Tech Stocks Rocked by Global Selloff & AI Crashes Election Primaries (Plus, a Convo w/ Meta CTO Andrew Bosworth)
Summary
Neil Freiman and Toby Howell analyze a tech sell-off driven by South Korean market volatility and investor skepticism over AI infrastructure spending. They discuss the "AI civil war" in New York primaries, where OpenAI and Anthropic funded opposing candidates, and cover Meta’s new in-house smart glasses and prediction market app. The episode also highlights Netflix’s interactive horror game and an AI-narrated Odyssey audiobook before concluding with an interview with Meta CTO Andrew Bosworth about wearable AI strategy.
Topics discussed
Intro and J.P. Morgan/ServiceNow ads
AI stock market crash and retail trading frenzy
NY Primary: AI regulation and political spending
Meta AI glasses launch and prediction markets
Netflix's horror game 'Unhinged' and engagement
AI-narrated Odyssey audiobook controversy
Listener suggestions and credits
Interview: Meta glasses features and design
Interview: Privacy concerns and assistive tech
Interview: Meta's business model and AI hype
Interview: Leadership, vulnerability, and team
Outro and sponsor messages
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