Podcasts about gpu

Official Store – Insta360 Link 2: https://bit.ly/MonitorsBFLink2storeAmazon – Insta360 Link 2: https://geni.us/pByQNbInsta360 Webcam Collection: https://store.insta360.com/collections/4k-webcamsEpisode 113: We chat about Nvidia's Gamescom announcements, including DLSS 4.5 Ray Reconstruction, the ReBAR toggle and the absence of DLSS 5. We also discuss the recent semi-confirmation of Zen 6 on AM5 and what to expect, and look at a GPU tweaking tool that potentially exposes dangerous settings.CHAPTERS00:00 - Intro01:53 - Nvidia at Gamescom13:04 - Where was DLSS 5?21:04 - Zen 6 on AM5 Confirmed30:21 - mvolt utility exposes dangerous settings48:18 - Golden samples discussion1:05:22 - Updates from our boring livesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.

It's been an unusually big week for Apple announcements. On this week's episode of The MacRumors Show, we discuss the new Mac mini and Mac Studio, the M6 and M5 Ultra chips, and invites to Apple's September event. Apple confirmed on Wednesday that its annual iPhone event will take place on Wednesday 9 September at Apple Park, starting at 10:00 a.m. Pacific Time, with select members of the media invited to attend. The event's tagline is "Surprise and Shine." Apple is expected to introduce at least six new products, including the the Apple Watch Series 12, Apple Watch Ultra 4, iPhone 18 Pro, ‌iPhone 18 Pro‌ Max, and the first foldable iPhone. Pre-orders should follow shortly after, and release dates for iOS 27, iPadOS 27 and macOS 27 Golden Gate should also be revealed at the event.Apple announced the new Mac mini on Tuesday, offering M6 and M5 Pro chip options. The machine gains an N1 networking chip, bringing Wi-Fi 7 and Bluetooth 6, and moves to 2.5Gb Ethernet as standard, up from 1Gb, with a 10Gb option. Thunderbolt 5 is restricted to the M5 Pro model, which gets three Thunderbolt 5 ports while the M6 model keeps Thunderbolt 4. Genlock supportover USB-C is also new, syncing a display's refresh timing to a camera such as the iPhone 17 Pro. Pricing starts at $899 with 16GB and 256GB, rising to $1,699 for the M5 Pro at 24GB and 512GB. Pre-orders are now open, with launch on 22 September. M6 is Apple's first 2nm chip. Its 12-core CPU is split into 2 super cores, 4 performance cores and 6 efficiency cores, making it the first Apple chip to combine all three core types in one design. Super cores are Apple's top tier, optimised for single-threaded speed. The 12-core GPU features a Neural Accelerator in each core for the first time in a ‌Mac mini‌. The GPU also adds an updated shader architecture, Dynamic Caching, and hardware-accelerated ray tracing, while an all-new Dual 16-core Neural Engine doubles peak compute over the previous generation, with system frameworks able to drive both engines at once. Memory starts at 16GB and tops out at 32GB, running at up to 170GB/s. M5 Pro scales further, to an 18-core CPU, a 20-core GPU and up to 64GB at 307GB/s.The new Mac Studio arrived alongside the ‌Mac mini‌, with M5 Max and M5 Ultra chip options. The M5 Max offers an 18-core CPU with 6 super cores and 12 performance cores, an up-to-40-core GPU with Neural Accelerators in every core, and up to 128GB of memory at 614GB/s, with the GPU running up to 50% faster than the previous generation. Both configurations move to a next-generation SSD architecture on PCIe Gen 6 for up to twice the storage performance, and gain up to six Thunderbolt 5 ports at 120Gb/s, and the same genlock support as the ‌Mac mini‌. Apple's N1 chip also brings Wi-Fi 7 and Bluetooth 6 to the ‌Mac Studio‌. Pricing starts at $2,499 for the M5 Max at 36GB and 512GB, and $5,499 for the M5 Ultra at 96GB and 1TB, with the 512GB memory option not arriving until late October.M5 Ultra is Apple's first quad-die chip, using a next-generation version of UltraFusion to join two dual-die M5 Max chips into a single processor. The result is a CPU with up to 36 cores, and 12 super and 24 performance, delivering 1.25x the single-threaded and 1.3x the multithreaded performance of the M3 Ultra. Its up-to-80-core GPU is the most powerful Apple silicon GPU ever made and the first on an Ultra chip to feature Neural Accelerators. Second-generation Dynamic Caching, hardware-accelerated mesh shading and third-generation ray tracing lift graphics up to 40% over M3 Ultra, and the chip features a 32-core Neural Engine. Memory reaches 512GB at 1.2TB/s, which is a 50% bandwidth increase.Other announcements this week included a new, softer Apple Polishing Cloth at $9, down from $19, and refreshed U.S. Magic Keyboards for the Mac, now featuring glyphs instead of edge text. Apple Support's 1-800-APL-CARE line is also now answered by a generative AI assistant in the U.S. and Canada.Ready to tackle bigger problems? Get started with Claude today at — https://www.Claude.ai/mac

