Podcasts about Cuda

March 3rd, Computer History Museum CODING AGENTS CONFERENCE, come join us while there are still tickets left.https://luma.com/codingagentsChris Fregly is currently focused on building and scaling high-performance AI systems, writing and teaching about AI infrastructure, helping organizations adopt generative AI and performance engineering principles on AWS, and fostering large developer communities around these topics.Performance Optimization and Software/Hardware Co-design across PyTorch, CUDA, and NVIDIA GPUs // MLOps Podcast #363 with Chris Fregly, Founder, AI Performance Engineer, and InvestorJoin the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletterMLOps GPU Guide: https://go.mlops.community/gpuguide// AbstractIn today's era of massive generative models, it's important to understand the full scope of AI systems' performance engineering. This talk discusses the new O'Reilly book, AI Systems Performance Engineering, and the accompanying GitHub repo (https://github.com/cfregly/ai-performance-engineering). This talk provides engineers, researchers, and developers with a set of actionable optimization strategies. You'll learn techniques to co-design and co-optimize hardware, software, and algorithms to build resilient, scalable, and cost-effective AI systems for both training and inference. // BioChris Fregly is an AI performance engineer and startup founder with experience at AWS, Databricks, and Netflix. He's the author of three (3) O'Reilly books, including Data Science on AWS (2021), Generative AI on AWS (2023), and AI Systems Performance Engineering (2025). He also runs the global AI Performance Engineering meetup and speaks at many AI-related conferences, including Nvidia GTC, ODSC, Big Data London, and more.// Related LinksAI Systems Performance Engineering: Optimizing Model Training and Inference Workloads with GPUs, CUDA, and PyTorch 1st Edition by Chris Fregly: https://www.amazon.com/Systems-Performance-Engineering-Optimizing-Algorithms/dp/B0F47689K8/Coding Agents Conference: https://luma.com/codingagents~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Chris on LinkedIn: /cfreglyTimestamps:[00:00] SageMaker HyperPod Resilience[00:27] Book Creation and Software Engineering[04:57] Software Engineers and Maintenance[11:49] AI Systems Performance Engineering[22:03] Cognitive Biases and Optimization / "Mechanical Sympathy"[29:36] GPU Rack-Scale Architecture[33:58] Data Center Reliability Issues[43:52] AI Compute Platforms[49:05] Hardware vs Ecosystem Choice[1:00:05] Claude vs Codex vs Gemini[1:14:53] Kernel Budget Allocation[1:18:49] Steerable Reasoning Challenges[1:24:18] Data Chain Value Awareness

Barracuda Head Coach John McCarthy talks with Brodie Brazil about the Cuda season, impactful players, and looking ahead to the rest of the AHL season.

In this special alumni edition of Cuda Confidential, Barracuda voice catches up with Olympian and former Barracuda and Sharks' forward Alex True.

In this special alumni edition of Cuda Confidential, Barracuda voice catches up with Olympian and former Barracuda and Sharks' forward Alex True.

In this episode of Common Denominator, I break down one of the most extraordinary leadership stories of our time: Jensen Huang and NVIDIA.Over the last 36 months, NVIDIA has added roughly $100 billion in market cap per month, growing from a $300 billion company to nearly $4.5 trillion. But numbers like that don't happen by accident. They're the result of leadership.In this episode, I explore what kind of leadership it actually takes to build a company like NVIDIA — and what we can all learn from Jensen Huang's 32-year tenure as CEO.Here's what I dive into:- Why leadership compounds over time- The power of thinking in decades, not quarters- Why betting early on AI, GPUs, and CUDA looked irrational — but wasn't- How staying technically fluent at scale protects standards and speed- Why calm is one of the most underrated leadership traits- The difference between managing outcomes and managing direction- How great companies become infrastructure the world can't function withoutOn Common Denominator, I always ask: what's the real force behind extraordinary outcomes? More often than not, it's leadership. Not the title — the substance.Whether you're building a startup, leading a team, investing, or simply trying to lead yourself better, the lessons are the same:Think longer.Stay close to the work.Build for where the world is going.Don't let success dilute conviction.Jensen Huang didn't just build NVIDIA. He demonstrated what leadership looks like in an era of exponential change.And to me, that's the real common denominator.Like this episode? Leave a review here:https://ratethispodcast.com/commondenominator

