Techmeme Ride Home Thu. 07/17 – AI Pricing
97 snips
Jul 17, 2025 TSMC's impressive earnings hint at a vibrant AI landscape, while the U.S. moves closer to stablecoin regulations. Anthropic is gaining traction, but not quite at OpenAI's pace. Microsoft faces hurdles with its Co-Pilot, overshadowed by ChatGPT's massive downloads. Delta Airlines plans to revolutionize ticket pricing using AI, paving the way for individualized fare structures. The shift toward personalized pricing could redefine consumer experiences and raise questions about fairness in economic practices.
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TSMC Earnings Signal AI Growth
- TSMC's Q2 earnings show a 61% net income increase, highlighting strong AI build-out demand.
- The company raised 2025 sales growth guidance to 30%, emphasizing sustained AI chip demand from major tech firms.
Stablecoin Regulation Advances
- US House advanced stablecoin regulation after President Trump's intervention, a major crypto win.
- The legislation creates a federal framework for stablecoins, aiming to clarify market rules and limit Fed digital currency issuance.
Anthropic AI Gains Revenue Traction
- Anthropic’s AI revenue grew rapidly, with gross profit margins improving toward 70% on direct sales.
- Despite high cash burn and losses through cloud providers, investor interest pushed valuation beyond $100 billion.
