Michelle covers Amazon's Q3 2024 earnings, highlighting AI investments and AWS's competitive edge with custom chips and machine learning. The episode explores the success of Amazon's Q AI chatbot and future Alexa developments, as well as AWS's challenges with the Trainium2 chip and Nvidia partnership. Michelle reports on Amazon's stock price rise and AWS's financial performance. The episode also delves into OpenAI's ChatGPT search engine launch, Google's AI coding tool Goose, and AI's impact on the tech job market. Swoove Studios' funding for AI-assisted animation, Andreessen Horowitz and Microsoft's open-source AI initiatives, and Intel's Gaudi AI chips and Q3 financials are discussed.

(0:00) Amazon's Q3 2024 earnings and AI investments

(1:21) AWS's competitive advantages, custom chips, and ML growth

(2:10) Success of Amazon Q AI chatbot and future Alexa plans

(2:58) AWS's challenges, Trainium2 chip, and Nvidia partnership

(4:00) Amazon stock price increase and AWS's financial performance

(4:20) OpenAI's ChatGPT search engine launch and implications

(6:18) Google's use of AI in coding and the tool Goose

(8:16) AI's impact on the tech job market and software development

(8:56) Swoove Studios' funding and AI-assisted animation expansion

(10:59) Andreessen Horowitz and Microsoft's open-source AI focus

(12:49) Intel's Gaudi AI chips challenges and cloud AI model trends

(14:10) Intel's Q3 financials, restructuring, and strategic direction

(15:13) Closing remarks