Dylan Patel (SemiAnalysis) joins Matt Turck for a deep dive into the AI chip wars — why NVIDIA is shifting from a “one chip can do it all” worldview to a portfolio strategy, how inference is getting specialized, and what that means for CUDA, AMD, and the next wave of specialized silicon startups.Then we take the fun tangents: why China is effectively “semiconductor pilled,” how provinces push domestic chips, what Huawei means as a long-term threat vector, and why so much “AI is killing the grid / AI is drinking all the water” discourse misses the point.We also tackle the big macro question: capex bubble or inevitable buildout? Dylan's view is that the entire answer hinges on one variable—continued model progress—and we unpack the second-order effects across data centers, power, and the circular-looking financings (CoreWeave/Oracle/backstops).Dylan PatelLinkedIn - https://www.linkedin.com/in/dylanpatelsa/X/Twitter - https://x.com/dylan522pSemiAnalysisWebsite - https://semianalysis.comX/Twitter - https://x.com/SemiAnalysis_Matt Turck (Managing Director)Blog - https://mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturckFirstMarkWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCap(00:00) - Intro(01:16) - Nvidia acquires Groq: A pivot to specialization(07:09) - Why AI models might need "wide" compute, not just fast(10:06) - Is the CUDA moat dead? (Open source vs. Nvidia)(17:49) - The startup landscape: Etched, Cerebras, and 1% odds(22:51) - Geopolitics: China's "semiconductor-pilled" culture(35:46) - Huawei's vertical integration is terrifying(39:28) - The $100B AI revenue reality check(41:12) - US Onshoring: Why total self-sufficiency is a fantasy(44:55) - Can the US actually build fabs? (The delay problem)(48:33) - The CapEx Bubble: Is $500B spending irrational?(54:53) - Energy Crisis: Why gas turbines will power AI, not nuclear(57:06) - The "AI uses all the water" myth (Hamburger comparison)(1:03:40) - Circular Debt? Debunking the Nvidia-CoreWeave risk(1:07:24) - Claude Code & the software singularity(1:10:23) - The death of the Junior Analyst role(1:11:14) - Model predictions: Opus 4.5 and the RL gap(1:14:37) - San Francisco Lore: Roommates (Dwarkesh Patel & Sholto Douglas)

In the latest episode of Cuda Confidential, Barracuda voice Nick Nollenberger catches up with second-year center Filip Bystedt to discuss his AHL All-Star nod, breakout sophomore season, and more.

In the latest episode of Cuda Confidential, Barracuda voice Nick Nollenberger catches up with second-year center Filip Bystedt to discuss his AHL All-Star nod, breakout sophomore season, and more.

Send us a textIs AI ruining the automotive industry? The guys discuss the current climate of AI and its affects what we see and can trust online.Buy the guys some guzzoline! https://buymeacoffee.com/getoutndriveThe Get Out N Drive Podcast is Fuel By AMD ~ AMD: More Than Metal https://www.autometaldirect.com/Visit the ‪AMD‬​ Garage ~ Your one stop source for high quality body panels for your restorationhttps://www.autometaldirect.com/amdgarageFor all things Get Out N Drive, cruise on over to the Get Out N Drive website. https://getoutndrive.com/Be sure to follow GOND on social media!GOND Website: https://getoutndrive.com/IG: https://www.instagram.com/getoutndrivepodcast/X: https://x.com/getoutndrivepodFB: https://www.facebook.com/Get.Out.N.Drive.podcastYouTube: https://www.youtube.com/@getoutndriveRecording Engineer: Paul MeyerSubscribe to the ‪Str8sixfan‬​ YouTube Channel:  @Str8sixfan  #classiccars​ #automotive​ #amd #autometaldirect #c10 #restoration #autorestoration #autoparts #restorationparts #truckrestoration #Jasonchandler #podcast #sheetmetal #mecum #bobbyadams #mecumscandal #carauction #classiccarauction #usedcar #buyaclassiccar #sellaclassiccar#tradeschool​#carengines​#WhatDrivesYOUth​#GetOutNDriveFAST​Join our fb group to share pics of how you Get Out N Drive: https://www.facebook.com/groups/getoutndrivepodcast/Follow Jason on IG: https://www.instagram.com/oldecarrguy/Follow Jason on fb: https://www.facebook.com/oldecarrguySubscribe To the OldeCarrGuy YouTube Channel:  @OldeCarrGuy  Follow John on IG: https://www.instagram.com/customcarnerd/Recording Engineer, Paul MeyerSign Up and Learn more about National Get Out N Drive Day: https://nationalgetoutndriveday.com/Music Credit:Licensor's Author Username:LoopsLabLicensee:Get Out N Drive PodcastItem Title:The RockabillyItem URL:https://audiojungle.netItem ID:25802696Purchase Date:2022-09-07 22:37:20​ UTCSupport the show: https://buymeacoffee.com/getoutndrive#ClassicCarSupport the show

Brodie Brazil sits down with San Jose Barracuda forward Cam Lund to talk about his season with the Cuda, his teammates, and more.

In this Friday Deploy, Andrew and Ben dive into the viral Moltbot (now OpenClaw) phenomenon and Steve Yegge's Software Survival 3.0 essay, debating how SaaS companies can build moats in an era of token-constrained engineering. They also explore the concept of "Dark Flow" - a deceptive state where vibe coding feels productive but hides accumulated tech debt - and break down Anthropic's newly released constitution for Claude. Finally, the team discusses a Reddit user's claim to have ported CUDA to AMD in 30 minutes and shares a fascinating breakdown of podcast listening data.LinearB: The AI productivity platform for engineering leadersFollow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's stories:OpenClawSoftware Survival 3.0Breaking the Spell of Vibe CodingClaude's new constitutionClaude Code Has Managed to Port NVIDIA's CUDA Backend to ROCmMy Top 25 Podcast Episodes & Interviews from 2025 by IPM (Insights Per Minute)OFFERS Start Free Trial: Get started with LinearB's AI productivity platform for free. Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era. LEARN ABOUT LINEARB AI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production. AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance. AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil. MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.

