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In this episode, M.G. Siegler and Alex discuss the current state of AI, exploring whether the technology needs a Steve Jobs-like figure, analyzing the AI chaos among big tech companies, and making predictions about the tech landscape in 2026.
Dr. Michael Power argues that Chinese AI, with its open-source approach and cost advantages, is poised to outmaneuver and potentially dominate the U.S. AI industry in the coming years.
NVIDIA CEO Jensen Huang discusses the transformative potential of AI in 2025, highlighting advancements in reasoning, robotics, and productivity across industries while refuting doomsday narratives and emphasizing the importance of open source and nuanced technological development.
A wide-ranging discussion of recent tech industry developments, including NVIDIA's $20B acquisition of Groq, Meta's $2B purchase of Manus, OpenAI's stock-based compensation strategy, Navan's IPO challenges, and the emerging trend of "invisible unemployment" driven by AI's impact on the labor market.
A deep dive into Novo Nordisk's groundbreaking first-ever GLP-1 pill for weight loss, exploring its potential market impact, pricing strategy, and the broader implications for obesity treatment in the United States.
A deep dive into AI's potential risks and transformative power, exploring safety concerns, technological advancements in space and autonomous driving, and the importance of generalist thinking in an era of rapid technological change.
Nick Shirley investigates a massive $110 million potential daycare fraud in Minnesota, uncovering systemic welfare fraud within the Somali community and raising questions about government oversight, political patronage, and the broader implications of entitlement program abuse.
Martin Casado discusses the AI boom, comparing it to the 1990s tech wave, and explains why he believes we're still in the early stages of the cycle, with significant opportunities for innovation and value creation in areas like AI coding and infrastructure.
NVIDIA's Ian Buck discusses how Mixture of Experts (MoE) architecture enables smarter AI models by activating only the most relevant neural networks, dramatically reducing computational costs while increasing intelligence scores.
A comprehensive review of the tech landscape in 2025, with predictions for 2026 focusing on AI development, key company strategies, potential leadership changes, and the evolving dynamics of big tech firms like Meta, Google, OpenAI, and Tesla.
In this episode, Sarah Guo and Elad Gil discuss their predictions for 2026, focusing on AI trends including foundation models, robotics, self-driving technologies, IPOs, consumer AI innovation, and the potential breakthroughs in various industries like defense, healthcare, and drug discovery.
Jim Cramer discusses hot takes on big tech companies like Apple, Meta, Amazon, Microsoft, Tesla, NVIDIA, Oracle, and OpenAI, sharing insights on their potential, challenges, and future prospects while promoting his book on making money in any market.
Empromptu CEO Shanea Leven shares how her company helps non-technical people build accurate, production-ready AI applications quickly by democratizing AI development through an innovative "AI that builds AI" platform powered by NVIDIA CUDA.
Australia passes groundbreaking law banning social media access for users under 16, sparking a global conversation about child online safety and potential international follow-up, while blogger Andy Maisley joins to debunk claims about AI's water usage, and the hosts wrap up their year with key stories and podcast insights.
Gensler's co-CEOs discuss how they are transforming workplace design through collaborative leadership, AI technology, and a focus on creating engaging, human-centric spaces that make the office a destination rather than an obligation.
Luke Gromen discusses the "Mother of All Crises" facing the US, where the country must choose between losing the AI race to China or destroying the Treasury market, with grid constraints, real capital costs, and potential financial repression playing critical roles in this economic dilemma.
Discussing the U.S. decision to allow Nvidia's advanced H200 chip sales to China, the potential national security implications, and the role of personal relationships in shaping technology policy.
Gavin Baker explores the evolving AI landscape, discussing Nvidia's GPUs, Google's TPUs, semiconductor dynamics, data centers in space, and the transformative potential of AI across industries, while sharing insights on technology investment strategies and his personal career journey.
