Podcasts about ai boom

Plus: Layoffs are expected across the marketing industry as leaders face pressure over AI savings, according to a survey by Spencer Stuart. And Samsung is set to acquire ZF Group's ADAS unit for about $1.76 billion. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Developer Relations wirkt von außen oft wie eine Bühne, ein Reisekoffer und ein paar Sticker am Messestand. Aber was, wenn genau diese Rolle der stärkste Hebel ist, um dein Produkt besser zu machen, deine Tech-Community ernsthaft aufzubauen und Entwickler:innen wirklich erfolgreich zu machen?In dieser Episode nehmen wir Developer Relations auseinander, ganz ohne Marketing-Buzzword-Bingo. Zu Gast ist Philipp Krenn, Head of Developer Relations bei Elastic. Philipp bringt nicht nur jahrelange DevRel-Praxis mit, sondern auch Community-DNA, von Viennadb-Meetups bis Papers We Love, plus Open-Source-Erfahrung rund um Google Summer of Code und das Elastic-Ökosystem.Wir klären, was DevRel eigentlich ist, wo die Grenze zu Developer Marketing verläuft und warum der wichtigste Unterschied oft die Zwei-Wege-Kommunikation ist: raus in die Community und zurück ins Produktteam. Wir sprechen über den Alltag von Developer Advocates, Konferenzen, Content, Community Support auf Discourse, Reddit, Stack Overflow und Slack und wie man Feedback so sammelt, dass es in Roadmaps landet. Dazu kommt die große Frage: Influencer oder nicht? Und warum der Personenkult für Firmen gefährlich werden kann.Außerdem geht es um Open Source, Meetups, Tech Community, Networking, KPIs ohne falsche Anreize, den DevRel-Hype-Zyklus rund um AI und welche Skills du brauchst, wenn du selbst in Developer Relations einsteigen willst.Am Ende weißt du nicht nur, ob DevRel zu dir passt, sondern auch, wie du als Entwickler:in DevRel wirklich nutzen kannst, ohne nur Socken mitzunehmen.Bonus: Wenn jemand mit Laptop und kaputter Query kommt, ist das für Philipp kein Problem, sondern der Wunschzustand.Unsere aktuellen Werbepartner findest du auf https://engineeringkiosk.dev/partnersDas schnelle Feedback zur Episode:

The clean energy transition isn't just about swapping fossil fuels for renewables, it's about building a new energy system built for the future. In this episode, we speak with Tim Montague, solar developer, clean-tech advisor, and host of The Clean Power Hour. We'll discuss the realities of the energy transition, the current state of battery storage, the growing issue of solar panel end-of-life and recycling, and the environmental footprint of mining the critical minerals needed for EVs and batteries. The conversation also tackles how AI is reshaping energy demand and grid resilience, and what it will take to build a cleaner, smarter power system for generations ahead.

The Rich Zeoli Show- Hour 4: 6:05pm- Doug Kelly—CEO of the American Edge Project—joins The Rich Zeoli Show to discuss a new report indicating that nearly 3,000 data centers are either currently under construction or in the process of being planned across the United States. The data centers are essential for the expected artificial intelligence boom. Though, some on the political left are pushing back—citing their massive energy usage. 6:40pm- The Philadelphia Eagles travel to Washington on Saturday to take on the Commanders. Will Philly win and guarantee themselves a playoff spot and the NFC East Division title?

The AI boom has driven headlines, soaring valuations, and a lot of excitement in the markets, but what might be getting overlooked along the way? In Part 2 of this conversation, Ben and CIO Keith Lockwood step back to discuss how debt, market structure, and investor behavior can quietly shape risk during fast-moving trends. Want to make more informed decisions in an AI-driven market? Tune in to hear what others may be missing. Here's some of what we discuss in this episode:

It’s now time for a Special, year-end edition of Market View, where we not only take you though how the Singapore stock market closed for the day, but also step back to examine three key themes that have shaped markets over the year, and will continue to matter as we head into 2026. The three themes are: First, whether the global AI boom can move beyond hype and experimentation into a phase of real productivity gains and earnings delivery. Second, uncertainty over the US Federal Reserve’s interest rate trajectory and whether we’re truly approaching a more balanced phase of growth, inflation and policy. And finally, China’s economic transition and whether domestic consumption can meaningfully offset weaker property investment and export headwinds amid ongoing global trade tensions. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital and Olivia Ding, Investment Analyst, Reed Capital Partners. See omnystudio.com/listener for privacy information.