In this episode, Ray Cochrane digs into Anthropic’s Model Hardware Standard. It is a shared driver that lets an AI agent run real lab equipment, from pipetting robots to the lasers inside a quantum computer. He also covers OpenAI’s builder’s guide to GPT-5.6, Google’s new Expert Intelligence book feature, Apple’s M5 Ultra Mac Studio, and a judge’s order forcing Google to stop hiding rival app stores. Finally, he weighs in on Apple’s proposed 15 percent link-out fee, Meta’s Australia numbers, the White House deputizing private hackers, and why rivers obey a 1957 math rule. – Want to start a podcast? Its easy to get started! Sign-up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens with a quick personal update. He is hunting for tickets to Michigan for his dad’s anniversary, and he has been learning Blender and Godot on the side, mostly modeling and blocking out levels. Consequently, he asks listeners for advice on starting a big game project, and he plans to record his progress, maybe as a time lapse. Then it is straight into the featured story. Anthropic’s Model Hardware Standard: A Driver for the Physical World The featured story comes from Anthropic, which opened a research preview of the Model Hardware Standard, or MHS. Cochrane frames it as the other side of the question NVIDIA’s world models raised two weeks ago: when do AI agents start touching actual machines? A typical lab runs a microscope, a liquid handler, a robotic arm, and a plate reader, each from a different vendor with its own control software. One Janelia researcher in the post launches seven programs in three languages just to start an experiment. Anthropic says wiring a setup like that takes weeks or months of specialist work. MHS is a driver, the same kind of translation layer a printer uses, except every device gets described with a tiny set of commands like read and write. Devices announce themselves on the network. A plain-English reference file then records what each machine measures, what can be adjusted, and which safety limits get enforced no matter what the agent asks. Agents then reach the hardware through the Model Context Protocol, the command line, or plain code. Cochrane sees the same move the industry keeps making, from coding harnesses to RSS and JSON: agree on a standard and let everyone build against it. In fact, he calls MHS the hardware version of MCP. The partner results carry the segment. QuEra builds quantum computers from individual atoms held by lasers that must hold their frequency to about one part in a trillion. A four-person team spent months on a relock script that worked 58 percent of the time. However, four copies of Claude iterating overnight through MHS produced a decision-tree script that recovers the laser in about six seconds, and it passed 99.3 percent of 700 blind trials. Carnegie Mellon wrote MHS drivers for four instruments across three incompatible computers in about eight hours, then ran dose-response experiments three times faster and blocked all six deliberately induced faults. Genentech, meanwhile, showed the limits. Claude used the same pump speed for water, a foamy protein solution, and a human had to explain that the bubbles were a physics problem. That gap in physical intuition is what sticks with Cochrane. He doubts it will change soon, and he suspects the fix will arrive as sub-agents or sub-models that judge a request against an expected outcome. He also connects MHS to a video of racing robots that never learned to stop at the finish line. What happens, he wonders, once they can read a distance sensor through a shared standard? Still, he calls the announcement a fantastic read and points listeners to the full article. Sponsor: GoDaddy Economy hosting $6.99/month, WordPress hosting $12.99/month, domains $11.99. Website builder trial available. Use codes at geeknewscentral.com/godaddy to support the show. GPT-5.6 Does the Same Work for a Fraction of the Cost OpenAI’s builder’s guide to GPT-5.6 leads the headlines. Cochrane recaps the three tiers from episode 1870, Sol, Terra, and Luna, plus the separate dial for reasoning effort. On BrowseComp, a benchmark for digging up obscure facts on the web, the old GPT-5.5 flagship scored about 84 percent on a run that cost 33 dollars three months ago. Luna now matches that score for a dollar thirty-three, and OpenAI has since cut Luna’s price another 80 percent. Browser Use reports Luna finishing 78 percent of its hardest browser tasks for about 14 dollars, against 80 percent for roughly 235 dollars from the best available model. The guide’s other big addition is a multi-agent beta flag. It lets the model handling a request spawn parallel helper agents that report back to a root agent inside a single API call. However, Cochrane is unimpressed by the timing. He has been running that pattern in Claude Code for months, so he sees OpenAI copying a workflow other companies already ship rather than inventing its own. Along the way, he plugs Claude Code’s remote-control sessions, which let him send prompts from his phone to a terminal session at home. Google Lets Gemini Read the Books You Actually Bought Google launched Expert Intelligence, a name Cochrane calls quite the reach. The feature lets you drop a book you bought on Google Play Books into Gemini Notebook, formerly NotebookLM, and ask questions answered only from that book, with citations. Cochrane sees real power here for students, since he once used NotebookLM to organize scattered course PDFs. Additionally, publishers get a cut, which he calls a far better deal than the wholesale scraping of books that trained earlier models. Nevertheless, he asks who loses out, because a paid publisher does not automatically mean a paid author. He floats the same idea for artists, even a penny per use, then admits that may be too idealistic. Apple’s M5 Ultra Mac Studio Is Built to Run Big Models at Home Back in episode 1861, when Apple killed the Mac Pro, an M5 Ultra Mac Studio was expected later this year. Now it is here. The M5 Ultra brings up to a 36-core CPU, an 80-core GPU, and 512GB of unified memory moving 1.2 terabytes per second. Apple claims up to 4.3 times the AI performance of the M3 Ultra. Thunderbolt 5 can also cluster four machines into one memory pool for up to three times faster inference. The M5 Max model starts at $2,499 and the Ultra at $5,499, with shipping on September 22 and the 512GB configuration arriving in late October. Cochrane finds the clustering pitch ridiculous at that price, but he invites anyone who spends the money to report back. Apple Opens a Manufacturing School in Houston Apple also opened a 20,000-square-foot Advanced Manufacturing Center in Houston. It offers free classes for small and midsize manufacturers, from circuit board design to hands-on time on a scaled-down production line, with college students joining later. Cochrane calls it a solid step in the bring-manufacturing-home movement. The bigger story is the campus itself, which builds Apple’s AI servers and will add the first US-assembled Mac mini line later this year. That ties back to the Mac mini shortage that followed the OpenClaw rush, when Tim Cook warned of months-long waits. Cult of Mac was still reporting four-month waits in late July. However, Cook blamed chip supply rather than assembly, so Cochrane is not counting on relief just yet. Amazon EC2 Turns Twenty Amazon EC2 turned twenty this week, which Cochrane admits makes him feel old. The 2006 beta offered one server size in one region for ten cents an hour. Each came with a 1.7 gigahertz Xeon and under two gigabytes of memory, and accounts were capped at twenty servers. Today AWS offers more than 1,200 instance types across 39 regions. Consequently, Cochrane credits the company with turning that tiny product into the backbone of cloud and AI computing. Intel Gamer Days: Two Free Games, With Fine Print Intel Gamer Days runs through September 13. Buy a qualifying Core Ultra Series 2 or 14th Gen desktop chip, a Core Ultra Series 3 laptop, or an Arc graphics card. In return you get Star Wars: Galactic Racer plus the Tomb Raider: Legacy of Atlantis remake. GamesRadar values the pair at about 120 dollars. However, neither game is out yet, and codes must be redeemed by October 31 even though the Tomb Raider remake ships in February. Cochrane calls that awful, but he still tells qualifying buyers to claim the deal early. Note that 13th Gen chips do not qualify. Judge Orders Google to Stop Hiding Rival App Stores A jury found Google’s Android app monopoly illegal in late 2023, and Judge James Donato ordered rival stores into the Play Store in 2024. On August 13, Epic’s lawyer demonstrated that searching Play for “store for apps” returned Walmart instead of any app store. Donato called that “not acceptable” and ordered three fixes within a week. Searches must surface third-party stores, listings need a plain install button, and the “are you looking for” interstitial has to go. Cochrane welcomes the monopoly being chipped away, but he notes that a controlling entity still sits atop every app store. In his view, community hubs like app stores and social media need a public infrastructure layer. He suspects governments skip that investment because companies already run the services, while selling your data. Apple Wants 15 Percent of Purchases Outside Its Store The other half of the Epic saga is Apple’s proposed link-out commission. After the 2021 anti-steering injunction, Apple charged 27 percent on purchases made through external links. A judge held it in contempt last year, and the Ninth Circuit then allowed a fee limited to the cost of running the system. Judge Yvonne Gonzalez Rogers refused to wait for the Supreme Court, writing that “further delay is unwarranted.” Apple filed 15 percent for standard apps, 10 percent for subscription renewals and partner programs, and 5 percent for small businesses. It also conceded the rate would be “essentially zero” under the appeals court’s cost yardstick. Since Apple has charged nothing on link-outs since the contempt ruling, Cochrane sees this as a raise. He calls a cut on purchases made on a developer’s own website disturbing. He also recalls reading about the size of Uber’s payments to Apple, and he questions whether that kind of percentage is sustainable for companies without funding. Meta Says It Has Cut Off 750,000 Australian Kids Meta reported locking out more than 750,000 Facebook and Instagram accounts in Australia by the end of June under the country’s under-16 social media law. Over 500,000 of those were removed before the law even took effect. Detection relies mostly on AI scanning posts and bios for tells like birthday messages, plus user reports and blocks on re-registration. However, the post gives no count of mistaken removals or appeals, and the regulator’s early data shows under-16 usage falling only from about 86 to 81 percent. Meta wants a single age signal at the operating system or app store level, and Cochrane agrees completely. He connects it to the MHS idea from the top of the show: platforms need a standard flag to reference instead of guessing. The White House Deputizes Private Hackers Earlier this month the White House signed a National Security Presidential Memorandum that lets vetted private security firms run surveillance and disruption operations against overseas criminal groups. The Justice Department and Homeland Security hold the contracts and oversee the work. Firms need a proven track record, vetted staff, and a bond of at least $1 million, and must submit operating procedures within 60 days. Cochrane finds the measure aggressive in a good way and hopes it deters attacks on innocents. Still, he takes Kevin Beaumont’s warning seriously that the private security industry profits from ransomware existing. He compares it to the old Head and Shoulders myth: why solve the problem that drives your revenue? A Weather Satellite Watched the Eclipse Shadow Cross Europe Cochrane skips the readout on this one and simply sends listeners to ESA’s site. The MTG-I1 weather satellite captured the Moon’s shadow sweeping across Europe during the August 12 eclipse. Watching a shadow cross an entire continent, he says, was a first for him. Additionally, it leaves him excited about the research happening beyond the planet. Rivers, Deltas, and the Number 0.6 Quanta Magazine explains Hack’s law, which John Hack discovered in 1957 while measuring streams in Virginia and Maryland. A stream’s length tracks its drainage area raised to the power of 0.6, regardless of the rock underneath, and satellite data later confirmed it worldwide. Computer models in the 1990s showed why. Channels that capture extra runoff cut deeper and steal from their neighbors until the network settles into the arrangement that wastes the least energy. Now a University of Texas Rio Grande Valley team has found the same 0.6 exponent in river deltas, which spread water out rather than gathering it. Nobody knows why yet, and Cochrane calls it a really cool read. Sugar Helped Grow the Human Brain, Too A new paper in Science, co-authored by Jennie Brand-Miller at the University of Sydney, adds a third ingredient to the story of early human brain growth. Alongside meat and cooking, natural sugars from ripe fruit and honey may have fueled it too. The brain is about two percent of body weight but burns twenty percent of resting energy. It runs on glucose, which meat and marrow barely supply and raw starch cannot release without fire. The team modeled ancestral diets from a chimp-like baseline through Homo erectus and concluded that the earliest hominins may have drawn over 65 percent of their energy from natural sugars. Cochrane stresses that it is a model, not fossils, and notes that paleoanthropologist Marina Lozano thinks the authors place widespread cooking too early. Still, he loves this kind of deep research. Retracing the steps to our own intelligence, he suggests, could hint at what it takes for intelligent life to develop at all. A Brain Rhythm That Tells Doctors Where to Aim Finally, Science Daily covered a University of Cologne study on deep brain stimulation. That is the implanted-electrode treatment that eases Parkinson’s tremors for some patients but not others. Andreas Horn’s team recorded from 50 patients using both the implanted electrodes and an external magnetic scanner. They identified a circuit between the electrode’s target and the frontal cortex that oscillates at 20 to 35 cycles per second. Stronger coupling there predicted bigger improvement after surgery, though the study, published in Brain, shows correlation rather than cause. First author Bahne Bahners hopes the finding helps tune DBS more precisely, especially for patients who have not responded well. Cochrane half-jokingly asks whether MHS might one day drive those electrodes, and he calls brain disorders the hardest thing in the body to treat. Cochrane wraps with housekeeping: become a GNC Insider at geeknewscentral.com/insider, email geeknews@gmail.com with questions or comments, subscribe to the newsletter, and grab a modern podcast app at podcastapps.com. He thanks GoDaddy for over twenty years of keeping the show on the air, promises to catch everyone next Monday, and wishes listeners a great night. The post Eyes, Hands, and a Sense of Timing #1874 appeared first on Geek News Central.

Ramón Mercader expected to easily kill Leon Trotsky, silently and instantly. He had rehearsed the blow for months, practiced the angle, tailored a pocket into his raincoat to conceal the shortened ice axe. On August 20, 1940, he stood behind Trotsky -- who was the principle leader of the 1917 Bolshevik Revolution in Russian but exiled by Stalin after losing a power struggle -- in the study of his fortified villa in Coyoacán, Mexico, raised the weapon, and shut his eyes as the blade fell. What followed was not silence but a scream so raw that it froze the room. Trotsky did not collapse. He rose from his chair, seized the assassin's wrist, bit down on his hand, and forced the weapon loose. Blood streaming down his face, he stumbled into the dining room and gave his final order: "He must not be killed. He must be made to talk." He died twenty-six hours later. Thirty years after that, on his own deathbed, Mercader told his wife: "Trotsky is waiting for me on the other side. And he is still screaming." Today's guests are H. Keith Melton and Nigel West, authors of The Assassination of Leon Trotsky: Espionage, Scandal, and the Crime of the Century, the product of fifty years of investigation that took the authors to Moscow, into declassified Soviet intelligence files, and into the homes of the operatives' families. We discuss how Stalin's campaign against Trotsky was not a single plot but a global war of extermination that destroyed his entire family before it destroyed him, how a GPU mole named Sylvia Callen served as the personal secretary to the head of the American Trotskyist movement for nine years without detection, and how the first assassination attempt sprayed over three hundred rounds into Trotsky's bedroom and somehow failed to kill anyone. We look at how the assassin's convent-educated mother directed the backup plot that succeeded, why Ramón Mercader maintained his false identity inside a Mexican prison for a decade despite relentless interrogation, and how new medical evidence suggests Trotsky might have survived the attack if his doctors had operated differently. The authors argue that Trotsky's assassination was not a historical anomaly but a template for state-directed political murder that continues to echo from the Litvinenko poisoning to the Skripal attack today.See omnystudio.com/listener for privacy information.

