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Microsoft, Meta, & Tesla Earnings, Google DeepMind's Project Genie, SpaceX & xAI Merger | Anton Osika, Christian Garrett & Delian Asparouhov, Eric Seufert, Kevin Weil, Mehul Nariyawala

26 snips
Jan 29, 2026
Christian Garrett & Delian Asparouhov, bipartisan forum builders connecting tech and government. Anton Osika, CEO of Lovable, a no-code AI app platform. Mehul Nariyawala, co-founder of Matic, scaling consumer robots. Kevin Weil, OpenAI product lead for science. Eric Seufert, mobile ad and growth analyst. They debate AI tools for science and apps, robotics scaling and pricing, ad models in AI products, and tech–policy bridges.
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INSIGHT

Apple Doubles Down On On‑Device Audio AI

  • Apple acquired Q.AI to accelerate on-device audio and whispered-speech capabilities for AirPods and future hardware.
  • Founders with PrimeSense roots suggest Apple intends to bake advanced sensing into its ecosystem rather than rely on peripherals.
INSIGHT

AI Growth Hinges On Data‑Center Supply

  • Microsoft beat revenue estimates but shares plunged due to data-center and AI hardware capacity constraints.
  • The core risk is supply-side: GPUs, TSMC capacity and energy limits can cap Azure and AI growth independent of demand.
INSIGHT

Meta Bets On Media Models And Integration

  • Meta is pouring massive CapEx into AI and expects new models to ship soon, prioritizing media (image/video) capabilities.
  • Success will depend less on a single LLM and more on tightly integrating multimodal models into Instagram/Reels creator workflows.
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