Mulmocast Tech Insights

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Welcome to Mulmocast Tech Insights, where we break down the latest trends and developments in the technology world.

Episodes

  1. 04/25/2025

    GLOBAL COMPETITION IN PHYSICAL AI: CHINA VS US

    This episode explores the global competition in physical AI between China and the United States, focusing on humanoid robots and drones. Based on Elon Musk's insights from Tesla's 2025 Q1 earnings call and recent market analysis, we examine where each country stands, their relative strengths, and what this means for the future of technology and national security. Reference: Tesla 2025 Q1 Earnings Call Webcast; https://ir.tesla.com/#quarterly-disclosure

    8 min

  2. 04/25/2025

    TESLA'S STRATEGIC MOAT: CASH FLOW VS. MARGINS

    This episode examines Tesla's financial strategy, focusing on how decreasing gross margins paired with increasing cash flow from operations creates a competitive advantage. We explore how this counterintuitive approach strengthens Tesla's market position by making it harder for competitors to replicate their business model. Reference: https://x.com/alc2022/status/1915425011243909248?s=46

    8 min

  3. 04/24/2025

    META'S LLAMA FUNDING STRUGGLES

    This episode explores Meta's efforts to create a funding consortium for its open-source Llama model, revealing the financial strain that even tech giants are facing due to rising AI development costs. Based on reporting from The Information, the podcast examines Meta's proposal, the challenges it faces, and the broader implications for AI economics. Huang, K., & Woo, E. (2025, April 17). Meta Asked Amazon, Microsoft to Help Fund Llama. The Information. https://www.theinformation.com/articles/meta-asked-amazon-microsoft-help-fund-llama

    5 min
  • 3 Episodes

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Welcome to Mulmocast Tech Insights, where we break down the latest trends and developments in the technology world.

Information