OWITH.ai - Only What's Important to Hear around AI and Tech

Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.The recent week's content from Stratechery provides insights into topics such as Netflix's strategic challenges, TSMC's role in AI, and reflections on basketball trades. Netflix's growth in subscriber numbers raises questions about user engagement necessary for increasing ad exposure and subscription fees. Concerns also emerge regarding Netflix's planned acquisition of Warner Bros. and its growth sustainability.The significance of Taiwan Semiconductor Manufacturing Company in the AI industry is underscored, as companies like OpenAI, Google, and Nvidia rely on TSMC for chip fabrication. This highlights TSMC's capacity limitations and the need for competition to ensure a robust supply chain. Additionally, Stratechery addresses TSMC's underinvestment amid high AI demand.In sports, a trade involving NBA player Luka Doncic has sparked criticism, with some suggesting potential long-term failure for Dallas. However, a contrarian view suggests the trade might be justified over time.The future of drug discovery is explored through the lens of Demis Hassabis, founder of Isomorphic Labs. With an astounding number of possible small, drug-like molecules vastly exceeding stars in the observable universe, Isomorphic Labs aims to leverage AI to develop a systematic process for discovering and optimizing drugs. Although no drugs are yet in clinical trials, the mission is to ultimately create life-changing treatments.This discussion is complemented by various business updates, including significant funding rounds for companies like Mews and Inferact. Notably, BitGo plans an IPO to raise substantial capital, reflecting significant financial movements across related sectors.A deal has been finalized to establish an American version of TikTok as part of efforts to transition TikTok's U.S. operations to American ownership due to concerns about data security. The new entity involves major American investors while ByteDance retains a minority stake.Intel faces challenges despite exceeding financial targets due to supply chain issues affecting demand fulfillment. Meanwhile, Google introduces "personal intelligence," allowing its AI to access users' Gmail and Google Photos for personalized recommendations.At the World Economic Forum in Davos, Scott Galloway shared his perspective on America's shifting global role. Once viewed as a stabilizing force, America now represents chaos and corruption. Larry Fink invited diverse opinions at Davos, including from Galloway and former President Trump. The forum also highlighted issues like rising insularity within business sectors. Meanwhile, interactions among global leaders were observed, including discussions between Saudi Tourism Minister Ahmed Al-Khateeb and Swiss Tourism CEO Martin Nydegger.Continuing with insights from Andrew Ng... At Davos, Andrew Ng discussed leveraging AI for transformative impact rather than just incremental gains. Emphasizing end-to-end workflow redesigns enhances customer experience and attracts more customers. Ng's advisory firm advocates for a blend of innovation and strategic direction to achieve transformative impact.OpenAI has introduced ads in ChatGPT as a new revenue stream while maintaining user experience. NVIDIA released Alpamayo-R1, enhancing decision-making in autonomous vehicles through reasoning capabilities. Apple entered a partnership with Google to enhance AI features on its devices using Google's advanced models. These developments reflect fast-paced advancements in AI technologies and their integration into business strategies and consumer products.Stay tuned for morSupport the show
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Each Saturday we take the headlines of daily podcast and ask ChatGPT to create a Sci-Fi story inspired by the news. The outcome for this week is this short story.Support the show
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.The dynamic nature of the AI industry continues to unfold as Aliisa Rosenthal, OpenAI's first commercial hire, transitions into venture capital with Acrew Capital. During her time at OpenAI, Rosenthal played a crucial role in transforming the company from a research lab into a global AI powerhouse, particularly following the launch of ChatGPT. Now, as a general partner at Acrew Capital, she aims to help companies navigate AI-related commercial challenges and opportunities. Her insights into the potential for enterprise applications in startups remain optimistic despite competition from giants like OpenAI and Google. Meanwhile, Deloitte's recent report indicates a significant shift towards sanctioned AI tools in the workplace, though governance for AI agents still needs development.In related developments, Apple is reportedly working on an AI-powered wearable pin, described as a screenless device that could launch as early as next year. This product is expected to integrate multiple cameras, a microphone, and a speaker. Apple's partnership with Google Gemini aims to boost its AI capabilities amidst challenges faced with its previous products like the VisionPro headset. The competitive landscape of wearable tech grows as OpenAI plans to release a similar device with former Apple designer Jony Ive’s expertise. Additionally, Google enhances its voice interfaces through talent acquisitions.Transitioning to the world of innovative startups, Goldman Sachs is placing its bets on Cubby, a company revolutionizing the self-storage industry with cutting-edge software solutions. Founded by Matt Engfer and Adam Fleming in 2022, Cubby has raised $63 million in Series A funding led by Goldman Sachs Alternatives. The startup aims to replace outdated software with modern solutions, showing significant growth potential despite initial skepticism from industry insiders. This investment highlights the transformative possibilities within traditionally mundane sectors like self-storage.In other AI developments, Anthropic is rethinking its Claude AI system guidelines to emphasize ethical behavior instead of just task completion. This approach seeks to instill an understanding of ethical actions within automated tasks like coding and research, appealing to enterprise customers. Meanwhile, SpaceX is reportedly eyeing an IPO to leverage its market position before other AI players go public. The company envisions establishing AI data centers in space powered by solar energy.Now turning toward broader economic themes discussed at Davos, Ray Dalio of Bridgewater Associates urged business leaders to adapt to permanent changes in the global economy. Kamal Ahmed from Fortune emphasized focusing on major trends like geopolitical conflicts and technological shifts rather than transient political issues. Discussions at Davos underscored navigating globalization complexities and technological transformation's impact on businesses worldwide.In corporate news, Walmart promotes David Guggina to lead U.S. operations, reflecting its commitment to advancing e-commerce and supply chain capabilities over traditional retail methods. Market updates indicate investor optimism with positive movements across global indices such as the S&P 500 and Nikkei 225.Finally, at Davos, a notable appeal emerged from nearly 400 millionaires and billionaires advocating for higher taxes on the wealthy to address economic inequality—a sentiment resonating with broader calls for systemic reform.These stories highlight an evolving landscape where technology and innovation intersect with globalSupport the show
