Mon. 01/13 – Nvidia Isn’t Happy With New Chip Rules

Mon. 01/13 – Nvidia Isn’t Happy With New Chip Rules

The Biden administration unveils its long planned new chip export rules, and Nvidia isn’t happy. That whole botched Sonos app debacle has cost the CEO his job. Why we might not see blockbuster tech IPOs this year. Why some of Nvidia’s customers are returning Blackwell chips. And say hello to China’s answer to Instagram. Sponsors: Robinhood.com/gold Links: US imposes export controls on chips for AI to counter China (FT) Sonos CEO Leaving After Botched App Revamp Led to Customer Revolt (Bloomberg) Sonos CEO Patrick Spence steps down after disastrous app launch (The Verge) Silicon Valley’s largest start-ups to shun IPOs in 2025 (Financial Times) Nvidia’s Top Customers Face Delays From Glitchy AI Chip Racks (The Information) Xiaohongshu, China’s answer to Instagram, hits no. 1 on the App Store as TikTok faces US shutdown (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2295)

EA Taken Private

EA Taken Private

The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, ...

29 Sep 202520min

(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna

(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna

One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New York to becoming a successful journalist and venture ...

27 Sep 20251h 14min

Is TikTok US Only Worth $14B?

Is TikTok US Only Worth $14B?

Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad idea. OpenAI and Meta make some super interesting str...

26 Sep 202523min

Get Paid To Train AI On Your Phone Calls?

Get Paid To Train AI On Your Phone Calls?

Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover fraud. Drama in open source land. And would you li...

25 Sep 202520min

The AI Incentives Game

The AI Incentives Game

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all th...

24 Sep 202520min

Ouroboros All The Way Down?

Ouroboros All The Way Down?

Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy ...

23 Sep 202520min

TikTok Deals? Visa Rules?

TikTok Deals? Visa Rules?

Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might those annoying cookie consent checkboxes be going...

22 Sep 202522min

(BNS) Datadog Founder Olivier Pomel

(BNS) Datadog Founder Olivier Pomel

Today I’m joined by Olivier Pomel, cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops friction that sparked Datadog, finding product-market fit...

20 Sep 202548min

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