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▶ 4:16 · $RHI · Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN

now playing · $RHI

Robert Half CEO says AI employment impact benign, hiring demand improving

Staffing firm Robert Half reports AI's effect on employment has been more benign than feared, with hiring demand continuing to improve and market conditions increasingly supportiv…

$NET···bullish· mediumjohn coogan

Cloudflare CEO advocates hiring new grads to accelerate AI adoption in legacy teams

Matthew Prince argues companies should hire new graduates and embed them in legacy teams to drive AI adoption, rather than freezing hiring; Cloudflare itself hired nearly 1,000 pe…

$RECURSIVE-SUPER-INTELLIGENCEneutral· mediumjohn coogan

Recursive Super Intelligence raises $650M, signs $410M AWS compute deal for self-improving AI

Richard Socher's stealth startup emerged with $650M funding and a $410M multi-year AWS deal to build open-ended self-improving systems, representing a compute-intensive bet on rec…

$NVDA···bullish· mediumjohn coogan

Nvidia leases $50B Texas data center to backstop AI compute demand

Nvidia is deploying its balance sheet to finance AI infrastructure by leasing a 1GW facility from Hut 8 that will house hundreds of thousands of its own GPUs, vertically integrati…

$HUT···bullish· mediumjohn coogan

Hut 8 building 1GW Texas data center for Nvidia's $50B lease

Bitcoin miner Hut 8 is pivoting to AI infrastructure, developing a 1GW Texas facility that Nvidia will lease entirely to house hundreds of thousands of GPUs, representing a massiv…

$ANTHROPICneutral· highjohn coogan

Anthropic opposes blanket open-weight ban, proposes targeted chip sanctions and safety testing

Dario Amodei clarifies Anthropic never advocated a total ban on open-weight models; instead proposes three policy actions: maintain chip export controls on China, crack down on in…

$AMZN···bullish· mediumjohn coogan

Amazon's physical infrastructure and AWS position it to benefit from open-model ecosystem

Amazon hasn't signed the open-weight letter because its business has heavy physical components (warehouses) that are hard to disrupt with AI, while AWS stands to gain by serving o…

$META···bullish· mediumjohn coogan

Zuckerberg champions open-source AI in WSJ op-ed as safety strategy

Mark Zuckerberg argues in a Wall Street Journal opinion piece that open-source AI is the best path to safety and security, citing cybersecurity history where open access enables c…

$AAPL···neutral· mediumjohn coogan

Apple launches device subscription program with Affirm to address $2000 iPhone affordability

Apple is rolling out a leasing/subscription program (Apple Upgrade) with monthly payments as low as $17.99 for iPhone, partnering with Affirm, as a response to rising device price…

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