America is racing to build the infrastructure for an AI-powered economy. But as this generational investment accelerates, a critical question emerges: Are organizations truly ready to deploy AI at scale? While AI is everywhere in headlines, enterprise readiness remains uneven. Many companies are experimenting with AI, but far fewer have the data quality, governance structures, workforce skills, or sector-specific frameworks needed to adopt it responsibly and effectively. The gap between infrastructure and real-world deployment is growing — and closing it will determine whether AI strengthens competitiveness and expands opportunity across the economy. In this episode, guest host Brie Sachse, Senior Vice President & Head of Government Affairs for Siemens USA, sits down with Victoria Espinel, President & CEO of the Business Software Alliance (BSA), to explore how AI can be responsibly integrated across every sector of the economy. Together, they discuss what it takes to accelerate AI adoption in ways that strengthen competitiveness, expand opportunity, and build public trust. Victoria shares insights from BSA's global work on AI and digital transformation, while Brie discusses the strong benefits of AI adoption across all sectors of industry, where AI meets the physical world. Both Brie and Victoria reflect on how policymakers, employers, and technology leaders can work together to ensure AI provides benefits to organizations of all sizes. This episode offers a practical, optimistic look at the future of AI and why readiness, not hype, is the key to unlocking America's AI advantage.

The Information's Kevin McLaughlin breaks down Databricks' massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures' Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA's Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom with Centific SVP Prithivi Pradeep.Articles discussed on this episode: https://www.theinformation.com/articles/small-bank-critical-stablecoin-payments-tightens-risk-controlshttps://www.theinformation.com/articles/corporate-chatbots-gone-wildhttps://www.theinformation.com/articles/alien-hunters-want-jensen-huang-fund-ai-telescopehttps://www.theinformation.com/articles/servicenow-sell-highlights-jittery-marketTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Carl Quintanilla, Jim Cramer and David Faber set the stage for what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“The mania is going to unfold very slowly,” Michael Grant argues, saying that AI will slowly be “derated” next year. He discusses how moving from cash investment to debt-based investment in AI is changing the state of the market. “We have to go back to the fundamental question: how will this be used, and how profitable will it be?” He stresses that AI is “generic and non-proprietary,” which is an exception to how technological revolutions have worked in the past.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Join Sam Kem, senior economic research analyst at CFC, and Chris Whittle, energy industry analyst of CFC's Utility Research & Policy team, as they discuss how investment in data centers is reshaping how cooperatives think about infrastructure, growth and reliability.See the Issue Brief mentioned in the episode:Powering the AI Boom: What Data Center Growth Means for Electric CooperativesFor questions and requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop.Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions.

