Podcast Narrator

And yet, maybe the one exception to that is the chokehold that Anthropic has on coders. It has for some time now, really since the middle of last year, been the default choice as the coding assistant underlying model. It is, for example, what most people use inside Cursor, which has driven a huge amount of their revenue.

And yet, maybe the one exception to that is the chokehold that Anthropic has on coders. It has for some time now, really since the middle of last year, been the default choice as the coding assistant underlying model. It is, for example, what most people use inside Cursor, which has driven a huge amount of their revenue.

And yet, maybe the one exception to that is the chokehold that Anthropic has on coders. It has for some time now, really since the middle of last year, been the default choice as the coding assistant underlying model. It is, for example, what most people use inside Cursor, which has driven a huge amount of their revenue.

And I don't think it's an accident that the release of 3.7 coincides with a big jump in their revenue as that becomes the default model as well. Now, obviously, Anthropic is going to try to compete in more areas than just software engineering.

And I don't think it's an accident that the release of 3.7 coincides with a big jump in their revenue as that becomes the default model as well. Now, obviously, Anthropic is going to try to compete in more areas than just software engineering.

And I don't think it's an accident that the release of 3.7 coincides with a big jump in their revenue as that becomes the default model as well. Now, obviously, Anthropic is going to try to compete in more areas than just software engineering.

But the fact that it has unlocked some magic in this area and it continues to keep that lead is really fascinating, if only because it's so out of sync with basically every other area of AI. Next up today, moving over to the infrastructure side of things, Taiwanese chipmaker TSMC has announced plans to invest $100 billion into the United States.

But the fact that it has unlocked some magic in this area and it continues to keep that lead is really fascinating, if only because it's so out of sync with basically every other area of AI. Next up today, moving over to the infrastructure side of things, Taiwanese chipmaker TSMC has announced plans to invest $100 billion into the United States.

But the fact that it has unlocked some magic in this area and it continues to keep that lead is really fascinating, if only because it's so out of sync with basically every other area of AI. Next up today, moving over to the infrastructure side of things, Taiwanese chipmaker TSMC has announced plans to invest $100 billion into the United States.

The firm will use the money to expand operations in Arizona and construct three new chip plants. The investment will include two advanced chip packaging facilities as well as a research and development center. Over time, these plants could help bring the entire AI chip development and manufacturing cycle onshore. CEO C.C.

The firm will use the money to expand operations in Arizona and construct three new chip plants. The investment will include two advanced chip packaging facilities as well as a research and development center. Over time, these plants could help bring the entire AI chip development and manufacturing cycle onshore. CEO C.C.

The firm will use the money to expand operations in Arizona and construct three new chip plants. The investment will include two advanced chip packaging facilities as well as a research and development center. Over time, these plants could help bring the entire AI chip development and manufacturing cycle onshore. CEO C.C.

Wei attended the White House for the announcement, which of course advances the long-held strategic goal of reviving domestic chipmaking. Trump boasted, Trump boasted, David Newman, CEO of tech advisory firm Futurum Group, speculated that the investment may indeed have been part of a deal to delay tariffs. He said, "...as the U.S.

Wei attended the White House for the announcement, which of course advances the long-held strategic goal of reviving domestic chipmaking. Trump boasted, Trump boasted, David Newman, CEO of tech advisory firm Futurum Group, speculated that the investment may indeed have been part of a deal to delay tariffs. He said, "...as the U.S.

Wei attended the White House for the announcement, which of course advances the long-held strategic goal of reviving domestic chipmaking. Trump boasted, Trump boasted, David Newman, CEO of tech advisory firm Futurum Group, speculated that the investment may indeed have been part of a deal to delay tariffs. He said, "...as the U.S.

continues to push for increased domestic manufacturing and with tariffs on the horizon, a substantial commitment from TSMC could serve as a strategic gesture of goodwill." The expansion of U.S. facilities could also be a boon for TSMC after the success of the Arizona plant. Planning for that facility began in 2020 and was bolstered by the Biden-Chips Act.

continues to push for increased domestic manufacturing and with tariffs on the horizon, a substantial commitment from TSMC could serve as a strategic gesture of goodwill." The expansion of U.S. facilities could also be a boon for TSMC after the success of the Arizona plant. Planning for that facility began in 2020 and was bolstered by the Biden-Chips Act.

continues to push for increased domestic manufacturing and with tariffs on the horizon, a substantial commitment from TSMC could serve as a strategic gesture of goodwill." The expansion of U.S. facilities could also be a boon for TSMC after the success of the Arizona plant. Planning for that facility began in 2020 and was bolstered by the Biden-Chips Act.

The fab ramped up into full production late last year and produced greater yields than TSMC's average output for Taiwanese facilities. The new commitment will be in addition to $65 billion that has already been earmarked to build out that Arizona facility.

The fab ramped up into full production late last year and produced greater yields than TSMC's average output for Taiwanese facilities. The new commitment will be in addition to $65 billion that has already been earmarked to build out that Arizona facility.