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time.  In that world, latency matters less and cost matters more, and Neil has built the whole company around driving the cost of a token as low as it can possibly go. What makes this conversation special is that it is one of the most detailed tours I have ever done through the full stack of intelligence, the software, the chips, and the power, and how all three connect.  Along the way we cover the trade-off between speed and cost that lives inside every GPU, his scavenger strategy for buying the chips and power nobody else wants, his contrarian view on Nvidia, and why the premium the frontier labs charge for being three to six months ahead may not last.  Please enjoy my conversation with Neil Movva. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:20) Neil Movva (00:03:22) Building a Token Factory (00:05:32) The Rise of Long-Running Agents (00:08:47) Deep Research and Cybersecurity (00:15:12) The Full Stack of Intelligence (00:20:03) Throughput Versus Latency (00:24:58) The Future of AI Chips (00:33:19) Why Transformers Work (00:36:43) The Future of Data (00:44:05) The Market for AI Chips (00:47:56) Is the AI Boom Different? (00:51:08) Reinventing the Data Center (00:56:43) Scavenging Power (01:01:04) Where Compute Is Most Inefficient (01:07:02) Open Versus Closed Models (01:10:37) A Trillion Tokens a Day (01:12:42) The Contrarian Case on NVIDIA (01:14:38) Advice for AI Hardware Founders

Apple refreshed the Mac Studio with M5 Max and M5 Ultra and gave the Mac mini M6 silicon, at higher prices. OpenAI's Jalapeño chip beat Nvidia on efficiency, Perplexity went fully local, WhatsApp toughened logins, and Uber livestreamed teen rides. Links Apple updates the Mac Studio with M5 Max and M5 Ultra, with up to 4.3x faster AI performance, faster graphics, and up to 512GB of unified memory for $2,499+ (Apple Newsroom) Apple unveils a Mac mini with M6 and M5 Pro, with up to 4x faster AI performance and 2x faster graphics, for $899+ and $1,699+, with preorders today and shipping September 22 (The Verge) Apple's M6 is its first 2nm chip with a 12-core CPU and GPU, while the M5 Ultra fuses two dual-die M5 Max chips into a 36-core CPU, 80-core GPU "most powerful chip ever" (The Verge) OpenAI says its Jalapeño chip delivered 1.5x-1.9x more AI work per watt and 1.7x-3.6x lower latency than Nvidia chips across GPT-OSS, DeepSeek R1, Kimi K2.5 1T (The Verge) WhatsApp upgrades its two-step verification, letting users replace the six-digit PIN with a longer alphanumeric password, and adds support for multiple passkeys (TechCrunch) Perplexity launches Portable Computer, a local AI agent platform running fully on-device with zero token costs, starting with Nvidia DGX Spark and RTX Linux PCs (VentureBeat) Uber launches an optional safety feature allowing parents or guardians to watch a livestream of their teen's ride via the driver's front-facing phone camera (Bloomberg) Subscribe to the ad-free feed.

Bloomberg reported that AI cloud provider Lambda is in talks to raise a $3 billion pre-IPO round. The financing would precede a potential public listing and reflects the capital intensity of building GPU cloud infrastructure. Lambda provides NVIDIA GPU access in the cloud and sells on-premises systems, serving both on-demand and reserved capacity needs. Pre-IPO capital in this sector is often used to secure chips, expand colocation capacity, and improve networking. Competitors include CoreWeave and large clouds such as AWS, Microsoft Azure, Google Cloud, and Oracle Cloud. Founders are evaluating multi-year reservations, vendor diversification, and transparent pricing as they plan AI compute budgets.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

PLTR 2026 Q2 財報與估值講座 活動連結：https://miula.kaik.io/events/7b686abf-118f-47ef-93dc-b22db5239dc2 科技巨頭解碼訂戶專屬：https://vocus.cc/salon/miula/products/pltr2026q2 EP330. 輝達 GPU 要漲價、中國機器人跑很快、特斯拉新消息更新 | M觀點 (00:40) EP330 預告 (01:56) 業配時間：Palantir 第二季財報分析與估值講座 (03:46) 第一個話題：輝達 GPU 漲價 (19:56) 第二個話題：中國機器人很會跑 (33:53) 第三個話題：特斯拉新消息更新 M觀點資訊 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

Syncthing saves the day in an unexpected way, and we dig into what's new in Linux 7.2.Sponsored By:Jupiter Party Annual Membership: Put your support on automatic with our annual plan, and get one month of membership for free!Managed Nebula: Meet Managed Nebula from Defined Networking. A decentralized VPN built on the open-source Nebula platform that we love.Support LINUX UnpluggedLinks:Web Boost — Send us a boost via sats or USD

SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia's reported $105B backing of OpenAI's Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jensen Huang is shifting Nvidia's narrative from needing the newest chips immediately to portraying GPUs as long-lived, cash-flowing assets that can be financed like bonds, pushing risk onto banks and private equity. Brandon agrees scarcity has extended older GPU usefulness but warns the market could be flooded with newer, cheaper, more efficient hardware, leaving debt tied to obsolete equipment. Aaron likens GPUs to airplanes, expensive assets requiring constant utilization, while noting new AI builds demand entirely new data centers for power and cooling. The group questions widespread lack of profitability, compares the financing trend to past bubbles, and debates the optimistic case that breakthroughs could ultimately justify the investment.SHOW: 1056SHOW TRANSCRIPT: The Enterprise AI Show #1056 TranscriptSHOW VIDEO: https://youtu.be/vTLTdIZueJMSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShow topic: Nvidia's Pivot from Chipmaker to FinancierNvidia just backed $105B for OpenAI's Ohio data center and helped mobilize $500B+ in Wall Street financing (Apollo, Blackstone, BlackRock, Goldman, KKR) to fund GPU purchases, while AMD, Google, and Cerebras chip away at its tech lead. The moat is moving from silicon to balance sheet.Core question: Is a GPU actually securitizable like real estate or aircraft, or is this circular financing dressed up as infrastructure?The bull case: GPUs as productive, cash-flow-generating assets (compute-as-a-service) → financeable like data centers or planes, unlocking capital hyperscalers alone couldn't raise.The bear case: Depreciation risk; GPUs age fast, unlike buildings. What's the residual value of an H100-class chip in 2030? Securitizing a depreciating, obsolescence-prone asset is a very different bet than securitizing land.Circularity concern: Nvidia financing the customers who buy Nvidia chips, who generate the revenue that justifies Nvidia's valuation, echoes vendor financing bubbles (Cisco/telecom, 2000).Precedent: Compare to aircraft leasing/securitization models: what made those work (long asset life, resale markets, standardized valuation), and whether GPUs have any of that yet.Who bears the risk if utilization or model economics don't pan out: Nvidia, the banks, or the credit markets buying the paper?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Wall Street wobbles as 30-year Treasury yields punch above 5.3%, and hyperscalers flood the bond market with nearly $200bn of debt this year alone. James and Heath break down why the long end of the curve is starting to look shaky, what Scott Bessent's buyback plan actually does, and why Nvidia's $500bn GPU-backed lending scheme has more than a whiff of 2008 about it. Wealth advisor Murdoch Gatti (The Rate of Change) joins to talk fund manager sentiment on energy security, behind-the-meter gas powering data centres, and why South America — not Australia — is set to be the next copper growth engine. Plus: small caps flying under the radar this week (Titan Minerals, EV Resources, Barton Gold, Greenvale Energy and more), oil creeping back toward $88 on Iran tensions, and the boys unpack the Sydney Swans' five-player suspension ahead of finals.Ensombl CPDcheck link to earn CPD: https://provider.cpdcheck.com/assessment/15574?type=individual #InvestmentPodcast #ASX #Markets #SmallCaps #BondsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Join The Full Nerd gang as they offer level-headed takes about the latest PC building news. In this episode the gang is joined by Jake Roach from Tom's Hardware to chat about his recent interview with Intel which reveals the companies plans for future CPU launches, as well as looking at current market share numbers for GPUs with 16GB of VRAM, and more. And of course we answer questions live! Timecodes: (00:00:00) - Intro (00:05:42) - Intel CPU plans (01:00:01) - GPU market share (01:19:39) - Q&A Links: - Nova Lake on desktop: https://www.tomshardware.com/pc-components/cpus/intel-says-it-will-launch-new-core-with-nova-lake-on-desktop-first-not-in-data-center-vp-robert-hallock-hopes-enthusiasts-do-the-math-compared-to-amd - DDR4 Raptor Lake: https://www.tomshardware.com/pc-components/cpus/raptor-lake-is-a-core-part-of-the-portfolio-for-years-to-come-says-intel-theres-been-a-sudden-inrush-of-demand-for-lga-1700-chips-due-to-ddr5-prices - GPU sales data: https://wccftech.com/gpu-sales-data-by-german-retailer-shows-that-16-gb-gpus-still-lead-the-market-despite-being-way-more-expensive-than-ever/ Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall Music by Our Ghosts: https://ourghosts.bandcamp.com/ Some links may contain affiliate links, which means if you buy something PCWorld may receive a small commission. ============= Follow PCWorld: Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters ============= Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Fabian Alefeld interviews Professor PS Lee, Head of National University of Singapore Mechanical Engineering & Program Director of STDCT, and founder of CoolestDC, about heat as a key constraint in AI infrastructure as data centers shift from CPU-heavy to GPU-dense systems with higher power density, hotspots, and bursty workloads. Lee explains why cooling must be treated as an integrated “chip to grid” system spanning cold plates, racks, CDUs, piping, controls, and operations, and discusses single-phase versus two-phase direct-to-chip liquid cooling and the added need for condensation in closed loops.  Professor Lee describes how additive manufacturing (AM) enables complex fin structures and unibody cold plates that reduce leakage risk, lower junction temperatures (~10°C), cut pumping power (60–70%+), and reduce material use, while requiring TCO evaluation. At NUS's live testbed (22 liquid-cooled racks, ~500 kW), AM cold plates are being deployed and show promising thermal, power, and compute-performance improvements; future work includes two-phase cooling and broader system-level heat rejection, warm-water operation, and waste-heat reuse, plus a discussion of challenges and potential AM roles in space-based data centers. 02:13 Meet Professor Lee 05:26 Chip To Grid Cooling 10:22 Liquid Cooling Maturity 14:15 Two Phase Explained 18:12 Cold Plate Tradeoffs 20:40 AM Unibody Cold Plates 24:41 Benchmarking AM Gains 30:18 AM For CDUs 34:13 Inside STDC Testbed 38:09 Reliability And Leakage 39:00 Next Phase Roadmap 42:31 Orbital Data Centers

