Mon. 07/07 – What Did I Miss?

Jul 7, 2025 16m

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Episode Description

Catching you up on the great Zuckerberg AI recruitment drive. Clueing you in to the great datacenter buildout goldrush that is, again, all about AI. TikTok is about to force everybody to use a new version of their app. And are the unicorns coming back? Links: Meta’s new hires offer a peek into superintelligence plans (Semafor) Zuck's Eleven (Spyglass) CoreWeave to Buy Core Scientific in $9 Billion Stock Deal (Bloomberg) US industrial groups pivot to data centres amid AI boom (FT) TikTok Building New Version of App Ahead of Expected U.S. Sale (The Information) As Trump pushes Apple to make iPhones in the U.S., Google’s brief effort building smartphones in Texas 12 years ago offers critical lessons (Fortune) At least 36 new tech unicorns were minted in 2025 so far (TechCrunch)

AI-Generated Summary

Zuckerberg's AI Recruitment Drive

Brian discusses Mark Zuckerberg's aggressive hiring for Meta's new superintelligence lab, highlighting the significant movement of talent from AI leaders like OpenAI and Google to Meta. The newly created team boasts expertise in various areas including image generation and reasoning, signaling a big shift in Meta's strategy to bolster its AI capabilities and compete more robustly with other companies in the space.

AI Data Center Boom

The podcast dives into the purchasing spree around AI data centers, notably CoreWeave's acquisition of Core Scientific for $9 billion. With the ever-growing demand for AI compute capacity, various industrial companies are pivoting to focus on building and providing essential infrastructure for data centers, catalyzed by the fast growth of AI technologies.

TikTok's New App Move

TikTok plans to introduce a new app version for U.S. users before a governmental deadline related to security concerns. Brian discusses the implications of this major shift, including the logistical challenge of migrating users to the new app, while balancing the potential for renewed user trust against the risks of losing them during the transition.

Emergence of New Unicorns

The episode wraps up by highlighting the recent resurgence of unicorns, particularly in the tech space, with more than 36 startups achieving billion-dollar valuations in 2025. Brian touches upon the diversity of these companies, noting that while AI-related startups dominate, there's renewed interest in sectors like SaaS and even consumer products.