Michael Waitze

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@MichaelWaitze

Asia/US Tech Analysis, Founder Interviews, and Intelligent Daily Signals on AI, FinTech, and Infrastructure

Singapore Joined May 2013

413 Following 2.1K Followers 42K Posts

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Michael Waitze @MichaelWaitze 2d

On today's episode of AGTP Insights #166, we discussed how Google is expanding its AI chip business around a more specific understanding of how customers use AI. Training a model requires one kind of computing system. Running that model repeatedly, with an acceptable response time and a manageable cost, creates a different set of demands.

On November 9, Google announced TPU 8tx and TPU 8i Max, two additions to its eighth-generation Tensor Processing Unit portfolio. A TPU is Google’s custom accelerator for AI computation. Google says it now has nearly 100 TPU customers and is supporting deployments in customers’ own data centers.

youtube.com/live/vnn23H4lu…

On Today's Show:

00:00 - Introduction
03:28 - Google Expands Its Challenge to Nvidia
36:00 - Aviv Shamny, Co-Founder & CEO at Limy AI
54:28 Marian Bacol Uba, Founder at Somarae

www.youtube.com Google Expands Its Challenge to Nvidia AGTP goes live at 10am ET every Monday and Thursday to discuss the ...

AGTP Verified account @AGTPinsights 2d

Google Expands Its Challenge to Nvidia x.com/i/broadcasts/2…
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Michael Waitze @MichaelWaitze 4d

t in practice. x.com/AGTPinsights/s…

AGTP Verified account @AGTPinsights 6d

Grok Bot just learned to make phone calls today. Here's what you need to know.

SpaceXAI's Grok Bot posted "Grok Bot can now make phone calls" on Nov 5, with a short demo video. The post passed 1.1M views. Bots can dial a person or a business, make a request, take notes and send you a summary. They can also handle call transfers.

The launch post pitched everyday tasks like scheduling appointments, canceling subscriptions, and coordinating with colleagues by phone. Elon Musk said "Try Grok @Bot. It's like hiring an amazing assistant!"

A user called Texas Twins Dad shared an early example. His bot called his car insurer to ask why his renewal rose 14% with no accidents. When the rep asked a question mid-call, the bot did not hang up and did not make him take over. A question card popped up in his chat instead. That post passed 1.6M views.

It lands alongside a new shopping experience in Grok Bot. Per Musk, it researches purchase ideas, brings back a selection, orders them, tracks the purchases and returns anything you don't want. Grok Bot is also testing a Usage & Billing dashboard in prerelease builds. It splits weekly usage by you, routines, bot-to-bot and group chats, with a daily trend line. It is not public yet.

Plans are on The X Subscription:
- Premium: $30/month
- Super: $100/month
- Ultra: $200/month
- Allowance refreshes weekly and is shared across Chat, Imagine, Voice and Bot

Users are already reacting. Some say Bot has a bias for action and grinds through tasks until they're done. Shubham Saboo says he moved everything from OpenClaw, Hermes and Muse to Grok Bot. One user asked it to call his wife and tell her to make him a sandwich.

Grok Bot can now place real phone calls for you, with notes and a summary afterward.

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Michael Waitze @MichaelWaitze 6d

On today's episode of AGTP Insights #165, we discussed the implications of Cat Wu announcing that she has left Anthropic and is joining OpenAI to lead product management for Core Products.

We also spoke about how @Meta has acquired Conductor, a startup that helps developers manage multiple AI coding agents at the same time, why this matters and the general state of the US frontier lab companies and their potential IPOs.

youtube.com/live/j4NKC2k23…

On Today's Show:

00:00 - Introduction
03:07 - @Anthropic’s Cat Wu Leaves Just Before IPO
16:58 - Meta Acquires AI Coding Startup Conductor

www.youtube.com Anthropic’s Cat Wu Leaves Just Before IPO, Meta Acquires AI Coding... AGTP goes live at 10am ET every Monday and Thursday to discuss the ...

AGTP Verified account @AGTPinsights 6d

AGTP Insights #165 - Anthropic’s Cat Wu Leaves Just Before IPO, Meta Acquires AI Coding Startup Conductor x.com/i/broadcasts/2…
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Michael Waitze @MichaelWaitze Oct 27

On today's episode of ATP Insights, we recorded live at Twilio's SIGNAL World Tour Sydney.

During all of our conversations, we wanted to focus on how businesses turn technological change into lasting competitive advantage.

youtube.com/live/pdkWNmSfB…

On today's show:

00:00 - Introduction
01:22 - Carl Solder, CTO ANZ at @Cisco
40:30 - Steve Hind, Co-Founder and CEO at Lorikeet
01:15:15 - Justin Wastnage, Founder & CEO at Vloggi
01:39:35 - Michelle Duke, Senior Developer Evangelist at @twilio
01:56:20 - Henry Innis, Co-Founder at Mutinex
02:13:35 - Cameron Robertson, Portfolio Manager at Platinum Asset Management

www.youtube.com Who Creates Value in the AI Economy? Live from Twilio Signal Sydney ATP Insights covers the most important tech topics in Asia. Join th...

Michael Waitze @MichaelWaitze Oct 1

On today's episode of AGTP Insights #148, we discussed how @SpaceX targeted three launches within 12 hours and 43 minutes on October 1, using separate launch pads on both U.S. coasts.

We also spoke about how @nokia and ICEYE are developing satellite communications systems that governments can own and operate themselves. Announced on October 1, the partnership will build broadband networks in low Earth orbit, with the first communications satellites expected to launch in 2028. The intended customers are governments and defence organisations that need connections they can keep under national control.

Finally we covered how @GoogleDeepMind announced the launch of Gemini 4 (Argon) on September 30.

youtube.com/live/RKDDUJIBV…

On Today's Show:

00:00 - Introduction
09:54 - SpaceX Triple Launch Day Arrived
40:20 - IceEye and Nokia Partner to Take on STARLINK
01:05:03 - Google DeepMind Launches Gemini 4 Argon
01:47:22 - Joanna Nelson, Founder at Formulaic

www.youtube.com SpaceX Triple Launch Day, IceEye and Nokia Partner to Take on... AGTP goes live at 10am ET every Monday and Thursday to discuss the ...

AGTP Verified account @AGTPinsights Oct 1

AGTP Insights #148 - SpaceX Triple Launch Day, IceEye and Nokia Partner to Take on Starlink, Google’s Gemini 4 Argon x.com/i/broadcasts/1…
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