Podcast appearances and mentions of Sundar Pichai

Story of the Week (DR):Netflix to Buy Warner Bros. in $83 Billion Deal to Create a Streaming GiantThe deal to acquire the Hollywood giant's television and film studios as well as HBO Max will bulk up the world's biggest paid streaming service.The acquisition is expected to close after Warner Bros. Discovery carves out its cable unit, which the companies expected be completed by the third quarter of 2026. That means there will be a separate public company controlling channels like CNN, TNT and Discovery.Trump administration views Netflix and Warner Bros. deal with ‘heavy skepticism,' senior official saysThe New York Post on Thursday reported that, “Paramount Skydance chief David Ellison met with Trump officials and key lawmakers in Washington DC on Wednesday to press his case against Warner Bros. Discovery's potential selection of Netflix as its merger partner.”Costco is poking the Trump bear MMBig public companies have mostly treated President Donald Trump with kid gloves during his second term. They've quietly avoided conflict while seeking favor with ornate gifts, large donations to his pet projects and strategic deployments of CEOs to the Oval Office.That's what made Costco's decision last week to sue the Trump administration so shocking.Costco filed a lawsuit that contends Trump overstepped his emergency powers by imposing sweeping tariffs – and claimed the company is due a refund.Biden commerce secretary to join Costco board as company sues over Trump's tariffsCostco board now 50/50Gina Raimondo led the agency responsible for crafting U.S. trade policy during all four years of Democrat Joe Biden's presidency.Rhodes Scholar Raimondo led Biden's Commerce Department; former governor of Rhode Island (2015-2021)AT&T Commits to Drop DEI Programs and GoalsIn the letter, AT&T makes a series of commitments, including stating that:“AT&T does not and will not have any roles focused on DEI”“we removed training related to “diversity, equity and inclusion” as well as any references to it from our internal and external messaging”“It is AT&T's longstanding practice to pay and advance individuals based on merit and qualification”From Brendan Carr's tweet: NEW on DEI: AT&T has now memorialized its commitment to ending DEI-related policies in an FCC filing and “will not have any roles focused on DEI.” This follows the big changes @robbystarbuck already announced earlier this year.AT&T promised the government it won't pursue DEI. FCC commissioner warns it will be a ‘stain to their reputation long into the future'Anna Gomez, the sole Democrat on the FCC: “AT&T's reversal isn't a sudden transformation of values, but a strategic financial play to curry favor with this FCC/Administration. Companies should remember that abandoning fairness and inclusion for short-term gain will be a stain to their reputation long into the future.”AT&T eliminates DEI programs, says hiring and advancement will now be merit-basedZillow Doesn't Care If Climate Change Destroys Your New HomeThe real estate platform recently removed climate risk scores from its listings—a potentially ruinous development for some buyers.Classified board; co-founders/co-Executive Chairs Lloyd D. Frink 36% and Richard N. Barton (Netflix; Qurate Retail) 40%10 votes per share of Class B common stock55% voting power; less than 12% economic interestCombined $83M in pay over last 3 years; primarily optionsGender Influence Gap (-23%): April Underwood 2%; Amy C. Bohutinsky 2% (former Zillow COO and CMO); Claire Cormier Thielke 1%LT directorsCompensation committee chair Jay Hoag (2005-)!Netflix, TripAdvisor, Peloton 65%Audit committee chair Greg Maffei (2005-)Qurate Retail, Charter Communications; Live Nation Entertainment; TripAdvisor; Liberty Broadband; SiriusXMAlso: Erik Blachford (2005-); Gordon Stephenson (2005-)Also: CEO Jeremy Wacksman and earnings underperformer: J. William Gurley (Stitch Fix .094 earnings; Nextdoor .010 earnings)Goodliest of the Week (MM/DR):DR: Melinda French Gates slams billionaires who aren't giving away enough of their wealthThere are more billionaires than ever — and they have almost $16 trillionMM: Billionaire heads on robot dogs pooping photos go viral at major Miami art fair MMAssholiest of the Week (MM):The “arrogant pricking” of CEOsPalantir CEO Alex Karp defends being an ‘arrogant prick'—and says more CEOs should be, tooIn Karp's worldview, “arrogance” is a necessary survival mechanism for a leader who intends to be right even when it is unpopular.“The only people who pay the price for being wrong in this culture, in complete fashion, are poor people,” Karp said. “The rest of us somehow outsource all the times we're wrong and stupid to the whole society.”Meanwhile, we're now hearing from Sundar Pichai (who's trying Cassandra on for size), never ending diatribes from Sam Altman, Elon Musk, Mark Zuckerberg, Jeff Bezos, and everyone else with a 6000x CEO pay ratio… “Merit based” ass kissingAT&T eliminates DEI programs, says hiring and advancement will now be merit-basedFCC boss Brendan Carr claims another victory over DEI as AT&T drops programsSo how "merit-based" is the board? Top knowledge: economics (useful for phones... somehow...). Team TSR performance: 0.482 (where 0.500 is the average return for a board). Controversies performance is an excellently horrible 0.204, with CEO John Stankey as one of the worst performers... ON EARTH at 0.028 (meaning, he's in the worst 3% of all people on boards for controversies facing their companies). For most of the board, it matters more to be connected than good.Replacing government safety nets with billionaire whims DRJeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'Sánchez Bezos recounted meeting families benefiting from local organizations to which the Bezos Day 1 Families Fund offered grants… she met one woman who had been kicked out of her home with her infant daughter, but the organization took her in for the night, gave them a bed with sheets and a locked door. “It brought tears to my eyes seeing this little baby and seeing her flourish,” Sánchez Bezos said. “Selfishly, it fills my heart meeting these families. It really, really does.”Michael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsHeadliniest of the WeekDR: Zuckerberg Basically Giving Up on Metaverse After Renaming Entire Company “Meta”DR: Nvidia CFO admits the $100 billion OpenAI megadeal ‘still' isn't signed—two months after it helped fuel an AI rallyNvidia CFO Colette Kress told investors that the much-hyped OpenAI partnership is still at the letter-of-intent stage: “We still haven't completed a definitive agreement,” Kress said when asked how much of the 10-gigawatt commitment is actually locked in. That's a striking clarification for a deal that Nvidia CEO Jensen Huang once called “the biggest AI infrastructure project in history.MM: Children Sob as Waymo Runs Over DogWho Won the Week?DR: CostcoMM: Robot dogsPredictionsDR: Based on this headline (Jamie Dimon Once Called Bitcoin a ‘Fraud.' Now, JPMorgan Is Quietly Making Blockchain History and Betting This ‘Crypto Winter' Will Be Short-Lived), Jamie decides to invest in Volcano-Powered NFT Mining FarmsMM: Costco will start selling a new kind of robot dog (they already sell one) that has Gina Raimando and Jeffrey Raikes face and poops out pictures of Howard Lutnick

December 3, 2025: Today's episode breaks down six major shifts shaping the future of work: companies turning frontline employees into TikTok influencers, robotics transforming scientific labs into fully automated discovery engines, and the rapid rise of career minimalism as workers reject traditional career ladders. Instagram orders a full five-day return to the office while eliminating recurring meetings, Sundar Pichai warns that AI will disrupt every profession—including his own—and new research from Anthropic reveals how AI is reshaping engineering work from the inside. These stories show how culture, technology, and talent expectations are being rewritten in real time.

Il 2025 è stato un anno incredibile per il settore tecnologico e Google è l'azienda che ha saputo sfruttare meglio questo momento. Alla sua guida c'è Sundar Pichai, "l'uomo che non va mai in panico" e che abbiamo nominato come uomo tech dell'anno Presentiamo la terza stagione del podcast Mele Marce, giovedì 4 dicembre alle 18:30 a Milano, in via della Moscova 18. Iscriviti qui: https://www.lcalex.it/presentazione-di-mele-marce/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Simtheory: https://simtheory.ai (Use coupon BLACKFRIDAY15 for $15 USD off any subscription).----Simtheory Discord: https://discord.gg/Ar6GeQnAR7This Day in AI Discord: https://discord.gg/TVYH3HD6qsLinkedIn Group: https://www.linkedin.com/groups/16562039/Spotify: https://open.spotify.com/artist/28PU4ypB18QZTotml8tMDq?si=FPaJU2NRSnOSNPmnsfwA_g---CHAPTERS:00:00 Intro & Fatal Patricia Update01:40 Promotions (Discord, Black Friday, LinkedIn)04:36 Claude 4.5 Opus - Best Anthropic Model Ever?31:17 Computer Use API Updates36:14 Will AI Replace 57% of Jobs? (McKinsey Report)1:00:52 Claude 4.5 Opus Demos (Christmas Hut & Diss Track Preview)1:07:13 Microsoft Farah 7B - Moose Porn Refusals1:21:51 Why ChatGPT's MCP-UI Apps Are a Bad Idea1:42:01

On November 25th, 2025, Nvidia did something they've never done before: they publicly defended themselves. After reports broke that Meta is negotiating a multi-billion dollar deal to buy Google's AI chips instead of Nvidia's GPUs, Nvidia posted a defensive tweet claiming they're "a generation ahead" of ASICs like Google's TPUs.But if Nvidia is so far ahead, why are they tweeting about it? And why is Meta—their second-largest customer—trying to break free?In this deep dive, we break down the secret war for AI chips, analyze Nvidia's "panic tweet" line by line, and explain why Google is now racing toward a $4 trillion valuation while Nvidia's monopoly crumbles.TIMESTAMPS(0:00) Nvidia's Defensive Tweet(0:45) The Meta Betrayal: Google TPU Deal Explained(1:45) Google's $4 Trillion Comeback & Why TPUs Win(2:44) Is Nvidia in Trouble?(3:14) The Verdict: Confidence or Desperation?KEY TAKEAWAYS✅ Why Meta is negotiating to lease and buy Google TPUs starting in 2026✅ The hidden weakness Nvidia accidentally revealed in their tweet✅ How Google's "ASICs" are 30% faster and 60% more energy-efficient✅ Why spending $50 billion/year makes efficiency matter more than versatility✅ The end of Nvidia's monopoly pricing powerTHE TWEET BREAKDOWNWe analyze Nvidia's November 25th response where they claim superiority over "ASICs" (Google's TPUs), why this is defensive PR, and what it reveals about the shifting power dynamics in AI hardware.SUBSCRIBE FOR MORE VC & STARTUP STRATEGYVC10X breaks down the most important stories in tech, startups, and investing every week. If you want actionable insights to help you build or invest in the next great company, subscribe now.LET'S CONNECTWebsite: https://VC10X.comX / Twitter: https://x.com/choubeysahabLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWIs Nvidia's tweet confident or desperate? Who wins the battle for Meta: Jensen Huang or Sundar Pichai? Let us know in the comments.#Nvidia #Google #Meta #AIChips #TPU #JensenHuang #SundarPichai #TechNews #VentureCapital #Alphabet

“Why do I have to tell your chatbot to do something? Just do it.”In this episode, Jeff Seibert – founder of Digits (AI-native accounting platform), former Twitter Head of Product, and the engineer behind Crashlytics (now on 6 billion devices) – reveals what it actually takes to build AI-native companies from scratch. We explore why most companies are getting AI wrong by bolting chatbots onto old products, how to structure teams for extreme velocity, and why the accounting industry is about to experience its HP-35 calculator moment. Jeff's bold prediction: the entire month-end close process will be automated within 12 months.What You'll Discover:[02:45] Why Accounting Data Quality is Decades Behind Product Analytics → The genesis story of Digits: when Twitter's 100-person finance team couldn't answer a simple budget question in under three weeks[08:28] Building Companies for AI From Day One → How ML-native architecture differs from traditional databases and why this matters more than the AI hype suggests[10:31] The 65-Person Company That Runs All-Hands Every 48 Hours → Jeff's radical approach to velocity: weekly sprints, fractal team structures, and why they'll never hire “lone eagle” engineers[15:20] Keeping Teams Intentionally Small at Scale → How to eliminate the “empire building” problem by dissociating engineering coaches from project staffing[19:59] What CEOs Actually Do That AI Can't Replace (Yet) → The 10%/90% leadership philosophy and why Sundar Pichai's “AI will replace CEOs” take misses the point[23:30] Disrupting QuickBooks: Technology vs. Distribution → Why accounting is uniquely suited for AI disruption and how startups can outpace 800-pound gorillas[26:14] Why AI Isn't Just Another Ajax Moment → The fundamental shift from “talk to our chatbot” to “the AI should just do it” – and what that means for software architecture[30:47] The Architectural Wall Ahead for Large Language Models → Why current LLM architecture won't reach AGI: the context window problem, lack of memory, and inability to backtrack during inference[32:05] The Great Work Displacement: Data Entry is Dead by 2026 → Jeff's evolved prediction on AI's economic impact and why the “lump of labor fallacy” applies to automation fearsKey Takeaways:AI-native means redesigning your data architecture from scratch, not adding a chatbot interface to legacy systemsRun your company on the shortest planning horizon you can see – for Digits, that's 4-5 week “horizons”Hire senior people who are “chill” with strong opinions, loosely held – and actively filter out solo operatorsThe most powerful AI products won't ask users what to do – they'll understand the goal and just executeAccounting's month-end close will be automated by end of 2025, marking one of AI's first complete workflow eliminationsAbout Jeff Seibert:Jeff is the founder and CEO of Digits, the AI-native accounting platform. Previously, he served as Twitter's Head of Consumer Product (launching the algorithmic timeline), co-founded Crashlytics (acquired by Twitter, now runs on 6 billion smartphones), and was featured in Netflix's Emmy-winning documentary “The Social Dilemma.” He's backed 100+ startups as an angel investor and has been building software since releasing his first app at age 12.Related Links:Digits

Rudi Anggono is the Global Head of Creative at Snap and previously the Head of Creative Innovation at the LEGO Group, leading its integrated creative team within Product and Marketing Development and collaborating with Creative Play Lab on new product ideas. With a career spanning advertising, product design, and research, he has shaped iconic global brands and experiences. Formerly Global Executive Creative Director at Beyond X and Google Commerce UX, his patented design work influenced Google Travel and sustainability initiatives recognized by Sundar Pichai at the UN. Previously Head of Creative at Google ZOO and Executive Creative Director at TBWAParis for Nissan Europe, Rudi's award-winning work includes Cannes Lions, EFFIEs, and an Emmy Award.

This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google's Sundar Pichai and Demis Hassabis are voicing doubts. CNBC's Deirdre Bosa speaks to Josh Woodward, Alphabet's VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sau những « bong bóng » tin học, internet hay địa ốc, giờ đây đến lượt bong bóng AI đe dọa lại đẩy thế giới vào một cuộc khủng hoảng tài chính. Nhiều ngân hàng lớn từ đầu tháng 10/2025 liên tục báo động trước một kịch bản tai hại khi mà nhiều tập đoàn trong lĩnh vực trí tuệ nhân tạo dù thua lỗ bạc tỷ nhưng vẫn thu hút đầu tư, cổ phiếu trên các sàn chứng khoán vẫn được trao đổi với những cái giá « trên trời ». Những lo ngại đó bắt nguồn từ đâu, căn cứ trên những cơ sở nào, hiện tượng « vết dầu loang » lần này tai hại đến đâu và liệu đã quá trễ để ngăn chận kịch bản tệ hại nhất ? Lạc quan thái quá Hôm 18/11/2025 chủ tịch tổng giám đốc tập đoàn Google, Sundar Pichai, người đang đầu tư đến 90 tỷ đô la từ đầu năm 2025 để phát triển AI nhìn nhận một cơn sốt công nghệ trí tuệ nhân tạo và ông lo rằng, nếu xảy ra khủng hoảng, không một tập đoàn nào trên thế giới tránh khỏi.  «  Đúng là khi chúng ta đang ở trong một chu kỳ mà, một cách tập thể, tất cả các nhà đầu tư đang vượt quá đà. Trong trường hợp cụ thể, công nghệ internet quả thực là hiện đang có quá nhiều vốn đầu tư vào lĩnh vực này. Đương nhiên là không một ai nghi ngờ về tầm mức quan trọng, cũng như tác động của lĩnh vực này trong đời sống của mỗi chúng ta. Internet đã thay đổi hoàn toàn nếp sống và cách chúng ta làm việc trong một thế giới digital. Tôi nghĩ rằng công nghệ AI cũng sẽ như vậy thôi … Vỡ bong bóng AI là điều khó tránh khỏi … Như những con thiêu thân, các nhà đầu tư trên thế giới, kể cả tập đoàn Sundar Pichai đang điều hành, « điên cuồng » thổi nên bong bóng AI :  « Mới chỉ cách nay 4 năm Google đầu tư chưa tới 30 tỷ đô la hàng năm để phát triển công nghệ trí tuệ nhân tạo. Nhưng năm nay thì khoản đầu tư này đã vượt ngưỡng 90 tỷ đô la. Nếu như chúng ta cộng lại tất cả đầu tư từ các doanh nghiệp vào AI thì tổng số vốn lên tới hơn 1.000 tỷ chỉ để phát triển cơ sở hạ tầng cần thiết trong lĩnh vực này ». Theo báo cáo hàng tháng của ngân hàng Bank of America công bố hôm 14/10/2025 nguy hiểm lớn nhất trong mắt các nhà đầu tư trên thế giới giờ đây là kịch bản vỡ bóng AI. Mối lo ngại này lấn át cả những mối bận tâm về lạm phát tại Hoa Kỳ, trước cả những nghi vấn về chính sách tiền tệ của Cục Dự Trữ Liên Bang, hay những mối đau đầu vì chính sách thuế quan chính quyền Trump ban hành gây trở ngại cho giao thương quốc tế. Ngày 08/10/2025 là một « bước ngoặt » trong trên các sàn chứng khoán khi mà cổ phiếu các tập đoàn công nghệ kỹ thuật số, đặc biệt là chỉ số Nasdaq tại Wall Street bắt đầu mất giá sau 6 tháng liên tiếp « tăng trưởng theo chiều thẳng đứng ». Lý do ngân hàng Goldman Sachs công bố một báo cáo với nghi nhận sức mạnh tài chính trên thế giới hiện đang tập trung cả vào « 10 doanh nghiệp lớn nhất của Mỹ », chiếm gần một phần tư toàn bộ thị trường cổ phiếu, và đây là một « mức độ tập trung » mà ngân hàng này đánh giá không lành mạnh. Chỉ nội Nvidia, trung tâm bàn cơ công nghệ kỹ thuật số và AI có trị giá chứng khoán hơn 5.000 tỷ đô la, lớn hơn cả GDP của Đức, một trong 5 nền kinh tế hàng đầu thế giới. Liền sau đó đến lượt Ngân hàng Anh, từ Luân Đôn cũng đưa ra một cảnh báo tương tự và dự báo « một đợt điều chỉnh ở quy mô lớn ảnh hưởng đến các thị trường tài chính toàn cầu » Hiện tượng đầu tư  « điên cuồng » vào AI Cả hai báo cáo của nói trên khơi lại các kịch bản « vỡ bong bóng » tin học, internet, địa ốc trước đây. Tình hình có vẻ xấu đi thêm. Trả lời đài phát thanh Bỉ RTBF chuyên gia về tài chính và cũng là một cổ động mua bán chứng khoán Grégory Guilmin ghi nhận : « Quả thực là trong những ngày qua, chứng khoán giảm mạnh, giảm hơn 5 %. Thị trường bị dao động nhiều hơn chủ yếu do lo ngại vỡ bong bóng công nghệ trí tạo thông minh (...) Nhìn lại 30-40 năm vừa qua, từng xảy ra nhiều khủng hoảng do vỡ bong bóng tài chính. Đôi khi tác động rất là mạnh -như vụ vỡ bong bóng tin học hồi năm 2000, nhưng cũng có khi hậu quả không nghiêm trọng lắm. Thành thử nếu chúng ta đầu tư vào nhiều lĩnh vực khác nhau thì không lo bị thua lỗ và có thể là sẽ vượt qua được khó khăn này thôi ». Vẫn trên đài phát thanh Bỉ, Benoit Gailly giảng dậy tại đại học Louvain nói đến một sự tin tưởng và những kỳ vọng quá đáng từ phía các nhà đầu tư vào thông minh nhân tạo : « Thông thường, trong ngắn hạn mọi người có khuynh hướng lạc quan quá trớn về những phát minh công nghệ mang lại. Người ta cứ nghĩ rằng chỉ cần có công nghệ là mọi thứ có thể thay đổi trong một sớm một chiều. Trong quá khứ, điều này đã được kiểm chứng khi con người phát minh ra xe hơi, cũng như từ khi chúng ta có internet, hay dùng những công nghệ mới … và ai cũng nghĩ rằng, thông minh nhân tạo cũng sẽ, chỉ trong chớp mắt, sẽ đem lại một cuộc cách mạng rất lớn. Chính vì thế mà các nhà đầu tư hồ hởi quá đáng, mạnh dạn đổ tiền vào công nghệ AI. Tất cả chúng ta đều đang quá lạc quan ». « Không một ai được lành lặn » Các tập đoàn lớn trong thế giới digital của Mỹ đều đua nhau cho ra đời những công cụ « thông minh nhân tạo của riêng mình, mà điển hình là Grok, hay xAI. Theo thống kê của cơ quan tư vấn Gartner trong năm 2025 thế giới « rót » từ 1.000 tỷ đến 1.500 tỷ đô la tiền vốn vào các công ty trong lĩnh vực AI. Bốn tên tuổi hàng đầu trên thế giới là Google, Meta, Amazon và Microsoft đã chi ra 350 tỷ đô la từ đầu năm đến nay để phát triển các cơ sở hạ tầng để « thông minh nhân tạo » nảy sinh. Số tiền khổng lồ này được dùng vào các khâu từ mua chip điện tử -của TSCM, hay Nvidia..., xây dựng cac trung tâm xử lý dữ liệu data center. Khoản đầu tư cho lĩnh vực này còn được tăng thêm nữa trong hai năm sắp tới … Cũng chính sự hồ hởi « thái quá » này bắt đầu khiến các nhà tài chính trên thế giới mà đứng đầu là những người trong cuộc lo âu. Tiêu biểu nhất là chủ tịch tổng giám đốc tập đoàn Google. Sundar Pichai đã nhìn nhận « thế giới thực sự điên đảo » tin tưởng quá độ vào AI. Peter Thiel, một nhà đầu tư danh tiếng khác trong thung lũng Silicon, quý ba vừa qua đã đột ngột bán hết cổ phiếu Nvidia ông đang nắm giữ. Quỹ đầu tư Nhật Bản SoftBank cũng đã quyết định tương tự. Tại Frankfurt, phó thống đốc Ngân Hàng Trung Ương Châu Âu Luisi de Guindos báo động : quyền lực tài chính tập trung quá lớn trong tay « một vài tập đoàn công nghệ Mỹ là một rủi ro ». Lỗ vốn mà vẫn có uy tín với cổ đông Chỉ sau 3 năm xuất hiện trên thị trường công trí tuệ nhân tạo giờ đây đã thu hút hơn 1 tỷ người sử dụng, trở thành bạn đồng hành « không thể thiếu của từ 500-600 triệu dân » trên toàn cầu. Riêng tập đoàn OpenAI theo các thống kê chính thức của hãng Sam Altman điều hành, « mỗi tuần có 500 triệu dân trên thế giới tham khảo ChatGPT », tương đương với 25 % dân số trên hành tinh. Dù vậy tập đoàn hàng trăm tỷ này vẫn trong tình trạng thua lỗ. Chỉ riêng quý 3/2025 OpenAI lỗ 12 tỷ đô la. Điều đó không cấm cản, cổ phiếu của tập đoàn vẫn tăng giá đều đặn. Trị giá chứng khoán của OpenAI tăng nhanh vì mọi người tin chắc là nhân loại sẽ phụ thuộc ngày càng nhiều vào trí tuệ nhân tạo tạo sinh. Bên cạnh những tên tuổi lớn trong ngành, như Open AI hay Nvidia thường được báo chí nhắc đến còn phải kể đến « cả một khu rừng với rất nhiều các công ty khởi nghiệp star-up » cũng trong lĩnh vực AI … Thí dụ như tỷ phú Elon Musk không chỉ đầu tư vào ô tô điện hay hệ thống vệ tinh mà còn đang dốc nhiều sức lực và phương tiện tài chính cho xAI. Theo báo Wall Street Journal, công ty nhỏ này của Elon Musk đang đàm phán huy động 15 tỷ đô la vốn đầu tư, căn cứ trên giá trị của tập đoàn được thẩm định lên tới 230 tỷ đô la. Mối quan hệ « cận huyết » Về câu hỏi nếu vỡ bong bóng AI khủng hoảng lần này nghiêm trọng đến mức độ nào và bong bóng « trí tuệ nhân tạo » này có khác gì so với những bong bóng địa ốc hay tin học trước đây, giới trong ngành trả lời như sau : thứ nhất viễn cảnh vỡ bong bóng là điều khó tránh khỏi, nghi vấn duy nhất chỉ là vấn đề thời gian. Điểm thứ hai cơn sốt AI đang tấy lên một phần do « các chương trình đầu tư được thực hiện trong một vòng luẩn quẩn và rất khép kín » xoay quanh trên dưới 10 đại tập đoàn. Họ là những đối tác, những khách hàng, những nhà cung cấp thiết bị, hay dịch vụ của lẫn nhau. Chỉ cần một trong số những mắt xích này bị nạn là kéo theo hiện tượng đổ dàn. Thí dụ như tháng 9/2025 Nvidia thông báo đầu tư 100 tỷ đô la và số tiền này được rót cho OpenAI và đế chế của Jensen Huang chờ đợi lãi gấp 3 lần số vốn bỏ ra ban đầu ! Chính mối quan hệ mà giới trong ngành gọi là « cận huyết đó » vừa là đòn bẩy, vừa là mầm mống khủng hoảng trong lĩnh vực AI : Chỉ cần 1 trong số các tập đoàn thuộc nhóm Big Tech của Mỹ bị nạn là cũng đủ kéo cả nhóm vào một vòng xoáy không hồi kết.