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.Alphabet's growth investment firm, CapitalG, has made notable promotions as revealed by Fortune. Jill Chase and Alex Nichols have been elevated to general partners for the first time since the firm's inception in 2013. Jill Chase, who joined in 2020, has been instrumental in AI investments, backing companies like Abridge and Rippling. Alex Nichols, who became a partner two years ago after joining in 2018, has worked on investments in companies such as Duolingo and Stripe. Both bring unique skills and optimism about future energy costs driven by advances in technology.Significant funding rounds have been noted across various sectors, including a $480 million seed funding for Humans& and a $70 million Series B for Emergent. The venture capital landscape is increasingly collaborative with firms focusing on diverse portfolios involving cutting-edge technologies.Business and political leaders worldwide continue their discussions at Davos, with topics like tariffs and AI on the agenda. Reputation remains crucial in the corporate sphere, as reflected by Fortune's list of most admired companies where tech firms dominate.Netflix recently reported slightly exceeding its fourth-quarter earnings expectations, though investor skepticism remains over its acquisition plans of Warner Bros. Discovery. Meanwhile, Meta faces renewed antitrust scrutiny from the U.S. FTC concerning its Instagram and WhatsApp acquisitions.OpenAI is introducing an age prediction feature for ChatGPT to enhance online safety for minors.At Davos, CEOs are focusing on agentic AI, which involves autonomous decision-making systems. Notable figures such as Google Gemini head Demis Hassabis express optimism about its potential. Discussions also include technological prospects like the revival of Google Glass and energy intelligence initiatives led by Schneider Electric's CEO Olivier Blum. Geopolitical issues are also on the agenda, with topics like U.S.-Greenland relations being discussed.As these updates demonstrate, the tech industry continues to face challenges and opportunities in navigating acquisitions, regulatory scrutiny, and societal expectations regarding technology's impact on everyday life. Stay tuned for more insights on how these developments unfold across the globe.Support the show
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.At the 2026 World Economic Forum in Davos, discussions have shifted from the initial hype around generative AI to more pragmatic conversations about its ROI and practical applications. Business leaders are now concentrating on deriving tangible business benefits from AI, moving from the experimental phase to large-scale implementation. CEOs are leading AI initiatives top-down, driven by the need for measurable impacts on business processes. Leaders like Siemens' Jim Hagemann Snabe advocate for a more directive approach in AI deployment. Industry experts emphasize the necessity of CEO and board sponsorship for successful enterprise AI adoption. Companies are establishing centers of excellence to optimize work processes through AI, with data centralization being crucial.The race among SaaS companies to become the primary interface layer for enterprise AI agents is intensifying, with Workday, Salesforce, Microsoft, and Snowflake competing in this space. Despite concerns about job displacement due to AI, current economic data doesn't yet reflect significant impacts. Discussions also include ethical considerations regarding AI regulation based on human values and potential societal effects of ad-based AI models. Geopolitical implications of AI technology are under scrutiny, with debates over easing U.S. restrictions on AI chip sales to China.OpenAI is preparing to introduce its first consumer device focused on AI-driven interaction in late 2026. Additionally, OpenAI plans to introduce ads at the bottom of ChatGPT's responses for free users and Go subscribers as a new revenue stream despite the high costs of running advanced AI models. Meanwhile, Anthropic's new product, Claude Code, allows users to perform complex tasks without coding, sparking discussions about job displacement and competition among startups.Overall, Davos reflects a maturation in the approach towards AI, prioritizing strategic implementation while addressing economic opportunities and ethical challenges. These discussions set the stage for navigating the evolving landscape of AI in 2026 and beyond.Transitioning from global forums to innovative startups, Formulary, a company supported by Khosla Ventures, has successfully raised an oversubscribed $4.6 million seed round to develop its AI-powered fund management software for private equity and venture capital firms. Alfia Ilicheva founded Formulary after recognizing inefficiencies in private markets due to fragmented and manually compiled data. The company's goal is to automate tedious processes like tracking investments and returns, offering accurate data to investors or limited partners. Formulary aims for a middle ground between high-touch accounting services and pure software solutions by creating tech-enabled services with "bionic accountants." Khosla Ventures led the seed round, joined by Human Ventures and Serena Williams's venture firm. Although fund administration might not be glamorous, it is essential for accurate financial management and communication with investors. Current market solutions are split between service-oriented firms like SS&C and Citco, and software solutions like Carta. Formulary's innovation lies in using AI to scale the service approach effectively. The company plans to deliver most of its product through technology, aiming for margins more akin to a technology firm than a traditional services company. Looking ahead, Formulary envisions features such as drafting letters for limited partners and creating platforms for direct interaction with investors.Shifting gears towards major tech inSupport the show
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