In this week's episode of WSJ's Take On the Week, co-host Telis Demos and guest host Hannah Erin Lang discuss the Federal Reserve's recent rate cut and whether further easing is expected in 2026. They get into the upcoming CPI report, which is expected to show stubborn inflation, and how that could pressure consumer stocks like Nike and General Mills. The hosts also look at the busy slate of global central bank decisions from the EU, the U.K., and Japan — highlighting how a potential rate hike from the Bank of Japan could impact the U.S. dollar. They also discuss whether the latest jobs report reveals the growing impact of artificial intelligence on the labor market? After the break, Telis is joined by Ajay Rajadhyaksha, global chairman of research at Barclays, to explore the relationship between AI and the economy. Rajadhyaksha explains why he doesn't see AI causing net job losses yet, but rather a slowdown in new hiring and wage pressure. He argues that the huge amount of AI spending is keeping the economy growing right now. However, he warns that if the AI investment falters, there could be consequences for the U.S. economy. Finally, Ajay offers his take on why investors should look to markets like Japan and Korea for AI opportunities. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite How the U.S. Economy Became Hooked on AI Spending More Big Companies Bet They Can Still Grow Without Hiring The AI Data-Center Boom Is a Job-Creation Bust For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI demand for GPUs is exploding – and most of that capacity is locked inside underused data centers.In this episode, I talk with Mark from Aethir, a decentralized GPU cloud that aggregates idle, enterprise-grade GPUs into a global network. We discuss how Aethir feels like AWS on the front end but works like “Airbnb for data centers” behind the scenes, why compute demand outpaces supply, and how they keep latency low across 90+ countries.Mark also explains Aethir's token and revenue model, their work with EigenLayer, and why he believes solo founders now have superpowers in an AI-native world.Nothing in this episode is financial or investment advice.Key timestamps[00:00:00] Intro: Sam introduces Mark and Aethir's decentralized GPU cloud.[00:01:00] Mark's journey: From oil and gas infra and biotech to building GPU infrastructure for AI.[00:04:00] What Aethir is: AWS-style GPU cloud on the front end, “Airbnb for data centers” on the back end.[00:06:00] Enterprise-only GPUs: Why they only use data-center-grade hardware and no consumer devices.[00:07:00] Exploding demand: GPU demand 6–8x supply, with inference-heavy apps driving the next wave.[00:14:00] Global coverage: 90+ countries and routing users to nearby nodes for low latency.[00:31:00] Business model: 20% protocol fee, 80% to GPU hosts, plus token rewards and staking for large clusters.[00:39:00] Solo founder era: Why one-person AI-native companies will be extremely powerful.[00:41:00] Mark's message: Focus on projects with strong fundamentals and keep building through cycles.Connecthttp://aethir.com/https://www.linkedin.com/company/aethir-limited/https://x.com/AethirCloudhttps://www.linkedin.com/in/markrydon/https://x.com/MRRydonDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Get featuredBe a guest on the podcast or contact us – https://www.web3pod.xyz/

OpenAI kickstarted the AI race, but is it now at risk of falling behind Google? As the company behind ChatGPT releases its latest update to fend off Google's Gemini, WSJ'S Berber Jin explains OpenAI CEO Sam Altman's urgent "code red" memo to all employees and why the strategy will come at a cost. Jessica Mendoza hosts. Further Listening: - Is the AI Boom… a Bubble? - AI Is Coming for Entry-Level Jobs - The Journal. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chuck Zodda and Paul Lane discuss China's access to powerful Nvidia chips comes at a 'critical moment.' China's DeepSeek uses banned Nvidia chips. Why the AI boom is not like the dot com boom. 53% of investors with RMDs for 2025 still haven't taken it. Instacart is finding themselves in hot water over same store pricing. Could SpaceX launch the highest IPO ever in 2026?

Earlier this year, OpenAI and chip-designer Advanced Micro Devices, or AMD, announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors, one of the most direct challenges yet to industry leader Nvidia. WSJ's Robbie Whelan spoke to the CEO of AMD Lisa Su about the deal, her company and the prospect of an AI bubble. Ryan Knutson hosts.  Further Listening: - CoreWeave, the Company Riding the AI Boom - Is the AI Boom… a Bubble? - The Unraveling of OpenAI and Microsoft's Bromance Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

"I think this industrial renaissance is being driven by a real need for investment, whereas with the tech bubble, there was a lot of spare capacity. Today, AI-driven companies need more power on the grid and more manufacturing capability, and that's what this business spending is about." Alger Director of Market Strategy Brad Neuman discusses the new industrial renaissance and what that may mean for investors.

Late arriving economic reports have delivered mixed results on the health of the US economy. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss takeaways for investors.

CNBC and MSNBC commentator Ron Insana joins Michael to break down what's really driving the stock market — and why most investors aren't feeling the gains. From the soaring dominance of the “Magnificent Seven” tech giants to fears of an AI-fueled bubble, Insana explains the risks, the misconceptions, and how everyday Americans should think about investing in a highly concentrated market. They also tackle AI job displacement, universal basic income, Nvidia's explosive rise, and the surprising decline in what it means to be “wealthy” today. Original air date 4 December 2025. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join host Mark Benzaquen for the final Wide World of Options broadcast of 2025 featuring Market Taker Mentoring's Dan Passarelli. In this insightful episode, Dan shares his perspective on the surprising market valuations of 2025, offers his outlook for 2026, and discusses the evolution of retail options traders. The conversation concludes with a fun lightning round, with a look into Dan's professional projects, including his upcoming book release in April 2026.   

