Results for "AI infrastructure"
37 results
Episodes
StandardSummaries onlyDylan Patel - Inside the Trillion-Dollar AI Buildout
Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…
openaiaibusinessinvesting
StandardSummaries only"Ceasefire Rally" and Beyond, Meta-CoreWeave $21B AI Deal, McCormick CEO "First on CNBC" 4/9/26
Squawk on the Street· Apr 9, 2026
arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of …
businessinvestingnews
StandardSummaries onlyGoogle Part III: The AI Company
Acquired· Ben Gilbert· Oct 6, 2025
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly …
openaianthropicgoogle-aitransformers
StandardSummaries onlyBezos to Raise $100B for AI and Nvidia's Challenges
The Jaeden Schafer Podcast· Mar 23, 2026
Understanding the shifting dynamics in AI technology and compensation strategies is crucial for businesses to remain competitive and make informed decisions about investing in AI infrastructure and talent.
agents
Intelligence ReportBrookfield CEO: AI Bubble, Opportunities, and Risk | Connor Teskey
The Knowledge Project· Connor Teskey· Mar 17, 2026
Brookfield's Connor Teskey breaks down how a trillion-dollar firm thinks about de-risking deals, building culture, deploying AI across 500 companies, and why liquidity is always undervalued until you desperately need it.
aisocietyculture
Intelligence ReportTipping Point In The AI Horse Race?
Tech Brew Ride Home· Apr 7, 2026
Anthropic's revenue run rate surpasses OpenAI at $30B, Jeff Bezos's secret world-model startup poaches top AI talent, quantum computers may crack encryption by 2029, and AI SEO is a snake oil gold rush.
openaianthropic- StandardSummaries only
Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing
The Knowledge Project· Connor Teskey· Mar 17, 2026
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive in…
aibusinesssocietyculture - Intelligence Report
OpenAI's $121B Funding Round Explained
The Jaeden Schafer Podcast· Apr 3, 2026
OpenAI closes a record $122B funding round, Anthropic accidentally leaks Claude Code's source code, and Huawei's new AI chip wins orders from ByteDance and Alibaba amid US-China chip tensions.
openaianthropic - Intelligence Report
Meta's New Model, Gemini 4, OpenAI Proposes AI Policy
The Jaeden Schafer Podcast· Apr 9, 2026
Anthropic's agent platform, Meta's closed-source pivot, Eli Lilly's drug-discovery supercomputer, a 100x AI energy breakthrough, Google's Gemma 4, and OpenAI's four-day workweek pitch all land in one episode.
openaigoogle-ai - Intelligence Report
War Impact on Inflation, Bessent and Powell Meeting With Bank CEOs About AI Risks, CoreWeave CEO "First on CNBC" 4/10/26
Squawk on the Street· Apr 10, 2026
Jim Cramer and the CNBC team discuss market trends, the impact of tariffs on CPI, the rise of neurosymbolic AI in business, and Core Weave's new deals with Anthropic and Meta, while analyzing the potential risks and oppo…
businessinvestingnews - StandardSummaries only
Top CEO: The 90% Rule, AI Infrastructure, and the Future of Investing | Connor Teskey
The Knowledge Project· Connor Teskey· Mar 17, 2026
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive in…
businesssocietyculturetechnology - Intelligence Report
Anthropic's IPO Play, Novo Nordisk x OpenAI, and the First Brain Sensor Goes Human
The Jaeden Schafer Podcast· Apr 15, 2026
Zuckerberg's AI clone, Apple's smart glasses, Vercel's IPO readiness, Anthropic drama, banks testing a dangerous AI model, and a Molotov cocktail attack on Sam Altman's home.
openaianthropic - Intelligence Report
Meta Manus Desktop App, Anthropic Enterprise Lead, OpenAI AWS Deal
The Jaeden Schafer Podcast· Mar 18, 2026
Meta's Manus hits desktop, Anthropic dominates enterprise AI spend, a startup builds visual memory for robots, and OpenAI quietly embeds itself into U.S. government infrastructure via AWS.
