Theo Waite

Sam Liang, CEO of Otter AI, leads a meeting-intelligence company with 30M users. Gil Luria, tech analyst at DA Davidson, covers Nvidia, chip demand, and AI infrastructure. Anissa Gardizi, cloud reporter, explains OpenAI’s Stargate compute pivot and partner hassles. Theo Waite, SpaceX reporter, breaks down Starlink’s $50 plans, retail push, and telecom challenge. Multiple short conversations on competition, compute, and chips.

Alexa Liautaud, General Catalyst partner investing in defense and space startups. Theo Waite, reporter on Starlink’s push into European mobile partnerships. Tristan Guerra, Baird semiconductor analyst on Broadcom’s AI chip ramps. Catherine Perloff, ad-tech and Amazon reporter on OpenAI’s ad talks. Anne Guillen, e-commerce reporter on OpenAI’s shift from in-chat checkout to app-based shopping. They discuss OpenAI’s commerce pivot, ad partnerships, Starlink’s telco hurdles, and Broadcom’s AI momentum.

This week features Yueqi Yang, a crypto reporter, dissecting the recent Bitcoin plunge and the collapse of companies holding crypto treasuries. David Faugno, CEO of 1Password, discusses their $400M ARR and the implications of AI on enterprise security. Theo Waite reports on Elon Musk's ambitious plans for Tesla's 'superchips' to enhance Optimus robots. Finally, Tyler Denk, CEO of Beehiiv, shares insights on their new creator tools and the platform's impressive revenue growth, outlining future expansion in the creator economy.

Joining the discussion are Alex Himmel, Head of Meta's wearables unit, who shares insights on the new Ray-Ban Meta glasses, including their pricing and AI features. Aaron Ginn, CEO of Hydra, talks about the economics behind AI infrastructure and the significance of NVIDIA's latest investments. Theo Waite reveals the challenges of XAI’s rapid data center build in Memphis, highlighting Brent Mayo's pivotal role. The crew also dives into OpenAI's strategy of poaching Apple’s hardware talent for innovative AI devices.

Sri Muppidi, a reporter focused on OpenAI, reveals plans for integrating ads in ChatGPT to target a $110 billion revenue goal by 2030. Amir Efrati, with extensive expertise in tech finance, discusses OpenAI's ambitious $100 billion fundraising strategy and its implications for investors. Laura Mandaro emphasizes the shift towards equity to manage cash burn. Theo Waite highlights local backlash against XAI's presence in Memphis, linking it to SpaceX's IPO ambitions. Together, they explore the intersection of technology, community reactions, and financial markets.