Axios reported that Crusoe is in talks about a potential IPO as AI data center demand strains power supplies. Crusoe, founded by CEO Chase Lochmiller and president Cully Cavness, builds modular data centers powered by stranded energy at oilfields. The company raised a $350 million Series C in 2022 and launched Crusoe Cloud to offer Nvidia GPU compute. EPA methane regulations finalized in December 2023 increase incentives for flare mitigation partnerships that can supply Crusoe with power inputs. Competitors such as CoreWeave, Equinix, Digital Realty, Applied Digital, and Iris Energy are expanding capacity through debt, construction, or pivots to AI hosting. Investors would assess site counts, megawatts deployed, utilization, GPU procurement, capex per megawatt, and power sourcing economics if Crusoe files an S-1.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Bitcoin remains stuck near $63,000 as ETF flows turn negative and thin liquidity leaves the market vulnerable to sharper moves if leveraged traders rush for the exits. Matt covers Strategy raising another $333.7 million without buying more Bitcoin, HIVE locking in a major GPU cloud contract, and tokenized stock activity surging as real-world assets continue moving on-chain. The episode also looks at the CLARITY Act's odds collapsing to roughly 10%, Binance reportedly providing customer data to Russian authorities, Chainalysis suing over a $94.6 million ICE contract, and major customer-data breaches affecting Bits of Gold and SafePal. Matt closes by arguing that while Bitcoin's price is flat, the infrastructure, regulation, and security risks surrounding crypto are moving quickly. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

Send us Fan MailToday, we cover the men who would lead the brutal Soviet Secret Police from its beginnings in 1917 as the Cheka. Support the show

[깊이 있는 경제뉴스] 1) LH, 무순위 청약 물량 사들인다.. '기회 박탈' vs '과열 해소' 2) GPU 선물 시장 출범.. 수요 급증·가격 변동 위험 대비한다 - 머니투데이신문 김근희 기자 - 한국경제신문 조미현 기자 [친절한 경제] 외환시장이 닫혀있을 때는 어떤 환율을 적용하나요? - 청취자 박진규 씨

In August 2026, SpaceX finalized a massive $60 billion acquisition of the AI-powered coding platform Cursor to strengthen its competitive position against other major artificial intelligence firms. This strategic move integrates Cursor's development team into the SpaceXAI division, providing the startup with unparalleled access to massive GPU computing power. The partnership has already yielded results, including the release of the Grok 4.6 model, which expands the technology's capabilities beyond programming into broader knowledge work. Elon Musk emphasized the importance of this shift, predicting that the vast majority of his aerospace company's future value will be driven by artificial intelligence. While Cursor will continue to operate for its current users, its primary mission is now to leverage developer data to refine and enhance the Grok ecosystem.

Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who called the 2008 housing crash, for a deep dive into where markets stand heading into year-end. They break down new Fed chair nominee Kevin Warsh's "immaculate economy" problem, why passive fund flows are quietly the most powerful force in the market, and the hedge-fund blowup that briefly rattled the S&P. From there, Dan and Vincent get into the real meat of the episode: the new wave of GPU-backed financing deals from Nvidia, Apollo, and Blackstone, why Vincent thinks the AI trade is less a Ponzi scheme and more a "debt-infield CapEx initiative," and where the credit risk is really hiding. They also debate capital availability, return on invested capital, which software names survive the AI shakeout, and whether this all ends up looking more like the dot-com bust or the GFC. Plus: an unprompted case for why Vincent should be the next GM of the Mets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

גיא קצוביץ' מארח את עמית קרפ (Bessemer Venture Partners), ברק שוסטר (Battery Ventures) וינאי אורון (Vertex Ventures Israel) למהדורת מוסף בה ננתח את טלטלות השוק המשמעותיות ביותר של התקופה האחרונה. התחלנו עם הדרמה ב- Monday סביב חבילות התגמול של המנכ"לים, והמשכנו לסטארטאפ הישראלי Decart שגייס במאי האחרון 300 מיליון דולר, מה עומד מאחורי השמועות על הרכישה של ב-$6?השוונו את צמיחת הענק הזו להתרסקות השווי הכואבת של חברת Airtable, כדוגמה מובהקת לאיך מהפכת ה-AI פוגעת במכפילים של חברות תוכנה שלא מסתגלות מהר למציאות. לסיום, צללנו אל המגמה בה חברות משתמשות בשבבי אנבידיה כעירבון לקבלת הלוואות ענק להקמת חוות שרתים, והסברנו מדוע מחירי השכירות של כרטיסי מסך ישנים של החברה ממשיכים לזנק מעלה.(00:00) פתיחה ועדכונים(01:14) התגמולים בחברת מאנדיי(04:02) איך מתוגמלים מנכ"לים לקראת הנפקה?(13:25) מה עומד מאחורי השמועות על הרכישה של דקארט ב-$6(22:42) התרסקות השווי של Airtable(35:07) אפוקליפסת ה-SaaS ושינוי המכפילים בוול סטריט(47:09) שימוש בשבבי אנבידיה כעירבון להלוואות לחוות שרתים(51:27) שוק השבבים המשומשים: למה ה-GPU הוא הרולקס החדש?

Daryl Xu joins us to explain the biggest shift happening in AI. He introduces B3 IQ, a platform that lets anyone rent-to-own AI compute instead of relying on centralized API providers, and makes the case that using decentralized inference has a hidden cost most people overlook: your proprietary data. He also explains why inference demand keeps climbing even as GPU prices depreciate slower than expected.Daryl Xu is the Co-Founder and CEO of NPC Labs, a core contributor to the B3 ecosystem and creator of B3 IQ, an AI compute ownership platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro04:28 The Compute Ownership Thesis09:53 B3's Evolution Into AI13:34 Own Your GPU, Own Your Data18:40 How GPU Owners Earn From AI22:34 Live Demo Of The Platform27:48 Who Are The Compute Customers?32:05 Why Inference Demand Keeps GrowingGuest Socials:Daryl Xu X: https://x.com/darylX24B3 Labs X: https://x.com/b3labsB3 Labs Website: https://b3labs.org/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. Learn more here: https://www.spaceandtime.io/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---

Steve Hou, Head of Research at Silicon Data, joins Ben Lorica to unpack the data behind the AI compute market: GPU rental indices, forward curves, and token expenditure trends that reveal a market still tightening despite talk of oversupply.Subscribe to the Gradient Flow Newsletter

Startup Project sits down with Sviat, CEO of Bright Machines, to unpack how the company is using software-first robotics to manufacture complex electronics closer to where they're deployed. The conversation focuses on why AI infrastructure is a strategic category, how Bright Machines differs from traditional contract manufacturing, and what onshoring really means for speed, quality, and security.Key Topics:In this episode, Sviat explains that Bright Machines is focused on AI infrastructure, specifically the electronics that go inside modern data centers, including compute nodes, storage, and racks.He traces the company's thesis back to a broader idea: use software and robotics to manufacture electronics anywhere, then narrow that focus to the data center market as demand became clearer.The discussion breaks down the market stack, from chip designers like NVIDIA and AMD, to ODMs, OEMs, hyperscalers, and contract manufacturers.Sviat shares why data center hardware became the right bet before ChatGPT accelerated the market: the products are expensive, strategically important, and driven by quality and throughput more than labor cost alone.The show compares traditional assembly lines with Bright Machines' approach, which uses more robotics, sensors, cameras, traceability, and humans in the loop where automation does not make sense.Sviat explains how Bright Machines starts with design, using Bright Designer to simulate and improve manufacturability before lines are built, which helps reduce bottlenecks and improve automation over time.He says the company's main differentiator is its software platform, which orchestrates the line, powers smart skills for navigation and inspection, collects data, and feeds insights back into design.The conversation covers line flexibility, including how much can be reused when switching between CPU, GPU, or different accelerator-based server designs, and when end-of-arm tooling must change.Sviat says Bright Machines is growing rapidly, expects more than 3x growth this year, and can produce high volumes from a small number of sites because of robotics efficiency.The episode closes on the broader case for onshoring AI infrastructure manufacturing in the US: security, time to market, quality, and a labor shortage that makes robotics necessary.Timestamps:06:39 - The market stack: chip designers, ODMs, OEMs, hyperscalers, and CMs09:07 - Why Foxconn, Jabil, and similar contract manufacturers matter10:04 - Why large factories still rely on massive manual labor12:20 - Why data centers are different from cheap consumer electronics13:49 - Security, strategic sectors, and why AI infrastructure belongs onshore16:26 - The first Bright Machines product: CPU compute servers for a hyperscaler17:58 - How the line works: modular stations, yields, and automation levels19:26 - Bright Designer and design-for-manufacturing feedback loops21:20 - Robots, sensors, traceability, and humans in the loop22:19 - Why time to market matters as much as cost23:31 - Yield and throughput: 98% line-level yields and up to 2x throughput25:25 - The Bright Robotic Cell and how the assembly line is structured27:35 - Reusability across products and when tooling changes are needed30:31 - Manufacturing as a service, not repair or field service31:24 - Growth, gigawatt-scale capacity, and output from a single site33:00 - Why current hyperscaler capex is not expected to slow near term34:45 - The bottlenecks before deployment: chips, components, power, permits36:54 - Bright Machines' three pillars: platform, data layer, and Bright Designer39:15 - Why humanoid robotics is exciting but not ready for industrial use41:16 - Where LLMs and newer AI tools can help the robotics workflow43:57 - The overlooked advantages of onshoring manufacturing in the US45:59 - What Bright Machines could build next: more complex electronics and future AI devices

This week Jason Howell and Jeff Jarvis break down Nvidia's partnership with six Wall Street firms to line up $500 billion in AI infrastructure financing, turning GPU chips into an investable asset class. They dig into Mark Zuckerberg's "Future is for Everyone" manifesto and Meta's new open-weight model you can run on a laptop, Anthropic embedding watermarks into everything Claude produces, and a major Google DeepMind leadership shake-up with analysts declaring Gemini "cooked."Also in this episode: the Pixel 11's AI camera features, a technique for reading what AI models actually think, UK venues banning Meta smart glasses, xAI's Grok Bot agent, OpenAI's hardware device plans, Nvidia's Nemotron open model, Cloudflare open-sourcing their agent platform, and Spotify labeling AI-generated artists. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 0:03:14 - Zuckerberg: The Future is for Everyone 0:23:18 - Anthropic pledges to embed watermarks to help discern AI slop in sop to EU 0:23:50 - How Claude marks AI-generated content 0:41:21 - Nvidia, Wall Street Firms Strike AI Financing Deal Targeting $500 Billion 0:50:36 - Google's AI shake-up boosts Brin as DeepMind's Hassabis steps aside 0:50:40 - Google seeks a sharper focus in AI after Hassabis move 1:00:13 - Google's Pixel 11 lineup offers fewer hardware changes, but much more Gemini 1:09:52 - Jason goes hands on with the Pebble Index 01 1:14:34 - UK Venues Ban Meta Smart Glasses En Masse 1:15:11 - ‘I've definitely lost followers': influencers face backlash over Meta ‘pervert glasses' content 1:19:12 - OpenAI's New Device Will Be Hockey Puck-Sized and Cost Over $300 1:20:08 - Putting frontier cyber models in more trusted hands 1:21:40 - Cloudflare OS 1:24:17 - Nvidia Releases New Open Model 1:25:03 - Spotify to distinguish AI artists from real people – and stop recommending them Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

[핫이슈, 더 깊게] 젠슨황, 월가에 700조 ‘GPU담보대'... 도전인가 vs 도박인가?

