Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Sam Altman seeking to raise trillions for a new chip company 2) S&P 5,000 3) Google’s Gemini reaching parity with GPT-4 4) The commoditization of AI models 5) The rise of AI agents 6) Google's looming identity criss 7) What happens if Meta is more valuable than Google 8) FCC bans AI generated robocalls 9) The fallout of failed acquisitions like Amazon - iRobot and Adobe - Figma. 10) Snap doing layoffs and its stock sinks 11) Chris Dixon’s book taking a sketchy route to the best seller list 12) Adam Neumann wants WeWork back 13) Is Return to office a ploy to downsize and hold back raises? 14) Reflections on the Vision Pro
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