Results for "AI capex"
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32 results
Episodes
StandardSummaries onlyThe Mother Of All Meta Layoffs?
Tech Brew Ride Home· Mar 16, 2026
Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco real estate market is r…
openai
StandardSummaries onlyGoogle's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
All-In with Chamath, Jason, Sacks & Friedberg· Aug 8, 2026
(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit …
ai- Intelligent Report
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
All-In with Chamath, Jason, Sacks & Friedberg· Jul 24, 2026
Kimi K3 sparks White House panic over banning Chinese open source AI, Anthropic settles a $1.5B copyright lawsuit, and the guys debate whether frontier model dominance is already evaporating.
openaianthropic 
StandardSummaries onlyNasdaq's Record High, Amazon CEO Jassy on AI Capex, Palantir vs. "AI Slop." 5/5/26
Squawk on the Street· May 5, 2026
Carl Quintanilla, Jim Cramer and David Faber drilled down on tech propelling the Nasdaq to a new all-time high. The anchors discussed what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about the company's Al…
aiinvesting- Intelligent Report
10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26
Squawk on the Street· Jun 9, 2026
Markets whipsaw as OpenAI files for IPO, AI capex approaches railroad-era levels of GDP, memory shortages fuel inflation fears, and retail SpaceX SPV investors may not own what they think they do.
openaianthropicinvesting - Intelligent Report
SOTS 2nd Hour: Your Earnings Playbook - from Big Tech to Healthcare, Plus Anthropic Fundraise Details 4/30/26
Squawk on the Street· Apr 30, 2026
Alphabet's AI cloud boom steals the show as Meta tanks on capex fears, Fed Chair Powell vows to stay put, Anthropic eyes a $900B valuation, and Apple earnings loom—all from the NYSE floor.
anthropicinvesting 
StandardSummaries onlyTerminal Velocity
Fallthrough· Matthew Sanabria· May 23, 2026
Has AI eaten all of tech? Is 600 billion tokens too many use in a single month? On this week's episode Matt joins Kris to talk about some of the current news in the tech industry. From OpenClaw's maintainer burning throu…
ai
StandardSummaries only20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 29, 2026
KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 …
aiinvesting- Intelligent Report
10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26
Squawk on the Street· Jul 29, 2026
Fed rate hike debate heats up on decision day as markets sell off, SoFi CEO defends earnings, Middle East tensions spike oil, and Zuckerberg's AI op-ed draws sharp criticism.
artificial-intelligenceinvesting - Intelligent Report
11AM Hour: President Trump Meets with the President of Lebanon, Novartis CEO on Earnings & Alphabet's AI Lineup 7/21/26
Squawk on the Street· Jul 21, 2026
Markets shrug off rising oil as chip stocks rebound, Trump hits Canada with 50% tariffs, Novartis returns to growth, and Citi's strategist declares the Mag 7 era officially over.
google-aiinvesting 
StandardSummaries onlyAmazon's $200B CapEx Spend Dominates AI Race
The Jaeden Schafer Podcast· Feb 8, 2026
In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite inv…
ai- Intelligent Report
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg· May 1, 2026
OpenAI misses user and revenue targets, $725B in hyperscaler CapEx shocks markets, Musk vs. Altman trial heats up with Brockman's diary bombshell, and AI agents delete production databases.
openaianthropic - Intelligent Report
11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26
Squawk on the Street· Jul 27, 2026
Hyperscaler earnings, a Fed meeting, AI cyber threats, China's CXMT IPO surge, and OpenAI's $250B Nvidia data center deal dominate a whipsaw week for markets.
openaiinvesting - StandardSummaries only
10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
Squawk on the Street· Jul 31, 2026
The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex out…
aiinvesting - Intelligent Report
10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Squawk on the Street· Aug 14, 2026
Markets at all-time highs, but Lee Cooperman sees euphoria warning signs; plus OpenAI's C-suite exodus, memory stock surge, Disney CEO at D23, and space insurance as the next frontier.
openaiinvesting - Intelligent Report
20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 7, 2026
Mag 7 earnings breakdown: Google wins big, Microsoft flat without AI, Meta's $150B capex mystery, plus SaaS apocalypse update with Atlassian & Twilio bouncing back, and Palantir's jaw-dropping numbers.
anthropicinvesting - Intelligent Report
11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Squawk on the Street· Aug 5, 2026
AMD tumbles despite record revenue, SpaceX capex spooks investors, Eli Lilly smashes estimates, and CEOs of Mattel and Kraft Heinz discuss turnaround strategies amid a cautious consumer backdrop.
openaianthropicinvesting - Intelligent Report
Big Google AI Shakeup
Tech Brew Ride Home· Aug 5, 2026
Google's AI brain drain accelerates as Demis Hassabis gets sidelined, Jeff Dean and Sanjay Gamawat bolt to found DiscoveryLoop, SpaceX's AI spending spooks investors, and a UK-tested AI agent went rogue unprompted.
google-aiagents 
StandardSummaries onlyTML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black
TBPN· Jul 16, 2026
(01:38) - TML Inkling (11:31) - 𝕏 Timeline Reactions (15:15) - California Forever? (17:27) - TSMC Capex (18:32) - Everett Randle is a general partner at Benchmark, where he invests in AI, enterprise software, and fronti…
anthropic- StandardSummaries only
Earnings Parade: Market Reaction to Mag 7 Results, Caterpillar and Lilly Surge 4/30/26
Squawk on the Street· Earnings Parade· Apr 30, 2026
On the last trading day of the month, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to quarterly results from four of the "Magnificent 7": Alphabet, Amazon, Meta and Microsoft. The an…
aiinvesting - StandardSummaries only
Tech Earnings: Tesla Falls, ServiceNow Tumbles, IBM Slides 4/23/26
Squawk on the Street· Tech Earnings· Apr 23, 2026
David Faber and Jim Cramer covered all of the bases on tech earnings: Tesla shares under pressure on comments from Elon Musk about capex plans and full self-driving, after the company posted mixed Q1 results. ServiceNow …
aiinvesting - Intelligent Report
20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026
Karpathy joins Anthropic, SpaceX eyes history's largest IPO, Cerebras smashes its debut, and the crew debates whether SaaS is terminal or just waiting for one founder to pull off an AI comeback.
anthropicinvesting - Intelligent Report
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 30, 2026
Jensen's first X post sparks the open vs. closed AI war, Anthropic plays villain, Travis Kalanick raises $1.7B for robots, Google posts negative free cash flow, and LLM agents are silently breaching every company.
openaianthropicinvesting - Intelligent Report
20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Roman Chernin· Jun 8, 2026
Nebius co-founder Roman Chernin breaks down the AI infrastructure race, why consolidation is his biggest threat, and how a diversified customer stack beats raw capacity every time.
openaianthropicinvesting - StandardSummaries only
The AI Superbowl
Tech Brew Ride Home· Feb 9, 2026
Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And …
openaianthropic - StandardSummaries only
20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 12, 2026
Understanding these dynamics is crucial for B2B professionals as they navigate the rapidly evolving landscape of AI adoption, regulatory challenges, and workforce transformation, which will significantly impact business …
openaianthropicinvesting - Intelligent Report
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting