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：How do you replace a CEO like Tim Cook or Warren Buffett?Some shoes seem just too big to fill正文：TIM COOK seems like a nice problem for Apple's board to have. Since he took over from Steve Jobs in 2011, the iPhone-maker's boss has lifted annual sales from $108bn to $416bn, operating profit from $34bn to $133bn and market capitalisation from around $350bn to $4trn, equivalent to roughly $700m for every day of his 14-year tenure. Only Jensen Huang of Nvidia has created more shareholder value overall, but most of it in the past two frantic, AI-fuelled years. Only Satya Nadella of Microsoft and Sundar Pichai of Alphabet, two big-tech counterparts, have generated more on the average day, but check again in a few years' time, when their tenures match Mr Cook's today. No CEO comes close to his record of producing nearly $1trn in cumulative net income.知识点：board n. /bɔːrd/the group of people who are responsible for controlling and organizing a company or organization. 董事会e.g. The board will meet next week to discuss the company's future strategy. 董事会将于下周开会讨论公司的未来战略。获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！ 【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

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Nvidia says AI demand is “off the charts”, and Jeff Bezos has launched a new $6.2 billion AI start-up, but Google's Sundar Pichai is warning that no company will be safe if the bubble bursts. So what's really going on? Bubble or no bubble? Danny and Katie dig into the numbers and speak to venture capitalist Suranga Chandratillake from Balderton Capital about how to spot the real bets from the hype and where the next frontier lies.Image: Getty Hosted on Acast. See acast.com/privacy for more information.

“The current state of the art AI technology is prone to some errors… you have to learn to use these tools for what they are good at, and not blindly trust everything they say.”Faisal Islam speaks to Sundar Pichai, chief executive of Google and its holding company Alphabet, about artificial intelligence and its impact on how we live and work. He tells me that we are at an extraordinary moment in technology, with the potential for enormous benefits but also risks. AI should not be blindly trusted, he says, as it is still prone to errors. And it will disrupt society through its impact on jobs, but also on the climate, thanks to its “immense” energy needs. Trillions are being invested in artificial intelligence, raising fears it could create a bubble reminiscent of the dotcom boom in the 1990s. If it were to burst, Sundar Pichai warns no company, not even his, would be immune. Thank you to Faisal Islam and Priya Patel for their help in making this programme. The Interview brings you conversations with people shaping our world, from all over the world. The best interviews from the BBC. You can listen on the BBC World Service on Mondays, Wednesdays and Fridays at 0800 GMT. Or you can listen to The Interview as a podcast, out three times a week on BBC Sounds or wherever you get your podcasts.Presenter: Faisal Islam Producers: Lucy Sheppard and Priya Patel Editor: Justine Lang(Image: Sundar Pichai. Credit: CAMILLE COHEN/AFP via Getty Images)

On fait le point sur les avertissements de Sundar Pichai, le patron de Google, concernant l'intelligence artificielle. We are checking in on the warnings from Sundar Pichai, the head of Google, concerning artificial intelligence.Alors voilà, dans une interview pour la BBC, le PDG d'Alphabet, la maison mère de Google, a mis sur la table ses trois plus grandes craintes. So there you have it, in an interview for the BBC, the CEO of Alphabet, Google's parent company, laid out his three biggest fears.Premièrement, il y a un risque de bulle spéculative. Firstly, there is a risk of a speculative bubble.Il trouve qu'il y a un côté un peu irrationnel dans la course folle aux investissements en ce moment et il a peur que si cette bulle éclate, et bien ça pourrait n'épargner aucune entreprise. He finds that there's a somewhat irrational side to the wild race for investments right now, and he's afraid that if this bubble bursts, it might spare no company.Deuxièmement, le coût écologique. Secondly, the environmental cost.Il parle des besoins énergétiques de l'IA qui sont juste immenses. He speaks about the energy needs of AI which are simply immense.Et enfin, troisièmement, il y a les perturbations pour la société, pour nous en fait. And finally, thirdly, there are the disruptions for society, for us actually.Pichai prévient que l'IA va transformer beaucoup, beaucoup d'emplois. Pichai warns that AI will transform many, many jobs.Mais attention, ça ne veut pas dire que des métiers comme enseignant ou médecin vont disparaître. But be careful, that doesn't mean that professions like teacher or doctor will disappear.Mais il dit que pour réussir, il faudra absolument savoir se servir de ces nouveaux outils. But he says that to succeed, it will be absolutely necessary to know how to use these new tools. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Stewart Butterfield is the co-founder of Slack and Flickr, two of the most influential products in internet history. After selling Slack to Salesforce in one of tech's biggest acquisitions, he's been focused on family, philanthropy, and creative projects. In this rare podcast appearance, Stewart shares the product frameworks and leadership principles that most contributed to his success. From “utility curves” to “the owner's delusion” to “hyper-realistic work-like activities,” his thoughts on craft, strategy, and leadership apply to anyone building products or leading teams.We discuss:1. Hyper-realistic work-like activities2. The owner's delusion3. Utility curves4. “Don't make me think”5. “We don't sell saddles here”6. Tilting your umbrella7. When to pivot—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsMetronome—Monetization infrastructure for modern software companiesLovable—Build apps by simply chatting with AI—Transcript: https://www.lennysnewsletter.com/p/slack-founder-stewart-butterfield—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/178320649/my-biggest-takeaways-from-this-conversation—Where to find Stewart Butterfield:• X: https://x.com/stewart• LinkedIn: https://www.linkedin.com/in/butterfield—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Stewart Butterfield(04:58) Stewart's current life and reflections(06:44) Understanding utility curves(10:13) The concept of divine discontent(15:11) The importance of taste in product design(19:03) Tilting your umbrella(28:32) Balancing friction and comprehension(45:07) The value of constant dissatisfaction(47:06) Embracing continuous improvement(50:03) The complexity of making things work(54:27) Parkinson's law and organizational growth(01:03:17) Hyper-realistic work-like activities(01:13:23) Advice on when to pivot(01:18:36) The importance of generosity in leadership(01:26:34) The owner's delusion—Referenced:• Slack: https://slack.com• Flickr: https://www.flickr.com• Cal Henderson on LinkedIn: https://www.linkedin.com/in/iamcal• Blok: https://blok.so• Brandon Velestuk on LinkedIn: https://www.linkedin.com/in/brandon-velestuk-6018721b• Magic Link: https://en.wikipedia.org/wiki/Magic_Link• Ticketmaster: https://www.ticketmaster.com• John Collison on X: https://x.com/collision• Patrick Collison on X: https://x.com/patrickc• Sundar Pichai on LinkedIn: https://www.linkedin.com/in/sundarpichai• Three Questions with Slack's CEO: https://www.technologyreview.com/2014/11/21/170330/three-questions-with-slacks-ceo• Six Sigma: https://www.6sigma.us• What is kaizen and how does Toyota use it?: https://mag.toyota.co.uk/kaizen-toyota-production-system• John Collison's post on X about passion projects: https://x.com/collision/status/1529452415346302976• Parkinson's law: https://www.economist.com/news/1955/11/19/parkinsons-law• We Don't Sell Saddles Here: https://medium.com/@stewart/we-dont-sell-saddles-here-4c59524d650d• Glitch: https://en.wikipedia.org/wiki/Glitch_(video_game)• IRC: https://en.wikipedia.org/wiki/IRC• This will make you a better decision-maker | Annie Duke (author of “Thinking in Bets” and “Quit,” former pro poker player): https://www.lennysnewsletter.com/p/making-better-decisions-annie-duke• The woman behind Canva shares how she built a $42B company from nothing | Melanie Perkins: https://www.lennysnewsletter.com/p/the-making-of-canva• Prisoner's dilemma: https://en.wikipedia.org/wiki/Prisoner%27s_dilemma• Stewart Little: https://en.wikipedia.org/wiki/Stuart_Little• Dharma and Greg: https://en.wikipedia.org/wiki/Dharma_%26_Greg• Stewart's post on X referencing “the owner's delusion”: https://x.com/stewart/status/1223286626991796224—Recommended books:• Principles: Life and Work: https://www.amazon.com/Principles-Life-Work-Ray-Dalio/dp/1501124021• Why Nothing Works: Who Killed Progress―and How to Bring It Back: https://www.amazon.com/Why-Nothing-Works-Killed-Progress_and/dp/154170021X• Positioning: The Battle for Your Mind: https://www.amazon.com/Positioning-Battle-Your-Al-Ries/dp/0071373586• Quit: The Power of Knowing When to Walk Away: https://www.amazon.com/Quit-Power-Knowing-When-Walk/dp/0593422996—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

November 20, 2025:  This episode breaks down six major stories shaping the future of work and the workplace in 2025. A new study reveals the rise of "Cold Work"—a breakdown of trust between employees and managers marked by hidden behaviors, disengagement, and rising hostility. Google CEO Sundar Pichai makes headlines by claiming the CEO role may be "one of the easier things" for AI to replace, adding fuel to the debate about automation and leadership. The Wall Street Journal reports that the AI boom has become "the most joyless tech revolution ever," with worker anxiety rising even as tech stocks soar. New research from Northeastern shows that workers overwhelmingly prefer retraining over safety nets when facing AI disruption. A delayed U.S. jobs report presents a murky economic picture, combining unexpected job growth with a rising unemployment rate. Meanwhile, Verizon announces 13,000 layoffs, underscoring the turbulence across major industries.  

Would every company be affected if the AI bubble were to burst? That's what Sundar Pichai, the head of Google's parent firm Alphabet reckons.The facts are startling, with the crypto market shedding more than $1tn in six weeks amid fears that the bubble may just go pop. With bitcoin price at its lowest level since April and the FTSE 100 falling, the guys at the top still say they absolutely do NOT think there'll be a burst. That normally goes well right?In UK News, Philip has started somewhat of an X meltdown. He reported that British abortion rates as a % of pregnancies are exploding in spite of recent innovations in contraception. Warning that this a major signal that something is deeply wrong in the economy. Is Britain heading to an almighty demographic crash-out, leading to an immigration boom?Meanwhile in Mexico, after thousands of demonstrators marched in the capital on Saturday to protest against violent crime President Sheinbaum has again dismissed Trump's threat of sending in US troops. Sheinbaum said the marches, which also took place in other cities, had been funded by right-wing politicians who oppose her government. Could the US be trying to encourage a colour revolution? While Trump continues to keep eyes on his armada in the southern Caribbean, close to Venezuela, who's to say? And would it even work?Still hungry for more? Philip sat down to converse with Jacques Sapir, a leading expert on the Russian economy, and part of the Institute of Economic War in Paris, to chat all things Russia, for the Danube Institute. Thoroughly recommended, you can watch here: https://youtu.be/5raqAVEOWXURemember you can get special paywalled premium episodes of Multipolarity every month on Patreon: https://patreon.com/multipolarity or by becoming a member on our YouTube Channel (just click Join).

November 19, 2025: Amazon and Target stumble through chaotic new layoff tactics, Sundar Pichai warns that the AI boom may be tipping into irrational exuberance, and U.S. and European banks reveal two very different—yet equally successful—approaches to return-to-office. We also unpack the alarming collapse of foundational math skills on college campuses, why leaders are outsourcing performance reviews to AI, and why Gen Z's double-major explosion may matter less than what they can actually show and build.

Morse code transcription: vvv vvv Once extinct European wildcats set to make a comeback in England What now for Queens playhouse after Andrew evicted from Royal Lodge Paralegal sacked after offering to help dodge 60k illegal working fines Dont blindly trust what AI tells you, Google boss tells BBC Google boss Sundar Pichai warns no company immune if AI bubble bursts How serious is Labour backlash over asylum plans So long, plastic wet wipes but should we be flushing the new ones KPop Demon Hunters star on how her life mirrored main character Rumis journey How to stop your phone habit ruining your relationship Competition watchdog investigating eight firms over online pricing

Morse code transcription: vvv vvv Paralegal sacked after offering to help dodge 60k illegal working fines Once extinct European wildcats set to make a comeback in England Competition watchdog investigating eight firms over online pricing Dont blindly trust what AI tells you, Google boss tells BBC How to stop your phone habit ruining your relationship What now for Queens playhouse after Andrew evicted from Royal Lodge KPop Demon Hunters star on how her life mirrored main character Rumis journey Google boss Sundar Pichai warns no company immune if AI bubble bursts How serious is Labour backlash over asylum plans So long, plastic wet wipes but should we be flushing the new ones

Morse code transcription: vvv vvv So long, plastic wet wipes but should we be flushing the new ones What now for Queens playhouse after Andrew evicted from Royal Lodge Dont blindly trust what AI tells you, Google boss tells BBC Paralegal sacked after offering to help dodge 60k illegal working fines Google boss Sundar Pichai warns no company immune if AI bubble bursts How to stop your phone habit ruining your relationship How serious is Labour backlash over asylum plans Competition watchdog investigating eight firms over online pricing KPop Demon Hunters star on how her life mirrored main character Rumis journey Once extinct European wildcats set to make a comeback in England

In today's episode of Hashtag Trending, host Jim Love discusses Google CEO Sundar Pichai's concerns about an AI bubble, CloudFlare's major service disruption affecting sites like OpenAI and Down Detector, Google's quiet launch of Gemini 3.0, and the alarming findings about AI toys giving inappropriate responses to children. Tune in for these top tech news stories and more! Cybersecurity Today would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/cst 00:00 Introduction and Sponsor Message 00:48 Sundar Pichai on the AI Bubble 02:44 CloudFlare Outage Disrupts Major Sites 04:55 Google's Quiet Launch of Gemini 3.0 07:00 AI Toys: A Warning for Holiday Shoppers 08:46 Conclusion and Sponsor Reminder

Several major online platforms have been taken offline following a Cloudflare outage.Spotify, X, Facebook and Canva were all hit when the network broke down in what the company called an “internal service degradation”.A magnetic micro robot that can travel through tiny blood vessels to deliver medication right where it's needed has been developed by scientists in Switzerland.We speak to professor of Robotics and Intelligence Systems at the Swiss Federal Institute of Technology in Zurich Brad Nelson about the new technology, and how it could impact treatment for stroke and brain tumour patients.Also in this episode: Google CEO Sundar Pichai says no company "including us” would be immune if the AI bubble burstsBrit ordered to repay £4m million in cryptocurrency after hacking celebrity social media accountsCambridge researchers warn AI could become a “cognitive poison” in schools without a radical rethink of how education is delivered and assessedUK volcanic rocks coils turn CO2 into stone locking away decades of industrial emissionsIBM and UFC debut an AI system that gives real-time stats to commentatorsThis episode's thumbnail image shows how small the latest ETH micro robot is. Credits: Luca Donati / lad.studio Zürich Hosted on Acast. See acast.com/privacy for more information.

Morse code transcription: vvv vvv How to stop your phone habit ruining your relationship How serious is Labour backlash over asylum plans Google boss Sundar Pichai warns no company immune if AI bubble bursts What now for Queens playhouse after Andrew evicted from Royal Lodge So long, plastic wet wipes but should we be flushing the new ones Paralegal sacked after offering to help dodge 60k illegal working fines Once extinct European wildcats set to make a comeback in England Competition watchdog investigating eight firms over online pricing KPop Demon Hunters star on how her life mirrored main character Rumis journey Dont blindly trust what AI tells you, Google boss tells BBC

00:00: ☀️ Bom dia Tech!00:24:

When a top job becomes available, there very soon follows a list of potential 'runners and riders'. But how do you get your name on it? And how do you get your name off it?This week, David Yelland and Simon Lewis reveal the PR secrets of The List. Whether it's the BBC, HSBC or Apple, there are suddenly lots of big names being touted around for some very serious jobs.But there are PR traps along the way. Being seen as the frontrunner doesn't always end well - and if you didn't put your name forward, who did and what are they playing at?And when it comes to these lists, there is sometimes great value in not appearing on them at all.On the extended edition on BBC Sounds - Penguin PR. David and Simon look at the campaign to get 15 Gentoo penguins released from London Aquarium. The owner, Merlin Entertainments, has pledged to listen to 'constructive ideas' about how best to care for the animals. But has the company already lost the argument?Also, when someone says AI will "evolve and transition certain jobs", what do they really mean? Especially when that someone is the head of Google's parent firm, Alphabet. Sundar Pichai sits at the top of company valued at more than $3tn - so when he says he's worried about the AI bubble bursting and the effect it'll have on every company, it's probably worth paying close attention to his choice of words.Producer: Duncan Middleton Editor: Sarah Teasdale Executive Producer: Eve Streeter Music by Eclectic Sounds A Raconteur Studios production for BBC Radio 4

L'euphorie autour de l'intelligence artificielle touche-t-elle à ses limites ? Après SoftBank et le fonds de Peter Thiel, qui ont liquidé leurs positions dans Nvidia, c'est désormais Sundar Pichai lui-même qui tire la sonnette d'alarme. Le patron de Google compare la frénésie actuelle à celle de la bulle Internet des années 2000 et prévient : si l'IA déraille, personne n'en sortira indemne...pas même Google. Les explications de Philippe Escande, éditorialiste économique au Monde. Ecorama du 19 novembre 2025, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

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.

