Brian Swichkow recaps OpenAI's Dev Day, highlighting the shift to full-fledged AI operating systems and predictions about the future of work. The episode dives into BlackRock's potential $40B data center acquisition, a $14.2B Meta-CoreWeave partnership, and European data center investments. It also covers mobility advancements, including Stellantis' $10B U.S. investment and Toyota's $1.5B startup war chest. The episode examines transparency in digital ad auctions and Tesla's launch of cheaper EV models, underscoring AI's increasing presence and the need for critical integration strategies.
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