Ravi begins by explaining why this conversation matters to him: although he's often skeptical of tech leaders, he sees Nvidia CEO Jensen Huang as a rare and genuinely consequential figure. He briefly reflects on the Pretti shooting in Minnesota and the broader questions it raises about accountability and transparency before turning to the interview. Ravi then speaks with author Stephen Witt about the forces that shaped Jensen's leadership—from a punishing childhood and Nvidia's early brush with failure to the high-risk CUDA bet that helped make modern AI possible. It's an absorbing portrait of leadership, obsession, and the building of one of the most important tech companies of our time. Stephen Witt's Jensen Huang, Nvidia, and the World's Most Coveted Microchip Ravi's Garbage Town ––––– Leave us a voicemail with your thoughts on the show! 201-305-0084⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ravi at @RaviMGupta Notes from this episode are also available on Substack: https://thelostdebate.substack.com/ Read more from Ravi on Substack: https://realravigupta.substack.com  Follow The Branch at @thebranchmedia Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785 Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F Listen to Where the Schools Went: https://thebranchmedia.org/show/where-the-schools-went/ 

The Sharks continue to make moves on and off the ice. On the ice, they win two of three games as their push for the playoffs continues, and off the ice, they made a trade to acquire Vancouver Canucks forward Keifer Sherwood. The Barracuda also split two games this week. Other topics include. The roster pinch continues with Chernyshov being sent to the Barracuda. The Sharks have one roster spot as Mukhamadullin and Kurashev near their return. A week away for trade flexibility for Skinner and Klingberg. State of the Sharks recap. Barracuda injuries continue to pile up. More creepy fans. Have your say in the YouTube Superchat on the Sharks, the Cuda and everything hockey! Teal Town USA - A San Jose Sharks' post-game podcast, for the fans, by the fans! Subscribe to catch us after every Sharks game and our weekly wrap-up show, The Pucknologists! Check us out on YouTube and remember to Like, Subscribe, and hit that Notification bell to be alerted every time we go live!

Od 9 stycznia około 600 tys. osób opuściło Kijów przez brak prądu, który spowodowany jest rosyjskimi atakami na infrastrukturę energetyczną. “Ogólnokrajowy blackout jest mało prawdopodobny, ale kolejne ciężkie epizody wyłączenia prądu są realne” - komentuje Danylo Moiseienko, analityk ds. współpracy energetycznej z Ukrainą w Forum Energii.

The Sharks' eastern roadswing continues to have its ups and downs. A win in Washington, followed by being handled by the Detroit Red Wings. The Barracuda were on a rollercoaster of their own as they split a weekend set in Tucson. Other topics include. Nick Leddy is finally on waivers. Sharks having an A+ Season Sharks players/prospects are plentiful in Pronman's midseason U23 list. Michael Misa can stay after a minor league trade. And More! Have your say in the YouTube Superchat on the Sharks, the Cuda and everything hockey! Teal Town USA - A San Jose Sharks' post-game podcast, for the fans, by the fans! Subscribe to catch us after every Sharks game and our weekly wrap-up show, The Pucknologists! Check us out on YouTube and remember to Like, Subscribe, and hit that Notification bell to be alerted every time we go live!

Send us a textThe Get Out N Drive Podcast Is Fueled By AMDIn this episode the guys talk about the birth, evolution and resurgence of 70s era Boogie Vans.  Buy the guys some gas!The Get Out N Drive Podcast is Fuel By AMD ~ AMD: More Than MetalVisit the ‪AMD‬​ Garage ~ Your one stop source for high quality body panelsFor all things Get Out N Drive, cruise on over to the Get Out N Drive website.Be sure to follow GOND on social media!GOND WebsiteIGXFBYouTubeRecording Engineer, Paul MeyerSubscribe to the ‪Str8sixfan‬​ YouTube Channel#classiccars​ #automotive​ #amd #autometaldirect #c10 #restoration #autorestoration #autoparts #restorationparts #truckrestoration #Jasonchandler #podcast #sheetmetal #carbuild #truckbuild #carproject #2025 #2026 #yearendreview#WhatDrivesYOUth​#GetOutNDriveFAST​Join our fb group to share pics of how you Get Out N DriveFollow Jason on IGIGFollow Jason on fbSubscribe To the OldeCarrGuy YouTube ChannelFollow John on IGRecording Engineer, Paul MeyerSign Up and Learn more about National Get Out N Drive Day.Music Credit:Licensor's Author Username:LoopsLabLicensee:Get Out N Drive PodcastItem Title:The RockabillyItem URL:https://audiojungle.ne...​Item ID:25802696Purchase Date:2022-09-07 22:37:20​ UTCSupport the show

In this episode, Conor and Bryce conduct the annual 2025 retro!Link to Episode 269 on WebsiteDiscuss this episode, leave a comment, or ask a question (on GitHub)SocialsADSP: The Podcast: TwitterConor Hoekstra: LinkTree / BioBryce Adelstein Lelbach: TwitterShow NotesDate Recorded: 2026-01-13Date Released: 2026-01-16VOTE FOR YOUR FAVORITE ADSP EPISODES OF 2025ADSP Episode 259:

Expansion empire Nvidia $1B+ AI startup investments strategically controls silicon end-to-end potently globally disruptively. Strategic portfolio fuels agentic platforms, video generation, biotech revolutionizing trillion-dollar sectors comprehensively aggressively. Bets accelerate CUDA moat potently.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join Michael Søndergaard, CEO and Founder of Spectral Compute, for a deep-dive conversation with Gary Fowler on one of the most critical infrastructure challenges in AI and high-performance computing: hardware lock-in within the CUDA ecosystem.Michael explains how Spectral Compute's SCALE toolchain — a compiler and CUDA-compatible libraries — allows a superset of CUDA code to compile directly to both NVIDIA and AMD GPUs with no intrinsic performance overhead. This breakthrough enables developers and enterprises to choose the best hardware for their workloads without rewriting code or sacrificing efficiency.

