Tue. 07/15 – Nvidia Back In Business In China?

Tue. 07/15 – Nvidia Back In Business In China?

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next? Links: Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg) Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg) Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg) Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes) Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes) China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2319)

The Bloodbath In Crypto

The Bloodbath In Crypto

What happened with Cloudflare this morning. Grok’s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Databricks is 12 years old but it seems to be one of ...

18 Nov 202521min

Jeff Bezos To Be A CEO Again

Jeff Bezos To Be A CEO Again

Jeff Bezos is going to be a CEO once again. Could Tim Cook step down from Apple’s CEO position in a matter of months? Maybe don’t buy an AI teddy bear. What big AI startup would you short, if you coul...

17 Nov 202521min

(Portfolio Profile) Hypercubic.AI

(Portfolio Profile) Hypercubic.AI

A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in enterprises. Learn more about your ad choices. Visi...

15 Nov 202547min

OpenAI Enters The Group Chat

OpenAI Enters The Group Chat

OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn’t over. Google...

14 Nov 202520min

Valve Takes On Consoles And VR

Valve Takes On Consoles And VR

Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets “warmer.” Cursor’s new raise means it has 10x’d its valuation in the span of a year. And we’r...

13 Nov 202521min

Text-To-World AI Models

Text-To-World AI Models

Forget text-to-video AI, we’re rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO unca...

12 Nov 202520min

The iPhone Air Isn’t Selling

The iPhone Air Isn’t Selling

The iPhone Air isn’t selling, and it isn’t selling to the degree that Apple is delaying the next version. Yan LeCun is gonna strike out on his own. The big illegal streaming site takedown you might no...

11 Nov 202521min

GDPR To Be Defanged?

GDPR To Be Defanged?

Is the EU about to pull back on tech regulation because they are feeling FOMO about AI? Is the whole initial COIN offering craze about to come back? Is Apple Music falling behind because they don’t ha...

10 Nov 202520min

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