Welcome to Episode 14 of Tech Money Flow—where $325B in capital is powering the debut of AI agents. In this episode, we break down how tech giants Amazon, Google, Meta, and Microsoft are fueling a compute revolution that’s transforming digital interaction. From OpenAI’s Operator and Deep Research to the digital highways and immersive ecosystems built by the Four Horsemen, every chip and every dollar is driving the future of autonomous intelligence. Tune in and ride the wave of money flow redefining the AI landscape.

Open AI Operator: https://openai.com/index/introducing-operator/

Open AI Deep Research: https://openai.com/index/introducing-deep-research/

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AI is evolving at a rapid pace, and DeepSeek’s latest innovation is a perfect example of how quickly things can shift. Their approach to training a digital brain sets the stage for new possibilities, while Meta ramps up its AI efforts with Llama 4, Microsoft expands its enterprise AI footprint, and Tesla pours billions of money flow into autonomous driving and humanoid robots. Each of these moves is a sign that 2025 could be a year of massive leaps forward, not just for AI, but for the everyday tech we rely on.

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This episode unpacks Project Stargate’s $500B AI infrastructure push, TSMC’s update of the AI boom, and game-changing innovations from Anduril and Figure. We wrap up with my 2025 playbook, focusing on the money flow of the AI revolution.

Project Stargate: https://openai.com/index/announcing-the-stargate-project/

Palmer Luckey Anduril CEO: https://www.youtube.com/watch?v=T72DfPEBn0A&ab_channel=BloombergTechnology

https://www.figure.ai/

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From humanoid robots in factories to AI agents that think and act like humans, 2024 redefined what’s possible in technology. This episode explores the breakthroughs in robotics, the rise of AI-powered agents or personal assistants, and the emergence of autonomous vehicles—or as some like to call them, digital chauffeurs. Join us as I unpack NVIDIA’s groundbreaking role, the AI milestones of the Four Horsemen, and why 2025 could be a pivotal year as the money flows to the next wave of innovation.

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In this episode of Tech Money Flow, we delve into the high-stakes AI showdown between Microsoft-backed OpenAI and Google, as each battles to become the world’s leading “digital brain.” We explore Google’s ambitious upgrades with Gemini 2.0 and Project Astra, its moves in AR/VR through Android XR. On the other side, we examine OpenAI and Microsoft’s thriving partnership, from text-to-video breakthroughs with Sora to AI-enhanced collaboration tools like Canvas. Let's watch the money flow!

Sora: https://sora.com/
Youtube Review: https://www.youtube.com/watchv=OY2x0TyKzIQ&ab_channel=MarquesBrownlee
Canvas: https://openai.com/index/introducing-canvas/
Astra: https://deepmind.google/technologies/project-astra/
Gemini 2.0: https://blog.google/technology/google-deepmind/google-gemini-ai-update-december-2024/
Android XR: https://blog.google/products/android/android-xr/

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In this episode of Tech Money Flow, we explore the rise of the digital brain and the air traffic controllers guiding its artificial thoughts. We’ll dive into the groundbreaking introduction of GPT-O1 and the critical roles Broadcom, Marvell, and Arm play in powering and directing AI’s computational highways. From custom chips to thought-routing infrastructure, we’ll unpack the tech and investments shaping the future of AI.

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In this episode of Tech Money Flow, we dive into the energy revolution hedge funds are betting on: nuclear power. Discover how nuclear is powering AI, data centers for the Four Horsemen, and possibly future self-driving cars, thanks to the new federal framework for autonomous vehicles. We explore the biggest players—Talen Energy, Constellation, NuScale, and Vistra—and why this reliable, carbon-free energy source is becoming the foundation of the digital age. Let's follow the money!

Article: https://www.marketwatch.com/story/hedge-funds-are-piling-into-the-nuclear-sector-goldman-sachs-analysis-shows-26d0baf1

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In this episode of Tech Money Flow, we’re diving into the “Powering AI for Uncle Sam.” From Palantir’s high-stakes government contracts with Project Maven to Meta’s surprising decision to let Llama go military, Ai is evolving beyond chatbots to a central part of defense strategies. Let’s unpack some of Uncle Sam’s recent money flows.

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