About this episode

The episode discusses China's blocking of Meta's Manus acquisition and various developments in AI technology and SaaS pricing models.

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based. China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (FT) Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028 (Ming-Chi Kuo) Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (FT) Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (The Information) Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic) Learn more about your ad choices. Visit…

Topics covered

• Meta acquisition
• AI development
• China regulations
• SaaS pricing
• Google AI compute
• smartphone chips

Keywords

• Meta
• China
• OpenAI
• Qualcomm
• MediaTek
• Google
• AI compute
• SaaS pricing
• smartphone chips
• Anthropic

Mentioned in this episode

Organizations: Meta, China, OpenAI, Qualcomm, MediaTek, Google, HubSpot, Adobe, Salesforce, Anthropic

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