IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN

TBPN

Jul 14

Overview Shownote Highlights Transcript Chapters Pins

Shownote

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Highlights

This episode of TBPN covers a significant stock drop for a legacy tech giant, debates the practicality of proposed AI regulations, and examines a controversial pause on new data center construction in New York.

00:00

IBM's stock dropped 25% due to poor positioning in AI spending

08:44

Open-source models could bypass US regulatory reviews.

17:00

Restricting data centers could drive investment elsewhere.

Chapters

Why did IBM's stock crash 25% despite strong AI demand?

00:00

Can a slow-moving US AI watchdog keep up with open-source models from China?

08:44

New York's year-long pause on AI data centers: smart regulation or a gift to other states?

17:00

Transcript

John Coogan: IBM is absolutely nuking. The stock is down 25%. Boom! IBM. Well, that is a crazy chart. What is that? That's the one week chart? It looks better on the five year because the stock is actually way up. In the AI era. Since the launch of ChatGPT...