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On this week's Short Fuse podcast, Duncan and Ollie dive into the latest tech intelligence dashboard to dissect the biggest stories shaking up the industry. From the persistent debates on government surveillance and job displacement to the "catfight" between AI giants, we break down what's hype and what's actually happening.

We explore the rise of local AI agents like "MoltBot" and the security nightmares they might bring, alongside Apple's fascinating (and slightly creepy) acquisition of Q.AI for silent speech. Plus, we discuss Elon Musk's latest moves with SpaceX acquiring xAI and what it means for the future of tech valuation.

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OpenAI is finally bringing ads to ChatGPT. In this episode, Duncan and Ollie decide if they are Long or Short on this strategy.

The cost of computing power is massive. We discuss whether advertising is the necessary answer for OpenAI or if it fundamentally breaks the utility of the product. The discussion covers the incentives behind the move, the likely impact on user behaviour, and what this signals for the wider industry.

We debate if this is a smart commercial play or a sign of trouble.

In this episode:

Are we Long or Short on ChatGPT ads?

The trade-off between user experience and revenue.

First principles: Why ad-supported AI might look different than search.

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