Kara Swisher offers a sharp-witted critique of big tech leaders and emerging technologies, highlighting the potential of AI in healthcare, the importance of friction in innovation, and the need for creative solutions to technological disruption.
A deep dive into China's technological ambitions explores Moore Threads' explosive IPO, the renminbi's potential appreciation, and Apple's continued dependence on China's manufacturing ecosystem, revealing the complex economic and geopolitical dynamics at play.
A dynamic discussion of OpenAI's "Code Red" moment, exploring the fierce AI competition, market share shifts, and the strategic challenges faced by Sam Altman and ChatGPT against rivals like Google's Gemini, Anthropic's Claude, and Elon Musk's Grok.
Stuart Russell, a leading AI expert, warns that current AI development poses an existential risk to humanity, with top AI CEOs acknowledging a potentially 25% chance of extinction, and argues we need to fundamentally rethink how we develop AI to ensure it remains aligned with human interests.
A deep dive into emerging technologies like Tesla's autonomous driving, AI image generation, biological neural networks, and nuclear energy infrastructure, exploring the rapid advancements and potential societal implications of AI and technological innovation.
A deep dive into NVIDIA's defensive tweet about Google's TPUs, OpenAI's potential funding challenges, and the mysterious revenue plans of ex-OpenAI chief scientist Ilya Sustkever's new AI startup.
A wide-ranging discussion of AI developments, covering Anthropic's $30 billion investment from Microsoft and NVIDIA, Sam Altman's "war mode" strategy, NVIDIA's potential challenges, Sierra and Lovable's rapid growth, and the state of the IPO market.
Moonshots podcast delves into the latest AI and technological advancements, discussing NVIDIA's record revenue, Elon Musk's space data centers, AI's potential to solve major global challenges, and the exponential progress in areas like robotics, energy, and healthcare.
Jason predicts a major M&A moment in the next six months, with potential mergers or acquisitions involving mid-cap companies like Airbnb, Uber, or Coinbase.
The All-In podcast discusses the release of Epstein files, Tether's booming business, NVIDIA's earnings, Google's AI breakthrough, and Alan Keating's poker strategy in a live episode from The Venetian in Las Vegas.
Jack and Max discuss the potential popping of the AI bubble, focusing on rising debt issuance for AI development, the financial risks faced by tech giants, and the performance of insurance stocks amid market volatility.
Dan Ives discusses his investment approach in the AI era, highlighting his bullish stance on companies like Tesla and Nvidia, his focus on long-term potential beyond quarterly financials, and his belief that AI represents the largest tech transformation in 40-50 years.
Nvidia's record Q3 earnings of $57 billion reveal strong AI demand, but experts warn of potential financial bubble risks due to excessive borrowing by companies purchasing AI infrastructure.
Misha Laskin, co-founder of Reflection AI, discusses the company's mission to build frontier open intelligence, arguing that open-source AI models can compete with closed models and that the West needs to counter the rise of Chinese open-source AI technologies.
Luke Gromen and Preston Pysh discuss the growing financial stress in the US system, highlighting liquidity challenges, Treasury funding risks, geopolitical shifts, and the potential for a significant economic disruption in the first half of 2025.
Satya Nadella discusses Microsoft's AI strategy, discussing the evolution of technology from the internet era to the current AI boom, including AI adoption in enterprise, the company's approach to product bundling, and the potential transformation of work and commerce through AI agents.
Shaun Maguire provides insights into Elon Musk's unique leadership style, describing Elon as not just an individual, but a collective of about 20 highly trusted, competent people who can autonomously execute his vision with precision.
Scott Galloway and Ed Elson discuss the potential overvaluation of the stock market, the AI race between the U.S. and China, and the ongoing housing crisis, exploring alternative investment strategies and the need for increased housing supply.
Citi's Dirk Willer discusses the current stock market bubble, its potential duration, and key indicators for identifying when the bubble might be nearing its end, drawing parallels to historical market bubbles like the dot-com era.