Power network billion-dollar AI startup Nvidia $1B+ strategically energizes infrastructure potently worldwide disruptively. Massive portfolio spans agentic workflows, video AI, enterprise reasoning revolutionizing industries comprehensively aggressively. Strategic bets firewall CUDA moat potently.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nvidia's aggressive $1B+ AI unicorn investments firewall CUDA ecosystem against open challengers disruptively. Spanning LLMs, autonomous driving, and biotech AI secures inference revenue streams globally. Portfolio accelerates trillion-parameter deployment leadership potently.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Empire builder strategic billion-dollar AI Nvidia $1B+ startups dominates infrastructure potently worldwide disruptively. Massive portfolio covers autonomous driving, video AI, enterprise copilots revolutionizing markets comprehensively aggressively potently. Strategic bets firewall CUDA aggressively.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With the holidays in the rearview, hockey has returned to a full schedule. Ian and AJ break down the week that was for the Sharks and Barracuda, Wennberg's new contract, and look ahead to the Olympics. We'll also cover these topics: The WJC continues, with updates on who's still in, who went home, and, most importantly, how the Sharks' prospects fared. The Spangler Cup is in the books. How did Pohlkamp and Muldowney do with the US Collegiate Selects team? Another round of new NHL Jerseys Wennberg Extension. And More! Have your say in the YouTube Superchat on the Sharks, the Cuda and everything hockey! Teal Town USA - A San Jose Sharks' post-game podcast, for the fans, by the fans! Subscribe to catch us after every Sharks game and our weekly wrap-up show, The Pucknologists! Check us out on YouTube and remember to Like, Subscribe, and hit that Notification bell to be alerted every time we go live!

Chapitre 13 du Viveka Cuda Mani (Le plus beau fleuron de la discrimination) intitulé "L'Atman est au delà des 5 gaines". Bibliographie: https://www.babelio.com/livres/Sankara-Le-plus-Beau-Fleuron-de-la-Discrimination--Viveka/165555 Musique: Calm Whale (whaleloryb.bandcamp.com/track/waves-of-inspiration-new-moon-january-2024) Narration et réalisation: Bruno Léger Production: Les mécènes du Vieux Sage Que règnent la paix et l'amour parmi tous les êtres de l'univers.  OM Shanti, Shanti, Shanti. 

#nhra #promods #champion NHRA Congruity Pro Mod World Champion, J.R. Gray joins WFO Radio to discuss his 2025 NHRA championship campaign. J.R. will give the details of the pressure packed final race in Las Vegas that made him champion, and look ahead to 2026. Alan Reinhart returns to WFO for a holiday check in! He give the details of his trip to explore drag racing in Australia. What's up with the Cuda? We'll find out...on the final WFO of 2025. 🚨 Don't miss out! Subscribe to WFO Radio for weekly NHRA updates, driver interviews, and exclusive motorsport content. Hit the bell 🔔 for notifications! MERCH: https://www.teepublic.com/stores/wfo-radio?ref_id=24678 PATREON: https://www.patreon.com/WFORadio APPLE: https://podcasts.apple.com/us/podcast/wfo-radio-podcast/id449870843?ls=1 SPOTIFY: https://open.spotify.com/show/0oo5mn0E3VmfhRCTHyLQIS

Barracuda voice Nick Nollenberger is joined by forward Jimmy Huntington to discuss joining the Sharks organization, nearly signing with San Jose out of junior, winning a Calder Cup, and more.

Barracuda voice Nick Nollenberger is joined by forward Jimmy Huntington to discuss joining the Sharks organization, nearly signing with San Jose out of junior, winning a Calder Cup, and more.

This week Mike sits down with entrepreneur Chuck Cuda—a man who transformed a life-altering setback into a multimillion-dollar comeback. Chuck's journey begins with a single decision that landed him in prison after he refused to testify against friends in an illegal sports-betting case. But it was in a prison cell on Thanksgiving Day where he experienced the wake-up call that reshaped his entire life. From that moment, accountability became his superpower. Chuck rebuilt everything from the ground up. He went on to close over $200 million in commercial real estate deals, mastering the fundamentals of discipline, prospecting, and relationship-driven success. His ambition then carried him into the fast-evolving cannabis industry, where he expanded an operation from 5 to 22 licenses across three states—turning major financial challenges into profitability. Driven by purpose, Chuck also shares his passion for philanthropy, inspired by his father's battle with non-Hodgkin's lymphoma. Through the OPES Charitable Foundation, he has helped raise more than $3 million for cancer research. His daily affirmations, leadership philosophy, and belief in limitless potential offer a blueprint for anyone looking to rebuild their life or elevate their mindset.   IN THIS EPISODE:

