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Zuckerberg poaches AI talent as Meta chases superintelligence 6/30/25 Jun 30, 2025

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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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OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25 Jun 27, 2025

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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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AI’s reasoning blind spot 6/26/25 Jun 26, 2025

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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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TechCheck Takes: The AI Boom's Multi-Billion Dollar Blind Spot 6/25/25 Jun 25, 2025

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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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Waymo, Uber bring robotaxis to Atlanta 6/24/25 Jun 24, 2025

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Shares of Uber surging after opening its robotaxi partnership with Waymo to the public in Atlanta. It comes just two days after Tesla launched its small-scale robotaxi fleet in Austin, we dig into the rapidly expanding race for autonomous taxis.

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Tesla’s robotaxi debut sends shares surging 6/23/25 Jun 23, 2025

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Tesla rolled out their first limited batch of robotaxis in Austin Texas over the weekend, sending shares soaring. We dig into how the robotaxi race is rapidly expanding, and how that value may be being overlooked in Google and Amazon shares

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Meta’s all-out AI talent hunt, plus Masayoshi Son’s latest big bet 6/20/25 Jun 20, 2025

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A source confirming to CNBC that Meta tried to buy Perplexity before the $14.3B deal for Scale AI and its founder Alexandr Wang. Plus, we look at Softbank’s Masayoshi Son is continuing his trend of moonshot bets with a reported proposal to build a $1T AI hub in Arizona.

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Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI’s Talent Battle 6/18/25 Jun 18, 2025

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Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump’s criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI’s Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses.

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Microsoft and OpenAI’s slow untangling 6/17/25 Jun 17, 2025

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One of the longest-standing partnerships in AI could be reaching a breaking point. We look at the souring relationship between OpenAI and Microsoft and why AGI is at the center of it.

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Tech’s tightrope in Gulf AI deals 6/16/25 Jun 16, 2025

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Geopolitical turmoil in the Middle East continues to escalate, as U.S. tech firms deepen their ties to Gulf states investing in AI. We dig into how those connections are starting to expose the risks of sovereign AI.

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