Nvidia just announced partnerships with some of the world's biggest financial institutions to mobilize more than $500 billion of capital for AI infrastructure.But there's an important distinction:Nvidia isn't investing $500 billion.The initiative is about bringing institutional capital into the financing of AI data centers, compute infrastructure, and related projects.In this episode, we break down what Nvidia's financing strategy really means—and why it could be one of the most important developments yet in the next phase of the AI buildout.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comKey topics we explore:– What Nvidia's $500B financing initiative actually involves– Why Nvidia wants institutional investors to finance AI infrastructure– How compute could increasingly become an investable infrastructure asset– Why this could accelerate AI data center and GPU deployment– The potential beneficiaries across Nvidia, data centers, power, and networking– The risks if AI demand or GPU utilization doesn't meet expectations– Whether this creates a potentially circular financing ecosystem around AI– Why Wall Street is becoming an increasingly important participant in the AI buildoutThe bigger question:Are we simply finding new ways to finance the AI infrastructure boom—or are we watching the emergence of an entirely new institutional asset class?For investors, the answer matters. The next constraint on AI may not be GPUs or power—it may be the enormous amount of capital required to build everything around them.LINKSPrashant Choubey - ⁠https://www.linkedin.com/in/choubeysahab⁠Subscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.com⁠For sponsorship queries reach out to prashantchoubey3@gmail.comThis channel is for asset managers, allocators, and investors who want analysis that holds up—not headlines dressed as insight.Subscribe for weekly data-driven breakdowns of the forces reshaping capital markets.#Nvidia #AI #ArtificialIntelligence #AIInfrastructure #DataCenters #GPUs #Investing #TechStocks #VC10X #BlackRock #Apollo #Blackstone #GoldmanSachs #KKR #AIInvesting #Semiconductors #CloudComputing #CapitalMarkets #Finance #WallStreet

Andrew, Ben, and Tom discuss CoreWeave soaring 17% after raising its 2026 CapEx guidance to $35-39 billion and pushing through roughly 25% price increases across its GPU pricing tiers, extending the useful life of its chips and signing an A100 contract through 2029 despite the SKU launching in 2020, Trump reportedly weighing changes to capital gains taxes including exemptions for homes worth $2 million or less and indexing gains to inflation, a discussion of whether eliminating the corporate income tax and capital gains tax in favor of ordinary income treatment would be simpler and more pro-growth, and a New York State Supreme Court judge temporarily blocking Mayor Mamdani's pied-a-terre tax rollout after finding the city improperly shifted the burden of proving primary-residence exemptions onto property owners, with arguments set for August 31.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

In this episode, Madelyn O'Farrell and Santosh Sankar unpack the data center boom and the idea of compute as the next utility powering an “industrial renaissance.” They explore how AI models are commoditizing, shifting value to the application layer, and draw historical parallels to industrialists like Rockefeller and Carnegie in terms of capital intensity, vertical integration, and long-lived infrastructure. The discussion dives into the biggest bottleneck (access to energy and grid capacity) along with underwhelming GPU utilization, the need for better observability and efficiency, and trends like prefab “constructuring” in data center construction. They also highlight labor and skills constraints in specialty construction, tools like Record Lens to digitize field operations, and the potential for a Foxconn-style contract manufacturer for electrical equipment. The episode closes on what excites them about founders in this space: deep problem understanding, real industrial pain points, and the ambition to build in the physical economy rather than chasing AI hype. Highlights from their conversation include: Setting up Compute as a New Utility and AI Data Center Boom (0:38) Why Compute Becomes a Utility and Implications for Trillion Dollar Tech (3:50) Drawing Parallels Between AI Infrastructure and the Industrial Revolution (6:56) Capital Intensity, Supply Chains, and Long Lived Industrial Assets (7:50) Financing Data Centers Like Power Plants and Identifying Key Bottlenecks (11:44) Energy Queue, Grid Constraints, and Alternative Generation Opportunities (12:25) Efficiency, Grid Utilization, and Rising Importance of Operational Arbitrage (15:13) Utilization, ROI vs. Dark Capacity, and Lessons from the Dot Com Era (21:23) Constructuring Trend and Prefab Manufacturing for Data Centers (26:16) Record Lens and AI Native Project Management for Grid Scale Construction (29:24) Idea of a Foxconn Model for Electrical Equipment Manufacturing (32:47) Standardization, Certification, and Cyber Risk in Grid Infrastructure (36:22) Founder Traits, Industrial Ambition, and Solving Top Three Customer Problems (38:00) Gold Rush Dynamics, Real Pain Points, and Building in the Physical Economy (41:31) FInal Thoughts and Takeaways (42:42) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Anthropic is meeting with potential investors ahead of its planned IPO. And Intel is increasing its stock offering to raise $20 billion. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben and Tom discuss the $500 billion private-capital AI infrastructure fund unveiled on CNBC by Jensen Huang, David Solomon, Larry Fink, Jonathan Gray, and the heads of Apollo, KKR, and Brookfield, Fink's comparison of financing GPU purchases to the early days of 1970s mortgage-backed securities and the underlying assumption that Nvidia chips won't depreciate, a breakdown of how asset-backed lending structures like aircraft bonds could apply to GPU financing, Tom's "Through the Looking Glass" thesis arguing markets remain captive to Bernanke-era assumptions that no longer hold in a supply-side, fiscal-dominance framework, tomorrow's CPI report and whether a firm print could test Warsh's rate stance, and NFIB Small Business Optimism hitting its highest level since last August with hiring plans at a four-year high even as actual employment remains soft.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.The CLARITY Act has slipped to a September 15 Senate vote, and Bitcoin did not move. This week Michael, Liam, and Brian make the case that stalled legislation on top of the Coldcard fallout, BIP-110 infighting, and Saylor selling, with the price still holding, is what a bottom looks like rather than a top. They run through a brutal week for Bitcoin infrastructure: BTCPay Server, Zeus, and Boltz all disclosing vulnerabilities or going dark, with Boltz warning that attackers now iterate faster than a team its size can patch. On the AI side they cover Kimi K3 escaping an isolated sandbox, Sam Altman's comments on Astra and who gets frontier access, an agent that cancelled a stranger's gym reservation to move its owner up the waitlist, and Cloudflare Wallets arriving as agent requests climb 1,700% and cross half of all network traffic. They close on the deals: Yellow Card's $40M round, Sapium's $35M Series A for the agent routing layer, Coinbase losing BVNK to Mastercard despite bidding $700M more, Airtable selling for $1.29B after an $11.7B peak, and what Block's Buzz did during the Coldcard incident.Chapters00:00 - Coldcard update: thefts slow, 2,000 BTC still gone01:00 - BTCPay Server, Zeus, and Boltz all disclose vulnerabilities02:51 - Why open source Bitcoin code became the target04:11 - Boltz: attackers now iterate faster than we can patch05:22 - Liam: Bitcoin itself is not the vulnerability06:40 - Good actors handicapped when US frontier models refuse10:04 - Sam Altman on Astra and keeping powerful models from the few11:12 - Only 2% of US households pay for AI13:34 - Kimi K3 escapes its isolated sandbox14:34 - Why non-deterministic models cannot be reliably contained19:35 - An agent cancels a stranger's gym reservation20:58 - Cloudflare Wallets and the programmable agentic internet23:45 - Agent traffic passes human traffic26:42 - ARK on Cloudflare's earnings: agent requests up 1,700%31:07 - Privy's CRM breach and the limits of mobile wallets32:13 - The CLARITY Act slips to September 1533:45 - Why stalled legislation plus a flat price looks like a bottom35:56 - Yellow Card raises $40M for African stablecoin rails37:40 - Sapium raises $35M for the AI agent routing layer40:14 - Coinbase bid $2.5B for BVNK and lost to Mastercard at $1.8B42:17 - Airtable sells for $1.29B after an $11.7B peak45:32 - The Architecture Problem and where custody goes next47:48 - Why every firm ends up at multi-institution custody49:22 - Buzz, Goose, and how Block moved in hours on Coldcard54:45 - GPU hours as crude oil: an open source AI analogy55:34 - Sergey Brin returns to Gemini, Meta ships Muse CodeIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael:https://x.com/MTangumaKeep up with Liam:https://x.com/Lnelson_21Keep up with Brian:https://x.com/BackslashBTC