Brodie Brazil talks with San Jose Barracuda forward Kasper Halttunen about his season with the Cuda.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫谷歌vs英伟达：A I的下半场巅峰对决，来自闷得而蜜。历史回顾互联网时代，成就了谷歌、facebook，思科跌下神坛。云计算时代，成就了微软、亚马逊，Intel跌下神坛。移动互联网时代，成就了苹果，高通跌下神坛。IT行业有条铁律：每一美元的硬件，必须产生十美元的软件和服务收入。这个产业规律，暗示着，信息产业进入稳定成长期，软件和服务商的估值远远超越硬件厂商。如今，人工智能浪潮席卷全球，算力成为新时代的“石油”，大模型成为基础设施。站在 A I 时代的十字路口，我们再次目睹巨头格局的剧烈重构。英伟达，凭借 G P U 在并行计算上的天然优势，一跃成为A I训练的“卖铲人”，市值一度超越苹果、微软，登顶全球第一。它的成功，看似打破了“一美元硬件难敌十美元软件”的铁律。而谷歌，作为A I领域的长期布道者——从2014年收购 DeepMind，到2017年提出 Transformer 架构，再到持续投入大模型与 A I 原生产品——却在商业化落地和市场估值上显得步履谨慎，甚至被质疑“起了个大早，赶了个晚集”。这不禁让人发问：在A I的下半场，究竟是掌握底层算力的“硬件霸主”继续高歌猛进，还是拥有数据、算法与生态闭环的“软件巨头”后来居上？谷歌与英伟达的对决，或许正是回答这个问题的关键线索。英伟达：算力垄断的黄金时代英伟达的崛起并非偶然。自 2012 年 AlexNet 使用 G P U 加速深度学习以来，黄仁勋就押注 A I 是计算范式的根本性变革。过去三年，这一判断被验证到极致：市占率超 95%：在训练端 G P U 市场，英伟达几乎形成事实垄断；毛利率高达 75%+：远超传统芯片公司，逼近软件公司水平；CUDA 生态护城河：百万开发者、数千优化库、数万企业依赖其软件栈，迁移成本极高；订单排到 2026 年：Blackwell 芯片供不应求，客户包括微软、Meta、亚马逊、甲骨文等所有云巨头。更关键的是，英伟达不再只是卖芯片，而是通过 A I Enterprise 软件套件、NIM 微服务、DGX Cloud 等，向“A I 操作系统”演进。它正在把硬件优势转化为平台级控制力。谷歌：被低估的 A I 全栈能力如果说英伟达是 A I 时代的“水电煤供应商”，那么谷歌就是那个最早设计电网、制定标准、还自己发电用电的人。技术源头：Transformer 架构（2017）已成为所有大模型的基础；LaMDA、PaLM、Gemini 系列模型持续领先；自研芯片：TPU 已迭代至 v5e/v5p/v6/v7，在内部训练效率上媲美甚至优于 B200；数据闭环：Search、YouTube、GmA Il、Android、Workspace 每天产生海量真实用户交互数据，这是任何外部公司无法复制的燃料；产品整合：A I 已深度嵌入 Search、Workspace、Android、Cloud。更重要的是，谷歌的商业模式天然适配 A I 变现：广告仍是现金牛：2024 年 Q3 广告收入 65 亿美元每天，为 A I 投入提供无限弹药；A I 不是成本，而是效率工具：用 Gemini 优化搜索结果、自动生成广告文案、提升客服效率——每一项都能直接节省数十亿美元运营成本；云业务拐点已现：Google Cloud 首次实现全年盈利，A I 服务成增长引擎。市场低估谷歌，是因为它没有像英伟达那样“性感”的单季度 200% 增长。但谷歌的 A I 战略是内生、稳健、可规模化的——它不需要靠卖芯片吃饭，而是让 A I 成为整个生态的“操作系统”。下半场：从“卖铲子”到“开金矿”A I 上半场的主题是基础设施军备竞赛——谁有更多 G P U，谁就能训练更大模型。英伟达因此受益最大。但下半场的主题正在转向：谁能用 A I 创造真实价值？谁能把模型变成产品、服务和利润？这里有几个关键转折信号：模型同质化加剧：闭源与开源模型性能差距缩小，单纯堆参数不再有效；推理成本成为瓶颈：训练只需一次，推理每天亿次——能效比、边缘部署、定制芯片更重要；用户要结果，不要技术：企业关心“A I 能否提升客服转化率”，而非“用了多少 B200”。在这个新阶段，谷歌的优势开始凸显：它拥有从芯片，框架，模型 ，到应用，最终到达用户的完整闭环；它不需要说服客户“为什么需要 A I”，因为 A I 已经在每天服务数十亿人；它的护城河不是 CUDA，而是用户习惯 + 数据飞轮 + 产品集成度。反观英伟达，若不能从“硬件供应商”进化为“A I 平台运营商”，其高估值将面临巨大压力。毕竟，历史上从未有一家纯硬件公司能长期维持 30 倍以上的市销率。结论：不是零和博弈，而是范式迁移谷歌与英伟达并非简单的“你死我活”。事实上，它们代表了 A I 价值链的两个关键环节：基础设施层 vs 应用层。但在 A I 的下半场，界限正在模糊：英伟达在做软件；谷歌在做芯片；微软既买英伟达芯片，又自研 MA Ia，还集成 Open AI；亚马逊一边采购 H100，一边推广 TrA Inium。真正的胜负手，不在于谁卖更多芯片，而在于谁能构建“软硬一体、端云协同、数据驱动”的飞轮。从这个角度看，谷歌的长期确定性可能更高——因为它早已把 A I 编织进自己的基因。而英伟达的辉煌，仍取决于 A I 资本开支的持续性和生态壁垒的不可逾越性。投资者不妨这样思考：如果你相信 A I 仍将经历一轮疯狂的基础设施投资潮，英伟达仍是首选；如果你相信 A I 正在进入“价值兑现期”，那么谷歌这样拥有场景、数据和变现能力的公司，才真正站在复利的起点。历史告诉我们：最终赢得时代的，从来不是最锋利的铲子，而是挖到金矿并建起城市的人。

