This week, Byrne and Erik discuss Meta’s open source strategy, Google’s hiring of Character.AI’s CEO, the calculus behind the Strategic Petroleum Reserve, and more.

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LINKS:

Byrne’s writing: https://thediff.co

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X / TWITTER:

https://twitter.com/ByrneHobart (Byrne)

https://twitter.com/TurpentineMedia (Turpentine)

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TIMESTAMPS:

(00:00) Intro

(00:25) Meta's open source AI strategy

(07:42) Google's acquisition of Character.AI

(12:20) Sponsors: Brave

(13:49) Reddit's data deal with Google

(16:40) Strategic Petroleum Reserve Management

(20:26) Andrew Left's activist shorting troubles

(27:46) Job compensation and revenue generation

(33:39) Amazon's logistics and growth strategy

(36:57) Amazon's historical reinvestment strategy

(42:27) Amazon's culture drift and leadership

(46:50) Specialized vs Consolidated AI models

(52:05) Outro