Episode 585: I'm not a total AI hater, I'm a finance hater

This week, we discuss Zuckerberg's open source AI manifesto, GPUs as securitizable assets, and who actually gets AI ROI. Plus, Buc-ee's goes to war over beavers.

Runner-up Titles

• Law of Unintended Consequences
• We’re not lawyers, we just have common sense
• Trillion-dollar open source company
• The Meta Manifesto
• I don’t think self-awareness is their strong point.
• Using AI to fight AI
• Put me as a strong maybe.

Rundown

• Days after John Oliver's dare, Buc-ee's sues again

• Meta's Big AI Week

  • The Future is for Everyone
  • Meta Unveils ‘Open Source’ Version of Its Most Powerful A.I. Model
  • Meta debuts first AI coding agent to take on Anthropic and OpenAI
  • Superintelligence is a dragon
  • Mistral Is in the Right Place at the Right Time

• The AI Money Machine

  • Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’
  • 48% of Google Cloud Revenue Next Year Could Come From Just 2 Companies That Have Still Never Turned a Profit
  • Datadog Says Lower Usage From Major AI Customer Could Dent Growth

Relevant to your Interests

• New Orleans will use AI to answer 911 calls instead of a human
• OpenAI's new AI smart speaker will reportedly sell for between $300 and $400 TechCrunch
• OpenAI acquires presentation startup NextSlide
• A road trip through the data center debate
• A Top OpenAI Executive Steps Down
• Cloudflare OS: an open platform for agents, apps, and work
• Introducing Kitesurf: The agent-first browser that runs in V8 isolates on Cloudflare Workers
• The next generation of MCP
• How a simple request for AI to book a gym class exposed a major threat

Nonsense

• Buc-off

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Recommendations

• Brandon: Furious on Hulu

• Matt:

  • NearbyWiki
  • Reading Maps
  • Infrastructure Frontiers podcast

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