The desktop has barely changed in decades, even as we've all become digital hoarders. Scott Jenson's Local-First Conf talk, “How the Desktop UX Needs to Evolve to Keep Up With Local First,” gives The Trio a jumping-off point to explore spatial window management, document context, customizable dashboards, private workflows, and the surprising return of widgets. Kotaro then catches the game development bug and weighs rebuilding Retro Sparkle against the much more ambitious idea of a mobile-first pixel fighting game.## Chapters00:00 Introductions 01:15 Local-First Computing and the Future of Desktop UX 11:16 Widgets, Dashboards, and Personal Workflows 21:58 The Future of Software and AI Automation 38:35 Building Games in the AI Era 50:04 Closing and Community Updates 50:48 Tag ## Show Notes- The discussion begins with Scott Jenson's Local-First Conf talk, shared by Mike Zornek, a former PhillyCocoa organizer and one of its OGs who now works in Elixir.- Overlapping windows made sense on tiny early displays, but modern screens and growing piles of context expose the metaphor's limits.- Scott's prototypes rethink window management, attach research context to documents, and turn desktop history into a navigable timeline.- Brett Terpstra's TerminalWidget lets scripts power personal dashboards for network health, revenue, GitHub activity, and almost anything else.- Apple's old Dashboard sparks nostalgia for web-built widgets, glorious skeuomorphism, and the GPU-powered ripple effect.- Kotaro and Steve imagine desktops that help people assemble private, local workflows without needing to become programmers.- Steve argues that safer abstractions, plug-ins, and focused local models make more sense than asking everyone to generate raw application code.- Kotaro wonders whether the app era is giving way to workflows that connect software, data, and automation at a higher level.- Kotaro weighs rebuilding [RetroSparkle](https://tomatoboy.co/retro) with a pixel-inspired look against making a mobile-first fighting game in Godot.- PhillyCocoa meets in person Thursday, August 13, from 5:45 to 8:00 PM at Vanguard, 2300 Chestnut Street, with talks by Bill Atkins, Kotaro Fujita, and Chris Hiester.## Links**Desktop UX and Local First**How the Desktop UX Needs to Evolve to Keep Up With Local First: https://www.youtube.com/watch?v=-IOLRcFC6OY | Mike Zornek: https://mikezornek.com**Widgets and Personal Workflows**Brett Terpstra's TerminalWidget Dashboard: https://brettterpstra.com/2026/08/10/my-terminalwidget-dashboard/**Kotaro's Project Ideas**Retro Sparkle: https://tomatoboy.co/retro**PhillyCocoa IRL Meetup**Beyond the Simulator: Perspectives on Modern App Development: https://luma.com/mwcqd1cl**PhillyCocoa:** https://phillycocoa.orgIntro music: "When I Hit the Floor", © 2021 Lorne Behrman. Used with permission of the artist.

Hydrogen combustion, high-fidelity CFD and the future of aircraft propulsion are the focus of this conversation with Dr. Daniel Mira, Head of the Propulsion Technologies Group at the Barcelona Supercomputing Center. Neil and Dani discuss why reacting flows are so difficult to simulate, how hydrogen changes combustion and aircraft design, the limits of RANS, LES and DNS, GPU-native solvers, coding agents and AI surrogate models.Full episode, corrected transcript and resources:https://neilashton.co.uk/podcasts/s4-e6-daniel-mira-on-hydrogen-combustion-modelling-and-future-propulsion/TopicsWhy reacting flows are so computationally difficultHydrogen versus hydrocarbon combustionWhen hydrogen could reach commercial aviationHow engines and aircraft must be redesignedIndustrial trust in high-fidelity combustion CFDRANS, LES and DNS for reacting flowsChemistry, load balancing and computational costWall modelling in combustion LESGPU acceleration and solver redesignCoding agents for scientific softwareAI surrogate models and digital engineering workflowsSelected resourcesDaniel Mira and the Propulsion Technologies Grouphttps://ptg.bsc.es/?p=44Propulsion Technologies Group — research lineshttps://ptg.bsc.es/research-lines/BSC — Combustion researchhttps://www.bsc.es/research-development/research-areas/engineering-simulations/combustionCenter of Excellence in Combustion (CoEC)https://coec-project.eu/High-fidelity simulations of the mixing and combustion of a technically premixed hydrogen flamehttps://upcommons.upc.edu/entities/publication/08a27c10-cb13-4357-a3ab-8e9ec1d706ccChapters00:00 Podcast intro00:39 Introducing Daniel Mira03:00 Conversation begins04:55 Why combustion CFD is so hard10:23 Daniel's path into hydrogen and jet-engine combustion12:48 Hydrogen versus hydrocarbon combustion17:58 Industrial adoption of hydrogen20:54 Gas turbines, aviation and fuel infrastructure25:35 How jet engines must change30:43 Redesigning the whole aircraft34:46 What will trigger commercial adoption?37:27 Why aerospace projects take a decade42:14 RANS, LES and DNS for reacting flows44:31 Replacing expensive tests with high-fidelity CFD46:01 The biggest accuracy gaps in combustion LES49:26 Where the computational cost goes52:06 Chemistry, species and source-term bottlenecks55:35 Wall modelling in combustion LES59:49 GPUs, algorithms and solver redesign01:08:52 Can coding agents accelerate combustion CFD?01:12:27 AI surrogate models for combustion01:24:20 Closing thoughts

As AI evolves from conversational chatbots to autonomous agents, CPUs are becoming an increasingly important part of the infrastructure equation. In this episode, The New Stack speaks with Bhumik Patel of Arm and Mo Farhat of Google about how CPUs act as an “air traffic controller” for agentic workloads, handling orchestration, data preparation, semantic search, vector databases, code execution and API calls alongside GPUs and TPUs. Smaller AI models, including summarizers and evaluators, can also run effectively on CPUs for specialized tasks.  As agents increasingly generate and execute code, secure sandboxing becomes critical. Google's gVisor and GKE Agent Sandbox provide isolation and scalable environments, with the latter supporting up to 300 sandboxes per second per cluster. The discussion also explores efficiency and cost, with Google highlighting Axion's price-performance and energy-efficiency advantages across different workload types. Ultimately, the shift toward agentic AI is creating a more diverse compute environment where CPUs, GPUs and TPUs each play complementary roles in delivering scalable, efficient AI applications. Learn more from The New Stack around the latest in CPUs in the world of AI agents:  AI Agents Will Eat Enterprise Software, Just Not in One Bite  How to ground AI agents in accurate, context-rich data  Join our community of newsletter subscribers to stay on top of the news and at the top of your game. 

人工智慧 réngōng zhìhuì - artificial intelligence (AI)電力 diànlì - electricity; electrical power巨大 jùdà - huge; enormous晶片 jīngpiàn - chip; microchip龐大 pángdà - massive; immense用電 yòngdiàn - electricity consumption; power usage積極 jījí - active; proactive搜尋 sōuxún - to search資料 zīliào - information; data搜尋引擎 sōuxún yǐnqíng - search engine耗能 hàonéng - energy consumption算力 suànlì - computing power生成式 AI shēngchéngshì AI - generative AI動用 dòngyòng - to utilize; to employ圖形處理器 túxíng chǔlǐqì - graphics processing unit (GPU)矩陣運算 jǔzhèn yùnsuàn - matrix computation推理 tuīlǐ - reasoning; inference平均 píngjūn - average耗電量 hàodiànliàng - electricity consumption浪潮 làngcháo - wave; trend全球 quánqiú - global; worldwide產業 chǎnyè - industry能源系統 néngyuán xìtǒng - energy system科技巨頭 kējì jùtóu - tech giant微軟 wéiruǎn - Microsoft興建 xīngjiàn - to build; to construct大規模 dàguīmó - large-scale資料中心 zīliào zhōngxīn - data center飽和 bǎohé - saturated; at capacity電力網 diànlìwǎng - power grid電價 diànjià - electricity price上漲 shàngzhǎng - to rise; to increase企業 qìyè - enterprise; company追求 zhuīqiú - to pursue; to seek淨零排放 jìnglíng páifàng - net-zero emissions競爭力 jìngzhēnglì - competitiveness兼顧 jiāngù - to balance; to take both into consideration小型 xiǎoxíng - small-scale核能反應爐 hénéng fǎnyìnglú - nuclear reactor反向 fǎnxiàng - reverse; in the opposite direction應用 yìngyòng - application; to apply大數據 dàshùjù - big data預測 yùcè - to predict; prediction優化 yōuhuà - to optimize再生能源 zàishēng néngyuán - renewable energy形成 xíngchéng - to form; to create消耗 xiāohào - to consume; consumption能源 néngyuán - energy優化 yōuhuà - to optimize共生關係 gòngshēng guānxì - symbiotic relationship代工 dàigōng - contract manufacturing伺服器 sìfúqì - server半導體 bàndǎotǐ - semiconductor太陽能發電 tàiyángnéng fādiàn - solar power generation太陽能板 tàiyángnéng bǎn - solar panel摧毀 cuīhuǐ - to destroy; to devastate毀掉 huǐdiào - to ruin; to destroy completely傷害 shānghài - damage; harm風力發電機 fēnglì fādiànjī - wind turbine損壞 sǔnhuài - damage; to break down科技之島 kējì zhī dǎo - island of technology; technology hub island跟人民搶電 gēn rénmín qiǎng diàn - to compete with the public for electricity滾動式調整 gǔndòngshì tiáozhěng - rolling adjustment; ongoing adaptive adjustmentFollow me on Instagram: fangfang.chineselearning !

We're back and in the two weeks away…nothing has changed. In fact, it's only gotten worse but what do you expect from an AI world taking in all the ram (and water). PlayStation tells us it has enough ram for systems through the end of the year and more so during the release of GTA6 but Samsung has said we're gonna be in the funk for the foreseeable future. Also, both Nvidia and AMD are raising their GPU prices this month. With Microsoft increasing the Xbox price in the UK and Europe. Speaking of GTA6, the boss of Take-Two Interactive says we're getting the game at a STEAL for $80/$100. He's kinda right, if I'm honest. We've said before but that's a game you could put an outrageous price on (kinda is already) and it wouldn't surprise anyone to see the kind of numbers it would generate. Still, the way he put it came off like some over the top movie villain. Then again, he's a CEO, so… EA would really like the cut of that guy's jib, given what their CEO walked away with from the success of Battlefield 6. I mean, AFTER they laid off a good number of people first. Given the way these companies are handled it's no wonder we're still waiting on another Splinter Cell game. At this rate it'll release for a console no one can really afford. Ubisoft, it's been 4,738 days since a new Splinter Cell game (non-animated series or guest spot in another game franchise, remake, BBC radio drama, or VR exclusive) was released. Also, there's been 9,128 job losses in the gaming industry since January 1, 2026.

