Thu. 07/17 – AI Pricing
Jul 17, 2025•21 min
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Summary
The podcast delves into TSMC's strong earnings, signaling robust demand for AI chips, and discusses the significant step forward for stablecoin regulation in the US House. It then analyzes the financial health of AI companies, contrasting Anthropic's rising valuation and gross margins with Microsoft Copilot's challenges in gaining market share against ChatGPT. Finally, the episode explores Delta Airlines' pioneering use of AI for personalized ticket pricing, speculating on its transformative implications for commerce, suggesting a future where 'fair pricing' becomes obsolete.Episode description
TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever.
Links:
- TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg)
- US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters)
- Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information)
- Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg)
- Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune)
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