Thu. 07/17 – AI Pricing
Tech Brew Ride Home
Amalgamated Internets, LLC
4.7 • 984 Ratings
🗓️ 17 July 2025
⏱️ 21 minutes
🧾️ Download transcript
Summary
TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever.
Links:
- TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg)
- US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters)
- Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information)
- Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg)
- Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune)
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Transcript
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| 0:00.0 | Welcome to the Tech meme right home for Thursday, July 17th, 2025. I'm Brian McCullough today. |
| 0:08.7 | TSM earnings suggest the AI buildout is continuing apace. Stable coin regulation clears a major |
| 0:14.5 | hurdle. Is Anthropic doing well growing revenue, maybe not open AI well, but well enough? |
| 0:20.6 | More signs Microsoft is |
| 0:21.9 | struggling to sell its own branded AI and how AI might be about to change how we pay for |
| 0:27.5 | everything forever. Here's what you miss today in the world of tech. We don't typically |
| 0:36.4 | discuss TSM earnings on this show, but as a bit of further data suggesting the AI buildout is still going strong, |
| 0:45.4 | I'd like to make note of the fact that TSM reported Q2 net income up 61% year-on-year to $13.5 billion, |
| 0:52.4 | meaning they have now beat estimates every quarter they've |
| 0:56.5 | reported since 2021, and the company raised its 2025 sales growth guidance from mid-20% to 30%. |
| 1:04.1 | So 30% growth. Quoting Bloomberg, the world's biggest contract chipmaker on Thursday forecast sales growth of about 30% in U.S. dollar terms this year up from mid-20% previously. |
| 1:16.6 | That reinforced expectations that tech firms from meta to Google will keep spending to build the data centers essential to artificial intelligence development. |
| 1:24.1 | NASDAQ stock index futures swung to gains, while top supplier ASML holding gained more than 2%. |
| 1:30.8 | TSM's move underscores resilient demand for high-end chips from the likes of Nvidia and AMD, which is outpacing its production capacity. |
| 1:40.0 | Chief Executive Officer CCY confirmed on Thursday that AI orders still run hot, seeking to dispel |
| 1:47.0 | persistent speculation that tech firms may curtail spending, while he stressed that underlying |
| 1:52.3 | AI demand is strengthening the uncertainty around the Trump administration's tariffs merited caution. |
| 1:57.6 | This is, quote, supporting the AI value chain and AI optimism still holds, said Billy Long, |
| 2:03.8 | investment strategist at Global X ETFs in Sydney. For investors, TSM results again ease fears of an |
| 2:11.4 | AI slowdown. Margins hold, demand outlook, good, generally reinforces the AI buildout is still |
| 2:17.3 | well underway, end quote. |
| 2:19.5 | Related, TSMC CEO Y says the company is speeding up construction of its second and third |
... |
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