The AI Revolution: BasTen CEO's Bold Vision, Google's Success, and the State of Tech in 2025

Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.BasTen CEO Tuhin Srivastava believes that AI applications are the "last great market" and that the company's focus on the inference side of AI will lead to success. BasTen recently raised $150 million in a series D funding round, tripling its valuation to $2.15 billion. Investors are confident in BasTen's potential for growth, despite concerns about a potential crash in the AI market. Srivastava sees AI applications as a major market opportunity and aims for BasTen to be at the forefront of this technological revolution.Transitioning to Google's stock hitting a record high following regulatory relief and the success of its competitors in the AI space. Analysts are pushing Apple to acquire Perplexity, an AI search engine, but Apple is reportedly working on its own AI-powered search solution. Other tech news includes big tech companies committing to AI education, Ramp reaching $1 billion in annualized revenue, Amazon's Project Kuiper signing up JetBlue as a customer, and various acquisitions and legal actions in the tech industry.Moving on to the current state of the bond market and the concerns it raises for corporate America. CEOs are facing tough choices in managing risk, liquidity, and volatility as long-term bond yields rise. There is a growing recognition that concerns over deficits are mounting and may lead to higher borrowing costs. The text also mentions a loyalty list created by the White House ranking companies based on their support of President Trump. CEO Daily covers various news items such as tech CEOs praising Trump, potential tariffs on imported chips, and charges brought against a former unicorn CEO.Lastly, the best Stratechery content from the week of September 1, 2025, focused on Google's Patronage Network, Google's competition with Apple, and Cloudflare's role in the future of the Internet. The state of Google's Pixel business and hardware announcements were also analyzed, indicating a shift towards prioritizing AI experiences. An interview with Cloudflare CEO Matthew Prince highlighted the importance of AI in today's digital economy and the role of Cloudflare in addressing related challenges. Overall, the content emphasized innovation, competition, and the evolving landscape of technology and the Internet.

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