Miesiąc Wizji w LIFE trwa! Czternaście (analogowych) punktów, które wyjaśnią Ci czym jest wizja i serce kościoła LIFE. Posłuchaj inspiracji pastora Maśka Liziniewicza.Wesprzyj nas: ⁠https://patronite.pl/lifepodcast

Miesiąc Wizji w LIFE trwa! Posłuchaj inspiracji naszego przyjaciela, pastora Stephena Matthew, by dowiedzieć się, jak Ty możesz stać się częścią wizji, którą ma dla Ciebie Bóg! Wesprzyj nas: https://patronite.pl/lifepodcast

On today's episode of The Buildup, we catch you up on some roster moves, and chat with the voice of The Barracuda, Nick Nollenberger, to get you caught up on all things Cuda.

Send us a textA faster lap by going blind sounds reckless until you hear Lando Norris say he drives better with the delta display switched off. That's the spark for a bigger idea we explore: acid capitalism, where imagination and shared beliefs move markets more than the neatest spreadsheet ever can.We start with the critique that more frequent shows dilute intrigue and use it to sharpen the mission: reduce noise, focus on decision design. From there we test how narrative beats decimals in places you wouldn't expect. An F1 franchise marked at six billion becomes a case study in brand economics. Nvidia stops looking like “just chips” and reveals its platform moat through CUDA and TSMC's world-class execution, while hyperscalers quietly stretch asset lives to boost reported earnings. Tesla's 20-quarter coil is not dead money; it's stored energy that can compress a future rerate positive or cataclysmic into a single year. Meanwhile, China's 10-year yield hovering below 2 percent acts as a simple, powerful tell for local equities.We also dig into mispriced complexity. Spirits makers face a brutal cobweb: whiskey needs a decade, tequila seven years, and changing demand punishes inventory mistakes for an age. That's why Diageo and peers trade near decade lows; not because the category is broken, but because time is. Pain today sets up tomorrow's scarcity. We map one pragmatic approach: harvest option income against depressed, range-bound leaders to grind down cost basis while you wait for pricing power to return.Along the way, we examine Bitcoin vs MicroStrategy premiums, joke about longevity supplements, and acknowledge the temptation to obsess over every decimal point. The takeaway is consistent: decide what to ignore. Turn off the dashboard that steals your attention, then do the simple, hard work and respect cash over optics, find moats that scale, and back visions that mobilise real capital.Enjoyed the ride? Follow, share with a friend who loves markets with edge, and leave a review telling us what you'd switch off to see better.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Neon glows, steel shines, and the floor hums with V8 heartbeat as we step inside the Hemi Hideout for a guided tour through one of the most captivating Mopar collections in Texas. We move car by car, blending hard facts with honest reactions—why an aero-wild Superbird reshaped NASCAR, how a numbers-matching Super Bee earns reverence, and where a properly built restomod Cuda proves that drivability and drama can live under the same Shaker hood.We share the stories that make these machines feel alive. A violet 1970 Road Runner convertible exits a riverbed after 25 years and returns as a numbers-matching gem. A 1947 Dodge Power Wagon scores 996 out of 1000 and closes its doors with refrigerator solidity. A 1969 Coronet R/T convertible gets a 528 Hemi and triple carbs, while a Pink Panther Challenger and a chameleon '37 Plymouth coupe show how attitude and engineering come together in Pro Street form. Production numbers, engine codes, and rare color combos turn into small epiphanies—one Go Mango Super Bee is one of only 32 with its configuration, and just four exist in the registry today.Between spark and story, we widen the lens to community and the market. Charity open houses turn $10 tickets into doubled donations. Cruise nights, coffee meets, and holiday toy drives invite everyone to pull up and talk cars. And when talk shifts to tariffs, we unpack why a 25% headline rarely becomes a 25% price hike, explaining how transaction values, content rules, and dealer variability shape what buyers actually pay. It's a full-spectrum ride: history, hardware, community, and clarity.Love muscle car history, NASCAR lore, and the art of a great restomod? Tap play, then tell us your pick from the Hemi Hideout lineup. If this tour revs your engine, follow the show, share with a friend, and drop a review so more enthusiasts can find the ride.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Chapitre 12 du Viveka Cuda Mani (Le plus beau fleuron de la discrimination) intitulé "L'individualité et les 5 gaines".   Bibliographie: https://www.babelio.com/livres/Sankara-Le-plus-Beau-Fleuron-de-la-Discrimination--Viveka/165555   Musique: Cousin Silas & Kevin Buckland (https://weareallghosts.bandcamp.com/track/slow-morning)   Narration et réalisation: Bruno Léger   Production: Les mécènes du Vieux Sage   Que règnent la paix et l'amour parmi tous les êtres de l'univers.    OM Shanti, Shanti, Shanti.  