Paul Kedrosky argues that the AI boom is a unique bubble combining elements of real estate, technology, loose credit, and potential government backstops, creating an unprecedented and potentially unsustainable investment landscape.
Microsoft's CEO Satya Nadella discusses how the company is preparing for AGI by building massive, interconnected data centers, developing its own AI models, and positioning itself as a flexible, trust-worthy hyperscale infrastructure provider for multiple AI models and global markets.
Jerry Neumann argues that while AI is revolutionary, the real winners won't be early investors or tech companies, but rather downstream businesses that use AI to expand their market share and pass efficiencies on to consumers, similar to how Walmart and IKEA benefited from containerization.
Preston Pysh and Charles Edwards discuss the potential threat of quantum computing to Bitcoin's encryption, emphasizing the urgent need for the Bitcoin community to develop and implement post-quantum cryptography solutions within the next few years to protect the network's security.
A deep dive into China's AI and military capabilities reveals a complex competition with the US, focusing on data centers, renewable energy, and emerging technologies like flying taxis, with both countries pursuing different strategies in the race for technological supremacy.
In this special GTC edition podcast episode, scientists and technology leaders explore how AI is transforming scientific discovery, accelerating research across fields from drug development to quantum computing, and potentially revolutionizing our understanding of molecular design, human biology, and complex systems.
Industry leaders discuss the critical infrastructure challenges and innovations required to support the massive AI data center buildout, highlighting the collaborative ecosystem driving America's AI leadership through power generation, cooling, and technological advancements.
An insightful exploration of AI innovation featuring top investors and founders discussing the transformative potential of AI across infrastructure, applications, open collaboration, and emerging opportunities in various sectors.
An action-packed episode covering the week's major AI developments, including Adobe's new AI tools, NVIDIA's strategic investments, OpenAI's AGI timeline, and the groundbreaking Neo Humanoid robot priced at $500 per month.
Scott Galloway and Ed Elson discuss how AI is disrupting the job market, which companies might be at risk of layoffs, and provide strategies for workers to stay indispensable in an AI-driven economy.
Jack and Max discuss the Magnificent Seven's massive AI capital expenditures, credit market "cockroaches" like Broadcom Telecom fraud, and the Federal Reserve's potential balance sheet expansion, highlighting the ongoing AI investment boom and emerging market stresses.
Ed interviews Matan Grinberg, co-founder and CEO of Factory, an AI startup focused on autonomous software engineering agents that can handle routine coding tasks like debugging and documentation, challenging the notion that AI will simply assist developers instead of doing the work independently.
Andrew Ross Sorkin discusses his new book, "1929," exploring the parallels between the 1929 stock market crash and today's market environment, delving into the characters, economic dynamics, and lessons from one of the most significant financial crises in American history.
A deep dive into the AI landscape explores whether we're in an AI bubble, examining infrastructure spending, market structure, and the potential transformative impact of AI across technology, business models, and the global economy.
Michael Kagan, Nvidia's CTO, discusses how Mellanox transformed Nvidia's AI infrastructure by solving network scaling challenges, enabling massive GPU clusters and driving exponential computing performance beyond Moore's Law.
David Cahn, a Sequoia Capital partner and leading AI investor, discusses the current state of AI, including the bubble, compute challenges, investment strategies, talent dynamics, and the transformative potential of AI across various sectors like defense and technology.
Jim Grant discusses the current market euphoria, warning of potential speculative bubbles in Bitcoin, AI, and stocks, while highlighting the risks of excessive debt, overvaluation, and reckless financial behavior reminiscent of past market cycles.
Keith Rabois discusses the potential of AI, geopolitics, and economic innovation, exploring topics ranging from sovereign AI and the future of big tech to the Middle East peace process and the importance of asking the right questions.
Netflix partners with Spotify and The Ringer to launch 16 podcast series on its platform in early 2026, marking its entry into the podcasting world with exclusive content from Bill Simmons and other popular shows.