Join host Mark Benzaquen for the final Wide World of Options broadcast of 2025 featuring Market Taker Mentoring's Dan Passarelli. In this insightful episode, Dan shares his perspective on the surprising market valuations of 2025, offers his outlook for 2026, and discusses the evolution of retail options traders. The conversation concludes with a fun lightning round, with a look into Dan's professional projects, including his upcoming book release in April 2026. 

Sheldon Kimber is CEO and Founder of Intersect, a provider of power solutions to the industries of tomorrow. In his prior role as COO of Recurrent Energy, he led the company's development, origination, EPC, and operations activities globally and helped lead its expansion from a five person start-up to a leading, utility-scale developer, eventually delivering 2GW of COD. Sheldon joined Recurrent Energy in 2007 having previously worked at Calpine, Goldman Sachs, and Accenture. He holds a BA from Kenyon College and an MBA from UC Berkeley Haas School of Business, where he taught project finance for almost 10 years. Top 3 Value Bombs 1. Choose investors for alignment, not valuation. The right partners share your vision and support your governance. 2. Curiosity drives innovation. A culture of 'why not?' opens new pathways to scale and resilience. 3. Earn your edge through experience. Success comes from putting in the reps, learning the system, and then building something better. Check out the website to find Sheldon's blog and contact info. They are hiring across multiple roles - Intersect Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.  

An escalating artificial intelligence race between China and the U.S. is drawing comparisons to the Cold War, and is likely to be just as consequential. As the technology barrels ahead from ChatGPT to DeepSeek and beyond, the competition is now primarily focused on advanced computer chips, but some worry that the race to innovate will lead to loosening safety regulations. WSJ's Josh Chin explains China's strategy to Ryan Knutson. Further Listening: - CoreWeave, the Company Riding the AI Boom - Is the AI Boom… a Bubble? - What's the Worst AI Can Do? This Team Is Finding Out. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI boom is proving to be a windfall for construction workers building the massive data centers that power it all. According to The Wall Street Journal, workers moving into data-center construction are seeing pay jumps of 25 to 30 percent compared to their previous jobs . Alos, new planned data centers promise to consume even more energy than expected. Meanwhile, a grid monitor is blaming such growth for high electricity prices. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In November, Inside the ICE House aired seven new episodes, both traditional and our Markets in Focus series in partnership with Opening Bell Daily. Episode 494: Chemours CFO Shane Hostetter on Driving Growth Through Strategy & Innovation Episode 495: Bausch + Lomb CEO Brent Saunders on Comeback, R&D Innovation, and the Evolution of Eye Care November Markets in Focus: Labor Market Slowdown, AI Boom vs Dot Com Bubble, Market Opportunities Episode 496: CRH CEO Jim Mintern on Building the Future of the Building Materials Industry Episode 497: Athene CEO Grant Kvalheim on Addressing America's Growing Retirement Crisis Episode 498: Realty Income CEO Sumit Roy on Monthly Dividends, European Expansion, and the Future of Net Lease Episode 499: GeoPark CEO Felipe Bayon on Leading a New Era and Building Long-term Success

In this episode of Excess Returns, Matt sits down with Ben Hunt to break down his new Epsilon Theory essay, World War AI. They explore how the US government, markets, and Big Tech are rapidly shifting the AI narrative from productivity and progress toward a national security arms race with massive implications for energy, capital, jobs, inflation, and the broader economy. Ben explains why AI buildout is consuming enormous resources, how this echoes World War II scale mobilization, why consumers are already feeling the strain, and what policies could still steer the country toward a healthier economic path.Topics covered:• Why the AI narrative flipped from optimism to national security• How AI CapEx creates shortages of energy, capital, and investment elsewhere• The parallels between AI buildout and World War II economic mobilization• Why the promise of AI-driven productivity and leisure was never realistic• The coming squeeze on consumers through higher prices and reduced availability• Why energy bottlenecks and electricity scarcity may lead to rationing• The risk of stagflation and a shrinking job base as AI replaces human labor• The political paths this could take, from authoritarianism to backlash• Ben's three-policy plan: reshoring, energy expansion, and electricity caps• How investors should think about the boom-bust risk of hyperscale growth• Why awareness and public conversation are essential before the window closesTimestamps:00:00 AI narrative shift and the failure of the carrot01:20 Measuring narratives through Perscient Pro05:30 Why Ben wrote World War AI07:30 The carrot vs. the stick in AI storytelling11:00 Utility bills, consumer squeeze, and rising economic pressures12:30 World War II-level spending and debt dynamics15:30 Crowding out the consumer economy17:00 Interest rates, borrowing, and capital shortages20:00 Energy usage, electricity scarcity, and cost-push inflation24:00 Rationing risk and historical parallels26:00 Jobs, productivity, and AI's impact on labor31:00 The lack of new job creation in an AI-driven economy33:00 Why new-tech job optimism does not apply here38:00 Market skepticism and narrative extremes41:00 Political risk, backlash, and potential future paths42:20 The three policies: reshoring, energy buildout, electricity caps49:30 Investment implications and the boom-bust cycle55:00 How AI growth must be subordinated to broader economic goals57:00 Why connecting consumer pain to AI buildout is essential59:30 Early signs of state-level limits on data centers01:02:00 Where to follow Ben Hunt and the continuing story

The Moneywise Radio Show and Podcast Friday, November 21st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management

$57 billion. That's the amount of revenue tech giant NVIDIA reported in the third quarter. At first, the news was welcomed by investors who had been leery about the evaluation of artificial intelligence and whether the AI boom was actually a bubble. However, the gains from the chip maker's record-breaking revenue were soon lost, as they proved insufficient to ease worried minds. Also this week, the delayed September jobs report surprised with better-than-expected job growth. But what will that mean for the Federal Reserve when they meet next month as they weigh the decision to cut interest rates for a third straight time? Lou Basenese, the Executive Vice President of Market Strategy at Prairie Operating Co., joins FOX Business' Gerri Willis to discuss the AI trend, jobs, and what the Fed may do more. Plus, he offers some tips on how to manage this market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

$57 billion. That's the amount of revenue tech giant NVIDIA reported in the third quarter. At first, the news was welcomed by investors who had been leery about the evaluation of artificial intelligence and whether the AI boom was actually a bubble. However, the gains from the chip maker's record-breaking revenue were soon lost, as they proved insufficient to ease worried minds. Also this week, the delayed September jobs report surprised with better-than-expected job growth. But what will that mean for the Federal Reserve when they meet next month as they weigh the decision to cut interest rates for a third straight time? Lou Basenese, the Executive Vice President of Market Strategy at Prairie Operating Co., joins FOX Business' Gerri Willis to discuss the AI trend, jobs, and what the Fed may do more. Plus, he offers some tips on how to manage this market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Plus, President Trump signs the bill to release the Epstein files. And a Centers for Disease Control and Prevention webpage says that vaccines might cause autism, after previously making the case that they do not. Kate Bullivant hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ahead of the U.S.-Saudi Investment Forum at The Kennedy Center in Washington, DC, President Trump received Saudi Arabia Crown Prince Mohammed bin Salman at The White House for a meeting and a star-studded dinner with dozens of business leaders including Tim Cook and Elon Musk. Nvidia's third quarter earnings are looming over markets this week, particularly after the company's investment in Anthropic, alongside Microsoft. Chief economics commentator for The Wall Street Journal Greg Ip compares today's AI revolution to the dotcom bubble of the 1990s. He argues that the energy is different nowadays: it's “joyless” instead of optimistic, and the public is now more suspicious of innovation. Plus, Tom Freston co-founded MTV and served as CEO of both MTV and Viacom. The veteran media executive discusses his new memoir “Unplugged” and MTV's legacy in music and storytelling.  Eamon Javers - 05:57Greg Ip - 24:14Tom Freston - 33:59 In this episode:Greg Ip, @greg_ipEamon Javers, @eamonjaversJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia has smashed market expectations with more than $57bn in revenues in its latest results. It's a sign from the world's most valuable company that the AI boom may be far from over. Andrew Peach hears reaction from a company which owns Nvidia shares. Also, why the Dutch government has reconsidered taking control of Nexperia, the Chinese computer-chip firm. And ahead of the Ashes tournament, why the global growth of cricket increasingly favours shorter formats.

In this episode, Frank La Vigne sits down with Itay Haber, CEO of Data Noetic, to unpack how AI is revolutionizing supply chain management. Forget spreadsheets and dashboards—Data Noetic is building an autonomous digital brain that proactively tackles delivery bottlenecks and bridges the gap between scattered data and process improvement.You'll hear real-world tales of missed bathroom tile deliveries, multi-million dollar construction delays, and the true impact of getting ahead of supply chain hiccups before they snowball. The trio explores how agentic AI isn't just hype: it's driving tangible results, saving time, boosting KPIs, and reimagining how companies of all sizes make decisions. From pharmaceuticals to consumer packaged goods, discover why trust, transparency, and agility are the new gold standards in supply chain operations—and how data-driven agents just might become indispensable.Tune in for a masterclass that balances digital wisdom with a dash of dry wit, and learn how emerging tech is helping organizations deliver on time, in full, and with a whole lot less existential angst.Time stamps00:00 "Autonomous Supply Chain Optimization"06:01 "Optimizing On-Time Delivery Failures"07:27 Proactive Warehouse Order Management13:06 "Aligning Perception with Reality"15:08 "Streamlining Order Fulfillment Process"18:18 "AI Revolutionizing Problem Coordination"22:18 "Data Validation and AI Insights"25:04 Predictive KPI Monitoring with Gen AI27:09 Clarifying Questions for Assistance31:37 "Tailored Software Delivery Models"34:35 "AI's Role in Complex Industries"37:00 "AI Focus and Value Debate"42:37 "AI Bubble and Valuations"46:43 AI's Transformative Impact on Jobs48:17 AI Enhances Jobs, Not Replaces51:44 "AI: Boom, Bust, Transformation"57:38 "AI, Data, and Change"

From the BBC World Service: The artificial intelligence revolution is firmly underway, with tech giants investing billions in research and battling to secure key assets. It's led to a surging stock market, but also panic about the potential impact on jobs and society. Google is one of the companies investing heavily in the new technology. Today, we check in with CEO Sundar Pichai. Plus, the U.K. plans to ban the resale of event tickets for profit.

From the BBC World Service: The artificial intelligence revolution is firmly underway, with tech giants investing billions in research and battling to secure key assets. It's led to a surging stock market, but also panic about the potential impact on jobs and society. Google is one of the companies investing heavily in the new technology. Today, we check in with CEO Sundar Pichai. Plus, the U.K. plans to ban the resale of event tickets for profit.

In this episode of LIFTS, hosts Matthew Januszek and Mohammed Iqbal sit down with fitness technology veteran Leon Rudge for a deep dive into three major stories shaping the industry: the Basic‑Fit/Clever‑Fit mega‑merger, the Strava vs Garmin lawsuit, and Ladder's push into integrated nutrition tracking. Leon also shares insights from four months immersed in Southeast Asia's digital‑nomad tech hubs. Key topics include: • Leon's experiences inside Southeast Asia's booming digital‑nomad tech scene. • Why the Basic‑Fit acquisition signals a new phase for European fitness. • The real story behind the Strava vs. Garmin lawsuit. • Why integration, not features, is the new competitive advantage. • How Ladder is using nutrition tracking to boost retention. • The rise of AI across fitness products and ecosystems. • Why culture gets lost as companies scale and how to prevent it. • Predictions for global fitness technology in 2025–2026.  

