Amazon's $200B Capex Surge Signals AI Race with OpenAI and Anthropic

COVERAGE [180]

1. AI Supremacy (Michael Spencer) TIER_1 · Michael Spencer · 2026-04-14 10:05

   What Amazon's Shareholder Letter Says about the Future of American AI

   Is the SaaS apocalypse threatening some of the quintessential American tech companies? Is their radically accelerating Capex justified?

2. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-12 08:05

   OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

   OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-04-29.html
3. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-12 08:04

   OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

   OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-04-30.html
4. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-12 08:04

   Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

   Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-05-03.html
5. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-12 08:04

   Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

   Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-05-08.html
6. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-10 09:17

   OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

   OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-04-29.html
7. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-10 09:17

   OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

   OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-04-30.html
8. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-10 09:17

   Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

   Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-05-03.html
9. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-10 09:17

   Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

   Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

   LINKS podcast.aequitus.net/…/2026-05-08.html
10. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-10 07:35

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
11. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-10 07:35

    Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

    Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-08.html
12. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-06 10:05

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-26.html
13. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-06 10:05

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-28.html
14. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-06 10:04

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-29.html
15. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-06 10:04

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-30.html
16. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-06 10:04

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
17. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 10:26

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-26.html
18. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 10:26

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-28.html
19. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 10:26

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-29.html
20. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 10:25

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-30.html
21. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 10:25

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
22. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 08:03

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-26.html
23. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 08:03

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-28.html
24. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 08:03

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-29.html
25. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 08:03

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-30.html
26. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-04 08:03

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
27. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

28. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

29. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

30. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

31. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

32. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

33. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

34. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-03 07:26

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

35. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 13:36

    Exciting news in the tech world! 🚀 Cursor AI's deal with SpaceX indicates a massive $60bn shift towards next-gen AI infrastructure and automated coding. The fut

    Exciting news in the tech world! 🚀 Cursor AI's deal with SpaceX indicates a massive $60bn shift towards next-gen AI infrastructure and automated coding. The future of code generation is here! 💻 # AI # SpaceX # CodeGeneration # TechNews # FutureTech https://www. squaredtech.co/cur…

    LINKS squaredtech.co/cursor-ai-spacex-deal-60bn…
36. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 13:35

    The new # DeepSeekAI Model V4 is pushing boundaries with its 1 million context length! But it's not without raising eyebrows. Are the cost, performance, and reg

    The new # DeepSeekAI Model V4 is pushing boundaries with its 1 million context length! But it's not without raising eyebrows. Are the cost, performance, and regulatory pressures worth it? What are your thoughts on this # AI advancement? # ArtificialIntelligence # BigData # Machin…

    LINKS squaredtech.co/deepseek-ai-model-1m-conte…
37. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 09:38

    Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, an

    Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optic…

38. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 09:38

    Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-f

    Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils se…

39. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 09:38

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

40. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 09:38

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

41. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 09:38

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

42. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 09:38

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

43. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, an

    Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optic…

44. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-f

    Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils se…

45. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

46. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

47. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

48. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

49. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

50. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-04-26 08:38

    DeepSeek V4 Drops, OpenAI Doubles Down, and the Programmer Job Market Cracks https:// podcast.aequitus.net/episodes/ 2026-04-25.html # AI # AINews

    DeepSeek V4 Drops, OpenAI Doubles Down, and the Programmer Job Market Cracks https:// podcast.aequitus.net/episodes/ 2026-04-25.html # AI # AINews

51. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-12 10:42

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-29.html
52. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-12 10:42

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-30.html
53. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-12 10:42

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
54. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-12 10:42

    Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

    Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-08.html
55. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-09 07:21

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-29.html
56. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-09 07:21

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-30.html
57. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-09 07:21

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
58. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-09 07:20

    Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

    Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-08.html
59. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-08 08:50

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-26.html
60. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-08 08:50

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-28.html
61. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-08 08:50

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-29.html
62. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-08 08:50

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-30.html
63. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-08 08:50

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
64. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-05 07:27

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-26.html
65. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-05 07:27

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-28.html
66. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-05 07:27

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-29.html
67. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-05 07:27

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-04-30.html
68. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-05 07:27

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

    LINKS podcast.aequitus.net/…/2026-05-03.html
69. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

70. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

71. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

72. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

73. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

74. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

75. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

76. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 09:52

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

77. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:36

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

78. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:36

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

79. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:36

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

80. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:36

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

81. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:36

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

82. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:36

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

83. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:36

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

84. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-29 07:35

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

    OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

85. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 10:01

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

86. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 10:01

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

87. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 10:01

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

88. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 10:01

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

89. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 10:01

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

90. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 10:01

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

91. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 10:01

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

    DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

92. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 07:41

    Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-f

    Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils se…

93. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 07:41

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

    Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

94. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 07:41

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

95. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 07:41

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

    Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

96. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 07:41

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

    SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

97. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 07:41

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

    SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

98. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-28 07:41

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

    DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

99. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-26 07:05

    Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, an

    Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optic…

100. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-26 07:05

     Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-f

     Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils se…

101. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-26 07:05

     Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

     Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO https:// podcast.aequitus.net/episodes/ 2026-04-19.html # AI # AINews

102. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-04-26 07:05

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

103. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 11:47

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-29.html
104. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 11:47

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-30.html
105. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 11:47

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-03.html
106. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 11:47

     Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

     Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-08.html
107. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 08:36

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-29.html
108. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 08:36

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-30.html
109. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 08:36

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-03.html
110. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-11 08:36

     Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

     Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-08.html
111. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-09 09:03

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-29.html
112. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-09 09:03

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-30.html
113. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-09 09:03

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-03.html
114. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-09 09:03

     Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

     Anthropic's 80x Compute Surge, OpenAI's MRC Protocol, and DeepSeek's $45B Valuation https:// podcast.aequitus.net/episodes/ 2026-05-08.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-08.html
115. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-08 07:00

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-26.html
116. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-08 07:00

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-28.html
117. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-08 07:00

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-29.html
118. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-08 07:00

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-30.html
119. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-08 07:00

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-03.html
120. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-05 09:32

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-26.html
121. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-05 09:32

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-28.html
122. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-05 09:31

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-29.html
123. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-05 09:31

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-04-30.html
124. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-05 09:31

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     Pentagon Signs Seven AI Firms, Big Tech Hits $725B Spend, GitHub Copilot Goes Per-Token https:// podcast.aequitus.net/episodes/ 2026-05-03.html # AI # AINews

     LINKS podcast.aequitus.net/…/2026-05-03.html
125. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-03 09:08

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

126. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-03 09:08

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

127. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-03 09:08

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

128. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-03 09:08

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

129. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:48

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

130. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:48

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

131. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:48

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

132. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:48

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

133. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:48

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

134. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:48

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

135. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:48

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

136. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 09:47

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

137. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

138. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

139. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

140. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

141. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

142. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

143. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

144. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 08:44

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

145. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

146. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

147. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

148. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

149. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

150. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

151. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

152. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-02 07:08

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

153. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

154. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

     Anthropic's $100B compute bet: Amazon doubles down — Apr 21 https:// podcast.aequitus.net/episodes/ 2026-04-21.html # AI # AINews

155. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

     SpaceX bids $60B for Cursor, OpenAI goes enterprise — Apr 22 https:// podcast.aequitus.net/episodes/ 2026-04-22.html # AI # AINews

156. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

157. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

158. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

159. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

160. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 09:22

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

161. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 07:37

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

     SpaceX bids $60B for Cursor, Google's dual TPU launch — Apr 23 https:// podcast.aequitus.net/episodes/ 2026-04-23.html # AI # AINews

162. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 07:37

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI #

     DeepSeek V4 Resets Open-Source Pricing, DOJ Backs xAI in Colorado, and AI Costs Outpace Headcount https:// podcast.aequitus.net/episodes/ 2026-04-26.html # AI # AINews

163. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 07:37

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

     DeepSeek vs. OpenAI: price war meets structural shift — Apr 28 https:// podcast.aequitus.net/episodes/ 2026-04-28.html # AI # AINews

164. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 07:37

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

     OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29 https:// podcast.aequitus.net/episodes/ 2026-04-29.html # AI # AINews

165. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-05-01 07:37

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

     OpenAI on AWS, Anthropic at $900B: the cloud war heats up — Apr 30 https:// podcast.aequitus.net/episodes/ 2026-04-30.html # AI # AINews

166. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

     Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-f

     Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils se…

167. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

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168. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

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169. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

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170. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

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171. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

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172. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

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173. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 10:00

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174. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 07:42

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175. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 07:42

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176. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 07:42

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177. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 07:42

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178. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 07:42

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179. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 07:42

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180. Mastodon — mastodon.social TIER_1 · DavidPerron · 2026-04-27 07:42

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