AI Investing: for the AI Investor

In this episode, we investigate Amazon's strategic $5 billion investment in Anthropic during a period of impressive revenue growth. We assess what this means for future investment trends in AI.

In this episode, we explore what Anthropic's $50 billion fundraising effort means for investors. Discover the potential rewards and risks in the AI field.

In this episode, we reflect on the implications of Musk's trial against Altman on the investment landscape. We also cover Stanford's transparency crash.

In this episode, we highlight the corporate tensions between Sam Altman and OpenAI’s CFO. Plus, we will explore the EU's decision to pause the AI Act and the backlash Google faces regarding Pentagon engagement.

In this episode, we explore AlphaGo’s architect's monumental funding achievement of $1.1 billion. We also touch on OpenAI's recent decision to leave Microsoft.

In this episode, we assess the investment potential surrounding Claude Design's innovations. Explore the risks and rewards compared to Figma and Adobe.

In this episode, we discuss the investment opportunities arising from the ChatGPT 5.5 launch. We also investigate how SpaceX's GPU production could shape market trends.

In this episode, we analyze Google's multi-layer AI strategies revealed at Cloud Next and their potential impact on tech investments. Gain insights on future opportunities.

In this episode, we examine the investment landscape surrounding the latest smart glasses from Apple, Snapchat, and Meta. We discuss why these innovations are crucial for forward-thinking investors.

In this episode, we explore the significant leadership change at Apple as Tim Cook steps down and John Tarnas takes the helm, amid ongoing challenges in the AI sector. We also discuss major developments like Vercel's security breach, Snapchat's layoffs tied to AI, OpenAI's new Image 2.0 model, and Amazon's massive investment in Anthropic.

Chapters

00:00 Apple CEO Tim Cook Steps Down

03:40 Vercel Security Breach

05:59 FTC Settlement with Clarify

09:55 Snapchat Layoffs and AI Coding

14:35 OpenAI Image 2.0 Release

15:39 Amazon Invests in Anthropic

In this episode, we explore how AI tools can guide investment strategies. Additionally, we look at the OpenClaw controversy and its significance for future investments.

In this episode, we analyze the significance of Anthropic surpassing OpenAI in earnings. Join us for a deep dive into investment opportunities in AI.

In this episode, we provide insights into the investment implications of Anthropic’s Claude design. We discuss potential investment strategies in the evolving AI market.

Anthropic dropped Claude Opus 4.7 today, but the bigger story is the model they didn't release. We break down Project Glasswing, why Mythos stays locked up, and what it signals about where frontier AI actually is right now. Plus: a 7-month-old AI startup is raising at a $2 billion valuation with zero product, a robotics startup wants to be the Cursor for physical AI, Google used AI to block 8.3 billion ads last year (and cut false positives by 80%), and Gemini is coming to professional video editing.

In this episode, we examine the implications of OpenAI's acquisition of Hiro for AI investors. We discuss how this merger might influence market trends and investment strategies in the tech sector.

Anthropic adds the Novartis CEO to its board as it gears up for an IPO — and on the same day, Novo Nordisk partners with OpenAI to supercharge drug development. We break down what this healthcare AI land grab means for the industry. Plus, Science Corp (founded by ex-Neuralink co-founder Max Hodak) is preparing to place its first sensor in a human brain, Stanford's latest AI Index reveals a growing disconnect between AI insiders and the public, and Google rolls out AI Skills in Chrome so you can save and reuse your favorite workflows.

In this episode, we provide insights into potential investment opportunities stemming from ChatGPT's new app functionalities. Learn what to watch for in the evolving AI market.

In this episode, we explore groundbreaking developments in the tech world, including Mark Zuckerberg's creation of an AI version of himself and Apple's revolutionary smart glasses. We also discuss the implications of Vercel's impending IPO, Anthropic's controversy over OpenClaw, and the unsettling attack on Sam Altman's home amidst rising tensions in the AI field.

Chapters

00:00 Introduction

01:18 Apple's Smart Glasses

04:01 Vercel's IPO Readiness

06:57 Anthropic and OpenClaw

09:47 Trump Administration's AI Push

13:19 Sam Altman's Home Attack

In this episode, we investigate the financial opportunities within the AI consulting sector. Uncover the trends that could shape a million-dollar business in this field.

