Uber burns 2026 AI budget early
Good morning. Enterprise AI budgets are breaking while foundational models hit architectural scaling limits.
Uber exhausted its entire 2026 artificial intelligence coding budget by April without linking the token consumption to better customer outcomes. That rapid cash burn highlights a growing enterprise reality where usage-based billing models from frontier labs threaten to bankrupt early adopters before productivity gains materialize.
The Tape
What the smartest operators are pricing in today — names and trades.
▲ Bull
“Amazon, I just think it's the company that is best positioned in the world to benefit from the upcoming AI efficiency wave... I also think they are the nucleus of AI infrastructure.”
Chris · My First Million
▲ Bull
“NVIDIA CEO just basically told you on Friday that they have enough supply chain and all the bottleneck stuff to double revenue every year.”
Tae Kim · TBPN
▲ Bull
“So all that kind of fear, that quote about authentic AI from the town hall that kind of spooked the market for a few days, it was completely false.”
Tae Kim · TBPN
▼ Bear
“It was like a gold mine. You went on there, you said, oh my gosh, this is incredible. Those days are gone probably forever. And now it's getting even more complex.”
Chris Riccobono · How I Built This with Guy Raz
▼ Bear
“You've all probably seen Uber's president go public very, I think, early this year saying the company burned through its entire 2026 AI coding budget by April in four months.”
Shahir Daya · The AI in Business Podcast
▲ Bull
“I mean, right now that's 43%. I think we're going to go to 80, 90% in the coming couple years.”
unknown · Last Week in AI
▼ Bear
“investors are on the hunt for overspending on AI and as Google found out they will punish you if they find it.”
unknown · Morning Brew Daily
“If you start a newsletter business that makes $100 million a year, even 50 million a year of revenue, you've done better than almost every hedge fund on the planet. You do not want to do this job.”
Today's Signals (14)
Operator-validated investment signals before they reach consensus.
“If you start a newsletter business that makes $100 million a year, even 50 million a year of revenue, you've done better than almost every hedge fund on the planet. You do not want to do this job.”
bearish · 9/10 conviction
Discussing: starting a hedge fund
“I told him, this is the most painful, horrible business in the world. Why do this? If you start a newsletter business that makes $100 million a year, even 50 million a year of revenue, you've done better than almost every hedge fund on the planet. You do not want to do this job. And the reason people do it, and I did it too, and I would never do it again, It's the sexiest thing in the world.”
Martin Shkreli Breaks Down the Collapse of Situational Awareness · Jul 30, 2026
“Amazon, I just think it's the company that is best positioned in the world to benefit from the upcoming AI efficiency wave... I also think they are the nucleus of AI infrastructure.”
bullish · 9/10 conviction
Discussing: AI efficiency wave beneficiaries
“I had 100% of my portfolio, I think, for a full year in Nintendo until Wall Street finally realized how big of a deal that was. But Amazon, I just think it's the company that is best positioned in the world to benefit from the upcoming AI efficiency wave, which is once we actually start to see meaningful productivity jumps from the AI age, There's no company in the world that's going to benefit more from that than Amazon. I also think they are the nucleus of AI infrastructure.”
This guy made $80M in profit. Here's his next 3 stock picks · Jul 29, 2026
“By the time any of these SMRs actually get near production, the TCO of solar will be like $10 or $12 per megawatt hour, and it will be 80% of all the power generation.”
bullish · 9/10 conviction
Discussing: Solar vs nuclear SMRs
“Very often, and some countries in South America that have invested- By the way, by the time any of these SMRs actually get near production, the TCO of solar will be like $10 or $12 per megawatt hour, and it will be 80% of all the power generation. It'll make no sense by the time SMRs get online.”
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores · Jul 31, 2026
“I think it's likely that the issuance will drive a more normal kind of issuance pattern, 100%, and that will put pressure at the long end of the curve.”
bearish · 9/10 conviction
Discussing: impact of corporate issuance on yield curve
“Ed Yardini on Friday said, get used to it. This is normal. Is that where Goldman Sachs is? All we're doing is reverting to a normal market? I think it's likely that the issuance will drive a more normal kind of issuance pattern, 100%, and that will put pressure at the long end of the curve.”
Markets Ready for Fed and Tech Earnings · Jul 29, 2026
“One question is, is the United States reducing its dependency on China as a source of manufacturing? And I think the answer probably controversially is no.”
bearish · 9/10 conviction
Discussing: impact of US tariffs on China
“So without getting into political commentary, which I'll mostly skip, I'll tell you, as a reader of the news and of the data, and then as an observer of the supply chain network itself through our own platform, I can give you some points of view. So, you know, one question is, is the United States reducing its dependency on China as a source of manufacturing? And I think the answer probably controversially is no. So what's happened? And we see this in our data.”
