Nvidia $5T

Nvidia $5T

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware? Uber Eyes Fleet of 100,000 Nvidia-Based Robotaxis Beginning 2027 (Bloomberg) OpenAI’s Promise to Stay in California Helped Clear the Path for Its IPO (WSJ) Grammarly is changing its name to Superhuman (The Verge) AI start-up Character.ai bans teens from talking to chatbots (FT) Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite (WSJ) 1X Neo is a $20,000 home robot that will learn chores via teleoperation (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2257)

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google....

12 Des 202522min

Disney Invests In OpenAI

Disney Invests In OpenAI

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...

11 Des 202522min

Algorithmic Pricing?

Algorithmic Pricing?

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your star...

10 Des 202520min

Nvidia Back In China… Maybe

Nvidia Back In China… Maybe

Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants ...

9 Des 202520min

Netflix Faces Hostility

Netflix Faces Hostility

Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executive suite crisis at Apple. SpaceX could IPO next yea...

8 Des 202522min

The Albanian Army Wins!

The Albanian Army Wins!

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready f...

5 Des 202522min

Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon a...

4 Des 202521min

Not Great, Bob!

Not Great, Bob!

We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are ...

3 Des 202521min

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