Today we (really just me lol) talk about Google's launch of Gemini 4, a groundbreaking open-source model. We also discuss the implications of Eli Lilly's powerful new supercomputer for drug development, OpenAI's provocative policy proposals, and innovative research from Tufts University that drastically reduces AI energy consumption.

Chapters

00:00 Introduction

01:54 Google Gemini 4

03:38 OpenAI Policy Proposals

05:16 Eli Lilly's Supercomputer

07:43 Neuro Symbolic AI Breakthrough

10:08 Meta's MuseSpark Release

Jamie & Jaeden discuss Anthropic's recent decision to charge Clawed Code subscribers extra for OpenClaw usage, sparking mixed reactions from users. They explore the implications of this move on productivity tools and the future of AI-driven entrepreneurship.

Chapters

00:00 Introduction to Anthropic's Changes

03:11 Jaeden's Experience with Claude Cowork

05:45 OpenClaw's Transition and User Rea...

In this episode, we explore Anthropic's ambitious Project Glasswing, aimed at securing critical software vulnerabilities with the powerful Claude Mythos Preview model. With a $100 million pledge to major tech companies, this initiative is designed to address the urgent risks in software security before its public release.

Chapters

00:00 Introduction to Project Glasswing

00:40 The Power of Claude Mythos Preview

01:40 Initial Findings and Concerns

03:58 Deployment and Partnerships

07:39 Revenue Growth and Business Strategy

09:59 Conclusion and Future Outlook

Jamie & Jaeden explore the intriguing statistic that 15% of Americans are open to working for an AI boss while discussing the growing skepticism toward AI's reliability. They also analyze the implications of AI's role in business and the potential it creates for new opportunities in the market.

Chapters

00:00 The State of AI and Business Today

02:21 Trust Issues with AI

07:19 The...

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.

Chapters

00:00 Introduction

00:43 AI Regulation Surge

04:00 Georgia's AI Bills

05:41 NOAA Labs Breakthrough

09:51 Meta's AI Incident

13:26 Venture Funding Insights

In this episode, we explore OpenAI's groundbreaking acquisition of the Technology Business Programming Network (TBPN) and what it means for the future of tech media. We discuss the show's unique positioning, its ongoing independence under OpenAI, and how this acquisition could influence the narrative around AI technology.

Try AI Box: https://aibox.ai/

Chapters

00:00 Introduction to Acquisition

02:00 TBPN's Unique Appeal

04:00 Operational Independence

08:00 Future Implications

In this episode, we explore OpenAI's record-setting $121 billion funding round at an $852 billion valuation and discuss the implications of this massive investment. We also touch on Anthropic's recent setbacks and Huawei's competitive new AI chip entering the market amidst the ongoing US-China tech tensions.

Try AI Box

Chapters

00:00 Introduction

00:04 OpenAI's Funding Round

00:50 Huawei's AI Chip

04:03 Anthropic's Source Code Leak

06:46 Investment Insights

12:07 Market Outlook

In this episode, we explore SoftBank's monumental $40 billion investment in OpenAI and what it signifies for the AI landscape. We also discuss the emergence of AI robots at the White House, Apple's strategy to integrate third-party AI into Siri, and a significant data leak at Anthropic detailing a new model with unprecedented cybersecurity risks.

Chapters

00:00 Introduction

00:04 AI Robots at the White House

00:23 SoftBank's OpenAI Investment

05:28 OpenAI's Robotics Pivot

07:15 Apple's Siri Integration

09:09 Anthropic's Claude Mythos Leak

Try AI Box

Jamie & Jaeden explore Anthropic's rising popularity with Claude Cowork and other AI innovations, highlighting its financial success and user growth. They also discuss why Claude Cowork is becoming a preferred tool over traditional chatbots for automating tasks and streamlining workflows.

Chapters

00:00 Introduction to Anthropic and Claude Innovations

02:42 The Shift from ChatGPT to Claude Cowork

06:01 Comparing Claude and ChatGPT: User...

Jaeden & Jamie discuss the astonishing costs that led to OpenAI's decision to shut down its Sora video generation model and discuss how other AI video companies are managing to stay afloat. They also explore the future of AI video technology and some surprising, viral use cases of Sora before its complete shutdown.

