AMD's $5 Billion Bet: Anthropic Drives Chip Adoption
AMD's strategy to challenge Nvidia isn't just chips. It's about a $5B Anthropic deal and strategic partnerships solving the toughest hardware adoption puzzle.
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
With John Coogan, Jordi Hays · Sunday, July 26, 2026
This episode covers key developments in the AI industry, including AMD's latest chip announcements and strategic partnerships. Discussions also include Google's Q2 earnings, which sparked debate over the nature of its search revenue growth, and OpenAI's substantial investment in cloud computing infrastructure. The hosts further explore the rise of 'search funds' as an alternative path to entrepreneurship and Cognition's acquisition of the AI product, Poke.
Cognition Buys Poke: Why Your Acquirer Won't Be Apple
Forget mega-corporations. Cognition's unexpected acquisition of Poke shows specialized AI players are hunting for distinct, delightful products. Broaden your M&A targets.
Deepseek CEO: $1B API, 85% Margins, AGI-First Focus Pays Off
Deepseek AI CEO Leang When Bung reveals 85% inference margins and $1B API revenue, proving intense focus on AGI can drive serious profit and rapid hardware payback.
OpenAI's $750 Billion Cloud Bet: The New AI Moat
OpenAI will spend $750B on cloud by 2030, a $150B jump. This signals a compute scarcity crisis and massive infrastructure race for founders.