
The podcast focuses on recent tech and business news, particularly regarding AI. Meta's stock is up despite increased CapEx spending on AI, driven by investments in super intelligence labs and AI-driven commerce. Conversely, Microsoft's stock declined due to slowing growth in its Azure cloud segment and compute capacity constraints. Tesla is shifting its focus to robotics and AI, planning to convert its California factory into an Optimus manufacturing hub. Dow is cutting staff and relying on AI to boost productivity. Waymo is under investigation after one of its robotaxis struck a child, and security researchers warn of data exposure risks associated with Moltbot. Acri, a U.S.-based AI startup, released Trinity Large, an open-weight model comparable to Meta's Llama IV Maverick 400B.
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