Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) SBF's conviction 2) Whether FTX will cover the full shortfall 3) Why OpenAI is more vulnerable than many think 4) Google's forthcoming Gemeni model 5) Where the real value in generative AI will land 6) Google's $2 billion Anthropic investment 7) Rebellion against AI doomers 8) Sovereign wealth funds investing in AI? 9) Jeff Bezos moves to Miami 10) The FTC's new revelations about Amazon 11) The Ozempic effect 12) Ozempic's TAM.
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