AI Investing: for the AI Investor

Amazon's $200B CapEx Spend Dominates AI Race

In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite investor concerns about the massive expenditures.Chapters00:00 Introduction to the AI Spending Race01:57 AIbox Announcements and Tier Updates03:56 Amazon's Massive Capital Expenditure05:39 Competitor Spending and Investor Skepticism11:51 AWS Performance and Growth18:09 Wall Street and the Future of AI LinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

Reddit's AI Answers & Meta's Vibes App

In this episode, we explore how social media giants Reddit and Meta are leveraging AI to reshape user experience and create new revenue streams. We examine Reddit's pivot towards AI-powered search for personalized answers and Meta's new standalone AI video app, Vibes, and its potential for monetization through premium features.Chapters00:00 AIbox Announces New Tier01:16 Reddit's AI-Powered Search06:30 Reddit Content Licensing Growth10:39 Meta Launches AI Video App Vibes15:29 AI & Social Media Monetization18:35 AIbox Call to Action LinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

SpaceX Asks FCC for 1M AI Data Centers in Space

In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic reasons behind this move. We also explore the recent merger with XAI and the profound implications this infrastructure shift could have on the future of AI computing and global data center capacity.Chapters00:00 SpaceX's Million Satellite Data Center01:58 AIbox, Affordable AI Access04:02 SpaceX XAI Merger & FCC Filing07:11 Economics of Space Data Centers11:02 Merger Rationale and Future Vision15:12 De-orbiting and Future Demand LinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

Elon Wants Data Centers in Space?

Jamie and Jaeden discuss Elon Musk's acquisition of XAI by SpaceX, exploring the implications of merging these companies, the innovative concept of building data centers in space, and the financial dynamics of SpaceX, particularly focusing on the revenue generated from Starlink. They delve into the potential benefits of lunar manufacturing and the strategic moves Musk is making in the tech landscape. Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiWatch on YouTube: https://youtu.be/gileRF00PI4Chapters00:00 Elon Musk's Acquisition of XAI02:10 The Concept of Space Data Centers04:13 Merging Companies: A Strategic Move?05:29 Factories on the Moon: A New Frontier07:10 Revenue Streams: The Power of Starlink10:32 The Valuation of SpaceX and XAI

Anthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete

In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the intense rivalry in the AI development space. We also discuss OpenAI's new enterprise platform, Frontier, and how these advancements are changing the AI landscape for developers and other professionals.Chapters00:00 Anthropic Opus 4.6 Release02:02 Agent Teams and Context Windows06:39 Claude's SaaS Integration09:02 OpenAI's GPT 5.3 Codex and Frontier LinksGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle