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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.
A discussion of potential U.S. imperial ambitions under Trump, exploring geopolitical moves in Venezuela and Greenland, and analyzing how markets might react to increasingly aggressive foreign policy strategies.
Jason and Alex break down the top CES products, highlighting innovative robotics, self-driving cars, and AI-powered technologies, with a focus on humanoid robots from Boston Dynamics and LG, Neuro's robotaxi, and emerging health and pet tech wearables.
Ben Horowitz discusses how Andreessen Horowitz has scaled venture capital by building a platform that provides real support for entrepreneurs, focusing on network, operating experience, and helping founders navigate complex challenges across multiple technology sectors.
Josh Brown discusses the resilience of the AI market, earnings growth potential in 2026, and offers advice for young investors to welcome market corrections as opportunities for long-term wealth accumulation.
Howard Lutnick discusses the Trump administration's strategic approach to trade, tariffs, economic growth, and national competitiveness, highlighting potential 5-6% GDP growth in 2026 through targeted policies in manufacturing, pharmaceuticals, semiconductors, and reducing government fraud.
George Cameron and Micah Hill-Smith detail the journey of Artificial Analysis, an independent AI benchmarking platform that has evolved from a side project to a comprehensive resource for evaluating AI models across intelligence, performance, cost, and openness metrics.
A deep dive into the challenges of AI in customer service for home service businesses, revealing how AI voice bots can miss critical opportunities, damage brand trust, and potentially lose significant revenue without proper human oversight.
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.
CoreWeave's founders discuss their rapid rise in the AI infrastructure market, defending their business model against claims of being an AI bubble, and explaining how they've strategically built data centers and acquired GPUs through carefully structured long-term contracts with major tech companies.
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.
Jason and Alex discuss major tech and startup news, including Nvidia's $20B Groq acquisition, Yann LeCun leaving Meta, and the potential IPOs of companies like OpenAI and Discord in 2026.
Cal Newport and Ed Zitron dissect the tumultuous year of AI in 2025, revealing a narrative of technological hype, financial unsustainability, and diminishing returns, ultimately concluding that it was a terrible year for artificial intelligence.
Scott Galloway shares his bold predictions for 2026, including AI stock corrections, the potential burst of the data center bubble, challenges to the NVIDIA and OpenAI duopoly, and the rise of space technology and prediction markets.
Meta acquires AI agent startup Manus for over $2 billion, potentially aiming to develop a consumer AI platform while Grok AI experiences controversy over generating inappropriate images of users.
A panel of AI investment experts discuss the massive capital influx into AI, highlighting the insatiable demand for compute infrastructure, applications, and the potential risks of unequal wealth creation and energy constraints.
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.
Citrini unveils his "26 Trades for 2026" thematic watchlist, focusing on the emerging "phase two" of the AI trade, which emphasizes utilizing AI to streamline bureaucracies, reduce headcounts, and improve corporate margins across various sectors.
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.
Steve Yegge discusses the rise of "vibe coding," arguing that by January 2025, engineers using traditional IDEs will be considered obsolete as AI agents and orchestration dashboards revolutionize software development, transforming coding from a manual craft to "factory farming" of code.
Podcast hosts discuss Bernie Sanders' call to halt AI data center development, debate economic indicators and inflation, analyze China's potential breakthrough in lithography technology, and share personal stories about their dogs and potential moves to Texas.
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.
Samsara's CEO Sanjit Biswas discusses how physical AI is transforming operational industries through sensors, edge computing, and AI-powered insights across millions of vehicles and job sites, focusing on risk reduction, efficiency, and coaching for frontline workers.
A deep dive into Trump's softer national security strategy towards China, exploring potential motivations behind the shift, alongside an examination of China's baby bust and controversial condom tax policy.
A conversation with Stack Overflow's CEO and Director of Data Science at AWS re:Invent 2025 explores the future of AI agents, robotics, job market disruption, and the challenges of enterprise AI adoption and trust.
Jim Chanos breaks down the risks in AI infrastructure investing, highlighting the commodity-like nature of data center hosting, the potential for massive GPU depreciation, and the concerning trend of unprofitable AI companies driving massive capital expenditures.
Jason and the team discuss the landmark Disney-OpenAI deal, where Disney invests $1 billion and grants OpenAI access to use Disney characters in Sora and ChatGPT, while exploring the broader implications of AI, intellectual property, and potential job displacement.
A deep dive into AI's potential transformative impact, exploring whether it's just another platform shift or something closer to electricity, examining technological bottlenecks, industry implications, and the uncertain path to realizing AI's full potential.
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.
Tom Lee discusses his bullish outlook for 2026, predicting a potential market drawdown but ultimately a recovery, driven by AI innovation, technological advancements, and the potential for small-cap and financial sector growth.
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.
An in-depth exploration of the AI race between the US and China, highlighting technological advancements, geopolitical strategies, and the potential implications of AI development across robotics, computing, and space technologies.
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.
Naveen Rao's Unconventional AI is pursuing analog computing systems inspired by brain physics to create more energy-efficient AI hardware that could fundamentally transform computing and potentially bring us closer to understanding intelligence.
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.
Brad Gerstner discusses the new "Trump accounts" program, which will provide $1,000 to every child born between 2025 and 2028, with Michael Dell contributing $6 billion to extend the program to children under 10, aiming to create universal private ownership and help address economic inequality.
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.
Tim Cook is rumored to be on the verge of retiring from Apple in early 2026, amid discussions of succession planning and the company's evolving position in the AI landscape.
Jonathan Siddharth, CEO of Turing, discusses the evolution of data labeling, AI's transformative potential, and why he believes 99% of knowledge work will be automated through research accelerators that create sophisticated reinforcement learning environments for AI models.
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.
Jack and Max break down Michael Burry's short thesis on Nvidia, discuss HSBC's massive loss projections for OpenAI, and debate whether AI is a bubble or transformative technology that could significantly impact GDP and market valuations.
An in-depth exploration of how exceptional businesses create long-term shareholder value by leveraging time, capital efficiency, decentralization, and a performance-driven culture to compound returns at high rates over decades.
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.
Google's strategic shift to sell TPUs to Meta and the release of Gemini 3 signal a potential challenge to Nvidia's dominance in the AI chip market, sparking market speculation about the future of AI technology.
James Wang discusses the current state of venture capital, highlighting the collision of public and private markets, the dry powder bubble, and the challenges facing VCs as they navigate investments in emerging technologies like AI, while also exploring the potential transformative impacts and limitations of artificial intelligence.
In this episode of Prof G Markets, Scott Galloway and Ed Elson discuss the shifting market sentiment around AI, the Nvidia earnings report, and the rising concern over debt accumulation by tech companies, while also exploring the challenges facing college graduates and the value of higher education in today's economic landscape.
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.
An in-depth exploration of AI's potential and limitations, the state of education, and the importance of maintaining personal happiness amid political polarization, featuring insights from astrophysicist Brian Keating on topics ranging from university admissions to the transformative power of AI tools.
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.
Sam Altman and OpenAI acknowledge Google's Gemini 3 model has surpassed them in some areas, signaling a potential shift in the AI competitive landscape and raising questions about model commoditization.
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.
Michael Cembalest provides insights into the potential AI bubble, discussing a likely 10-15% market correction in 2026, the risks of AI investment, and the challenges of power constraints, geopolitical tensions, and unclear paths to profitability.
Nathan Lambert and Luca Soldaini from AI2 discuss the release of OLMo 3, a fully open-source AI model that provides unprecedented transparency into model training, highlighting the complex process of developing reasoning AI and the importance of open-source efforts in the global AI landscape.
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.
Big tech companies like Amazon, Google, and Meta are raising massive amounts of debt to finance the AI boom, with over $6 trillion in global debt issuance this year as investors question the potential returns of AI infrastructure investments.
Scott Galloway and Jessica Tarlov analyze the emerging MAGA civil war, discussing Trump's weakening grip, internal Republican party fractures, potential 2028 candidates, and the ongoing power struggles within conservative media and political circles.
Jason and Alex discuss the latest AI models from xAI (Grok 4.1) and Google (Gemini 3), examining their performance improvements and potential impact on the tech industry's "doomerism" while also exploring broader concerns about AI's potential job displacement.
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.
Jacob Lieberman discusses NVIDIA's AI Data Platform, a GPU-accelerated storage solution that transforms enterprise data management by enabling AI-ready data processing directly in storage systems without copying or moving data.
Alex Kendall explains how Wayve is pioneering an end-to-end deep learning approach to autonomous driving that can generalize across vehicles, sensor architectures, and cities, partnering with automotive OEMs to deploy AI-powered autonomous vehicles globally.
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.