This week SUSE's SLES and Red Hat's RHEL are embracing AI in the form of MCP and CUDA support. FFMPEG scores a $100k donation, Pop_OS and Cosmic finally have a release data, and Unity is in need of help. Kodi 22 has an Alpha, Debian has a Systemd dustup, and Krita has landed HDR support. And there's a port of Linux to WASM, so you can run the kern in your browser. Handy! For tips we have doxx for opening .docx in the terminal, a primer on absolute vs relative paths, whoami for grabbing the current username, and btrfs's scrub command for checking the local disk. You can find the show notes at https://bit.ly/4ovhsLG and have a great week! Host: Jonathan Bennett Co-Hosts: Rob Campbell, Jeff Massie, and Ken McDonald Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show Want access to the ad-free video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

This week SUSE's SLES and Red Hat's RHEL are embracing AI in the form of MCP and CUDA support. FFMPEG scores a $100k donation, Pop_OS and Cosmic finally have a release data, and Unity is in need of help. Kodi 22 has an Alpha, Debian has a Systemd dustup, and Krita has landed HDR support. And there's a port of Linux to WASM, so you can run the kern in your browser. Handy! For tips we have doxx for opening .docx in the terminal, a primer on absolute vs relative paths, whoami for grabbing the current username, and btrfs's scrub command for checking the local disk. You can find the show notes at https://bit.ly/4ovhsLG and have a great week! Host: Jonathan Bennett Co-Hosts: Rob Campbell, Jeff Massie, and Ken McDonald Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show Want access to the ad-free video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Q3 earnings call, NVIDIA's strategic partnership with Uber, and GM's surprising return to autonomy under Sterling Anderson's leadership.The conversation opens with Walt's firsthand insights from Tesla's Q3 2025 earnings call, where the company confirmed plans to remove safety attendants across “large parts” of Austin by year-end after accumulating 250,000 robotaxi miles.Tesla also announced 8–10 additional markets coming online by year-end, including Florida, Arizona, and Nevada, following the company's phased rollout playbook: safety-attended operations first, followed by fully autonomous service. Grayson projects more than 300 Model Y Robotaxis operating in Austin by mid-2026, potentially joined by 25–50 Cybercabs pending NHTSA exemptions.The discussion then turns to NVIDIA's newly announced partnership with Uber, which Grayson sees as signaling something much bigger than data sharing. He suggests NVIDIA could be positioning to acquire a leading autonomous driving developer such as Wayve, mirroring its CUDA strategy where software dominance separated it from competitors.His thesis: NVIDIA will ultimately own and license an autonomy stack across the industry, creating existential risk for startups dependent on its compute. Walt explores the market dynamics and potential conflicts that arise when your chip vendor becomes your competitor, while noting that NVIDIA's brand power could simultaneously validate the entire autonomy market.The week also brought news from GM, which re-entered the autonomy race by announcing a 2028 “hands-off, eyes-off” system debuting in the Cadillac Escalade IQ. Sterling Anderson confirmed GM's staged rollout plan: highways first, urban next, then full urban autonomy.Closing out the episode, Grayson and Walt debut the Foreign Autonomy Desk, covering Baidu Apollo's partnership with Swiss PostBus, WeRide and Uber's shuttle launch in Saudi Arabia, May Mobility's strategic investment from Grab for Southeast Asia expansion, and Waymo's effort to bring UK safety advocates to California for test rides ahead of its potential London launch.Episode Chapters0:00 Tesla Q3 2025 Earnings14:58 NVIDIA's Autonomy Ambitions20:59 Avride & Uber's Autonomy Investment Strategy23:09 GM is Back in Autonomy28:46 Waymo Begins Manually Testing at EWR (Newark Airport)32:14 Foreign Autonomy DeskRecorded on Friday October 24, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Cuda Confidential, Nick Nollenberger recaps the Barracuda's first three games and previews its two-game series with the Milwaukee Admirals by catching up with Ads voice Aaron Sims.

In this episode of Cuda Confidential, Nick Nollenberger recaps the Barracuda's first three games and previews its two-game series with the Milwaukee Admirals by catching up with Ads voice Aaron Sims.

