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Today’s show:
Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).
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Time stamps:
(0:00) Nick joins Jason
(1:33) Nvidia’s GPU leverage
(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist
(11:07) CoreWeave’s pivot & the pros and cons of WFH
(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist
(20:54) Daniel Gross and Nat Friedman’s GPU play
(27:24) Veed - Sign up and engage your audience on any platform at https://www.veed.io/avatars?utm_campaign=TWIS&utm_medium=YT&utm_source=MKT
(28:53) Microsoft’s run-in with EU regulators over bundling
(37:58) FTC loses cases against Microsoft and Activision Blizzard merger
(46:37) Lina Khan’s track record as the head of the FTC
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Follow Nick: https://twitter.com/nickcalacanis
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