Today, the CEO of Google gives a rare interview to discuss AI, economic risk, climate change and much more. Faisal Islam has been speaking to Sundar Pichai, the head of Google's parent company Alphabet, about the future of the AI bubble.The tech boss warned that “no company is going to be immune” if the AI bubble bursts after its current period of boom. This comes as some analysts expressed fear that stock markets are heading for a repeat of the dotcom bubble burst of the late 1990s.They also discussed the environmental cost of powering AI, the potential risks to jobs and whether the UK will benefit from the current boom. BBC economics editor Faisal Islam joins Adam in the studio.You can listen to a longer version of the interview with Sundar Pichai here - https://www.bbc.co.uk/sounds/play/p0mh56kjYou can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscordGet in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480.New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Jack Maclaren with Shiler Mahmoudi and Anna Harris. The social producer was Beth Pritchard. The technical producer was James Piper. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.

If the artificial intelligence bubble were to burst, every company would be affected, the head of Google's parent firm Alphabet has told the BBC.Sundar Pichai said, while the growth of AI investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom. Is a bubble burst inevitable and would it be painful?Also in the programme: the US hails UN security council backing for its Gaza peace plan; and does the world -- or the world's restaurants -- need a universal spice index?(Photo shows Sundar Pichai during an interview at Google's California headquarters on 17 November 2025. Credit: BBC News)

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.

We speak to the tech executive leading Google and its parent company Alphabet Inc. Sundar Pichai gives us his take on the 'AI bubble', saying no company is immune if the bubble bursts on the "irrational elements" of the boom. He says AI will cause "social disruption" for jobs, even replace CEOs, and says people will have to adapt. Is the world ready?If you'd like to get in touch with the programme, our email address is businessdaily@bbc.co.ukPresenter: Faisal Islam Producers: Priya Patel, Elisabeth Mahy, Hannah Bewley(Picture: Google CEO, Sundar Pichai. Credit: Getty Images)

We look at the AI boom in detail, in the wake of comments by Sundar Pichai, the Google boss, in a BBC interview. He acknowledges the risks of a potential AI bubble. We hear the thoughts of the Nobel Prize-winning economist Daron Acemoglu as well as from a future of work strategist and a campaigner for tighter AI regulation.Also, what has Saudi Arabia's Crown Prince gained from a visit to the White House? And TotalEnergies faces war crime allegations over a Mozambique massacre.You can contact us on WhatsApp or send us a voicenote: +44 330 678 3033.

Sundar Pichai, chief executive of Google and Alphabet, acknowledges that no company is immune from the risks of an AI investment bubble, including Google itself, and warns that the rapid growth of artificial intelligence will lead to significant societal disruptions. Speaking to BBC Economics Editor Faisal Islam he explains that, despite the company's scale and diversified approach, overinvestment in artificial intelligence could still require Google to navigate challenging phases, just as any other business would. This admission comes as Google's annual AI infrastructure spending surpasses $90 billion, reflecting the extraordinary scale and pace of global investment in the sector.The interview explores the implications of this rapid growth, with Pichai highlighting the unprecedented demand for energy and the need for new sources of power to support AI development. He outlines Google's efforts to invest in renewables, nuclear, and geothermal energy, and describes the company's commitment to achieving 95% carbon-free operations in the UK by 2026. Pichai notes that the speed of AI expansion is testing the limits of existing sustainability targets, but maintains that technological progress can support both economic and environmental objectives.He also addresses the evolution of copyright frameworks, and the responsibilities of technology companies. He discusses the UK's ambition to become an AI superpower, the importance of scaling energy infrastructure, and the need for responsible development to ensure that the benefits of AI are widely shared.00:20 Felicity and Faisal set out interview 02:00 Sundar Pichai joins the interview 03:30 Google now spending 90 billion dollars annually on AI 04:05 Is AI a Bubble? 05:51 Google's AI strategy 07:03 The power and potential of AI agents 08:34 Automation, jobs, and societal Impact 11:07 Advice for the next generation 11:50 AI accuracy, and truth 14:22 Energy demands & climate impact 16:48 Google's UK investments 18:25 Copyright issues 22:26 Immigration, talent, and innovation 23:12 AI as Open Source 25:31 Quantum computing & future technologies

“Predictions are hard,” Yogi Berra once quipped, “especially about the future”. Yes they are. But in today's AI boom/bubble, how exactly can we predict the future? According to Silicon Valley venture capitalist Aman Verjee, access to the future lies in the past. In his new book, A Brief History of Financial Bubbles, Verjee looks at history - particularly the 17th century Dutch tulip mania and the railway mania of 19th century England - to make sense of today's tech economics. So what does history teach us about the current AI exuberance: boom or bubble? The Stanford and Harvard-educated Verjee, a member of the PayPal Mafia who wrote the company's first business plan with Peter Thiel, and who now runs his own venture fund, brings both historical perspective and insider experience to this multi-trillion-dollar question. Today's market is overheated, the VC warns, but it's more nuanced than 1999. The MAG-7 companies are genuinely profitable, unlike the dotcom darlings. Nvidia isn't Cisco. Yet “lazy circularity” in AI deal-making and pre-seed valuations hitting $50 million suggests traditional symptoms of irrational exuberance are returning. Even Yogi Berra might predict that. * Every bubble has believers who insist “this time is different” - and sometimes they're right. Verjee argues that the 1999 dotcom bubble actually created lasting value through companies like Amazon, PayPal, and the infrastructure that powered the next two decades of growth. But the concurrent telecom bubble destroyed far more wealth through outright fraud at companies like Enron and WorldCom.* Bubbles always occur in the world's richest country during periods of unchallenged hegemony. Britain dominated globally during its 1840s railway mania. America was the sole superpower during the dotcom boom. Today's AI frenzy coincides with American technological dominance - but also with a genuine rival in China, making this bubble fundamentally different from its predecessors.* The current market shows dangerous signs but isn't 1999. Unlike the dotcom era when 99% of fiber optic cable laid was “dark” (unused), Nvidia could double GPU production and still sell every chip. The MAG-7 trade at 27-29 times earnings versus the S&P 500's 70x multiple in 2000. Real profitability matters - but $50 million pre-seed valuations and circular revenue deals between AI companies echo familiar patterns of excess.* Government intervention in markets rarely ends well. Verjee warns against America adopting an industrial policy of “picking winners” - pointing to Japan's 1980s bubble as a cautionary tale. Thirty-five years after its collapse, Japan's GDP per capita remains unchanged. OpenAI is not too big to fail, and shouldn't be treated as such.* Immigration fuels American innovation - full stop. When anti-H1B voices argue for restricting skilled immigration, Verjee points to the counter-evidence: Elon Musk, Sergey Brin, Sundar Pichai, Satya Nadella, Max Levchin, and himself - all H1B visa holders who created millions of American jobs and trillions in shareholder value. Closing that pipeline would be economically suicidal.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Chuck Zodda and Mike Armstrong discuss Disney saying film studio expenses weigh on current quarter. Streaming prices are soaring, and consumers are still paying. The Nasdaq whale's Nvidia sale smells desperate. Sundar Pichai is Google's AI wartime CEO after all. Toyota doubles down on hybrids in the US. Michael Burry shuts down Scion.

-On Monday, Amazon announced a new multi-year, $38 billion cloud partnership with OpenAI. Amazon expects to deploy all the capacity OpenAI has agreed to buy by the end of 2026, with the option to purchase additional capacity in 2027 and beyond. Amazon says the partnership “will help millions of users continue to get value from ChatGPT.” -Google has pulled the AI model Gemma from its Studio platform after a Republican senator said it "fabricated serious criminal allegations" against her, as reported by The Verge. Senator Marsha Blackburn, a Republican from Tennessee, sent a letter to CEO Sundar Pichai to accuse the company of defamation after the model allegedly created a story about her committing sexual assault. -TikTok just announced that it will be hosting its first-ever awards show in the US. The appropriately-named TikTok Awards will take place on December 18, starting at 9PM ET. Learn more about your ad choices. Visit podcastchoices.com/adchoices

At Donald Trump's inauguration earlier this year, the returning president made a striking break from tradition. The seats closest to the president – typically reserved for family – went instead to the most powerful tech CEOs in the world: Elon Musk, Mark Zuckerberg, Jeff Bezos and Sundar Pichai. Between them, these men run some of the most profitable companies in history. And over the past two decades, they've used that wealth to reshape our public sphere.But this felt different. This wasn't discreet backdoor lobbying or a furtive effort to curry favour with an incoming administration. These were some of the most influential men in the world quite literally aligning themselves with the world's most powerful politician – and his increasingly illiberal ideology.Carole Cadwalladr has been tracking the collision of technology and politics for years. She's the investigative journalist who broke the Cambridge Analytica story, exposing how Facebook data may have been used to manipulate elections. Now, she's arguing that what we're witnessing goes beyond monopoly power or even traditional oligarchy. She calls it techno-authoritarianism – a fusion of Trump's authoritarian political project with the technological might of Silicon Valley.So I wanted to have her on to make the case for why she believes Big Tech isn't just complicit in authoritarianism, but is actively enabling it.Mentioned:The First Great Disruption 2016-2024, by Carole CadwalladrTrump Taps Palantir to Compile Data on Americans, by Sheera Frenkel and Aaron Krolik (New York Times)This is What a Digital Coup Looks Like, by Carole Cadwalladr (TED)The Nerve NewsMachines Like Us is produced by Mitchell Stuart. Our theme song is by Chris Kelly. Video editing by Emily Graves. Our executive producer is James Milward. Special thanks to Angela Pacienza and the team at The Globe and Mail.Support for Machines Like Us is provided by CIFAR and the Max Bell School of Public Policy at McGill University. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recent advancements in quantum computing are pushing the technology closer to practical application, with companies like Google, IBM, and ICONIC making significant strides in stabilizing quantum systems. This progress poses risks to current encryption methods, as traditional security measures may become obsolete due to quantum capabilities. The National Institute of Standards and Technology (NIST) is advocating for the adoption of post-quantum cryptography (PQC) to protect sensitive data, emphasizing the urgency for organizations to reassess their security protocols. Failure to act could result in severe repercussions, including data breaches and regulatory noncompliance.Google's quantum computing division has published research demonstrating practical applications for quantum computers, such as using quantum technology for nuclear magnetic resonance to estimate atomic structures. The company is shifting its focus from merely proving quantum feasibility to making the technology cost-effective. Sundar Pichai, CEO of Alphabet, expressed optimism about the timeline for commercially viable quantum computing, while industry opinions vary, with some experts suggesting practical applications may still be decades away. This divergence highlights the uncertainty surrounding the timeline for widespread quantum adoption.In addition to quantum computing advancements, the episode discusses the integration of PQC into mainstream technology. Microsoft Windows 11 has begun incorporating PQC algorithms into its cryptographic APIs, allowing for the generation of PQC key pairs and hybrid TLS handshakes. Meanwhile, companies like Palo Alto Networks are updating their software to support quantum-resistant encryption. These developments indicate a growing recognition of the need for quantum-safe security measures as organizations prepare for the potential threats posed by quantum computing.For Managed Service Providers (MSPs) and IT decision-makers, the implications are clear: proactive measures are necessary to prepare for the quantum computing era. MSPs should assist clients in inventorying their cryptographic systems and developing a roadmap for adopting PQC. As the U.S. government urges organizations to transition to quantum-safe encryption by 2035, MSPs must prioritize updating protocols and exploring quantum-resistant solutions. The transition to quantum-safe encryption is a multi-year effort, and early preparation will help mitigate future risks associated with quantum advancements. One thing to know today00:00 All About Quantum Computing This is the Business of Tech.    Supported by:  