Tariffs didn’t bring manufacturing jobs back to the US · Jul 27, 2026
“The Chinese control roughly 90% of the relevant value chain components for autonomous systems. So even if you have a US startup that's saying, hey, we're making everything here in America. No, you're not.”
bearish · 9/10 conviction
Discussing: US drone manufacturing independence
“I have a front row seat into a few different industries, just given the work we do, where I'd say, you know, there's evidence of the industrial policy working. I'll give you one. Drones, autonomy more generally. So the Chinese control roughly 90% of the relevant value chain components for autonomous systems. So even if you have a US startup that's saying, hey, we're making everything here in America. No, you're not.”
Tariffs didn’t bring manufacturing jobs back to the US · Jul 27, 2026
“NVIDIA CEO just basically told you on Friday that they have enough supply chain and all the bottleneck stuff to double revenue every year. No one, you know, NVIDIA's revenue estimates for next year are a lot lower than double”
bullish · 9/10 conviction
Discussing: NVIDIA's supply chain advantage
“Basically implying NVIDIA has enough supply for energy and all that stuff. No one is pricing that in. So everyone talks about bottlenecks. NVIDIA CEO just basically told you on Friday that they have enough supply chain and all the bottleneck stuff to double revenue every year. No one, you know, NVIDIA's revenue estimates for next year are a lot lower than double, I'll tell you that.”
RSI Is Closer Than People Think, Per Tae Kim · Jul 29, 2026
“I think at this moment, what the bottleneck is to better models and to smarter systems is the architecture itself. It is this moment to revisit the train we've been riding for the last six years”
bearish · 8/10 conviction
Discussing: AI scaling bottlenecks
“And I'm asking myself a lot, what is next in machine learning? I think at this moment, what the bottleneck is to better models and to smarter systems is the architecture itself. It is this moment to revisit the train we've been riding for the last six years of trying to add more and more parameters to essentially two of the same operations, which is MOE and attention.”
Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil · Jul 29, 2026
“For two years, Anthropic was the undisputed king of coding agents. And right now, actually, it's not just GPT that's caught up, but also the open source models. Kami K3 is an amazing model.”
mixed · 8/10 conviction
Discussing: open source models catching up to Anthropic
“One is you might have seen we signed this big letter with NVIDIA and Microsoft around open models. We're really excited about open models. Look, for two years, Anthropic was the undisputed king of coding agents. And right now, actually, it's not just GPT that's caught up, but also the open source models. Kami K3 is an amazing model. It's at maybe quarter the price, sometimes even better.”
Robot Bans, Zuck Op-Ed, eBay Settles | Joe Weisenthal, Jameson Detweiler, Stanley Tang, Amjad Masad, Adam Cohen · Jul 29, 2026
“It was like a gold mine. You went on there, you said, oh my gosh, this is incredible. Those days are gone probably forever. And now it's getting even more complex.”
bearish · 8/10 conviction
Discussing: Facebook customer acquisition costs
“Now, it would be a lot more challenging because my cost of acquisition on Facebook when it was us, Casper and Bonobos, I think, and maybe Warby Parker back in 2011, it was a lot easier. It was like a gold mine. You went on there, you said, oh my gosh, this is incredible. Those days are gone probably forever. And now it's getting even more complex.”
Advice Line with Chris Riccobono of UNTUCKit · Jul 30, 2026
“So all that kind of fear, that quote about authentic AI from the town hall that kind of spooked the market for a few days, it was completely false.”
bullish · 8/10 conviction
Discussing: Meta's AI CapEx rumors
“Alexander Wang is tweeting multiple times every few weeks that they're going full force. They're going to redo open source AI models. I think he said that at the YC event over the weekend. And then Reuters came out, I think, with an article saying that they're actually going to raise capex dramatically this year and next year. So all that kind of fear, that quote about authentic AI from the town hall that kind of spooked the market for a few days, it was completely false.”
RSI Is Closer Than People Think, Per Tae Kim · Jul 29, 2026
“You've all probably seen Uber's president go public very, I think, early this year saying the company burned through its entire 2026 AI coding budget by April in four months.”
bearish · 8/10 conviction
Discussing: AI token consumption and ROI
“Agentic AI changes the economics of work in a way that most institutions have not fully internalized. I'll give you a concrete example because these are on the record today. You've all probably seen Uber's president go public very, I think, early this year saying the company burned through its entire 2026 AI coding budget by April in four months. And they could not link the surge in token consumption to better outcomes for customers.”