This week: A glimpse of the AI frontier in workplace productivity through the eyes of David Shim — serial entrepreneur, Read AI co-founder and CEO, former Foursquare leader, and this year’s GeekWire Awards CEO of the Year. Shim spoke with GeekWire co-founder John Cook at a recent dinner event hosted in partnership with Accenture, in conjunction with our new Agents of Transformation editorial series, exploring AI, productivity, and the future of work. They discuss the rapid rise of workplace AI, why Shim believes today’s boom is fueled by real revenue rather than dot-com-style subsidies, and where he sees both hype and genuine value emerging. Shim offers insights on AI assistants, cross-team “multiplayer AI,” global adoption, and the controversial idea of “digital twins” built from employees’ work data. Recorded by Jessica Reeves; edited by Curt Milton. See omnystudio.com/listener for privacy information.

Discover why the AI boom widens the wealth gap. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

The environmental impact of AI is a growing concern. In this episode, Sherrell sits down with Juan M. Lavista Ferres, the Chief Scientist and Lab Director of Microsoft's AI for Good Research Lab, to discuss his work in using AI for conservation and sustainability. Whether it's using AI to measure methane gas leaks or allowing AI to optimize healthcare procedures at reduced costs, Juan argues AI technology can advance conservation efforts and increase accessibility. Sherrell and Juan also discuss the paradox of AI—how to use the technology responsibly and avoid contributing more damage to the environment.This is episode two of a four-part series airing this month on TED Tech, where host and climate tech journalist Sherrell Dorsey is in conversation with TED 2025 Countdown Summit speakers on the technology that can lead to a greener and more equitable future. Hosted on Acast. See acast.com/privacy for more information.

This week on the AmplifyME Market Maker podcast, we break down three major market stories: Trump ends the longest US government shutdown, but markets are already bracing for another fiscal cliff in January; oil drops sharply as Saudi ramps supply ahead of a high-stakes meeting with Trump in Washington; and we unpack Goldman Sachs' latest view on whether the AI boom is a bubble or the start of a multi-trillion-dollar investment cycle.(00:00) Intro & Themes in Focus(02:10) US Government Shutdown Ends(08:40) SNAP, ACA & Sector Impacts(12:20) Airlines & Thanksgiving Travel(14:20) Oil Drops 4%: Supply Glut(19:05) Saudi Strategy & Trump Meeting(22:09) AI Demand vs Energy Glut(24:30) Are We in an AI Bubble?(26:25) Private vs Public AI Valuations(29:00) Data Centre Capex Boom(33:22) Where Value Sits in the AI Stack(34:31) Gary Marcus & AI Limits(37:49) Bubble or Not? Final Take

Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emett, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmett, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.

WSJ's Dan Gallagher takes us inside the little-known company playing a pivotal role in the AI spending boom. And Jessica Mendoza speaks to CoreWeave CEO Mike Intrator at WSJ Tech Live conference about whether the boom could be a bubble. Further Listening: - Is the AI Boom… a Bubble? - The Unraveling of OpenAI and Microsoft's Bromance - Artificial: The OpenAI Story Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Phil Rosen of Opening Bell Daily joins Inside the ICE House to unpack the forces driving the U.S. labor market slowdown. He explains how Fed rate hikes, the post-pandemic hiring reversal, and AI adoption are reshaping employment trends. While AI often gets the blame, Phil notes it's just one piece of a larger economic shift. He also shares why today's AI boom differs from the dot-com era and how younger investors continue to see market pullbacks as buying opportunities.

Send us a textCoreWeave isn't OpenAI or Nvidia, but it's powering both.We unpack how this lesser-known company became essential to the AI ecosystem, including:What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI's biggest players.Chapters 02:57 CoreWeave's Financial Performance and Market Position05:52 Understanding CoreWeave's Role in AI Architecture08:34 Customer Relationships and Demand for AI Infrastructure11:33 Competitive Landscape and Capital Requirements14:10 The Bubble Discussion: AI Market Dynamics17:03 National Security and Data Center Infrastructure20:36 CoreWeave's Business Strategy and Future OutlookAdditional ReadingCoreWeave's stock slides on weak guidance even as revenue more than doubles (CNBC)CoreWeave to acquire Core Scientific in $9 billion all-stock deal (CNBC)CoreWeave Q3 EarningsListen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

