anthropic’s IPO prospects. We also discuss Google's $920 million monthly deal with SpaceX for AI compute power and escalating enterprise spending on AI token budget ...  Show more

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