Meta Buys Agents, SoftBank Doubles Down, and China Pushes for Chip Independence
Today’s episode explores accelerating consolidation in artificial intelligence, shifting investment strategies among tech power players, and deepening geopolitical competition in semiconductors. Alex and Morgan break down a series of moves that underscore how aggressively companies and countries are positioning themselves for dominance in the next phase of AI.The discussion opens with Meta’s $2 billion acquisition of Manus, a Singapore-based AI agent startup. To satisfy regulatory concerns, Meta is cutting Manus’s Chinese ties while integrating its autonomous, “agentic” technology into…
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