California legislators considered dozens of bills related to artificial intelligence this year. Those numbers have spiked as lawmakers grapple with the technology's increasing presence and possible negative consequences. One point of concern: the impact that generative AI will have on the state's natural resources as it becomes an everyday tool for Californians. Reporter: Manola Secaira, CapRadio Environmental activists are celebrating the retirement of a Southern California oil rig, with a celebration at San Francisco's waterfront. The California State Lands Commission officially finalized the decommission last week. Reporter: Eliza Peppel , KQED Learn more about your ad choices. Visit megaphone.fm/adchoices

At WSJ's Tech Live, Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy to discuss the pivotal moment in the U.S.-China AI race, how he thinks AI should be regulated, and whether or not the AI boom might be a bubble.  Further Listening: - Is the AI Boom… a Bubble? - How a $1.5 Billion Settlement Could Alter the Course of AI  - The Nvidia CEO's Quest to Sell Chips in China Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

When is a bubble a bubble? When is hype around a new technology signalling the dawn of a new industrial revolution? We assess the arguments for and against AI and its inflated valuations. AI firms and their stocks have surged in the last year, accounting for more than 80% of America's economic growth. But is there real demand underpinning this?To get in touch with the programme, you can email us at businessdaily@bbc.co.ukPresenter: Ed Butler Producer: Gideon Long(Picture: The Nasdaq MarketSite in New York, US, on Tuesday, March 11, 2025. Credit: Getty Images)

Bryan Cutsinger is a monetary historian and an assistant professor of economics at Florida Atlantic University. Bryan returns to the show to discuss how we think about deflation, the history of growth driven deflation, the connection between the postbellum period and today, the potential of rapid productivity growth from AI, and much more. Check out the transcript for this week's episode, now with links. Recorded on September 23rd, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Bryan on X: @BryanPCutsinger Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:04:41 - Rethinking Deflation 00:35:48 - Rapid Productivity Growth from AI 00:46:35 - Tolerating Deflation 00:55:28 - Outro

Now on Spotify Video! Mustafa Suleyman's journey to becoming one of the most influential figures in artificial intelligence began far from a Silicon Valley boardroom. The son of a Syrian immigrant father in London, his early years in human rights activism shaped his belief that technology should be used for good. That vision led him to co-found DeepMind, acquired by Google, and later launch Inflection AI. Now, as CEO of Microsoft AI, he explores the next era of AI in action. In this episode, Mustafa discusses the impact of AI in business, how it will transform the future of work, and even our relationships. In this episode, Hala and Mustafa will discuss: (00:00) Introduction(02:42) The Coming Wave: How AI Will Disrupt Everything(06:45) Artificial Intelligence as a Double-Edged Sword (11:33) From Human Rights to Ethical AI Leadership(15:35) What Is AGI, Narrow AI, and Hallucinations of AI?(24:15) Emotional AI and the Rise of Digital Companions(33:03) Microsoft's Vision for Human-Centered AI(41:47) Can We Contain AI Before Its Revolution?(48:33) The Future of Work in an AI-Powered World(52:22) AI in Business: Advice for Entrepreneurs Mustafa Suleyman is the CEO of Microsoft AI and a leading figure in artificial intelligence. He co-founded DeepMind, one of the world's foremost AI research labs, acquired by Google, and went on to co-found Inflection AI, a machine learning and generative AI company. He is also the bestselling author of The Coming Wave. Recognized globally for his influence, Mustafa was named one of Time's 100 most influential people in AI in both 2023 and 2024. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury streamlines your banking and finances in one place. Learn more at mercury.com/profiting. Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Quo - Get 20% off your first 6 months at Quo.com/PROFITING  Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING  Framer- Go to Framer.com and use code PROFITING to launch your site for free.  Merit Beauty - Go to meritbeauty.com to get your free signature makeup bag with your first order.  Pipedrive - Get a 30-day free trial at pipedrive.com/profiting  Airbnb - Find yourself a cohost at airbnb.com/host  Resources Mentioned: Mustafa's Book, The Coming Wave: bit.ly/TheComing_Wave  Mustafa's LinkedIn: linkedin.com/in/mustafa-suleyman  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, ChatGPT, AI Marketing, Prompt, AI for Entrepreneurs, AI Podcast