Welcome to the podcast. I'm your host, Jaden Schaefer. So I'm not going to lie. I feel like recently it feels a lot like in AI and just the industry in general, it's turned into a giant contest of who can spend the most money on data centers. I think it makes sense from a logical perspective, right?

Basically, the more data centers you have it you have more compute and more

compute you have your AI systems get better and if you have a better AI system

you're ultimately going to you know get the most customers and you're going to

be like the the king of the AI era of you know the tech era of AI so I think it

makes a lot of sense and that logic though I do think it has some limits in a lot of different industries

You know your long-term success is still going to come down to how much money you make and if you're making more money than you spend

So I think right now we had this kind of interesting moment where with big tech the compute you know you could call an arms race

But it's basically everyone is spending insane amounts of money, and that's

sort of what is dictating who's going to be the winner. So if that is the game, though,

I think right now Amazon is definitely in the lead. So today on the podcast, I want to break down

recent earnings reports from Amazon and also want to talk a little bit about Google and Amazon

and how they are spending on CapEx because it is absolutely insane. Before we get into all of that,

I wanted to make a huge announcement about my own startup, which is AIbox.a.I. We've just for the

first time ever added a bunch of new pricing tiers, which is basically

the ability for you to get more credits and in some cases for less money.

So for the first time ever, we've just launched a $9 a month tier.

So for $9 a month, you get access to over 40 of the top AI models, everything from Anthropic

to cohere, to DeepSeek, to Cohere to DeepSeek to Google to meta,

mistral, opening eye, perplexity, Quen, X, tons of cool image generators like Blackforce

Labs, Ideogram, and of course 11 Labs and Open AIs text to speech audio models. You get all of that

for $9 a month. Instead of having $20 a month subscriptions on Anthropic and Open AI and a dozen other platforms, you can spend $9 a month and get access to all of it. We've also added a bunch of higher priced tiers. So we used to only be $20 a month. We've now added a $40 and $80 tier. We had a bunch of people that were, you know, really power users doing a lot of cool stuff with audio and image. And so now you have the ability to get higher tiers if you want more tokens, more credits, especially once you start building things on the builder, automating a lot of your workflows. So there's some really exciting stuff. If you want to go check it out, get access to all of that, go check out AIbox. You can now get a $9 month tier and also $40 and $80 month tiers for more

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