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AI With Friends S2E9: The $10 Billion AI Arms Race - XAI, Oracle's Rise, and the End of Free Data 💰
This episode covers the most significant AI funding and infrastructure developments of the year. From Elon Musk's massive XAI funding round to Oracle's emergence as a major cloud player, we break down what these moves mean for the future of AI.
**Key Topics:**
• Elon Musk's XAI raises $10 billion - breaking down the competitive landscape
• OpenAI and Oracle's Stargate partnership: massive infrastructure expansion
• Meta's aggressive talent acquisition from OpenAI, Google DeepMind, and Anthropic
• Cloudflare's revolutionary "Pay Per Crawl" system - the end of free AI training data
• Oracle becomes the 4th major cloud provider alongside AWS, Azure, and GCP
• AI officiating in sports - when algorithms make judgment calls that affect careers
• The gigawatt power requirements driving AI data center nuclear discussions
• Grammarly acquires Superhuman: creating AI-powered email ecosystems
We explore how the AI talent wars are reaching unprecedented levels, with engineers commanding $10M+ packages, and why infrastructure and data access are becoming the new battlegrounds in AI development.

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• Marlon Avery: @IamMarlonAvery
• Adrian Green: @Adrian_Poupon
• Sekou Doumbouya: @SekouTheWise1

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