Alex Kantrowitz
Alex Kantrowitz
@alex.kantrowitz·59K subscribers·508 videos

The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic

Posted

May 5, 2025

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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

Guests & Subjects Covered

Ranjan RoyAaron Levie's AI-firstAhn's AI-firstTobi Lutke's AI-firstMeta Earnings

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The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic · Alex Kantrowitz · Sentinel