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 anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ‘pyramid’ model (FT) Data Centers Are a ‘Gold Rush’ for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

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The New King Of All Media

The New King Of All Media

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Meta Plumps For Bot Social Networks

Meta Plumps For Bot Social Networks

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round o...

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Claude 365

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Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considerin...

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Dr. ChatGPT Isn’t Quite There Yet

Dr. ChatGPT Isn’t Quite There Yet

Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t...

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The MacBook Neo

The MacBook Neo

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Anyone Want To Give Me A Betting Market Tip?

Anyone Want To Give Me A Betting Market Tip?

Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news on the betting markets. And Sam Altman says, no, s...

3 Mars 20min

The Week Of Apple Updates (Corrected)

The Week Of Apple Updates (Corrected)

Apparently, it’s going to be a week of Apple updates and it kicks off with the iPhone 17e and an M4 iPad Air. AWS service is struggling in the Middle East. An important ruling in terms of AI copyright...

2 Mars 20min

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