Sam Altman’s Financial Engineering

Sam Altman’s Financial Engineering

The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first AI desktop workstations are arriving. And we check in with Matt Levine to get his take on what he says is Sam Altman’s genius for financial engineering. Dutch government takes control of Chinese-owned chipmaker Nexperia (FT) OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal (WSJ) Thinking Machines Lab Co-Founder Departs for Meta (WSJ) Nvidia to Start Selling $3,999 DGX Spark Mini PC This Week (PCMag) NotebookLM Video Overviews add Nano Banana visual styles, Brief or Explainer formats (9to5Google) OpenAI Keeps Doing Deals (Matt Levine) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Is Nvidia In Trouble?

Is Nvidia In Trouble?

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anym...

1 Joulu 202522min

(BNS) Susan Lyne Part 2

(BNS) Susan Lyne Part 2

We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures. Learn more...

28 Marras 202551min

(BNS) Susan Lyne Part 1

(BNS) Susan Lyne Part 1

I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helpi...

27 Marras 202555min

Polymarket Is Street Legal

Polymarket Is Street Legal

Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition....

26 Marras 202522min

Is OpenAI In Trouble?

Is OpenAI In Trouble?

Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren’t asking. And is...

25 Marras 202519min

Where Does That X Account Live?

Where Does That X Account Live?

What sort of a world do we live in if you can’t be sure where an X account comes from? Google isn’t out of the woods yet when it comes to antitrust. Insurers still don’t want to touch AI. Let me tell ...

24 Marras 202519min

The iOS Walls Are Crumbling In The Garden

The iOS Walls Are Crumbling In The Garden

Google phone users can now work with Airdrop on the iPhone cause Google cleverly found a way. Google might have jumped ahead in the AI race and Sam Altman knows it. I’ve heard of quantum computing, bu...

21 Marras 202531min

Who Gets To Regulate AI?

Who Gets To Regulate AI?

Are we about to have a battle over who gets to regulate AI? Now there’s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlefield did exactly what EA needed it to do. And I’m te...

20 Marras 202522min

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