Diet TBPN

AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN

As someone who has personally spent $500,000 a month plus on Google ads for years, I can tell you with certainty, this revenue growth in search is artificial and extremely unhealthy for Google's business long term.

The CEO Signal

Ralph Lauren CEO Patrice Louvet On Leading The Dreams Business | The CEO Signal

Are we proud of the way we show up? And is it financially attractive? If the answer is no to either, then we should either make the intervention to address the issue or get out.

The Prof G Pod

The AI IPO Wave Is Coming — Here's What It Does to Your Portfolio | Office Hours

You're going to see that open AI uh lacks I wouldn't call it business discipline, but it's just a drunk spender and their numbers will reflect that.

Decoder with Nilay Patel

Why did Comcast ever buy NBC?

This dream, that you can combine distribution with big splashy entertainment properties, has failed time and again.

Decoder with Nilay Patel

Exclusive: Jonah Peretti explains why he sold BuzzFeed

What are digital media companies doing to adapt and survive in an information landscape dominated by algorithmic social platforms?

The Business of Tech

The Business of Tech: AI is eating market research

This is a story about what happens when you combine real human data with AI, and why that combination might just be the future of how companies make their most important decisions.

Office Hours

Can AI Actually Help You Start a Company? | Office Hours

I would describe AI is all chip no salsa and that is real insight like what is it you're going to do differently with your business what is it that's unique about your business most new businesses make no sense at the outset otherwise they would already exist.

Fresh Air

Amanda Peet

There are so many people who are older. It's one of the biggest demographics in the country, considerably older than you are. But if you want to live a life, you're gonna be older, even if you're not yet. And like, you're what, in your early 50s? I mean, there's so many people of that age. It's a demographic, you can sell your movies to those people. Why would you? Why would you leave them out?

Decoder with Nilay Patel

Okta's CEO is betting big on AI agent identity

for Okta specifically, there's also a world of opportunity as the very concept of a digital "identity" has to expand into things that aren't really people.

TBPN

Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN

You got to be rich in both camps. And a lot of companies are jumping in to fill this gap. Agents, and a lot of this is because of agents. Agents need CPUs.

TBPN

Benchmark vs Travis Kalanick: Can They Ever Be Forgiven?

Getting a 2x over a decade is not what I think people were expecting from Uber under Travis's leadership. Uh, it and Lyft has fallen to just five billion. like he won the capital war and Dar has done a great job managing the business, but I feel like a lot of the success of Uber has been built on the foundation that Travis set up.

Decoder with Nilay Patel

Yahoo CEO Jim Lanzone on reviving the web's homepage

Yahoo paid Google to run the search box on its website, and everything immediately went sideways. Jim calls it Yahoo's original sin.

Decoder with Nilay Patel

Hasbro's CEO lets AI Peppa Pig help design toys

Hasbro is now a big company, and it makes everything from Transformers and Lincoln Logs to My Little Pony and Monopoly. It also makes Magic: The Gathering and Dungeons & Dragons, which are massive and growing businesses.

TBPN

Oracle Rips, Ellison's Tech-First Vision, Fertilizer Crisis | Apoorv Agrawal, Owen Jennings, Amjad Masad, Shardul Shah, Mike Blue, Brian Taylor, Ivan Soto-Wright

The market is demanding another AWS. And so, let's go through the top line numbers first.

Decoder with Nilay Patel

Hasbro's CEO lets AI Peppa Pig help design toys

toys and games have become a market for adults as much as for kids. This is really a remarkable conversation: toys are a big, complex business.