A deep dive into the AI bubble, stablecoin boom, and Bill Gurley's upcoming book "Running Down a Dream," exploring emerging technologies, financial innovations, and career development.
Ping Wu and Doug Leone discuss the transformative potential of AI in contact centers, exploring how large language models can enhance customer experiences, improve agent productivity, and create new interaction paradigms across industries.
Harry and guests discuss OpenAI's strategic chip partnership with AMD, venture capital trends, high-valuation startup rounds, and the emerging dynamics of "king making" in tech investment, highlighting the complex interplay of capital, innovation, and market strategy.
Zach Maureres discusses Base Power's $1B Series C funding, led by Addition, focusing on their mission to revolutionize the energy industry by developing faster, more cost-effective battery storage solutions and building an innovative team.
A deep dive into Sam Altman's journey with OpenAI, exploring its transformation from a nonprofit vision to a Microsoft-backed AI powerhouse, including the dramatic 2023 board firing and the complex ethical questions surrounding artificial general intelligence.
Andrew Feldman, CEO of Cerebras, discusses the rapid growth of AI, the challenges in chip development, energy requirements, and the potential transformative impact of AI on various industries, while highlighting the importance of talent, strategic investment, and continued innovation.
A wide-ranging exploration of recent AI and technology developments, covering advances in video generation, robotics, energy, longevity, and the potential for AI to transform multiple industries, with a focus on the rapid pace of technological change and its exponential implications.
A wide-ranging discussion of recent AI, tech, energy, and longevity developments, highlighting rapid advancements in AI-generated content, robotics, computing, and potential breakthroughs in extending human lifespan.
A panel of venture capitalists from Felicis, 500 Global, and Mayfield discuss the current AI investment landscape, trends in startup growth, business models, and what makes a compelling AI company in the current market.
A comprehensive discussion with Nikesh Arora, CEO of Palo Alto Networks, exploring the transformative potential of AI across business models, cybersecurity, organizational efficiency, and the future of technology innovation.
Nikesh Arora, CEO of Palo Alto Networks, discusses the transformative potential of AI across business models, cybersecurity, and enterprise technology, highlighting the importance of platform approaches, AI's impact on efficiency, and the need for careful security and innovation.
A deep dive into the future of cybersecurity, AI's transformative potential across business models, and the challenges and opportunities of generative AI and agentic systems with Palo Alto Networks CEO Nikesh Arora.
Microsoft's head of cloud and AI, Scott Guthrie, discusses the massive AI infrastructure build-out, explaining Microsoft's strategic approach to investing in AI data centers while maintaining financial discipline and maximizing infrastructure utilization.
Microsoft's head of cloud and AI discusses the massive AI infrastructure buildout, exploring the strategic investments, technological challenges, and potential returns of scaling AI data centers.
A deep dive into Elon Musk's Tesla technologies, exploring robotaxis, autonomous trucking, Optimus humanoid robots, and how these innovations could drive down the cost of transportation, labor, and energy while creating massive economic opportunities.
Dylan Patel discusses the massive industrial and computational buildout powering AI, exploring the strategic dynamics between tech giants, the economics of compute and model scaling, and the potential transformative impact of AI across industries.
OpenAI and NVIDIA announce a massive $100 billion investment partnership, while discussing the economics of AI, Meta's new AI-generated video feed, and a potential TikTok sale.
A dynamic discussion exploring AI's transformative potential across various sectors, including job markets, education, healthcare, and economic systems, highlighting rapid technological advancements and potential societal shifts.
Tech journalists Kevin Roose and Casey Newton discuss the massive AI infrastructure build-out, including a $100 billion NVIDIA-OpenAI deal, and analyze the potential implications of a tech bubble, while also diving into a viral TikTok trend about the anticipated rapture that didn't occur.
Preston and Seb dive into Stephen Witt's book "The Thinking Machine", exploring Jensen Huang's journey in founding NVIDIA, revolutionizing parallel processing and GPU technology, and becoming a pivotal force in the AI revolution through strategic innovation and technological foresight.