After spending the last few weeks listening to Q3 earnings calls and product launches from the Magnificent 7 and their orbit, I think it's safe to say:We're approaching a fundamental shift where AI doesn't just scale operations—it enables radical personalization at scale. And this tension between “more” and “customized” will reshape how we communicate, campaign, and connect.Hi, are you new to Anchor Change? I'm Katie Harbath. Most people listen for the numbers. I listen for where product and policy are heading. And today's piece is a good example of the kinds of work I share in my newsletter every week. Subscribe today to get this kind of analysis right in your inbox.After listening to Salesforce's Mark Benioff talk about the future of customer service and Google's Sundar Pichai mention how browsing will change, here are six things that stood out to me—and what they mean for anyone navigating tech, politics, or the messy space between.1. Moving From Pages You Browse to Agents You BriefSalesforce calls it “the end of the do-not-reply era.” Google is reimagining search and Chrome as agentic interfaces. By next year, your customer won't scroll through your website—they'll ask a question, and an AI will answer on your behalf.What that means for you: If your content isn't structured for agents—clear product data, authenticated actions, safety guardrails—you're invisible in that conversation. Start designing for a “briefed” world now.2. The Democratization of Software DevelopmentNearly every company referenced how AI collapses the barrier between “having an idea” and “shipping something.” Andreessen Horowitz drew parallels to early YouTube: suddenly, anyone could create and distribute content without a studio. Now, anyone can build software without hiring developers.The catch: When everyone can create at scale, advantage shifts to orchestration—how seamlessly you connect identity, data, channels, and fulfillment. The magic isn't in making things; it's in making things work together reliably.3. Scale AND Personalization (Not Scale OR Personalization)After listening to these calls, this is the juxtaposition that intrigues me most. AI is enabling companies to reach a wider audience while simultaneously tailoring every interaction.* YouTube/Google is helping creators make episodic content shoppable—shortening the journey from “I'm interested” to “I bought it.”* Meta is optimizing ad delivery end-to-end, so advertisers just state their objective and the AI handles the rest.* Netflix's K-pop demon hunters became a surprise hit, showing studios need to move faster on merchandising cultural moments.For campaigns and advocacy: 2026 and 2028 will be the first elections where agentic stacks let you contact, persuade, and service constituents at unprecedented scale—but in messages that feel like they were written for each person. The transparency challenge here is huge.4. The Human Layer Isn't Going Away—It's ExpandingWhile it's popular to say that ”AI replaces people,” leaders kept describing AI as expanding what humans can handle:* Salesforce and Meta both argued you can finally answer every customer service inquiry—which means hiring more humans alongside automation, not fewer.* Sales changes too: AI lets your team pitch to more prospects and close faster. Same humans, exponentially more reach.The advantage isn't zero-human; it's right-human. To me, this means you put your best people where judgment, nuance, and relationships truly matter. Use agents to amplify their impact.5. Three Infrastructure Realities Shaping StrategyAcross every call and launch, no one could escape these these three elements that are impacting their next steps:* No One Has Enough Compute. Capacity planning is now a C-suite conversation. Every roadmap is gated by compute availability.* Energy Is Policy. OpenAI's framing was direct: building AI infrastructure requires a surge in skilled trades and electricity. “Unlocking electrons” is both an economic opportunity and a bottleneck—one that regulators will shape.* DC Proximity Is Now an Advantage. The industry that once prized distance from Washington is planting offices there. NVIDIA staged events in DC. Anthropic is opening an office. Policy fluency isn't optional anymore.Your move: Lock long-lead capacity early. Build relationships with policymakers before you need them. Align your safety and transparency practices with where regulation is heading, not where it is today.6. Platform Competition: The Creator Scramble Is Back* Substack is scaling fast, which means more content and harder discovery—echoing the early-2010s battle for creator loyalty that Facebook, Twitter and YouTube went through.* Meta frames a “third era” of social: friends (Era 1), creators (Era 2), and now a third era where AI-remixes change what gets made and how it spreads.* Google is pushing analytics and monetization tools to keep creators inside YouTube's ecosystem.What's happening: Platforms are competing for catalogs, not just users. More content means more moderation complexity. Global scale will stress those choices in ways we haven't seen yet.What This Means for Leaders in 2026* Design for agents, not just browsers. Your information architecture needs to answer questions, not just display pages.* Personalization is becoming table stakes. People will expect customized experiences. On the flip side, you'll need radical transparency about what you're saying to whom and how you'll be held accountable.* Invest where trust is created. The competitive edge isn't automation—it's knowing where to put your humans so they create relationships that matter.* Policy and capacity are product decisions now. You can't build a roadmap without thinking about compute, energy, and regulatory alignment.The Bigger QuestionWe're very close to witnessing a fundamental shift in how we interact with browsers, brands, and one another. Personalization at this level will change how we present information, the companies we work with to deliver it, and the necessary level of transparency about what we're doing.The companies getting this right won't be the ones who scale fastest or personalize best—they'll be the ones who figure out how to do both while earning trust along the way.What trend catches your eye the most and why? Tell me in the comments.Go DeeperIf you want to watch these events or read things yourself, here's all that I looked at:* Anthropic: Axios AI Keynote* Google: Q3 Earnings, New TV Features on YouTube and Alex Heath scoop on YouTube AI Re-Org and Layoffs* Meta: Q3 Earnings* Microsoft: Fiscal Year 2026 Q1 Earnings* Netflix: Q3 Earnings* NVIDIA: GTC Keynote* OpenAI: Dev Day Sam Altman Keynote* Salesforce: Dreamforce Investor and Analyst Session, Marketing Force and Conversation with David Sacks* Substack: Anchor Change with Katie Harbath is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Get full access to Anchor Change with Katie Harbath at anchorchange.substack.com/subscribe

Meta, Microsoft én Alphabet kwamen met de kwartaalcijfers en alleen de laatste werd beloond. M&M worden afgestraft voor de miljardenuitgaven in AI. Meta valt daarbij wel heel erg op: dat aandeel werd gedumpt door beleggers.Deze aflevering kijken we waarom Meta en Microsoft zó hard worden aangepakt door beleggers. Of het terecht is dat beleggers vrezen voor al die investeringen en waarom het spenderen van Alphabet wordt gedoogd.Er was ook nieuws van AEX-bedrijven. Shell had een miljard dollar meer winst dan vorig jaar, boven verwachting bovendien. Vooral de olie- en gasdivisies doen het weer beter. En, fijn voor beleggers, de marges stijgen verder. Bij ING worden er dan weer minder cadeautjes uitgedeeld aan aandeelhouders en toch stijgt het aandeel fors. Verder hoor je meer over de verpletterende cijfers van Eli Lilly én je hoort meer over de beursgang van OpenAI. Dat moet (hou je vast) duizend miljard dollar waard worden. See omnystudio.com/listener for privacy information.

Das amerikanische KI-Unternehmen OpenAI, das hinter ChatGPT steht, hat erstmals einen Internetbrowser herausgebracht. Er heißt Atlas und soll mit den etablierten Browsern nicht nur mithalten können, sondern nach der Vorstellung von Unternehmenschef Sam Altman diese auch übertrumpfen. Es ist eine direkte Kampfansage an Google und dessen gegenwärtig mit großem Abstand markt­führenden Browser Chrome sowie Alternativen wie Safari von Apple und Edge von Microsoft. KI biete eine „Chance, die einmal im Jahrzehnt kommt“, um eine andere Art von Browser zu entwickeln, sagte Altman. Atlas rückt ChatGPT in den Mittelpunkt, ähnlich wie dies Google bei Chrome mit seiner Suchmaschine tut. Es gibt oben kein traditionelles Adressfeld wie bei anderen Browsern, stattdessen geben Nutzer In­ter­netadressen direkt in der Mitte bei ChatGPT ein – oder sie stellen ChatGPT Fragen. ChatGPT taucht auch noch auf andere Weise auf. Wenn Nutzer auf einer Internetseite sind, können sie über einen „Ask ChatGPT“-Knopf eine Leiste an der Seite öffnen, auf der ChatGPT zum Beispiel Inhalte auf der Seite zusammenfassen kann. Und darüber hinaus verfügt Atlas über einen „Agent-Modus“, der für seine Nutzer verschiedene Dinge erledigen können soll, also zum Beispiel Flüge buchen oder Dokumente bearbeiten. Ist Atlas für Chrome wirklich gefährlich? Wie gut ist die KI von OpenAI verglichen mit der von Google, Meta und anderen Tech-Konzernen? Und was hat wiederum OpenAI sonst vor? Das Unternehmen kündigte zuletzt bekanntlich eine Reihe prominenter Milliarden-Kooperationen mit den Chip-Herstellern Nvidia und AMD. Über all das und mehr sprechen wir in dieser Episode.

