Thu. 07/17 – AI Pricing - Tech Brew Ride Home - Audio Brevity

Thu. 07/17 – AI Pricing

Jul 17, 2025 20m

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Episode Description

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever. Links: TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg) US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters) Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information) Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg) Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

TSMC Earnings and AI Demand

TSMC reported a 61% year-on-year increase in Q2 net income, signaling that the AI buildout continues to thrive. The company's sales growth guidance for 2025 was raised to 30%, reinforcing confidence in robust demand for high-end chips from AI developers. CEO CCY confirmed strong AI orders, alleviating fears of an AI investment slowdown.

Stablecoin Regulation Advances

Following intervention from President Trump, the U.S. House advanced several crucial crypto-regulation bills, with a focus on stablecoins. If approved, this move could create a significant federal framework for stablecoins, potentially transforming the cryptocurrency landscape as it allows faster, cost-effective transactions, greatly benefiting traders.

Anthropic's Growth Trajectory

Anthropic, while not matching OpenAI's revenue highs, is showing signs of growth, leading some investors to propose a valuation above $100 billion. The startup raised substantial funding and has improved its profit metrics, though challenges remain in managing their overall cash burn and sales through cloud giants.

Microsoft's AI Struggles

Microsoft's branded AI, Copilot, faces challenges in gaining market foothold against competitors like ChatGPT. Despite initial momentum, app downloads are considerably lower than those of ChatGPT, raising concerns among investors about the effectiveness of Microsoft's AI ventures and their resulting market share.

AI in Pricing Models

Delta Airlines announced ambitions to use AI to entirely eliminate static pricing, tailoring fares based on individual passenger profiles. This shift describes a broader trend in commerce where AI influences how prices are set, raising questions about customer experience and the evolving nature of pricing strategies in various industries.