Andrew Ng discusses the current state and future of AI, exploring bottlenecks in infrastructure and compute, the geopolitical implications of AI development, the potential for AI to transform productivity, and his optimistic vision of democratizing technology creation.
Dr. Fei-Fei Li discusses her groundbreaking work in AI, from creating ImageNet to launching Marble, a world-modeling platform that generates interactive 3D worlds, while emphasizing the importance of human-centered AI and individual responsibility in shaping technology's future.
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.
Aswath Damodaran discusses the potential AI bubble, market corrections, and investment strategies, emphasizing caution in current market conditions and the importance of preserving cash while maintaining a long-term perspective.
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.
A deep dive into CoreWeave, a crypto-turned-AI company that has become a crucial infrastructure provider for AI companies, highlighting the complex financial maneuvering and unique relationship with NVIDIA in the potentially volatile AI infrastructure market.
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.
Mayor Matt Mahan discusses San Jose's innovative AI initiatives, including an upskilling program for city employees, AI-powered transit optimization, real-time language translation for public meetings, and a first-of-its-kind civic AI grant program aimed at fostering local AI startup ecosystem.
Justin Wolfers explains why Trump's proposed $2,000 tariff dividend is economically nonsensical, highlighting the illogical nature of a policy that would collect tariff revenues only to redistribute them back to Americans in an amount greater than the total collected.
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.
Dave Ricks, CEO of Eli Lilly, discusses the company's groundbreaking GLP-1 drugs, their potential beyond weight loss, the complexities of drug development and pricing, and how Eli Lilly is innovating in pharmaceutical research and direct-to-consumer healthcare.
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.
Exploring the transformative potential of Agentic AI across industries, this episode features tech leaders discussing how intelligent systems are beginning to plan, reason, and act, reshaping work from strategy to execution.
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.
Scott Galloway and Ed Elson discuss the red flags at OpenAI, potential financial challenges for the company, and the broader implications for the AI bubble, highlighting Sam Altman's defensive response to questions about the company's massive spending commitments.
A deep dive into the exponential growth of AI, discussing OpenAI's potential $100 billion revenue, the US-China AI race, the impact of AI on jobs and the S&P 500, and the emerging technologies reshaping computing, energy, and robotics.
Dr. Seher Awan discusses how Mission College in Silicon Valley is embracing AI to break barriers, close equity gaps, and empower underrepresented communities through accessible education, innovative student support, and strategic partnerships with tech companies like NVIDIA.
A deep dive into OpenAI's potential trillion-dollar IPO, the systemic risks of the AI bet, and Apple's iPhone 17 revival, exploring the company's path to going public, the potential pitfalls of massive AI investments, and the surprising resurgence of iPhone sales.
Amazon strikes a $38 billion deal with OpenAI to provide cloud computing infrastructure, signaling the company's strategic pivot in the AI landscape and boosting its stock price.
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.
Jason and Alex explore the potential of AI companies like OpenAI, discuss the financial risks and opportunities in the AI sector, and delve into emerging technologies like space-based computing and legal AI startups, all while providing insights into startup management and investor relations.
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.
A deep dive into how AI, autonomy, and rapid innovation are transforming defense strategy, highlighting the need for speed over size in potential future conflicts with global adversaries like China.
A deep dive into how Hudson River Trading uses AI for short-term market predictions, exploring the nuanced differences between traditional algorithmic trading and modern AI approaches, with a focus on data processing, model training, and the unique challenges of trading technology.
A deep dive with Cathie Wood reveals her journey from McDonald's cashier to managing billions, discussing her investment philosophy, AI insights, and defending ARK's performance during challenging market conditions.
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.
Nathan Benaich discusses the 2025 State of AI Report, highlighting breakthroughs in AI reasoning, robotics, business adoption, power infrastructure challenges, and geopolitical dynamics shaping the AI landscape.
Scott Galloway speaks with Kyla Scanlon about America's "casino economy," exploring how gambling culture has permeated markets, the AI bubble, and the growing disconnect between Wall Street and the real economy.
Grammarly CEO Shishir Mehrotra explains the company's rebranding to Superhuman, launching a new AI assistant called Superhuman Go, and discussing their strategy of empowering humans through AI-powered tools.
A deep dive into the unprecedented AI infrastructure buildout, exploring how power, compute, and networking are being reinvented across chips, data centers, and global systems, with experts from Google and Cisco discussing the massive scale and geopolitical implications of this technological transformation.
