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Uber's AI Spending, the Pope on AI, TikTok and Universal's AI Music Deal

May 26, 2026

Summary

The host analyzes Uber’s struggle to justify AI spending amid rising costs and measurement challenges, contrasting this with Pope Leo’s new ethical framework for AI presented alongside Anthropic’s Dario Amodei. The episode highlights a report showing most enterprises lack the infrastructure to deploy agentic AI effectively, often bolting it onto legacy systems. Additionally, it covers Google’s integration of Gemini across its products and renewed licensing deals between Universal Music Group, TikTok, and Spotify to manage AI-generated music.

Topics discussed

Intro: Uber AI spending, Pope's document, and newsletter promo Uber struggles to justify $3.4B AI spend and measure ROI Pope Leo's AI document: Ethics, workers, and Anthropic tie Enterprises want agentic AI but lack infrastructure Google unifies Gemini across search, YouTube, and Chrome UMG and TikTok renew deal; Spotify AI cover licensing Listener review and request for Apple Podcast ratings
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