This week, Byrne and Erik discuss Meta’s open source strategy, Google’s hiring of Character.AI’s CEO, the calculus behind the Strategic Petroleum Reserve, and more.
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LINKS:
Byrne’s writing: https://thediff.co
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X / TWITTER:
https://twitter.com/ByrneHobart (Byrne)
https://twitter.com/TurpentineMedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:25) Meta's open source AI strategy
(07:42) Google's acquisition of Character.AI
(12:20) Sponsors: Brave
(13:49) Reddit's data deal with Google
(16:40) Strategic Petroleum Reserve Management
(20:26) Andrew Left's activist shorting troubles
(27:46) Job compensation and revenue generation
(33:39) Amazon's logistics and growth strategy
(36:57) Amazon's historical reinvestment strategy
(42:27) Amazon's culture drift and leadership
(46:50) Specialized vs Consolidated AI models
(52:05) Outro
