Episode 160: OpenAI Dev Day, AI Infrastructure, and Industry Transformation

Brian Swichkow recaps OpenAI's Dev Day, highlighting the shift to full-fledged AI operating systems and predictions about the future of work. The episode dives into BlackRock's potential $40B data center acquisition, a $14.2B Meta-CoreWeave partnership, and European data center investments. It also covers mobility advancements, including Stellantis' $10B U.S. investment and Toyota's $1.5B startup war chest. The episode examines transparency in digital ad auctions and Tesla's launch of cheaper EV models, underscoring AI's increasing presence and the need for critical integration strategies. Hosted on Acast. See acast.com/privacy for more information.