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Gig Economy and Ride-sharing Under Trump 11/7/24 Nov 07, 2024

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The incoming Trump administration and Elon Musk’s role in it could be a new catalyst in the equation of how robotaxis will impact ridesharing. Lyft and Uber over the last few months have been on a dealmaking frenzy, most of them centered around autonomous driving. But now that Elon Musk’s influence is growing, that push could become more urgent – and tie-ups could go from partnerships to all-out consolidation.

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AI Trade Acceleration Under Trump 11/06/24 Nov 06, 2024

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The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster, unfettered development of the industry -- plus how Elon Musk's influence on AI policy could boost xAI against startup rivals.

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Defense Adoption of AI Technology 11/5/24 Nov 05, 2024

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The focus for big tech this earnings season has been finding ways to monetize AI – and one use that’s emerged is the military. Shares of Palantir surged after the company cited a boom in demand for its AI software from the U.S. government. And it’s not alone as other AI giants including Meta and OpenAI also look to expand their work with defense agencies.

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AI Search Faces Election Test 11/4/24 Nov 04, 2024

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As users search for election and voting information in new ways, generative AI startups may have the solution -- proving nimbler with less to lose than big tech firms. The startup Perplexity just unveiled a new dedicated election hub, promising answers to questions ranging from polling locations to election results, while for big tech names like Meta and Google, the lessons from 2016 may still be fresh.

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Cloud Strength Justifies AI Spend 11/1/24 Nov 01, 2024

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AI is the next catalyst for growth for the hyperscalers Amazon, Microsoft and Google – but whether it can offset spending is still unsettled. Alphabet’s quarter shows GCP is gaining on the other two, growing at a blowout 35% and changing the cloud landscape.

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Apple’s AI Differentiation, Plus OpenAI Takes on Google Search 10/31/24 Oct 31, 2024

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The market still hasn’t seen any examples of huge success in AI monetization for consumer-facing products, but Apple is differentiated in that its AI is free with a new Iphone or recent product. We dive into whether or not that will work out. Plus, OpenAI is rolling out a search function for ChatGPT, able to provide realtime access to things like sports, weather, and stock data, in a major challenge to Google and startup Perplexity.

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TechCheck+ How OpenAI CEO Sam Altman's lobbying power tamed Washington 10/31/24 Oct 31, 2024

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Come Election Day, the future of big tech won’t be decided by either presidential candidate. Instead, OpenAI co-founder and CEO Sam Altman has emerged as one of the most powerful people shaping AI policy. He’s put on a masterclass in wooing Washington, learning from Mark Zuckerberg and social media’s missteps on the Hill. And he’s turned OpenAI into a lobbying powerhouse, bringing on staff with deep ties to DC like its head of Global Affairs Chris Lehane. But just like when social media was in its early stages, lawmakers don’t have a handle on AI yet as the stakes only grow larger. Can we trust the people behind the curtain? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI Helps Google’s Efficiency Push 10/30/24 Oct 30, 2024

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Shares of Alphabet jumped after reporting a big Q3 beat, reporting strong growth in cloud, search and YouTube. But one number you might not have seen yet: over 25% of all new code at Google is generated by AI. We dive into what that could mean for big tech earnings ahead and their push to be more efficient.

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Alphabet and AMD Q3 On Deck 10/29/24 Oct 29, 2024

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A big check on AI demand and spending is coming after the bell when Alphabet and AMD both report third-quarter results. Investors are looking to AMD’s print to see how it’s faring in its uphill climb to compete against Nvidia. Alphabet’s capex spending could also be a bellwether for how the rest of big tech earnings will shape up

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X-Energy CEO on Amazon Investment, Plus Bret Taylor on Sierra’s New Funding Round 10/28/24 Oct 28, 2024

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As power-hungry tech companies work to fuel AI data centers, the race for nuclear energy is on. Amazon led a $500 million investment into X-Energy, which develops small modular reactors. We spoke with CEO Clay Sell on what’s behind the nuclear craze. Plus, AI startup Sierra just raised a new $175 million in capital, quadrupling its valuation from January to $4.5 billion. We sit down with co-founder Bret Taylor on the age of the AI agents.

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