Sources Podcast

1 new GPU every 14 seconds still leaves AWS short of capacity, its CEO finds

11 insights: why AWS sees the neocloud debt risk as local, why inference is not even 1% of its future scale, and the plan to sell Trainium chips outside…

9 hrs ago • Scuttlebutt

Shopify CEO on AI risk: "My p(doom) is zero... dystopia is always just 30 years ago"

10 arguments: why Amazon blocked Meta's Muse shopping agent while Shopify let it in, why an ad-funded AI shopper is a "breach of trust," and the GPU…

Oct 29 • Scuttlebutt

Google CEO: Gemini 3.5 Pro never shipped because Argon would have made it obsolete

9 insights: why Google's capex is "not just hope" after a negative free-cash-flow summer, why Demis Hassabis stepped back at DeepMind as Jeff Dean left…

Oct 22 • Scuttlebutt

The AI backlash may really be about inequality, says Robinhood's CEO

7 takeaways: how Robinhood Agents trade in a walled-off account, the case against AI labs hoarding their best models, and why tokenized stocks are "not…

Oct 14 • Scuttlebutt

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