Big Technology Podcast New Release at Big Technology, AI Bubble Looms, Apple's Next Event — With Brian McCullough
Oct 25, 2023
Brian McCullough, host of Techmeme Ride Home and general partner at Ride Home Fund, dives into pivotal tech trends. They discuss the state of Big Tech post-layoffs and the thrilling competition in AI, highlighting the rivalry between Meta and OpenAI. Self-driving tech takes center stage for its urban implications, while crypto's downturn raises eyebrows. Plus, excitement builds for Apple's upcoming event and the anticipated M3 chip, hinting at transformative advancements on the horizon.
AI Snips
Chapters
Transcript
Episode notes
Meta's Ad Recovery
- Meta's ad business took a hit from Apple's anti-tracking moves, but it recovered.
- Advertisers returned to Facebook despite lower initial returns elsewhere.
Amazon's AI Play
- Amazon, slow on AI initially, positioned itself better with a large investment in Anthropic.
- AWS faces slowing growth and competition from Google Cloud and Azure.
AI's Market Impact
- AI saved the market in 2023, driving the recovery of tech companies.
- Self-driving cars represent a huge, yet underrated story in tech.