Azure - Frontier Models

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02:07:40

Claude Code for Finance + The Global Memory Shortage: Doug O’Laughlin, SemiAnalysis

Interviews3 months ago

Claude Code for Finance + The Global Memory Shortage: Doug O’Laughlin, SemiAnalysis

Doug O'Laughlin, founder of SemiAnalysis and one of the semiconductor industry's most-followed independent research analysts, joins L...

36:37

Google’s New AI Is Smarter Than Everyone’s But It Costs HALF as Much

Business & Strategy3 months ago

Google’s New AI Is Smarter Than Everyone’s But It Costs HALF as Much

Nate B Jones examines the release of Google's Gemini 3.1 Pro — a model that leads on 13 of 16 major benchmarks, scores 77.1% on the A...

08:37

$650 Billion on AI Capex

Business & Strategy3 months ago

$650 Billion on AI Capex

With Google and Amazon completing their Q4 2025 earnings reports, The AI Daily Brief totals the AI infrastructure spending commitment...

26:15

Why the Smartest AI Teams Are Panic-Buying Compute

Foundation Models3 months ago

Why the Smartest AI Teams Are Panic-Buying Compute

Nate B Jones presents a systematic analysis of what he frames as a structural crisis in AI compute infrastructure: global enterprise...

13:51

Are Markets Still Worried About an AI Bubble?

Business & Strategy3 months ago

Are Markets Still Worried About an AI Bubble?

This episode of The AI Daily Brief uses Meta and Microsoft's latest earnings reports as a window into the current state of AI bubble...

14:50

Meta Up 10%, Microsoft Down 10%, Tesla Killing Cars

Business & Strategy3 months ago

Meta Up 10%, Microsoft Down 10%, Tesla Killing Cars

Nate B Jones breaks down a pivotal week of AI earnings and deal news organized around a single revealing divergence: Meta stock jumpe...

18:37

the $125 Billion Secret: Amazon Told Wall Street One Thing and Employees Another

Business & Strategy3 months ago

the $125 Billion Secret: Amazon Told Wall Street One Thing and Employees Another

Nate B Jones presents a detailed financial analysis of Amazon's simultaneous announcement of $125 billion in capital expenditure and...

21:08

I Built an 11-Tab Financial Model in 10 Minutes. The $20/Month Tool That's About Change How We Work.

Coding & Dev Tools4 months ago

I Built an 11-Tab Financial Model in 10 Minutes. The $20/Month Tool That's About Change How We Work.

Anthropic has launched Claude as a native sidebar add-in inside Microsoft Excel, opening access to all Pro tier subscribers ($20/mont...

32:00

Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?

Interviews4 months ago

Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?

Microsoft CEO Satya Nadella joins David Sacks on the All-In Podcast for a wide-ranging conversation on how AI is reshaping knowledge...

06:14

Microsoft Changing AI Targets?

Business & Strategy5 months ago

Microsoft Changing AI Targets?

A report from The Information sparked significant market reaction when it revealed that Microsoft had quietly lowered sales quotas fo...