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#2537 - David Sinclair

The AI Trap: Why Buying More Tech Won’t Fix Your Broken Business

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
(0:00) Bestie intros! Brad Gerstner fills in for Chamath
(2:16) Major shakeups at Google: AI brain drain or better strategy?
(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?
(45:44) All-In Summit Speaker Announcements!
(48:01) Airtable sells for a 90% discount: SaaSpocalypse?
(1:05:56) Chinese AI labs are buying US training data to catch up
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Trump Faces Mounting Pressure as Iran War and Approval Numbers Hit

Washing Up the Clippers' Punishment, with Henry Abbott
Did ESPN get sold fake news? How much did Steve Ballmer lie? What did Kawhi really know? And what's NOT in the NBA's report? A punch-drunk Pablo calibrates his cynicism to explain unanswered questions from his former editor and fellow skeptic. Plus: The Windhole, honoring the webinar... and journalism in the shower.
• Subscribe to TrueHoop by Henry Abbott
• Previously on PTFO: Reacting to Clippers Judgment Day
Further reading:
• "Pablo Torre 1, Mark Cuban 0" (The Wall Street Journal)
• "Sources: NBA has no evidence Ballmer funneled money to Leonard via sponsors" (ESPN)
• "Summary Report of Independent Investigators Concerning the LA Clippers and Kawhi Leonard" (Wachtell, Lipton, Rosen & Katz)
(Pablo Torre Finds Out is independently produced by Meadowlark Media and distributed by The Athletic. The views, research and reporting expressed in this episode are solely those of Pablo Torre Finds Out and do not reflect the work or editorial input of The Athletic or its journalists.)
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Short Stuff: Flappers
In the 1920s, a certain set of women wanted to loosen up and have a good time. Today, we get into it with the flappers.
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Cost-cutting, quiet guilt and the inflation generation
One one hand, the stock market is on a prolonged, upward trajectory. Unemployment is low and inflation has come down from its peak. But on the other hand, inflation is frustratingly sticky and higher than we want, job turnover is extremely low making looking for work an endless grind, and more than 75% of Americans say they’re stressed about money.
So we asked you – our listeners – how is the economy working for you? We got a range of responses. Some people are going to great lengths to save money and make ends meet, others are thriving and feel kind of guilty about their good fortune. We also heard from a new generation being shaped by this economic moment into hyper cost-conscious shoppers. You might call them the inflation generation. Each story helps us understand what’s actually going on in the economy and what the stats aren’t capturing.
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This episode of Planet Money was produced by Emma Peaslee and edited by Alex Goldmark. Reporting help from Charlotte Isidore. It was fact checked by Sierra Juarez, and engineered by Robert Rodriguez. Special thanks to all our listeners and all of you who wrote in to let us know how you’re doing.
Music: NPR Source Audio - "What I Need," "Feel the Love," and "Red Line"
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