Episode 374: Intel's Apple Partnership, Midjourney's Medical Pivot, and the AI Talent Wars

Intel surges 10% on news of an Apple partnership to build chips in America, marking the chipmaker's first major customer win since 2020. In a bizarre pivot, Midjourney announces plans to build 50,000 full-body ultrasound scanners housed in spa locations starting in 2027. OpenAI invests $150M in a consultant certification program targeting 300,000 specialists by year-end. Meanwhile, the Iran peace deal shows early signs of holding as Saudi tankers cross the Strait of Hormuz and US gas prices drop below $4/gallon. On the talent front, OpenAI poaches Noam Shazeer—a Gemini co-lead and transformer paper co-author—from Google after just two years. We also examine Microsoft's AI cost crunch forcing engineers off Claude Code, Accenture's disappointing earnings miss, and a suspicious options trade that netted over $1M ahead of uniQure's FDA news. Hosted on Acast. See acast.com/privacy for more information.