Meta and Microsoft's AI spending: a tale of two earnings reports
The difference between the two is clear: AI spending is fine … as long as there is a direct and measurable return.
3 min read
Articles by Dan DeFrancesco
AI's latest casualty? The health of the people building it.
Lilian Weng of Thinking Machines Lab is the only the latest tech executive to resign due to stress and illness.
2 min read
My 'Odyssey' premiere will be in six months on my couch while my kids bug me for snacks
As the father of two young kids, seeing "The Odyssey" in theaters feels impractical. And I'm not necessarily complaining.
3 min read
Airlines are offering 'basic premium' fares. Beware the potential catch.
JetBlue is the latest airline to jump on the low-cost first-class trend, but critics say that's not necessarily a good thing for flyers.
3 min read
Tech giants are getting caught in a compute conundrum
Microsoft has had a tough year on the stock market, with its cloud business being a blessing and a curse.
3 min read
AI companies want to run your business. They can't always run their models.
OpenAI designed Presence to help companies help run AI agents. But their own model broke containment.
3 min read
How a Kalshi executive is pitching Wall Street on prediction markets
Prediction markets platform Kalshi is making its case to institutional investors.
4 min read
Inside Kalshi's plan to attract Wall Street traders
Kalshi's Head of Institutional, Andy Ross, tells Dan DeFrancesco why the prediction market wants more professional investors on its platform.
Choosing lunch has never been so confusing
Lettuce lovers are weighing up the risks of eating salad as the cyclosporiasis outbreak rolls on.
3 min read
The FDA named a source of the diarrhea parasite outbreak. The saga isn't over.
The FDA linked shredded lettuce served at Taco Bell to a cyclosporiasis outbreak, but the contamination and fallout may extend further.
2 min read
Hitting it big betting on startups in the AI era will be a lot harder, but Silicon Valley might not feel the worst of it
Anthropic turned Menlo Ventures' $1 billion investment into roughly $14 billion. But finding the next breakout AI startup will only get harder.
3 min read
The CEO of a startup helping non-techies code still sees a lot of value in engineering degrees
The CEO of vibe-coding startup Emergent, Mukund Jha, joins BI's Dan DeFrancesco to discuss his company's exponential growth.
The two volatile forces pushing Michael Dell to new heights
Michael Dell has enjoyed a fantastic year for his business and a growing relationship with President Donald Trump.
2 min read
GTA VI won't solve the video-game industry's problems
Xbox's recent job cuts are an example of the industry's challenges, and the massive upcoming release of GTA VI won't help matters.
3 min read
Small biz's big bet on AI comes with a catch
For small businesses using AI, there's a real risk of losing what makes them so special in the first place.
2 min read
We're on the cusp of a Larry Bird-Magic Johnson type showdown in the public markets
BI reports on the FOMO among some Blue Origin workers watching their SpaceX rivals' net worths skyrocket while theirs stay firmly grounded.
3 min read
The under-the-radar wellness hack all of us need in our lives
The hottest new trend in real estate is adding wellness and longevity features, but we all might be better off just making a new friend.
2 min read
Older Americans debate AI's risks and rewards as retirement nears
While younger Americans worry about their job prospects for the next few decades, older Americans are on much shorter timelines.
2 min read
Commutes are getting worse, but I'm here to help with some advice
Flexible work schedules mean people are commuting at all hours of the day — and it's turning our trips to the office into a nightmare.
3 min read
Are premium rewards cards fair or foul? Let us know in our survey.
We're unpacking how premium credit cards are turning into a trap for some.
2 min read