A detailed exploration of the US-China tech rivalry, focusing on NVIDIA's chip dispute, the potential TikTok deal, and a nostalgic trend among China's Gen Z reflecting economic challenges and changing social dynamics.
In this episode, Jason and Lan discuss Trump's proposed $100,000 H-1B visa fee, the TikTok deal involving potential investors like the Murdoch family, and the launch of Howie, an AI executive assistant startup.
Dylan Patel discusses the recent NVIDIA-Intel collaboration, the AI chip race between the US and China, and the evolving landscape of semiconductor technology, highlighting key developments in data centers, AI infrastructure, and global competition.
David Gardner discusses his book "Rule Breaker Investing," sharing his unique investment approach that focuses on finding and holding exceptional companies across different industries, emphasizing traits like top dog status, sustainable competitive advantage, and the importance of optimism and purpose in investing.
A deep dive into the future of robotics, exploring AI-driven learning approaches, simulation technologies, and the evolution of robotic intelligence through the lens of NVIDIA's Seattle Robotics Lab.
Box CEO Aaron Levie discusses the MIT study suggesting 95% of businesses get no return on AI investment, arguing that the technology is still in early stages and that businesses need to reengineer workflows to effectively leverage AI agents across various sectors.
PsiQuantum, a quantum computing startup, raised $1 billion in its Series E funding round, bringing its total private capital to nearly $2 billion. The company is focused on building a million-qubit quantum computer by 2027, with a strategic approach of developing large-scale systems for commercially impactful applications in materials science, chemistry, and other domains.
PsiQuantum raises a billion dollars in Series E funding, bringing their total private capital to nearly $2 billion as they aim to build the first commercially useful quantum computer by 2027. The company is taking a unique approach by focusing entirely on developing a million-qubit system, targeting breakthrough capabilities in materials science, chemistry, and other complex computational problems.
PsiQuantum, a quantum computing startup, raised $1 billion in its Series E funding round, bringing its total funding close to $2 billion. The company is focused on building a million-qubit quantum computer by 2027, with the goal of enabling breakthrough innovations in materials science, chemistry, and other fields.
A deep dive into the semiconductor industry's transformation driven by AI, featuring VanEck's Angus Shillington and Nick Frasse discussing the massive capital expenditure in AI, the rise of fabless semiconductor companies, and the potential long-term impact of this technological revolution. The conversation explores the growth of companies like NVIDIA, the unique investment opportunities in VanEck's semiconductor ETFs SMH and SMHX, and why this AI-driven semiconductor boom differs from previous tech cycles.
Zvi Mowshowitz discusses the current state of AI, including slightly extended timelines, ongoing concerns about AI alignment, and the challenges of model development across various companies. He highlights the importance of creating AI systems that genuinely want to be aligned and virtuous, while warning about potential risks from reinforcement learning and the dangers of trying to suppress AI's chain of thought.
A discussion with Canva co-founder Cliff Obrecht about recent venture capital trends, including Anthropic's massive $13 billion raise, OpenAI's acquisition of Statsig, and the evolving landscape of AI investments and technology. The conversation explores valuation dynamics, company growth strategies, and the potential impact of AI on various industries.
Peter Diamandis and his Moonshot mates discuss groundbreaking AI developments, from Elon Musk's Colossus data center to emerging technologies that are rapidly transforming industries and human potential. The episode explores the accelerating pace of AI innovation, its impact on various sectors, and the potential for sustainable abundance through technological advancement.
Here's a two-sentence description for the episode: Nvidia reported a record-breaking $46.7 billion quarterly revenue, with complex geopolitical challenges surrounding its China chip sales. The episode also explores the U.S. imposing a 50% tariff on India and analyzes California's efforts to revive Hollywood through tax incentives, ultimately concluding that the entertainment industry's structural decline cannot be reversed by tax breaks.