What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
The Rundown23 Nov 2025

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)

Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour billions into GPUs even as investors panic.

They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happens when hyperscalers start borrowing real money to ramp capex. Plus: why Oracle might actually be betting the company, and Doug’s call on when OpenAI could IPO.

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Episoder(708)

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Stock market update for February 20, 2024. The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. ...

20 Feb 20245min

OpenAI Unveils New Video Platform, Coinbase Returns to Profitability

OpenAI Unveils New Video Platform, Coinbase Returns to Profitability

Stock market update for February 16, 2024. The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. ...

16 Feb 20245min

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Bitcoin Rejoins $1 Trillion Club, Shake Shack's Outlook Sparks Hype

Stock market update for February 15, 2024. The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. ...

15 Feb 20245min

Lyft's Earnings Mishap, Walmart's TV Expansion

Lyft's Earnings Mishap, Walmart's TV Expansion

Stock market update for February 14, 2024. The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. Y...

14 Feb 20247min

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CPI Comes in Hot, JetBlue Stock Takes Off

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13 Feb 20245min

Bitcoin Crosses $50K, Bezos Dumps $2B in Amazon Stock

Bitcoin Crosses $50K, Bezos Dumps $2B in Amazon Stock

Stock market update for February 12, 2024. The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. ...

12 Feb 20245min

S&P 500 Hits 5K, Sam Altman Seeks Trillions for AI Chips

S&P 500 Hits 5K, Sam Altman Seeks Trillions for AI Chips

Stock market update for February 9, 2024. The content of the podcast is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. Y...

9 Feb 20246min

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