Episode #97 from 1:09:35
The CAPEX explosion
People
Topics
Fairwater 2
0:00
Business models for AGI
3:20
Copilot
12:48
Whose margins will expand most?
20:02
MAI
36:17
The hyperscale business
47:47
In-house chip & OpenAI partnership
1:02:44
1:09:35
Will the world trust US companies to lead AI?
1:15:07