AI Investments Amid Layoffs

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) GPT-5 delayed till 2025? 2) Is focusing on products, not big models, a good move for OpenAI? 3) Is OpenAI trying to train the model again with a bigger GPU cluster? 4) Meta trains Llama 4 on more than 100,000 NVIDIA H100 GPUs 5) OpenAI puts search in ChatGPT 6) Meta also has a search engine 7) Search engines everywhere, but Google still leads 8) Google's Halloween employee meeting 9) Amazon Alexa disappoints 10) Do Alexa's shortcomings reflect Amazon culture? 11) Election week preview 12) Ranjan on Big Tech earnings 13) Big Tech companies are spending big on AI 14) Is that AI replacing people? 15) Microsoft copilot adoption 16) Meta likes AI slop? 17) Do we like the Costco family 18) In praise of the Rizzler 19) Apple's initial Apple Intelligence results 20) The polymarket election.

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