Story of the Week (DR):Disney brings back Jimmy Kimmel's show after backlash spurred massive boycott while some conservatives blasted FCCSinclair says it won't air Jimmy Kimmel on its stations after Disney announced his returnFCC Chair Brendan Carr defends ABC affiliate that's not showing 'Jimmy Kimmel Live!' despite his reinstatementNexstar joins Sinclair, says it will continue not to air Jimmy KimmelDisney investors demand internal records on Jimmy Kimmel's suspension, say the board may have breached dutiesDisney investors say handling of Jimmy Kimmel suspension put politics over shareholders, demand recordsDisney boss Bob Iger has gone from woke warrior to liberal lightning rod MAGA furious at Disney and ABC over Jimmy Kimmel's return: ‘They let the woke mob get to them' Disney decides it hasn't angered people enough, announces Disney+ price hikes'There's no way we can afford $100,000': Small firms scramble over H-1B visa feesTalent Drain: Skilled Immigrants Choose Canada Over U.S.Indian IT Firms Recalibrate U.S. Strategy After Visa ShockJPMorgan CEO Jamie Dimon expresses surprise and concernDimon said the hike “came out of the blue” and stressed that the U.S. still needs access to global talent. He has indicated the banking/finance sector may challenge or negotiate around the policyReed Hastings (Netflix) praises the policyHastings called the $100,000 fee a “great solution,” especially because he sees it as helping ensure that the H-1B program is used for “very high value jobs,” reducing reliance on a lottery system.Silicon Valley leaders cautiously support the feeNvidia CEO Jensen Huang and OpenAI CEO Sam Altman praised the measure in terms of potentially simplifying the visa system and merit-based immigrationAltman: "We need to get the smartest people in the country, and streamlining that process and also sort of aligning financial incentives seems good to me"Royal Bank of Canada's CEO Dave McKay said the US President's move to impose a $100,000 fee on H-1B visas is a win for Canada.The 20 financial firms that could be hardest hit from Trump's new H-1B fee — from Goldman Sachs to CitiTylenol maker Kenvue battles fresh storm as Donald Trump links it to autism MMTrump's unfounded claims heap new stress on household brand name TylenolTrump, RFK Jr. distort facts on autism, Tylenol and vaccines, scientists say: "Sick to my stomach"OB-GYN group calls Trump's remarks on acetaminophen 'irresponsible'Kenvue Stock Recoups Losses After Trump Links Tylenol to AutismResearch tying Tylenol to autism lost in court. Then it won Trump's earTrump's 'tough it out' advice to expectant moms is the latest example of men opining on women's painThe President and RFK Jr.'s dangerous war on science and mothersThe Shameful Spectacle of Trump and Kennedy Blaming Mothers for AutismAutism Science Foundation: 'Shocking' move takes us 'straight back to when moms were blamed for autism''Acet…Aceto…': Trump Struggles To Say Medicine's Name, Links Autism To PainkillerAnti-vaccine groups melt down over RFK Jr. linking autism to Tylenol"We didn't wait 20 years for Bobby to finally speak and then get served Tylenol as an answer," anti-vaccine group Georgia Coalition for Vaccine Choice wroteChildren's Health Defense (CHD) - the anti-vaccine group founded by Kennedy - retweeting a post on Monday: "THIS WAS NOT CAUSED BY TYLENOL."Oracle names two CEOs in rare leadership shift after Catz exitLord Emperor Larry Ellison (65% influence and 42% voting power): he still gets $8.3M in pay despite owning ~$378B in Oracle stock. Is this even possible? He got security-related costs and expenses of $2,999,264 for his primary residence. Board chairFormer CEO and now Executive Vice Chair Safra Catz. She's staying on the board.221,974: (i) Company matching contributions under our 401(k) Plan of $5,100, (ii) flexible credits used towards covering the premiums for cafeteria-style benefit plans in the amount of $14,860, (iii) security-related costs and expenses to augment the existing security system at Ms. Catz's primary residence, (iv) legal counsel fees and (v) aggregate incremental costs to Oracle of $200,086 for Ms. Catz's use of Oracle's private aircraft for non-business travel. This leaves $1,928 for legal fees and security: for a Larry:Safra We Love Him More Security Ratio of: ~3114:1Catz still got $6.5M despite owning $2.8B of company stockNew co-CEO and director Clayton Magouyrk: joined Oracle in 2014, is 39Mr. Magouyrk will receive a grant of stock options to purchase $250M in shares of Oracle common stock with 80% of the grant consisting of time-based stock options and 20% of the grant consisting of performance-based stock options (“PSOs”).New co-CEO and director Michael Sicilia: joined Oracle in 2009, is 54Mr. Sicilia will receive a grant of stock options to purchase $100M in shares of Oracle common stock with 80% of the grant consisting of time-based stock options and 20% of the grant consisting of PSOs.Goodliest of the Week (MM/DR):DR: MacKenzie Scott gives $70 million to UNCF to financially strengthen HBCUs DRUNCF, as the nation's largest private provider of scholarships to minority students works to raise $1 billion to strengthen all 37 of its historically Black colleges and universitiesMM: Trump claims ‘sabotage' at UN from escalator, teleprompter and micTurns Out Trump's Own Team Messed Up U.N. Escalator and TeleprompterAssholiest of the Week (MM):American oligarchsMurdoch's TikTok? Trump offers allies another lever of media controlLarry Ellison's Oracle set to spearhead U.S. oversight of TikTok algorithmElon Musk just sold Grok to U.S. government for 42 cents – and signals warmer ties with TrumpMark Zuckerberg showed Google how to make Republicans happyIN: Zuck, Musk, Ellison, MurdochOUT: Satya Nadella (too Indian), Tim Cook (too gay), Sundar Pichai (too Indian), Bezos (too bald), Jensen Huang (too Asian), women, blacksSee? TikTok deal won't include 'golden share' or equity for U.S., Trump administration says - he only takes a golden share or voting stake when the CEO is Japanese (Nippon Steel) or Chinese (Intel)Disney - now everyone hates you!Conservatives: MAGA furious at Disney and ABC over Jimmy Kimmel's return: ‘They let the woke mob get to them'Liberals: Disney boss Bob Iger has gone from woke warrior to liberal lightning rodAffiliates: Nexstar joins Sinclair, says it will continue not to air Jimmy KimmelIRONY ALERT: In statement, Nexstar cited “diversity” as a reason why Kimmel is still off the air: “On Wednesday, Nexstar said it continues to evaluate the show and is speaking with Disney ‘with a focus on ensuring the program reflects and respects the diverse interests of the communities we serve.'”Trump: Trump threatens to sue Disney-owned ABC over Jimmy Kimmel's return to TVInvestors: Disney investors demand internal records on Jimmy Kimmel's suspension, say the board may have breached dutiesEveryone: Disney decides it hasn't angered people enough, announces Disney+ price hikesStay in your place on the manufacturing line MMFirst they say college is for losers, now they say so is being alive - just eat your cheap fatty protein adjacent meal and go to workEx-Google CEO Eric Schmidt warns U.S. tech workers: competing with China's grueling 12-hour workdays means sacrificing work-life balancePalantir CEO says Gen Z can either have a social life at age 20 or be successful—but they can't do bothCharlie Kirk had a message for the over 2 million unemployed Gen Z NEET men: You don't need college to make your dreams happenBlackRock CEO Larry Fink said America could dodge a ‘retirement crisis' by encouraging people to work longerDon't try to be funny at work unless you want to risk your job and any chance of ever getting promoted, management professors sayMcDonald's is supersizing its value menu to win back average Americans — could it be a sign of trouble ahead?Girls, STOP APOLOGIZING for doing your jobsCracker Barrel CEO apologizes for logo, store changesWe conducted extensive research to inform our strategic plan. Well, what cannot be captured in data is how much our guests see themselves and their own story in the Cracker Barrel experience, which is what's led to such a strong response to these changes.Translation: we had no idea how racist you all areAt least she didn't apologize for everything that's ever happened in the last hundred years like Vanessa Hudson apologizing for the boys behavior at QantasLook how it worked for her: Qantas cutting CEO pay signals new era of cyber accountability - has a dude EVERY HAD PAY CUT FOR ANYTHINGHeadliniest of the WeekDR: Real American Beer collaborates with WWE for special Hulk Hogan collectible can: 'Hulkamania forever'Hulk:In leaked recordings Hogan was heard making homophobic remarks, using the N-word, making racist remarks, and openly admitting to being racistWWE terminated their relationship with him temporarily, removed him from their website/Hall of Fame, following public backlash. Eventually, some reinstatement occurred.Hogan's ex-wife made public emotional abuse allegations and accusations of an affair with their daughter's friendDuring the WWF / Vince McMahon-related trial over steroids in wrestling, Hogan testified under immunity and admitted past steroid use back to 1976He admitted to actively working against efforts to unionize professional wrestlersTwo divorcesMichelob Ultra overtakes Modelo Especial as best-selling beer in the U.S.American subsidiary Anheuser-Busch Companies, LLCWoke CEO Brendan Whitworth was a first lieutenant in the United States Marine Corps and then as an operations officer for the CIA's counterterrorism center. Woke!Their leadership page of 15 executives also has a woke DEI hire! Chief People Officer Lindsay KingBelgian parent Anheuser-Busch InBev (AB InBev)They are even worse than their American counterparts: of their 18 executive leaders, they have TWO DEI WOMEN: Chief Communications Officer Donna Lorensen and General Counsel Katherine Barrett. DEI gone crazy!Both Michelob ULTRA and Bud Light are made by Anheuser-Busch Companies, LLC, a subsidiary of Anheuser-Busch InBev.DR: Palantir CEO says Gen Z can either have a social life at age 20 or be successful—but they can't do both & Ex-Google CEO Eric Schmidt warns U.S. tech workers: competing with China's grueling 12-hour workdays means sacrificing work-life balance MM: Tesla 'The Biggest Meme Stock' Ever? Expert Says 'Too Much Emphasis On The Magic Wand Of Musk'Sharing thoughts on Musk's new compensation package, Yale School of Management Senior Associate Dean Jeff Sonnenfeld didn't hold back with the meme stock analogy.THE SAME WIZARD IGER SONNENFELDMM: ‘Black Swan' author Nassim Taleb says your city's new bike lane is the reason the economy sucksTrump's tariffs force resources into lower-margin activities, Taleb said, likening the policy to “asking a brain surgeon to do some gardening two days a week to avoid being ‘ripped off' by professional gardeners.”Who Won the Week?DR: I-boo-proff-in, oh no, it's not American!MM: Jimmy Kimmel's YouTube channel PredictionsDR: Jimmy Kimmel takes Tylenol on air causing all remaining ABC affiliates to replace him with family-appropriate TV: Law & Order: Special Victims Unit which covers sex-based crimes (i.e. violence against women, now with commercials!)MM: Victoria's Secret ditches woke rebrand and vows to return to 'unapologetically sexy' roots - after reading this headline, Webster's Dictionary finally changes its definition of “woke” from “politically liberal or progressive (as in matters of racial and social justice) especially in a way that is considered unreasonable or extreme” to “anything including fat chicks, uggos, black people, and gays.”

