Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
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Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
#16: The Digital Brain Evolution: From Desert Factories to AI Intelligence
Tech Money Flow
24 minutes
6 months ago
#16: The Digital Brain Evolution: From Desert Factories to AI Intelligence
Arizona’s not just making microchips—it’s manufacturing intelligence. In this episode, we unpack how TSMC’s desert factories are fueling the rise of the world’s most powerful digital brains. From OpenAI’s memory-powered co-pilot to Google’s ultra-context Gemini and Elon Musk’s real-time rebel Grok, this is the story of how infrastructure and innovation are colliding to shape the future of AI—and where the money is flowing next. o3 and o4 mini: https://openai.com/index/introducing-o3-and-o4-...
Tech Money Flow
Send us a text In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race. Linktree: https://linktr.ee/Techmoneyflow
