Plaintext

About Plaintext

How AI and tech news affects business competition and investing. Every episode takes a real news event and answers: who wins, who loses, and what does it mean for your portfolio or industry.

Publisher

Plaintext

Category

business · technology

Language

en

Explicit

No

First episode

29 Mar 2026

Latest episode

5 May 2026

Latest episodes

25 episodes in the feed.

1. 

   5 May 2026

   SpaceX Buying Cursor: Is $60 Billion Actually Cheap?

   SpaceX's proposed $60 billion acquisition of AI coding tool Cursor isn't a done deal — it's a stock-based option contingent on SpaceX's IPO actually closing, meaning neither the buyer nor the price truly exists yet. Cursor's last private valuation was just $9 billion, and the entire structure may have been routed through SpaceX specifically to avoid AI antitrust scrutiny that an xAI acquisition would have triggered. After listening, you'll understand the strategic logic connecting Cursor to xAI's Memphis supercluster, why Anthropic may be the real loser in this deal, and what it would take for $60 billion to actually be a bargain. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

2. 

   4 May 2026

   Amazon Anthropic Deal: $100B Infrastructure Bet Explained

   The Amazon and Anthropic deal goes far beyond a $25 billion equity investment — it's a $100 billion infrastructure commitment that makes Anthropic the anchor tenant of AWS's entire AI build-out. Amazon's real play may be using Anthropic to legitimise its struggling Trainium chips and challenge Nvidia's 90% market share in AI training hardware. After listening, you'll understand the structural power dynamics reshaping the cloud wars and what this means for every AI company that isn't OpenAI or Anthropic. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

3. 

   3 May 2026

   Google's Custom Inference Chip: Is Nvidia's Growth Story Over?

   Google is in active talks with Marvell to co-develop a custom inference chip — a direct challenge to the revenue stream Nvidia has been selling Wall Street as its next growth engine. Custom inference silicon could be 30–40% more efficient than Nvidia GPUs at hyperscaler scale, translating to billions of dollars in annual savings for a single company. After this episode, you'll understand why the AI compute market is splitting into two distinct worlds, what that means for Nvidia's valuation, and which semiconductor players stand to win or lose as inference workloads go custom. ───────────────────────────── LINKS & RESOURCES ▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money ▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup (Some links above are affiliate links. We may earn a small commission at no cost to you.) This episode was produced using AI-generated voices and scripting.

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.