Risk and Cost Governance for AI Agents in Regulated Institutions - with Shahir Daya of Zafin · Jul 29, 2026
Sector Heat
Where conviction's concentrated this week — and where it's cooling.
Information Technology
▲ 160.0%watching
Hyperscaler capital expenditures face intense scrutiny as enterprise buyers struggle to demonstrate concrete return on investment from initial software deployments.
Real Estate
▲ 12.0%tailwind
Commercial property valuations are trading consistently below replacement costs just as new construction supply pipelines completely dry up.
Industrials
▲ 23.0%headwind
Domestic manufacturing job losses continue despite rising output, signaling that industrial automation is cannibalizing labor rather than reshoring traditional assembly roles.
From the Conversations
Tariffs didn’t bring manufacturing jobs back to the US
Jul 27, 2026 · 1h 12m · 2 quotes pulled
▶ Listen“One question is, is the United States reducing its dependency on China as a source of manufacturing? And I think the answer probably controversially is no.”
“So without getting into political commentary, which I'll mostly skip, I'll tell you, as a reader of the news and of the data, and then as an observer of the supply chain network itself through our own platform, I can give you some points of view. So, you know, one question is, is the United States reducing its dependency on China as a source of manufacturing? And I think the answer probably controversially is no. So what's happened? And we see this in our data.”
RSI Is Closer Than People Think, Per Tae Kim
Jul 29, 2026 · 31m · 2 quotes pulled
▶ Listen“NVIDIA CEO just basically told you on Friday that they have enough supply chain and all the bottleneck stuff to double revenue every year. No one, you know, NVIDIA's revenue estimates for next year are a lot lower than double”
“Basically implying NVIDIA has enough supply for energy and all that stuff. No one is pricing that in. So everyone talks about bottlenecks. NVIDIA CEO just basically told you on Friday that they have enough supply chain and all the bottleneck stuff to double revenue every year. No one, you know, NVIDIA's revenue estimates for next year are a lot lower than double, I'll tell you that.”
Martin Shkreli Breaks Down the Collapse of Situational Awareness
Jul 30, 2026 · 43m · 1 quote pulled
▶ Listen“If you start a newsletter business that makes $100 million a year, even 50 million a year of revenue, you've done better than almost every hedge fund on the planet. You do not want to do this job.”
“I told him, this is the most painful, horrible business in the world. Why do this? If you start a newsletter business that makes $100 million a year, even 50 million a year of revenue, you've done better than almost every hedge fund on the planet. You do not want to do this job. And the reason people do it, and I did it too, and I would never do it again, It's the sexiest thing in the world.”
Sources
▶ ListenTBPN
Martin Shkreli Breaks Down the Collapse of Situational Awareness<p>This is our full interview with Martin Shkreli.</p><p>We discussed the collapse of Leopold Aschenbrenner's AI-focused hedge fund, why leverage turns market corrections into disasters, how Wall Street unwinds massive positions, why AI infrastructure stocks sold off despite record AI demand, whether the AI trade has further to fall, and much more.</p><p>TBPN is made possible by:<br>Ramp - https://ramp.com<br>Public - https://public.com<br>Cisco - https://www.cisco.com<br>Console - https://www.console.com<br>CrowdStrike - https://www.crowdstrike.com<br>Figma - https://www.figma.com<br>MongoDB - https://www.mongodb.com<br>NYSE - https://www.nyse.com<br>Railway - https://railway.com<br>Shopify - https://www.shopify.com/<br>Codex - http://openAI.com/codex</p><p>Sign up for TBPN’s daily newsletter at TBPN.com</p><p>Follow TBPN:<br>https://TBPN.com<br>https://x.com/tbpn<br>https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231<br>https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235<br>https://www.youtube.com/@TBPNLive</p>
▶ ListenTraining Data
Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan AnilJerry Tworek led reasoning at OpenAI, convinced that scaling reinforcement learning was the path to AGI. Rohan Anil co-led Gemini pre-training and built the Shampoo optimizer. Now they've teamed up at Core Automation on a contrarian premise: the transformer has carried us as far as it can, and the bottleneck to smarter systems is no longer scale — it's the architecture itself. The missing capability is continual learning, models that adapt at test time, which transformers can't do. In-context learning taps out fast (Codex needs compacting after ~20 minutes) and fine-tuning invites catastrophic forgetting. Rohan argues pre-training and RL should be optimized end-to-end, and that transformers spend computation inefficiently. They lay out why the largest labs won't chase alternatives while locked in the coding-agent race, and why building the world's most automated lab starts with automating kernel generation—the one place frontier models still lose to a high-taste human. Hosted by Sonya Huang and Pat Grady, Sequoia Capital