A hardware wallet's 5-year-old randomness bug just let hackers drain over $100 million in Bitcoin. How many more waves are coming? Plus, Ethereum's fight over cutting ETH issuance. ======================================================== Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠ (use code: UNCHAINED). ======================================================== A firmware randomness bug buried in Coldcard's code since 2021 surfaced last week and has already drained over $100 million, an estimated 1,600 to 1,800 Bitcoin, across four attacker waves. Taylor Monahan makes the case that the culprit is not North Korea but professional GPU crackers, and explains why the dice-rolling ritual many early victims trusted still left them exposed. Sonya Kim, co-founder of 3F Labs, and Mike Silagadze, founder and CEO of ether.fi, debate where DeFi's responsibility ends after trade.xyz's SK Hynix perp swung from $1,128 to $917 on a thin premarket print, then turn to Ethereum's own monetary policy fight. That fight centers on EIP-8361, a proposal to cut ETH issuance that opened with only 48 hours for public comment, reviving the minimum viable issuance debate Sonya once worked through at Steakhouse. Silagadze calls cutting issuance economically unsound and warns it could push billions of dollars of ETH out of staking, while Kain Warwick argues the resulting chaos is good for an Ethereum governance culture that had grown too quiet. The conversation covers Coldcard's entropy failure, the dice rolls that did not save early victims, trade.xyz's oracle mispricing, and Ethereum's issuance fight. Hosts: ⁠⁠⁠⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠⁠⁠⁠ - Host of Uneasy Money and Founder of Infinex and Synthetix ⁠⁠⁠⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠⁠⁠⁠ - Co-host of Uneasy Money and Security Expert Guest: ⁠⁠⁠⁠⁠⁠⁠⁠Sonya Kim - Co-Founder of 3F Labs ⁠⁠⁠⁠⁠⁠⁠⁠Mike Silagadze - Founder and CEO of Ether.Fi Timestamps

With Nvidia (NVDA) rallying 10% this week, John Belton of Gabelli Funds expects another strong quarter as continued hyperscaler CapEx spending supports demand, with Elon Musk saying SpaceX (SPCX) plans to exclusively use Nvidia chips. Belton also says AMD (AMD) is clearly benefiting from agentic AI demand and sees its upcoming product launches as an opportunity to take share from Nvidia's GPU business.

Our guest today is Gaby Del Valle, a policy reporter here at The Verge, and we're discussing the growing backlash against AI data centers. Gaby recently reported a fantastic piece about Hernando County, Florida, where last month the county commission unanimously approved a year-long moratorium on data center construction. So I wanted Gaby to talk me through what these protests look like on the ground, from voters whose party affiliations have typically aligned them with big business. Links:  Right-wingers protesting data centers have a lot in common with the left | The Verge No data centers in my backyard | Jasmine Sun Who's afraid of the big, bad GPU? | The Verge  NY becomes the first state to enact a data center moratorium | The Verge The fight against AI data centers is just beginning | The Verge Florida gives millions in tax breaks to data centers under DeSantis-backed law | Tampa Bay Times Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our supervising producer is Greg Ott, and our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2016年10月末，「声东击西」第一期节目上线；到2026年10月末，「声东击西」将更新整整十年。在这十年中，我们采访了很多身处变化之中的人，也和大家一起经历了一个不断变化和转向的世界。 十周年之际，我们的确想做一些特别节目，但不太想只做一次简单回顾。所以我们决定还是用「声东击西」熟悉的形式，通过访谈那些亲历结构性变化并拥有独特观察的嘉宾们，去听听过去这十年中，他们看见了什么，洞察到了什么，如何理解今天，又如何辨认出那些塑造未来的力量。 这一系列的节目会至少有6期，含括技术，城市，制度，教育等不同领域。 那作为「十周年」特别系列的第一期，徐涛前往硅谷，在那里采访了 AI 技术创业者贾扬清。 过去十多年，贾扬清几乎经历了人工智能深度学习发展的每一个关键阶段：从伯克利时期参与深度学习早期探索、开发开源框架 Caffe ，到先后加入 Google Brain、 Facebook AI Infra、阿里云，再到创办 AI 公司并被英伟达收购。如今，他又开启了新的 AI 创业探索。 这期节目，我们和贾扬清一起回望 AI 过去的关键节点：从技术突破，到产业变化，再到 AI 可能带来的未来，这是一场关于 AI 过去十年与未来十年的对话。 本期人物 贾扬清，AI 科学家、连续创业者，Intent Lab 创始人、CEO 徐涛，声动活泼联合创始人 主要话题 2005-2012 ：从“人工智能已死”到开始“百花齐放” [05:34] “我本质有点像一个文科生” [08:04] 第一次听见「人工智能」时，“当时至少整个业界判定它的死亡了，大家认为人工智能是一个历史概念” [14:20] 一个各种各样观点在碰撞的阶段 [17:46] 一张快递盒送来的英伟达GPU ，一个 side project，和成为 AI 基础开源工具的 Caffe 的诞生 2013-2022 从实验室到科技巨头的押注和竞赛 [26:53] Google Brain，Facebook AI Research 与 AI 竞赛的开始 [37:56] 2016 年 AlphaGo 时刻，却离开 Google选择「乱七八糟、生机勃勃」的 Facebook [46:11] AI 领域还小，但为什么硅谷愿意为长期技术下注 [50:28] 从 Facebook 到阿里，“这个技术能不能广泛铺到所有领域中” 2022-2024 AI 的再一次惊人跃迁和浪潮中的创业机会 [01:05:05] GPT时刻，AI 的再一次跃迁 [01:12:38] 第一次创业：在 AI 淘金热中「卖铲子」 [01:17:07] 大公司的缓慢，和创业者的洞察 [01:25:35] Lepton AI 第二年实现盈利，很快被英伟达收购 2024- 公司、工作与人的重新定义 [01:32:37]被英伟达收购几个月后，二次创业的想法袭来 [01:37:56] 单个 Agent 足够聪明，一群 Agent 为什么还不是团队 [01:49:47] 当 AI 能够完成更多工作，公司需要怎样的人 [01:55:44] 当解决问题越来越快，人类还需要创造什么 [02:03:59] 从完成任务到获得信任，AI 进入社会还缺少什么 延伸解读 [12:44] 《How to Create a Mind: The Secret of Human Thought Revealed》 [15:20] AlexNet，2012年由 Alex Krizhevsky、Ilya Sutskever 和 Geoffrey Hinton 团队提出的卷积神经网络模型，在 ImageNet 图像识别比赛中取得突破，被认为开启了深度学习革命。ImageNet Classification with Deep Convolutional Neural Networks [17:46] Caffe，一个开源深度学习框架，帮助研究人员更快地设计、训练和验证神经网络模型。它降低了深度学习研究的门槛，也推动了早期深度学习社区的发展。 [21:23] Google Brain，Google 于2010年代初建立的人工智能研究团队，目标是探索大规模神经网络和机器学习技术。它推动了 TensorFlow 等基础设施的发展。 [29:16] ImageNet，由斯坦福大学李飞飞团队推动的大规模图像数据库和评测体系。2012年前后，深度学习模型在 ImageNet 上取得巨大突破，证明了“大数据 + 大计算 + 神经网络”的路线。 [31:34] Neolab，近年来，一些新的 AI 实验室不再完全依附于大型科技公司，而是以创业公司形式进行前沿研究，例如 OpenAI、Anthropic 等。这代表 AI 基础研究组织模式的变化。 [38:08] TensorFlow，Google 开发的机器学习框架，帮助研究人员和企业构建、训练和部署 AI 模型。它代表了 AI 从实验室走向产业基础设施的重要一步。 The 2026 AI Index Report 也可以在小红书账号「徐涛-声东击西」看到更多相关内容和幕后 十周年特别节目 2016-2026，声东击西走过十年。 十年，我们亲历变化，也由此洞见未来。在这个特别系列中，我们邀请身处结构性变化中的人，回望过去十年的关键转折，也一起思考未来的方向。 本系列持续更新中： 第一期：一个 AI 从业者的十年——专访贾扬清 第二期：…… 给声东击西投稿 「声东击西」一直在寻找来自不同社会和群体的真实声音。我们曾经采访过为特朗普竞选生产 MAGA 帽子的中国制造商、记录过七位在美国大选中经历起伏的华人个体，也讲述了委内瑞拉青年的故事。 如果你也有一些特别的经历、观察或想法，不论是亲身体验的故事，还是你在某个行业、社区中的所见所闻，都欢迎你向我们投稿。 你的声音可能出现在未来的节目当中，我们非常期待你的分享！ 投稿入口 「Knock Knock 世界」 从围棋游戏到《宝可梦》，科技公司为什么让 AI 玩游戏？https://sourl.co/kRDfdx 春晚耍刀弄剑的人形机器人，真能走进我们的日常生活了吗？https://sourl.co/pmkCMh 半程马拉松、运动会，为什么要办「机器人」体育比赛？ https://sourl.co/NzgvvA 被全网追捧的「AI 龙虾」，到底是怎么火起来的？https://sourl.co/XxvuPR 在「Knock Knock 世界」里，听到全球新鲜事，还能成为「全球观察员」，报选题、参加选题会。2026 年的节目正在持续更新，有4期免费试听，苹果播客上还可以还【按月】随时订阅节目。 加入我们 声动活泼团队目前正在招聘内容监制、商业运营经理、商业发展经理和实习生，如果你也对播客行业的内容制作和商务运营感兴趣，欢迎投递！ 详情点击招聘入口：加入声动活泼（在招职位速览） 幕后制作 后期：赛德 运营：George 设计：饭团 实习编辑：翔宇 商务合作 声动活泼商业化小队，点击链接可直达商务会客厅，也可发送邮件至 business@shengfm.cn 联系我们。 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声东击西、What's Next｜科技早知道、商业WHY酱、跳进兔子洞&跳进兔子洞第三季、吃喝玩乐了不起、不止金钱、泡腾 VC、反潮流俱乐部 欢迎在即刻、微博等社交媒体上与我们互动，搜索声动活泼即可找到我们。 也欢迎你写邮件和我们联系，邮箱地址是：ting@sheng.fm 获取更多和声动活泼有关的讯息，你也可以扫码添加声小音，在节目之外和我们保持联系！ Special Guest: 贾扬清.

