The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
May 2, 2025
1 hr 5 min
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399 of 537
May 2, 2025
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
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The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
Summary
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) What an 'AI-First Company' is 2) Aaron Levie's AI-first memo to Box. 3) Luis von Ahn's AI-first memo to Duolingo 4) Tobi Lutke's AI-first memo to Shopify 5) Can non-tech company be AI-first? 6) Apple earnings 7) Apple's federal government issues 8) Microsoft earnings 9) Amazon earnings 10) Meta Earnings 11) NVIDIA vs. Anthropic 12) More on AI consciousness 13) The very handy Mag2
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