In this episode of I Am Refocused Radio, host Shemaiah Reed sits down with entrepreneur and commercial real estate powerhouse Chuck Cuda, founder of OPES Commercial Real Estate and CEO of Elevation Cannabis.As CEO of Elevation Cannabis, he expanded operations from five to 22 licenses across three states, proving his ability to grow and disrupt industries.But Chuck's success doesn't stop at business. In 2018, he founded the OPES Charitable Foundation, which has raised more than $3 million for causes like cancer research and autism awareness. He also serves on local boards — including the Leukemia and Lymphoma Society — and mentors young athletes through youth baseball, helping shape the next generation of leaders.This conversation dives deep into leadership, innovation, giving back, and what it really takes to build something that lasts.Become a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.Thank you for tuning in to I Am Refocused Radio. For more inspiring conversations, visit IAmRefocusedRadio.com and stay connected with our community.Don't miss new episodes—subscribe now at YouTube.com/@RefocusedRadio

Barracuda Voice previews the upcoming 2025-26 season, highlighting some of the team's new faces and key departures from last year. General Manager Joe Will also stops by to share his thoughts.

Barracuda Voice previews the upcoming 2025-26 season, highlighting some of the team's new faces and key departures from last year. General Manager Joe Will also stops by to share his thoughts.

Today, we're joined by Jacob Buckman, co-founder and CEO of Manifest AI to discuss achieving long context in transformers. We discuss the bottlenecks of scaling context length and recent techniques to overcome them, including windowed attention, grouped query attention, and latent space attention. We explore the idea of weight-state balance and the weight-state FLOP ratio as a way of reasoning about the optimality of compute architectures, and we dig into the Power Retention architecture, which blends the parallelization of attention with the linear scaling of recurrence and promises speedups of >10x during training and >100x during inference. We review Manifest AI's recent open source projects as well: Vidrial—a custom CUDA framework for building highly optimized GPU kernels in Python, and PowerCoder—a 3B-parameter coding model fine-tuned from StarCoder to use power retention. Our chat also covers the use of metrics like in-context learning curves and negative log likelihood to measure context utility, the implications of scaling laws, and the future of long context lengths in AI applications. The complete show notes for this episode can be found at https://twimlai.com/go/750.

Destination Linux, DL 437, Linux Podcast, Open Source, Linux News, NVIDIA, Intel, AI Alliance, CUDA on Linux, Ubuntu CUDA, Steam Malware, Gaming Security, Trojan Virus, Vivaldi AI, Privacy Concerns, Scapy, Network Tool, Linux Community, Open Source

Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA's transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of their next review, Empire of AI. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:29 – How NVIDIA transitioned from gaming GPUs to leading AI infrastructure 09:26 – Why CUDA was a turning point in GPU development for AI research 15:37 – The role of NVIDIA in enabling modern AI models, including transformers 19:55 – Jensen Huang's leadership style and strategic market thinking 20:14 – The significance of creating new markets versus competing in existing ones 24:44 – How NVIDIA trains robots in hyper-realistic digital environments 27:47 – The impact of LiDAR and simulation on robotics advancement 38:53 – Whether Jensen's success is due to luck, skill, or strategic foresight 50:30 – The meaning behind Jensen's "speed of light" principle 01:01:00 – What's coming next in the book review series, starting with Empire of AI BOOKS AND RESOURCES Related Book: The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip. Seb's Website and book: The Hidden Cost of Money. Related ⁠⁠books⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: Simple Mining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify Abundant Mines Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Redox is embracing Wayland, Ubuntu is supporting CUDA, and Fedora is introducing Fedora Forge. The eBPF foundation has $100,000 worth of grant money to award, BcacheFS works out DKMS packaging, and Mesa moves towards guidelines for AI code. Fedora 43 and Plasma 6.5 both hit beta this week, with releases coming soon. For tips, we have Semaphore UI for managing ansible and other DevOps tools, wpctl set-profile for more WirePlumber management, and Terminus for gamifying command line learning. You can catch the show notes at https://bit.ly/3KdSukS and enjoy! Host: Jonathan Bennett Co-Hosts: Ken McDonald and Rob Campbell Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show Want access to the ad-free video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

Chuck Cuda is focused on redevelopment of deeply distressed inner city retail projects in the Kansas City area. The focus is on value creation and removal of blight. This is a strategy that could be viable in most US cities. To connect with Chuck and to learn more, visit https://opescre.com/ or email him directly at cuda@opescre.com. Also check out his new book "The Ego Strength" available on Amazon. -----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Serious zero-day has been uncovered that is affecting everybody all around the world. There is a patch tho. Mark Gurman dishes on the foldable iPhone. TSMC joins the Trillion-Dollar-Club. If you're an expert in a given field you too can join the AI goldrush. And did we just take a big step toward AGI, or is this just the latest in the hype-cycle?Sponsors:AGNTCY.ORGLinks:Hackers Exploit Microsoft SharePoint as Firm Works to Patch (Bloomberg)The First Foldable iPhone Will Arrive Next Year in Un-Apple-Like Fashion (Bloomberg)Nvidia's CUDA platform now supports RISC-V — support brings open source instruction set to AI platforms, joining x86 and Arm (Tom's Hardware)TSMC's Taiwan Stock Value Surpasses $1 Trillion Amid AI Frenzy (Bloomberg)AI groups spend to replace low-cost ‘data labellers' with high-paid experts (FT)OpenAI's experimental model achieved gold at the International Math Olympiad (Engadget)OpenAI's gold medal performance on the International Math Olympiad. (Simon Willison's Weblog)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.