An in-depth exploration of investing, forensic accounting, and market dynamics through the lens of Anthony Scilipoti's experiences, focusing on identifying potential bubbles, understanding financial statements, and the importance of looking beyond surface-level information.
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.
A wide-ranging discussion of AI, robotics, quantum computing, and economic disruption featuring experts Salim Ismail, Emad Mostaque, and Eric Pulier, exploring technological breakthroughs, potential societal impacts, and the optimistic vision for humanity's future.
Chip Huyen, an AI researcher and engineer who has built multiple successful AI products, shares practical insights on what actually improves AI applications—from data preparation and user feedback to system thinking and organizational restructuring—challenging common misconceptions about the importance of the latest models and frameworks.
An in-depth exploration of whether artificial intelligence represents an economic bubble, examining massive infrastructure spending, revenue growth potential, and the possibility that even if AI is a bubble, it could still create valuable technological infrastructure.
Jonathan Kanter discusses the potential antitrust concerns in AI, highlighting the risks of interdependence among big tech companies and the need for early, preventative intervention to maintain market competition and innovation.
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.
Steve Jurvetson discusses his journey in venture capital, technology trends, Moore's Law, AI development, electric vehicles, nuclear energy, and the importance of entrepreneurship and democracy in driving innovation and societal progress.
In this podcast episode, IQVIA executives discuss how agentic AI is transforming pharmaceutical research and development by streamlining clinical trials, enhancing patient engagement, and accelerating drug development through intelligent automation of complex workflows.
Rick Heitzmann discusses the current state of AI startups, exploring why few individual AI ventures have emerged despite the transformative potential of generative AI technologies.
Tyler Cowen discusses the emerging world of stablecoins, their potential to transform the financial system, and the regulatory challenges and opportunities they present in the US and globally.
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.
A deep dive into the AI bubble, exploring how circular investments, speculative trading, and concentrated market gains signal potential market risks, with insights on diversification and long-term investing strategies.
A deep dive into the credit market's First Brands bankruptcy, potential systemic risks, and its impact on financial markets, alongside a discussion of Trump's potential China tariffs and the stock market's reaction.
In a wide-ranging episode, the All-In podcast hosts discuss Trump's potential Gaza peace deal, National Guard deployment in Chicago, the massive AMD-OpenAI GPU deal, and rising gold prices while welcoming back Brad Gerstner.
Kevin Roose and Casey Newton explore OpenAI's developer day announcements, including ChatGPT's platform strategy, their massive GPU infrastructure deals, and a humorous discussion with Katie Natopoulos about AI-generated video slop.
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.
CytoReason is developing an AI-driven disease modeling platform that helps pharmaceutical companies make data-driven decisions throughout drug discovery by integrating and analyzing vast amounts of molecular data and scientific literature.
Sam Altman discusses OpenAI's vision to become a personal AI service, its massive infrastructure and research efforts, and the potential of AI to transform scientific discovery and various industries.
A deep dive into Thrive Capital's investment strategy, focusing on making concentrated bets on transformative technology companies like Stripe, OpenAI, and Databricks, with an emphasis on understanding founders, product potential, and long-term market dynamics.
AMD's stock surges 24% after OpenAI announces a multibillion-dollar deal to secure six gigawatts of compute capacity, potentially gaining a 10% stake in the company, while Bari Weiss takes over as CBS News editor-in-chief after Paramount acquires her media startup, The Free Press.
A deep dive into OpenAI's unique chip procurement deals with NVIDIA and AMD, discussions about Tesla's potential Roadster announcement, and a pitch from a startup solving doctor burnout through AI-assisted charting.
Sam Altman and OpenAI partner with AMD on a massive chip deal while also developing a secretive AI device with Jony Ive, facing technical challenges and compute constraints.
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 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.
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 discusses the massive AI infrastructure buildout, exploring the strategic investments, technological challenges, and potential returns of scaling AI data centers.
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.
Patrick Perret-Green discusses the potential parallels between the current private credit boom and the 2007 financial crisis, highlighting concerns about unregulated lending, opacity in the market, and the potential for hidden risks similar to the CDO crisis.
Navin Chaddha, a veteran venture capitalist, discusses the transformative potential of AI as a 100x opportunity that will democratize intelligence, reshape business models, and enable new forms of human creativity and productivity.
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.
Exploring the potential AI economic bubble, the episode analyzes the circular investment deals between tech companies like NVIDIA and OpenAI, drawing parallels to the dot-com era's financial engineering and warning of potential market instability.