- ▶ Listen
TBPN
Robot Bans, Zuck Op-Ed, eBay Settles | Joe Weisenthal, Jameson Detweiler, Stanley Tang, Amjad Masad, Adam Cohen<p></p><ul><li>(00:15) - Robot Bans </li> <li>(14:25) - 𝕏 Timeline Reactions </li> <li>(16:56) - Zuck Op-Ed </li> <li>(19:21) - 𝕏 Timeline Reactions </li> <li>(26:16) - eBay Settles </li> <li>(31:36) - Joe Weisenthal, co-host of Bloomberg’s *Odd Lots* podcast, discusses social media addiction, online discourse, and the escalating AI race. He examines open-source models, massive infrastructure spending, monopoly risks, and why AI may ultimately deliver meaningful benefits despite economic and social anxieties. </li> <li>(01:08:22) - Jameson Detwiler discusses his background as a mobility entrepreneur and his role as co-founder and CEO of CHIP, an electric low-speed utility vehicle startup. He explains CHIP’s customizable design, safety features, affordability, and plan to introduce remote-controlled parking before transitioning to full autonomy. </li> <li>(01:40:10) - Stanley Tang, co-founder and chief product officer of DoorDash, discusses the launch of DoorDash Air, the company’s in-house drone delivery program. He explains how advances in AI, hardware, and operational infrastructure are enabling autonomous deliveries, particularly in suburban areas, as part of DoorDash’s broader multimodal delivery network. </li> <li>(01:53:37) - Amjad Masad discusses Replit’s latest AI-powered design tools, open-model integrations, enterprise growth, and emerging opportunities in game development, robotics, and industrial design. The Replit founder and CEO also describes a future beyond prompting, where AI agents automate entire workflows, and encourages young people to view AI as an empowering tool for creating businesses and new opportunities. </li> <li>(02:10:18) - Adam Cohen discusses co-founding Weave, an AI prompt-routing company that helps engineering teams reduce costs by selecting the most efficient model for each task. He highlights Weave’s $13.5 million fundraising round, enterprise focus, potential savings of up to 80%, and plans to expand its San Francisco-based team.</li> </ul><p><br></p><p>TBPN is made possible by:</p><p>Ramp - https://ramp.com</p><p>Public - https://public.com</p><p>Cisco - https://www.cisco.com</p><p>Console - https://www.console.com</p><p>CrowdStrike - https://www.crowdstrike.com</p><p>Figma - https://www.figma.com</p><p>MongoDB - https://www.mongodb.com</p><p>NYSE - https://www.nyse.com</p><p>Railway - https://railway.com</p><p>Shopify - https://www.shopify.com</p><p>Codex - http://openAI.com/codex</p><p><br></p><p>Follow TBPN: </p><p>https://TBPN.com</p><p>https://x.com/tbpn</p><p>https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231</p><p>https://podcasts.apple.com/us/podcast/tbpn/id1772360235</p><p>https://www.youtube.com/@TBPNLive</p>
▶ ListenMy First Million
This guy made $80M in profit. Here's his next 3 stock picksShaan's guide to go from $0 to $1M: https://clickhubspot.com/pfkv Episode 846: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Chris Camillo ( https://x.com/ChrisCamillo ) about the 5 trades he’s betting on in 2026. — Show Notes: (0:00) Social Arbitrage (6:29) Needohs (20:16) Nerd culture (27:06) Information asymmetry (46:30) Amazon (1:02:21) Podcasting — Links: • Dumb Money Live - https://www.youtube.com/DumbMoneyLive — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/ Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
▶ ListenAll-In with Chamath, Jason, Sacks & Friedberg
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores<p>(0:00) Bestie intros</p> <p>(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called</p> <p>(20:20) China's advantage and green shoots for the US economy</p> <p>(34:12) Frontier Labs say "SLOW DOWN AI"</p> <p>(1:01:15) Why are frontier labs "burning books"?</p> <p>(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"</p> <p>(1:24:44) Science Corner: Understanding and mapping the brain</p> <p>Apply for All-In Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@allin">https://www.tiktok.com/@allin</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html"> https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html</a></p> <p><a href= "https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b"> https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b</a></p> <p><a href= "https://polymarket.com/event/fed-decision-in-september-762">https://polymarket.com/event/fed-decision-in-september-762</a></p> <p><a href= "https://situational-awareness.ai">https://situational-awareness.ai</a></p> <p><a href= "https://www.cnbc.com/quotes/US30Y">https://www.cnbc.com/quotes/US30Y</a></p> <p><a href= "https://x.com/nicolasfulghum/status/2082083884578050299">https://x.com/nicolasfulghum/status/2082083884578050299</a></p> <p><a href= "https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321"> https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321</a></p> <p><a