The Prof G Pod – Scott Galloway

Meta’s Muse AI Agent Cost $0. What’s the Catch?

Something that Meta has that OpenAI and Anthropic don't have is Meta is a massive advertising business. In the last quarter alone, Meta did $59 billion in advertising revenue. The entire rest of the business did $1.5 billion. Meta is an advertising company.

Decoder with Nilay Patel

Does AI need an antitrust exemption so it doesn't kill everyone????

The CEOs of all these companies have issued various calls to slow down development and develop regulation, including asking for antitrust exemptions so they can all coordinate on safety issues.

TBPN

Paramount Bounces, Snap Specs, AI Affirmations, Chase Lochmiller Joins, Joe Weisenthal IRL

We know you're addicted to your phone, so here's another product that will actually always be attached to your face where they were going to spin as helping you kind of reconnect with reality.

The Business of Tech

Big Tech’s power problem is bigger than antitrust

Nations are increasingly spending time trying to regulate what big tech companies do. The content they host, the ads they sell, the harms their algorithms cause to teenagers. But we always never look at what they are, the legal architecture that the state itself hands them.

Diet TBPN

The Meta Compute Debate | Diet TBPN

It doesn't give you a lot of confidence in like the strategy overall. They're signing these Neo cloud deals worth tens of billions of dollars. They're built, you know, spending hundreds of billions of dollars. And yeah, they can make the argument that these type of um like doing any type of NeoCloud deals themselves is just good business. It's it's just like how it's just the best way to get ROI today. It doesn't give you a lot of confidence that there's near-term products on the horizon for Meta that are going to be able to utilize that capacity themselves.

Diet TBPN

WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN

You have this bookending of Siri on both sides of Tim Cook's career where sort of nothing happened in an interesting way, you know, but the stock did fantastically well.