Episódios

  • Meta poaches top Apple AI researcher 7/8/25
    Jul 8 2025

    Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We dig into how the cost of staffing Meta’s superintelligence lab is adding up.

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    8 minutos
  • How the GOP bill could slow U.S. AI innovation 7/7/25
    Jul 7 2025

    President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's development of AI, especially as China ramps up its electricity generation compared to the U.S.

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    6 minutos
  • Google promotes “AI Mode” on homepage 7/2/25
    Jul 2 2025

    The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into Google’s AI mode and how distribution will be crucial to the next stage of the AI race.

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    4 minutos
  • Threats to SpaceX & Tesla as Musk, Trump feud heats up 7/1/25
    Jul 1 2025

    Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Musk’s empire could be the most at risk from the fallout.

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    7 minutos
  • Zuckerberg poaches AI talent as Meta chases superintelligence 6/30/25
    Jun 30 2025

    Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poaching top AI names and how Meta is planning on reaching superintelligence.

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    5 minutos
  • OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25
    Jun 27 2025

    OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could be the biggest threat to U.S. AI dominance.

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    8 minutos
  • AI’s reasoning blind spot 6/26/25
    Jun 26 2025

    Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the market could be overlooking a major risk propping up the next leg of the AI trade. Check out the full deep dive on CNBC.com/tctakes.

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    8 minutos
  • TechCheck Takes: The AI Boom's Multi-Billion Dollar Blind Spot 6/25/25
    Jun 25 2025
    AI reasoning models were supposed to be the industry’s next leap, promising smarter systems able to tackle more complex problems. Now, a string of research is calling that into question. In June, a team of Apple researchers released a white paper titled “The Illusion of Thinking,” which found that once problems get complex enough, reasoning models stop working. Even more concerning, the models aren’t “generalizable,” meaning they might be just memorizing patterns instead of coming up with genuinely new solutions. Researchers at Salesforce, Anthropic, and other AI labs have also raised red flags. The constraints on reasoning could have major implications for the AI trade, businesses spending billions on AI, and even the timeline to superhuman intelligence.
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    12 minutos