href= "https://www.pacingthefrontier.com/">https://www.pacingthefrontier.com/</a></p> <p><a href= "https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html"> https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html</a></p> <p><a href= "https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive"> https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive</a></p> <p><a href= "vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28"> vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28</a></p> <p><a href= "https://www.google.com/finance/beta/quote/ASML:NASDAQ">https://www.google.com/finance/beta/quote/ASML:NASDAQ</a></p> <p><a href= "https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html"> https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html</a></p> <p><a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a></p> <p><a href= "https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027"> https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027</a></p> <p><a href= "https://x.com/v_nefodov/status/2082927219224060043">https://x.com/v_nefodov/status/2082927219224060043</a></p> <p><a href= "https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20"> https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20</a></p> <p><a href= "https://punchbowl.news/article/tech/thune-anthropic">https://punchbowl.news/article/tech/thune-anthropic</a></p> <p><a href= "https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae"> https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae</a></p> <p><a href= "https://x.com/OpenAI/status/2082577277246972300">https://x.com/OpenAI/status/2082577277246972300</a></p> <p><a href= "https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter"> https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter</a></p> <p><a href= "https://x.com/Jason/status/2082577230941557068">https://x.com/Jason/status/2082577230941557068</a></p> <p><a href= "https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material"> https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material</a></p> <p><a href= "https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop"> https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop</a></p> <p><a href= "https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s">https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s</a></p> <p><a href= "https://arxiv.org/pdf/2602.16417">https://arxiv.org/pdf/2602.16417</a></p>
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TBPN
RSI Is Closer Than People Think, Per Tae Kim<p>This is our full interview with Tae Kim.</p><p>We discussed why the AI trade is being misunderstood, why Kimi and better open-weight models could increase compute demand instead of reducing it, Meta's AI spending, NVIDIA's open-weight strategy, the race toward RSI, why data center fears are overblown, AMD's expanding AI market forecast, the future of agentic AI, NVIDIA's CUDA moat, and much more.</p><p>TBPN is made possible by:<br>Ramp - https://ramp.com<br>Public - https://public.com<br>Cisco - https://www.cisco.com<br>Console - https://www.console.com<br>CrowdStrike - https://www.crowdstrike.com<br>Figma - https://www.figma.com<br>MongoDB - https://www.mongodb.com<br>NYSE - https://www.nyse.com<br>Railway - https://railway.com<br>Shopify - https://www.shopify.com/<br>Codex - http://openAI.com/codex</p><p>Sign up for TBPN’s daily newsletter at TBPN.com</p><p>Follow TBPN:<br>https://TBPN.com<br>https://x.com/tbpn<br>https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231<br>https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235<br>https://www.youtube.com/@TBPNLive</p>
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Markets Ready for Fed and Tech Earnings<p>The latest in finance, economics and investment.<br>Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.<br>Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 30, 2026<br>Featuring:<br><br>1) Kay Haigh, CIO: Fixed Income at Goldman Sachs Asset Management, talks about the fixed income outlook even if the Fed hikes today.<br>2) Ian Wyatt, Chief Economist at Huntington Bank, talks about the Fed holding rates and why the "K" economy is old news.<br>3) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, discusses the hawkish pause position.<br>4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the squeezed consumer and back-to-school acceleration affecting eco data.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
▶ ListenDecoder with Nilay Patel