Chapters

00:00 The Shutdown of Sora: A Major Shift

09:52 The Future of A...

In this episode, we discuss SoftBank's massive $40 billion investment in OpenAI and the implications for the AI industry's competition. We also explore the leaked Anthropic document revealing their powerful new 'Claude Mythos' model and its unprecedented cybersecurity risks.

Chapters

00:00 Introduction and AI Box Ad

01:53 AI Robots at the White House

03:17 SoftBank's OpenAI Investment

05:28 OpenAI's Robotics Pivot

07:10 Apple Opening Siri to Third-Party AI

09:09 Anthropic's Claude Mythos Leak

Links

In this episode, we explore Anthropic's recently released Claude Co-Work and Dispatch features, which allow Claude to control your computer's mouse, keyboard, and screen for automation. We look at the practical applications, setup process, and potential for streamlining repetitive tasks, noting both its current speed limitations and future potential as a powerful automation tool.

Chapters

00:00 Anthropic's Latest Releases

01:55 Claude Co-Work & Dispatch Explained

04:09 Setting Up and Initial Impressions

06:56 Creating and Saving Skills

08:24 Recommendations and Use Cases

11:23 Developer vs. No-Coder Perspectives

<...

In this episode, we break down the shocking news that OpenAI is discontinuing its Sora video model and app. We explore the possible reasons behind this decision, including a strategic shift towards productivity tools and intense competition in the AI text model space, and discuss the implications for the future of AI video generation.

Chapters

02:35 OpenAI's Strategic Shift

07:33 Reasons for Discontinuation

Links

In this episode, we explore current trends in AI compensation, Wall Street's reaction to Nvidia's conference, and Amazon's innovative chip strategy. We also cover WordPress.com's embrace of AI agents and Jeff Bezos's plan to acquire manufacturing firms with AI.

Chapters

00:00 AI Tokens as Compensation

02:33 Nvidia's GTC Conference Disappoints Wall Street

03:58 Amazon's Tranium Lab and AI Dominance

05:11 WordPress.com Embraces AI Agents

07:56 Jeff Bezos's $100 Billion AI Manufacturing Fund

Links

In this episode, we discuss DoorDash's new task app for AI data collection, Meta's AI content enforcement system and rogue AI agents, and Cloudflare's CEO predicts AI bots will generate more internet traffic than humans by 2027.

Chapters

01:47 DoorDash's AI Task App

03:54 Meta's AI Content Moderation

05:54 Meta's Rogue AI Agents

07:03 Sam Altman & AI Layoffs

08:34 Bots to Exceed Human Traffic

Links

Jaeden & Jamie discuss Cursor's new agentic coding tool, Cursor Automations, which allows developers to automate code maintenance and task initiation for AI agents. They explore how these automated features can streamline workflows for complex projects and how similar functionalities are being implemented across various AI-powered tools.

Chapters

00:00 Introduction to Cursor and AI Automation

02:30 Cursor Automations Announcement and Industry Impact

04:13 Deve...

In this episode, we discuss Meta's new Manus desktop AI agent and its implications for AI as an operating system layer. We also cover startup Niv AI addressing AI data center energy consumption, Memories AI's visual memory layer for robotics, and Anthropic's dominance in new enterprise AI spending over OpenAI, which is now strengthening its government footprint with an AWS deal.

Chapters

00:00 Introduction and AIbox Update

01:26 Meta's Manus Desktop AI Agent

02:55 Niv AI Tackles Data Center Energy

04:32 Memories AI for Visual Memory

06:54 Anthropic Leads Enterprise...

In this episode, we explore Mistral's new 'Forage' platform for custom AI models, the Pentagon's development of AI alternatives to Anthropic, and Google's expansion of its personal intelligence features. We also cover updates on BuzzFeed's 'AI slop apps' and the controversy surrounding ByteDance's 'SeedDance' AI video app.

Chapters

00:00 AI News Roundup & AIBox.ai Updates

02:12 Google's Personal Intelligence Expansion

04:03 Pentagon Building Anthropic Alternatives

06:01 Mistral Forage Launches for Enterprise AI

07:40 BuzzFeed's AI Content Experiment

08:40 US Senators Call for SeedDance Shutdown

...