AI One-Upsmanship
Summary
Brian McCullough covers quantum computing stock surges following $2 billion in U.S. government grants, with IBM as the top beneficiary. Spotify shares rose on strong 2030 growth guidance, while Workday’s earnings suggest the "SaaS apocalypse" narrative may be fading. Anthropic and OpenAI clash over financial leadership, with Anthropic projecting its first operating profit. The episode also discusses a delayed AI executive order and links between smartphone adoption and declining global birth rates.
Topics discussed
Intro and Sponsor: Doppel social engineering defense
Quantum computing stocks surge on US government grants
Spotify surges on 2030 guidance and new features
Workday earnings beat expectations; SaaS narrative shifts
Trump delays AI executive order after tech leader calls
Sponsors: Viore Clothing and Plaud Note Pins
Anthropic vs OpenAI: Revenue, profit, and user growth
Weekend Read: Smartphones linked to falling birth rates
Bonus episode preview: How I AI with Chris Messina
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