openaianthropicagents - StandardSummaries only
OpenAI Raises Record $110B, Hits 900M Weekly Users
The Jaeden Schafer Podcast· Feb 27, 2026
In this episode, we break down OpenAI’s record-breaking $110 billion raise and what it signals about the future of AI investment. We also explore how the company reached 900 million weekly users and what this massive sca…
openaiainews - Intelligence Report
Anthropic DOESN’T Release A Model
Tech Brew Ride Home· Apr 8, 2026
Anthropic's new AI model is too dangerous to release publicly after autonomously cracking major operating systems, while China drops a massive open-source rival and Musk wants zero personal profit from his OpenAI lawsuit…
anthropic 
StandardSummaries only#2422 - Jensen Huang
The Joe Rogan Experience· Jensen Huang
Jensen Huang is the founder, president, and CEO of NVIDIA, the company whose 1999 invention of the GPU helped transform gaming, computer graphics, and accelerated computing. Under his leadership, NVIDIA has grown into a …
aicomedy- StandardSummaries only
SpaceX Asks FCC for 1M AI Data Centers in Space
The Jaeden Schafer Podcast· Feb 6, 2026
In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic reasons behind this move. We also explore the recent merger with XAI and…
ainews - Intelligence Report
Anthropic Ships Opus 4.7, $2B With No Product & Google AI Deals
The Jaeden Schafer Podcast· Apr 16, 2026
Anthropic's Claude Opus 4.7 launches with intentionally nerfed security features, a robotics sim-to-real startup raises $8.5M, and a 7-month-old chipmaker eyes a $2B valuation with zero products.
anthropicgoogle-ai 
StandardSummaries onlyInfrastructure Scaling and Compound AI Systems with Jared Quincy Davis
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)· Jared Quincy Davis· Jul 22, 2025
In this episode, Jared Quincy Davis, founder and CEO at Foundry, introduces the concept of "compound AI systems," which allows users to create powerful, efficient applications by composing multiple, often diverse, AI mod…
ai- Intelligence Report
Meta to Layoff 20%, AI Cured Dogs Cancer, Nvidia's New Chip
The Jaeden Schafer Podcast· Mar 16, 2026
A man with no biology background used ChatGPT to design a cancer vaccine for his dog, shrinking the tumor 75%—plus Meta's massive AI-driven layoffs, Nvidia's chip reveal, and OpenAI's $10B PE deal.
openai - Intelligence Report
Altman Gets Molotov Cocktail, Zuckerberg Creates AI Clone
The Jaeden Schafer Podcast· Apr 13, 2026
Zuckerberg's AI clone, Apple's smart glasses, Vercel's IPO readiness, Anthropic banning OpenClaw's creator, banks testing Mythos, and a Molotov cocktail attack on Sam Altman's home.
anthropic - Intelligence Report
Meta Acquires Moltbook: Facebook for AI Bots
The Jaeden Schafer Podcast· Meta Acquires Moltbook· Mar 10, 2026
Meta acquires Multbook—the viral, security-riddled AI agent social network born from an OpenClaw name glitch—to bolster its Superintelligence Lab's agent-to-agent communication strategy.
agents 
StandardSummaries onlyTechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
TechCheck· Jan 28, 2026
China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of c…
businessinvestingmanagementtechnology- Intelligence Report
AI Web Traffic to Exceed Humans by 2027, and Rogue AI Agents
The Jaeden Schafer Podcast· Mar 19, 2026
Jaden Schaefer discusses Sam Altman's tweet backlash, Meta's rogue AI agents, and the prediction that bot traffic will surpass human traffic by 2027, while DoorDash launches a task app for AI training data.
agents - Intelligence Report
New Apple CEO, OpenAI's New Image Model, Vercel AI Hack
The Jaeden Schafer Podcast· Apr 21, 2026
Tim Cook steps down, Snapchat cuts 16% of staff citing AI writing 65% of code, Amazon pours $25B into Anthropic, and OpenAI drops Image 2.0 in a jam-packed AI news roundup.
openaianthropicai-regulation - Intelligence Report
Is AI About To Get More Expensive
Tech Brew Ride Home· Mar 30, 2026
Tech Brew Ride Home explores the rise and fall of OpenAI's Sora, the increasing costs of AI models, and Anthropic's architectural breakthroughs, while highlighting Amazon's Project Hail Mary as its biggest movie success.
openaianthropic 
StandardSummaries onlyCaptaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Latent Space: The AI Engineer Podcast· Jan 23, 2026
From shipping Gemini Deep Think and IMO Gold to launching the Reasoning and AGI team in Singapore, Yi Tay has spent the last 18 months living through the full arc of Google DeepMind's pivot from architecture research to …
google-ai- StandardSummaries only
Zach Dell - Powering the Future
Invest Like the Best with Patrick O'Shaughnessy· Jul 22, 2025
My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distributed batteries. We explore one of…
aibusinessinvestingtechnology - StandardSummaries only
Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z
Latent Space: The AI Engineer Podcast· Feb 19, 2026
Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sa…
openaianthropic 
StandardSummaries onlyUkraine Drone Strikes Tuapse Port, Russia Downs 11,000 Drones
Global News Today | 2 Min News | The Daily News Now!· Apr 17, 2026
Ukraines drone strikes on Russian-controlled Crimea and Tuapse port escalate tensions, with over 170 firefighters battling a massive blaze. Two killed, seven injured, and key infrastructure damaged. Russia reports downin…
ainewsdaily