The Rich Zeoli Show- Hour 1: 3:05pm- A new clip of New Jersey gubernatorial candidate Mikie Sherrill (D) shows her stating, “I would push an LGBTQ education into our schools.” 3:15pm- While speaking with the press following the latest jobs report, National Economic Council Director Kevin Hassett explained that the hiring slowdown only tells half the story: “all of the job creation in the U.S. has come from native-born workers, whereas in the Biden administration…half was foreign-born.” 3:20pm- On Thursday night, President Donald Trump hosted several tech CEOs at the White House. Mark Zuckerberg estimated that Meta will invest $600 billion in the U.S. by 2028. Apple CEO Tim Cook and Google CEO Sundar Pichai promised similar levels of investment. 3:30pm- Dr. Victoria Coates—Vice President of the Davis Institute for National Security and Foreign Policy at The Heritage Foundation & former Deputy National Security Advisor—joins The Rich Zeoli Show to discuss the Trump Administration targeting Venezuelan drug cartels, North Korean dictator Kim Jong Un traveling with a private bathroom to prevent his DNA from being stolen, and President Donald Trump renaming the “Defense Department” to the “War Department.” Plus, during China's military parade Xi Jinping, Vladimir Putin, and Kim were caught on a hot mic discussing the possibility of immortality via organ harvesting.

The Rich Zeoli Show- Full Show (09/05/2025): 3:05pm- A new clip of New Jersey gubernatorial candidate Mikie Sherrill (D) shows her stating, “I would push an LGBTQ education into our schools.” 3:15pm- While speaking with the press following the latest jobs report, National Economic Council Director Kevin Hassett explained that the hiring slowdown only tells half the story: “all of the job creation in the U.S. has come from native-born workers, whereas in the Biden administration…half was foreign-born.” 3:20pm- On Thursday night, President Donald Trump hosted several tech CEOs at the White House. Mark Zuckerberg estimated that Meta will invest $600 billion in the U.S. by 2028. Apple CEO Tim Cook and Google CEO Sundar Pichai promised similar levels of investment. 3:30pm- Dr. Victoria Coates—Vice President of the Davis Institute for National Security and Foreign Policy at The Heritage Foundation & former Deputy National Security Advisor—joins The Rich Zeoli Show to discuss the Trump Administration targeting Venezuelan drug cartels, North Korean dictator Kim Jong Un traveling with a private bathroom to prevent his DNA from being stolen, and President Donald Trump renaming the “Defense Department” to the “War Department.” Plus, during China's military parade Xi Jinping, Vladimir Putin, and Kim were caught on a hot mic discussing the possibility of immortality via organ harvesting. 4:00pm- Dr. Wilfred Reilly—Professor of Political Science at Kentucky State University & Author of “Lies My Liberal Teacher Told Me”—joins The Rich Zeoli Show to discuss writer/comedian Graham Linehan being arrested at London's Heathrow Airport over “anti-trans” posts he made to social media. Should Americans be concerned that free speech restrictions might make their way across the pond? Plus, Malcolm Gladwell reaches his “Tipping Point” with biological males competing in women's sports. 4:30pm- From the Oval Office, President Donald Trump signed an executive order officially renaming the “Department of Defense” to the “Department of War.” 5:05pm- The defending Super Bowl Champion Philadelphia Eagles kicked off their season on Thursday night against the Dallas Cowboys with a 24 to 20 win—despite having their best defensive player, Jalen Carter, ejected on the first play for spitting! But did he spit first??? 5:30pm- Paula Scanlan (former Swimmer for the University of Pennsylvania & now working alongside Scott Presler and the Early Vote Action PAC) & Raquel Debono (Entertainment Lawyer & Founder of Make America Hot Again) join The Rich Zeoli Show to discuss Eric Adams remaining in the New York City mayoral race, Sydney Sweeny keeps winning, and rat tours are the latest craze in NYC. 6:05pm- Attorney Michael Rinaldi—Partner at Duane Morris LLP—joins The Rich Zeoli Show to discuss government overreach. “A legacy federal indictment initiated by the Biden administration's U.S. Attorney for the Eastern District of Washington is still moving forward against two small business owners (and father and son), John and Joshua Owens, for allegedly importing and distributing diesel emissions-related components without EPA authorization.1 These weaponized charges—framed as a Clean Air Act conspiracy and for which the Department of Justice has never before sought such criminal penalties—carry up to 20 years in prison. Their alleged crime? Operating in a regulatory gray zone where vague EPA guidance and unclear enforcement thresholds make compliance nearly impossible for honest entrepreneurs. The case is emblematic of the broader federal bureaucracy's war on working-class Americans and small business operators—especially those who support the industries that power rural and agricultural communities. The targeted small business owners primarily served customers in industries critical to the American economy—agriculture, heavy construction, and freight transport. The prosecution is not rooted in any danger to the public, but in a federal bureaucracy out of ...

CEOs from tech's biggest names including Tim Cook, Sam Altman, and Sundar Pichai will all be at the White House for a dinner tonight with President Trump. We dig into what to expect from the meeting and how Silicon Valley is expanding its influence in the nation's capital. 

The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap?In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partner, a16z), Guido Appenzeller (Partner, a16z), and host Erik Torenberg to break down the state of AI chips, data centers, and infrastructure strategy.We discuss:Why simply copying NVIDIA won't work, and what it takes to beat themHow custom silicon from Google, Amazon, and Meta could reshape the marketThe economics of AI model launches and the shift toward cost efficiencyInfrastructure bottlenecks: power, cooling, and the global supply chainThe rise of AI silicon startups and the challenges they faceExport controls, China's AI ambitions, and geopolitics in the chip raceBig tech's next moves: advice for leaders like Jensen Huang, Sundar Pichai, Mark Zuckerberg, and Elon MuskResources: Find Dylan on X: https://x.com/dylan522pFind Erin on X: https://x.com/espricewrightFind Guido on X: https://x.com/appenzLearn more about SemiAnalysis: https://semianalysis.com/dylan-patel/Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

What if your tools shared context like your team does?This week on Grit, Shishir Mehrotra shares how the Coda and Grammarly collaboration unlocks context as a “superpower,” reflects on his early days at Google and YouTube, and hints at a future where tools anticipate intent and amplify how we work.He also shares how this paves the way for agent-based workflows and AI-native communication, beginning with Superhuman's email experience.Guest: Shishir Mehrotra, co-founder of Coda and CEO of GrammarlyConnect with ShishirXLinkedInChapters: 00:00 Trailer01:24 Introduction02:09 Zoo vs safari12:02 A TV ahead of its time21:25 Product decisions31:25 The data behind the algorithm37:26 The AI native productivity suite48:06 Agents are digital humans57:55 Pressure trade-off1:12:50 Insulated from judgment1:25:19 Who Grammarly is hiring1:25:51 What “grit” means to Shishir1:29:30 OutroMentioned in this episode: YouTube, Ray William Johnson, Spotify, Twitch, MTV, Chris Cox, Facebook, TikTok, Google TV, Centrata, Google Chrome, Android, Gmail, Microsoft, Super Bowl, Mosaic, Panasonic, Sony, Susan Wojcicki, Rishi Chandra, Apple TV, Amazon Firestick, Comcast, LoudCloud (Opsware), Quest Communications, AT&T Southwestern Bell, Salar Kamangar, Patrick Pichette, Eric Schmidt, OpenAI ChatGPT, Google Gemini, Mark Zuckerberg, Meta Platforms, Sundar Pichai, Larry Page, Sergey Brin, Hamilton, Reid Hoffman, Sam Altman, Tesla, Waymo, Airtable, Notion, Max Lytvyn, Alex Shevchenko, Superhuman, Duolingo, Luis von Ahn, Khan Academy, MrBeast, Facebook Messenger, Snap (Snapchat), WhatsApp, Google+, Meta LLaMa, Satya Nadella, Tim Cook, Daniel GrossConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

The public betas for iOS 26, iPadOS 26, and others are available now. A new feature in iOS 26 could help filter spam messages more effectively. Will Chase be the new home for the Apple Card? And is Apple's new AppleCare One service worth it for you? Does iPadOS 26 steer the iPad in the wrong direction? First Look: macOS Tahoe Public Beta. iPadOS 26 preview: The rare software update that makes (most) old hardware feel new. Apple's iOS 26 text filters could cost political campaigns millions of dollars, top GOP group warns. JPMorgan Chase is the hot favorite for Apple Card takeover. AppleCare One launches as a single plan to cover multiple Apple devices. First look: Blackmagic URSA Cine Immersive test footage for Apple Vision Pro. Sundar Pichai thinks that phones will still matter for at least a few years. Developers can now try special offers to persuade subscribers to stay. UK ready to impose competition interventions on Apple and Google. Blender is building a full-featured iPad app, but it's not clear when it will be released. Adobe rolls out new generative AI features for Photoshop to let users more easily add or remove people and objects. Apple TV+ unveils first look at Vince Gilligan's new science fiction drama "Pluribus," starring Emmy Award nominee Rhea Seehorn. iPhone 17 development device spotted in the wild. Apple loses fourth AI researcher in a month to Meta's Superintelligence team. Picks of the Week: Jason's Pick: Rocket Leo's Pick: Perplexity MCP for Mac Andy's Pick: Tom Lehrer's public domain songs Alex's Pick: Magic John Screen Protector Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsor: helixsleep.com/twit

Sundar Pichai is CEO of Google and Alphabet. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep471-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/sundar-pichai-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Sundar's X: https://x.com/sundarpichai Sundar's Instagram: https://instagram.com/sundarpichai Sundar's Blog: https://blog.google/authors/sundar-pichai/ Google Gemini: https://gemini.google.com/ Google's YouTube Channel: https://www.youtube.com/@Google SPONSORS: To support this podcast, check out our sponsors & get discounts: Tax Network USA: Full-service tax firm. Go to https://tnusa.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex AG1: All-in-one daily nutrition drink. Go to https://drinkag1.com/lex OUTLINE: (00:00) - Introduction (00:07) - Sponsors, Comments, and Reflections (07:55) - Growing up in India (14:04) - Advice for young people (15:46) - Styles of leadership (20:07) - Impact of AI in human history (32:17) - Veo 3 and future of video (40:01) - Scaling laws (43:46) - AGI and ASI (50:11) - P(doom) (57:02) - Toughest leadership decisions (1:08:09) - AI mode vs Google Search (1:21:00) - Google Chrome (1:36:30) - Programming (1:43:14) - Android (1:48:27) - Questions for AGI (1:53:42) - Future of humanity (1:57:04) - Demo: Google Beam (2:04:46) - Demo: Google XR Glasses (2:07:31) - Biggest invention in human history PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips