Using GPUs as leverage, MSFT beats the case, FTC fails under Khan | E1775

Episode • Jul 11, 2023 • 52m

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Today’s show:

Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).

Time stamps:

(0:00) Nick joins Jason

(1:33) Nvidia’s GPU leverage

(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:07) CoreWeave’s pivot & the pros and cons of WFH

(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(20:54) Daniel Gross and Nat Friedman’s GPU play

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(28:53) Microsoft’s run-in with EU regulators over bundling

(37:58) FTC loses cases against Microsoft and Activision Blizzard merger

(46:37) Lina Khan’s track record as the head of the FTC

Follow Nick: https://twitter.com/nickcalacanis