Billede af showet Plaintext

Plaintext

Podcast af Plaintext

engelsk

Business

Begrænset tilbud

2 måneder kun 19 kr.

Derefter 99 kr. / månedOpsig når som helst.

  • 20 lydbogstimer pr. måned
  • Podcasts kun på Podimo
  • Gratis podcasts
Kom i gang

Læs mere Plaintext

How AI and tech news affects business competition and investing. Every episode takes a real news event and answers: who wins, who loses, and what does it mean for your portfolio or industry.

Alle episoder

25 episoder

episode SpaceX Buying Cursor: Is $60 Billion Actually Cheap? cover

SpaceX Buying Cursor: Is $60 Billion Actually Cheap?

SpaceX's proposed $60 billion acquisition of AI coding tool Cursor isn't a done deal — it's a stock-based option contingent on SpaceX's IPO actually closing, meaning neither the buyer nor the price truly exists yet. Cursor's last private valuation was just $9 billion, and the entire structure may have been routed through SpaceX specifically to avoid AI antitrust scrutiny that an xAI acquisition would have triggered. After listening, you'll understand the strategic logic connecting Cursor to xAI's Memphis supercluster, why Anthropic may be the real loser in this deal, and what it would take for $60 billion to actually be a bargain. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

5. maj 2026 - 17 min
episode Amazon Anthropic Deal: $100B Infrastructure Bet Explained cover

Amazon Anthropic Deal: $100B Infrastructure Bet Explained

The Amazon and Anthropic deal goes far beyond a $25 billion equity investment — it's a $100 billion infrastructure commitment that makes Anthropic the anchor tenant of AWS's entire AI build-out. Amazon's real play may be using Anthropic to legitimise its struggling Trainium chips and challenge Nvidia's 90% market share in AI training hardware. After listening, you'll understand the structural power dynamics reshaping the cloud wars and what this means for every AI company that isn't OpenAI or Anthropic. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

4. maj 2026 - 17 min
episode Google's Custom Inference Chip: Is Nvidia's Growth Story Over? cover

Google's Custom Inference Chip: Is Nvidia's Growth Story Over?

Google is in active talks with Marvell to co-develop a custom inference chip — a direct challenge to the revenue stream Nvidia has been selling Wall Street as its next growth engine. Custom inference silicon could be 30–40% more efficient than Nvidia GPUs at hyperscaler scale, translating to billions of dollars in annual savings for a single company. After this episode, you'll understand why the AI compute market is splitting into two distinct worlds, what that means for Nvidia's valuation, and which semiconductor players stand to win or lose as inference workloads go custom. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

3. maj 2026 - 17 min
episode Meta Layoffs 2025: 7,000 Jobs Cut to Fund AI Dominance cover

Meta Layoffs 2025: 7,000 Jobs Cut to Fund AI Dominance

Meta's 2025 layoffs are eliminating roughly 7,000 jobs — not to cut costs, but to redirect over $2 billion in annual payroll directly into AI infrastructure and GPU clusters. The 'lowest performers' label isn't just HR language: it's a legal and recruiting strategy designed to give Meta cover while signalling ruthless meritocracy to top talent elsewhere. After listening, you'll understand why Wall Street rewards each job cut, how Meta's spending structure differs from Google's, and what this workforce-for-compute trade-off could mean for every tech worker over the next decade. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

2. maj 2026 - 17 min
episode Cursor's $50B Valuation: Worth It or Biggest AI Bubble Yet? cover

Cursor's $50B Valuation: Worth It or Biggest AI Bubble Yet?

Cursor, the AI coding tool built on a fork of free VS Code, just hit a $50 billion valuation — a 20x jump in under a year on only $300 million in annual revenue. That eye-watering 160x revenue multiple dwarfs even the frothiest Snowflake comps, raising serious questions about whether this is a platform bet or a bubble in disguise. After listening, you'll understand exactly why investors are pricing Cursor like a platform winner, who stands to lose the most, and what the red flags are that even the bulls can't ignore. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

1. maj 2026 - 17 min
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

Vælg dit abonnement

Mest populære

Begrænset tilbud

Premium

20 timers lydbøger

  • Podcasts kun på Podimo

  • Ingen reklamer i podcasts fra Podimo

  • Opsig når som helst

2 måneder kun 19 kr.
Derefter 99 kr. / måned

Kom i gang

Premium Plus

100 timers lydbøger

  • Podcasts kun på Podimo

  • Ingen reklamer i podcasts fra Podimo

  • Opsig når som helst

Prøv gratis i 7 dage
Derefter 129 kr. / måned

Prøv gratis

Kun på Podimo

Populære lydbøger

Kom i gang

2 måneder kun 19 kr. Derefter 99 kr. / måned. Opsig når som helst.