Tariffs didn’t bring manufacturing jobs back to the USEvan Smith, cofounder and CEO of Altana, was last on the show in early 2025 to talk about how Trump’s first few waves of tariffs were starting to affect global trade. It was a very alarming and also very illuminating chat; Evan and I got into the existential weeds of international relations and economics almost immediately. A year and a half later, and everything is somehow even more chaotic than it was the last time Evan and I talked — and that’s true about both trade and also the world of running a software company. Agentic AI, whack-a-mole tariff policy, war in Iran — we jumped right back into weeds yet again. Links: How Trump’s tariff chaos is already changing global trade | Decoder Skydio CEO Adam Bry on not drawing red lines for drone use | Decoder Trump imposes new global tariffs, drawing protests from trading partners | Reuters Greer: USMCA Talks Could Stretch Into Next Year | Wall Street Journal Trump hits Canada with new 50% tariffs | Associated Press Iran weaponized the Strait of Hormuz. Now neighbors are going around it | CNN The Iran war is testing Southeast Asia’s faith in the US | Politico Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder’s producers are Kate Cox and Nick Statt. This episode was edited by Kabir Chopra. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
▶ ListenHow I Built This with Guy Raz
Advice Line with Chris Riccobono of UNTUCKitToday’s callers: Adrian from California wants to grow his apparel company to complete with big-name athletic brands. Then, Preet from the Rockies looks for strategies to reach seniors and their children with his daily check-in app. And Derek from Virginia considers social media and professional partnerships to advertise his hockey equipment brand. Plus, Chris talks about launching a new athletic apparel brand while continuing to grow UNTUCKit.Thank you to the founders of Eras Shorts, Snug Safety, and Hockey Ninja for being a part of our show.If you’d like to be featured on a future Advice Line episode—where Guy and former show guests take questions from early-stage founders—leave us a one-minute message that tells us about your business and a specific question you’d like answered. Send a voice memo to [email protected] or call 1-800-433-1298. And be sure to listen to UNTUCKit’s founding story as told by Steve on the show in 2017.This episode was produced by Chris Maccini with music by Ramtin Arablouei. It was edited by John Isabella. Our audio engineer was Annlie Huang.You can follow HIBT on X & Instagram and sign up for Guy's free newsletter at guyraz.com and on Substack. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
▶ ListenThe AI in Business Podcast
Risk and Cost Governance for AI Agents in Regulated Institutions - with Shahir Daya of Zafin<div>As AI agents move from pilots into live financial workflows, most institutions still can't answer a basic question: who authorized this action, and what evidence backs it up?</div> <div> </div> <div>In this episode, Shahir Daya, Chief Product & Technology Officer at Zafin, examines why uniform governance policies fail at scale and what a tiered, control-tower approach to agent oversight looks like in practice. The conversation covers execution-layer governance, cost visibility across models, and the shift required to move agentic work from promising pilot to defensible production.</div> <div> </div> <div>This episode is sponsored by <a href= "https://zafin.com/">Zafin</a>.</div> <div> </div> <div>Learn the exact strategies we use to help leading AI brands and startups connect with their ideal enterprise AI buyers: visit <a href="http://emerj.com/AD1">emerj.com/AD1</a></div> <div> </div>
▶ ListenLast Week in AI
Last Week's Key Highlights: NVIDIA and Super Safe DealIn this episode, we recap the key highlights from last week's NVIDIA and Super Safe Intelligence deal. We discuss its broader significance in the world of AI.<br><br><br><b>Chapters</b><br>00:00 Introduction<br>01:58 Super Safe Intelligence and NVIDIA<br>03:58 New AI Benchmark Release<br>06:00 Shifts in Google AI Search<br>08:10 Open Secure AI Alliance<br>09:51 Enigma's Robot Control Initiative<br><br><br> <span><div><b>Show Links</b></div><ul><li><p><span>Get the top 80+ AI Models for $8.99 at AI Box: </span><a href="https://aibox.ai"><span>https://aibox.ai</span></a></p></li><li><p><span>How I Grow and Scale My Business with AI: </span><a href="https://www.skool.com/aihustle"><span>https://www.skool.com/aihustle</span></a></p></li><li><p><span>Get the AI Chat Daily Newsletter: </span><a href="https://www.aichatdaily.com/newsletter">https://www.aichatdaily.com/newsletter</a><br></p></li></ul></span> See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
▶ ListenMorning Brew Daily
Peptides Win Support from FDA Committee & Philly Gets LeBron on a Bargain#897: A panel of doctors, experts, and pharmacists recommends the FDA to open up access to peptides in. Tech giants debate whether AI should be open vs. closed source. The Cockroach Party in India shows how social media can affect real change in a country. Lebron is going to Philly. Finally, what you need to know in the upcoming week ahead. Got difficult questions? Head to https://www.claude.ai/mbd to answer them. Get tickets for our trivia tournament! https://caveat.nyc/events/the-morning-brew-trivia-tournament-2026-07-30 Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Learn more about your ad choices. Visit megaphone.fm/adchoices
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