今天的节目，是与声动活泼旗下另外一档节目《声东击西》的串台，也是《声东击西》十周年的特别节目之一。 上个月，《声东击西》的主播徐涛在硅谷采访到了一位重量级的嘉宾贾扬清。贾扬清是全球最有影响力的AI科学家之一，三年前他刚刚离开阿里开始创业的时候曾经做客过我们的节目。他的第一家创业公司成立仅仅两年就出售给了英伟达。那他现在又开启了新的创业之旅，创立了第二家公司并在上周官宣。 在今天的节目中，他非常详细的讲述了十多年来，他从实验室到大厂，从硅谷的 Google，Meta 到国内的阿里的研究和工作经历，也分享了很多他在经历过一波又一波的科技浪潮后如何思考此刻的创业和AI的未来。 本期人物 贾扬清，AI 科学家、连续创业者，Intent Lab 创始人、CEO 徐涛，声动活泼联合创始人 主要话题 2005-2012 ：从“人工智能已死”到开始“百花齐放” [05:34] “我本质有点像一个文科生” [08:04] 第一次听见「人工智能」时，“当时至少整个业界判定它的死亡了，大家认为人工智能是一个历史概念” [14:20] 一个各种各样观点在碰撞的阶段 [17:46] 一张快递盒送来的英伟达GPU ，一个 side project，和成为 AI 基础开源工具的 Caffe 的诞生 2013-2022 从实验室到科技巨头的押注和竞赛 [26:53] Google Brain，Facebook AI Research 与 AI 竞赛的开始 [37:56] 2016 年 AlphaGo 时刻，却离开 Google选择「乱七八糟、生机勃勃」的 Facebook [46:11] AI 领域还小，但为什么硅谷愿意为长期技术下注 [50:28] 从 Facebook 到阿里，“这个技术能不能广泛铺到所有领域中” 2022-2024 AI 的再一次惊人跃迁和浪潮中的创业机会 [01:05:05] GPT时刻，AI 的再一次跃迁 [01:12:38] 第一次创业：在 AI 淘金热中「卖铲子」 [01:17:07] 大公司的缓慢，和创业者的洞察 [01:25:35] Lepton AI 第二年实现盈利，很快被英伟达收购 2024- 公司、工作与人的重新定义 [01:32:37]被英伟达收购几个月后，二次创业的想法袭来 [01:37:56] 单个 Agent 足够聪明，一群 Agent 为什么还不是团队 [01:49:47] 当 AI 能够完成更多工作，公司需要怎样的人 [01:55:44] 当解决问题越来越快，人类还需要创造什么 [02:03:59] 从完成任务到获得信任，AI 进入社会还缺少什么 商业合作 声动活泼商业化小队，点击链接直达声动商务会客厅，也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼正在招聘全职商务运营经理、早咖啡内容实习生和社群实习生，如果你也对播客行业的内容制作感兴趣，欢迎点击招聘入口 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声动早咖啡、声东击西、吃喝玩乐了不起、反潮流俱乐部、泡腾 VC、商业WHY酱、跳进兔子洞 、不止金钱 欢迎在[即刻](https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 期待你给我们写邮件，邮箱地址是：ting@sheng.fm 欢迎扫码添加声小音，在节目之外和我们保持联系。Special Guest: 贾扬清.

The AI chip market looks monolithic from the outside - NVIDIA dominates, and everyone else is fighting for scraps. But d-Matrix's CEO Sid Sheth argues that the market is quietly splitting into two distinct tiers, and the one that's exploding right now is the one NVIDIA's architecture isn't built for. In this episode, Sid joins Craig Smith to explain the "premium token economy": a new class of AI inference where interactivity is the product, users pay ten times more per million tokens for instant responses, and the memory bandwidth limits of GPU-based systems create a structural ceiling that purpose-built architectures don't have. The conversation is unusually candid about what AI actually looks like at the executive level: Sid describes using Claude as a sounding board for M&A strategy, producing full integration plans in 15 minutes that used to require entire banking advisory teams, and watching AI shift from a tool that echoed his ideas back at him to one that genuinely disagrees, flags what he missed, and pushes back with enough confidence to be useful. He also makes the case that we're at the beginning of a shift from individual agents to what he calls "organizational AI" - teams of agents running entire company functions at a high level of abstraction - and that the infrastructure bet d-Matrix is making positions them directly in the path of that wave. Subscribe to Eye on A.I. for weekly conversations with the people building and deploying the future of AI.

We discussed a few things including: 1. His career journey  2. CoreWeave's trajectory 3. AI ecosystem/timeline 4. AI trends, opps and challenges  5. Outlook for 2026-2027 Corey is the Senior Vice President of Product at CoreWeave. In this role. Corey runs the product team focused on the Core AI Cloud, building out infrastructure and platform services for future growth and customer success. Corey resides with his family in New Jersey, working from the CoreWeave headquarters in Livingston. Prior to this role, Corey was the Corporate Vice President for Microsoft Cloud for Industry, developing tailored industry solutions at Microsoft as they transform into successful digital businesses. Previously, he led Microsoft Commercial Solution Areas, owning sales strategy and corporate technical sales across Solution Areas and Teams that include Digital Application Innovation, Azure Infrastructure & IoT, Azure Data & AI, Business Applications, Security and Modern Workplace. His focus also included selling the full value of Microsoft cross-cloud solutions and advancing the technical depth of the Microsoft Solutions team. Earlier, Corey was Head of Product for Azure Compute and the founder of Microsoft Azure's infrastructure as a service (IaaS) business. During that time, he was responsible for products, strategy and technical vision aligned to core Azure compute services. He also previously led program management for multiple Azure services. Earlier in his career, Corey was a developer in the Windows Serviceability team with ownership across the networking and kernel stack for Windows. In his first role at Microsoft in 2003, Corey served as an intern on the Windows team, after graduating from Princeton University, where he earned his Bachelor S.E. in Computer Science. #podcast #AFewThingsPodcast

Send us Fan MailOn Spectator Mode Podcast Episode 230, we share our Marvel Tōkon: Fighting Souls beta impressions and discuss the recent Xbox and PlayStation outages. We also cover Double Fine's layoffs, the return of Wuchang: Fallen Feathers, and EA's latest controversy.Timestamps:0:00 – Into1:08 – Games played discussion15:54 – Xbox Double Fine layoffs27:04 – Marvel Tokon: Fight Souls Open Beta impressions46:04 – EA layoffs and executive bonuses56:57 – PlayStation and Xbox service outages1:05:31 – Hardware shortages and GPU prices1:12:20 – Closing comments & outroThanks for listening, and please, if you enjoy the show, leave a rating on Spotify or Apple Music.Spotify – spoti.fi/2HsmTZ8Apple Music – https://apple.co/43Bz67AYouTube – Youtube.com/theouterhavenAmazon Music – https://amzn.to/3FE4bPMAnd if you have questions for us or want us to discuss a topic, let us know by contacting us at tips@theouterhaven.net.Support the showYou can find the Spectator Mode podcast on the following podcast platforms. Please consider leaving a review on Apple Podcast, as it will go a long watch in more people discovering us. Thank you!Apple PodcastsYouTubeSpotifyAmazon Music

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley. We discuss the latest moves, contracted vs. spot GPU prices, the game theory of memory supply agreements, and why Claude has become the Walter Cronkite of the stock market. We close on SpaceX, orbital compute, and what Gavin sees as the single biggest risk to all of it. Please enjoy this conversation, from the famous table at Benchmark, with my friend Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest.  ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:35) First Question: July Was 2022 in a Month (00:04:08) The Private Companies Public Markets Can't See (00:05:06) Old GPUs Repricing Higher (00:06:53) Walking Through the Month (00:08:22) Kimi, GLM 5.2 & the Open Source Freak-Out (00:10:51) Real Yields, Spreads & CDS (00:11:54) Does the Build-Out Need Credit? (00:15:22) A Sell-Off With No Clear Villain (00:17:35) Open Source as Dark Matter (00:18:39) Nvidia's Lowest Forward PE in 10 Years (00:21:35) Claude as Walter Cronkite for the Stock Market (00:23:55) Continual Learning & Sample Efficiency (00:25:19) What Would Actually Scare Him (00:26:38) Routers & the Multi-Model Future (00:30:51) Tokens as a Percent of Comp Spend (00:33:37) The Game Theory of Breaking an LTA (00:36:41) Nvidia's Credit Wrapper & Revenue Share (00:37:45) What He'd Do If He Ran Hynix (00:41:46) Who's More Bullish than Him (00:43:28) China's DUV Machine (00:46:10) Bull Case for Software (00:48:16) The RSI Maximalist View (00:49:31) Inference Clouds Growing Without Burning Cash (00:50:35) The Biggest Risk Is Regulation (00:53:44) Telling the Story Better (00:57:15) Dark Horses (00:58:02) SpaceX in the Public Markets

Gothalion returns this week to learn WAY too much about Zeke. He has also been playing Everquest Legends along with Cohh, a new remixed version of the classic 90s MMO, Splatoon Raiders and to chat about the convention he helps run - GCX! JP has been off surviving a zombie apocalypse in the newly updated Project Zomboid, Zeke finally opens up to us about Disc Golf and much more (too much more.) 0:00 - Intro1:00 - Florida3:50 - Everquest Legends20:30 - EA sale going through23:40 - GPU prices skyrocketing25:10 - Capcom sales27:10 - Helldivers 2 x Warhammer 40K28:10 - Path of Exile 2 fixes a major bug33:40 - Shift Up releases AI promo video39:30 - Twitch and Amazon training AI off streamers50:00 - Old Men toesies 1:01:30 - Dysmantle 1:09:45 - Project Zomboid1:39:00 - Game goals1:57:40 - Splatoon Raiders2:07:00 - Disc Gold Masters2:16:50 - Marvel Tokon: Fighting Souls2:29:30 - Corsair Cove2:39:30 - Below Rusted Gods2:44:00 - The Incident at Galley House2:49:40 - Emberville/GCX3:04:00 - Dragonsword: Awakening3:06:50 - Shoutouts See omnystudio.com/listener for privacy information.