An in-depth exploration of the AI compute landscape, highlighting the critical role of energy, chip development, and the transformative potential of AI across industries, with insights from Jonathan Ross, founder of Groq.
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.
Factory raises $50M from top investors like NEA, Sequoia, and NVIDIA, aiming to revolutionize software development through agent-native coding with their task-specific "droids" that enable developers to delegate coding tasks autonomously.
Factory raises $50M from top-tier investors like NEA, Sequoia, and NVIDIA, focusing on revolutionizing software development through agent-native development and task delegation.
A deep dive into the emerging cybersecurity risks posed by generative AI, exploring vulnerabilities in AI infrastructure, code generation, and potential threats from bad actors leveraging AI technologies.
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 deep dive into the potential AI infrastructure bubble, examining how massive tech spending on data centers and GPUs could lead to an economic crash similar to past technological infrastructure booms.
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.
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.
A deep dive into the potential of virtual cell models and AI to accelerate scientific discovery, drug development, and biological understanding by creating more predictive and efficient research tools.
A deep dive into building user-owned, privacy-preserving AI infrastructure using blockchain, confidential computing, and decentralized economic models to enable community-driven model training, inference, and governance.
In this episode of Prof G Markets, economist Justin Wolfers discusses the potential economic impact of AI, highlighting both its transformative potential and the critical importance of ownership and distribution of its benefits. The conversation explores how AI could either lead to widespread prosperity or exacerbate economic inequality, depending on policy decisions and market structures.
ARM is exploring ways to optimize mobile devices for generative AI by developing specialized chips and techniques like model compression, quantization, and flexible hardware architectures. The company is focusing on reducing model sizes, experimenting with different data types, and creating tools that enable efficient AI inference across various computing units like CPUs, GPUs, and NPUs.
Aahan Menon discusses the current business cycle expansion, highlighting the significant role of technology spending and AI capital expenditures in driving economic growth, while also addressing concerns about labor market weakness and immigration's impact on employment. The episode provides a nuanced view of the economy, suggesting that while growth is moderate, the business cycle remains expansionary with potential opportunities in global equities and commodities.
The episode discusses the potential AI stock bubble, with experts warning about market excitement and inflated valuations, while also exploring the current car market's high prices and considerations for car buying. The podcast breaks down the complexities of AI investments and provides insights into navigating car purchases in a challenging economic landscape.
Republic opens up private markets to democratize investing through innovative tokenization and secondary trading platforms, while Positron develops energy-efficient AI inference chips to challenge NVIDIA's dominance and reduce computational power requirements.
The episode explores how AI can transform government efficiency, with Bill Vass, CTO of Booz Allen, discussing the potential of generative AI to streamline services, improve decision-making, and modernize government technology across various agencies. Through examples like AI-assisted satellite management, claims processing, and autonomous systems, Vass demonstrates how AI can help the government become more effective and responsive to citizens' needs.
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.
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 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.
Brian Elliott and Sid Pardeshi, founders of Blitzy, discuss their enterprise-grade autonomous software development platform that can ingest and understand massive code bases, demonstrating a breakthrough performance on the SWE bench benchmark by achieving an 86.8% success rate in solving coding problems. Their platform aims to dramatically increase software development velocity by autonomously generating, testing, and refactoring code across various programming languages and enterprise systems.
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.
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.
Uber, Lucid, and Neuro are partnering to launch a robotaxi service by 2026, targeting the Uber Black and Uber XL market with the Lucid Gravity SUV. The companies aim to create a safer, more affordable autonomous vehicle solution that could potentially reduce transportation costs and save lives.
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.
Here's a two-sentence description for the episode: The U.S. government takes a 10% stake in Intel, sparking debates about government intervention in the private sector, while Federal Reserve Chair Jerome Powell signals potential rate cuts at the Jackson Hole conference. Meanwhile, OnlyFans reports impressive financial growth, highlighting its success in capitalizing on societal trends of loneliness and digital intimacy.
Here's a 2-sentence description for the episode: In this episode of Prof G Markets, Josh Brown discusses the recent tech sell-off driven by Sam Altman's comments about AI excitement, a Meta restructuring rumor, and an MIT study suggesting low returns on generative AI investments. The conversation also explores the implications of Trump's executive order allowing alternative assets in 401(k)s, with Brown arguing that while the move isn't inherently dangerous, venture capital investments in retirement accounts are ill-advised.