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Welcome to the AI Economy
Manage episode 498330540 series 3467858
Meta, Microsoft, Google, and Amazon are pouring nearly $400B into AI infrastructure this year—more than the EU’s defense budget and over 1% of US GDP. This wave rivals the fiber boom of the '90s and now outpaces consumer spending in driving US growth. Wall Street’s tone has flipped, with Microsoft and Meta showing real AI revenue, while Google navigates supply limits and Amazon draws fire for moving slowly. It’s a new era where infrastructure—not just code—defines dominance.
Brought to you by:
KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions.
Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months
AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at agntcy.org
Vanta - Simplify compliance - https://vanta.com/nlw
Plumb - The automation platform for AI experts and consultants https://useplumb.com/
The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.
The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown
Interested in sponsoring the show? [email protected]
731 episodes
Welcome to the AI Economy
The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis
Manage episode 498330540 series 3467858
Meta, Microsoft, Google, and Amazon are pouring nearly $400B into AI infrastructure this year—more than the EU’s defense budget and over 1% of US GDP. This wave rivals the fiber boom of the '90s and now outpaces consumer spending in driving US growth. Wall Street’s tone has flipped, with Microsoft and Meta showing real AI revenue, while Google navigates supply limits and Amazon draws fire for moving slowly. It’s a new era where infrastructure—not just code—defines dominance.
Brought to you by:
KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions.
Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months
AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at agntcy.org
Vanta - Simplify compliance - https://vanta.com/nlw
Plumb - The automation platform for AI experts and consultants https://useplumb.com/
The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.
The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown
Interested in sponsoring the show? [email protected]
731 episodes
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