SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush

TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promises

https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-models

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Chapters:

00:00 - Introduction

01:13 - SpaceX First Earnings Report & Starlink Mobile Ambitions

15:31 - AMD Drops After Earnings Despite 50% Revenue Growth

27:10 - China’s New AI Gold Rush: World Models