Podcasts about gpus

Recent bankruptcies of companies that accessed the private debt market are a reminder that manager selection is of the utmost importance. The real acid test for the private debt market will be the next recession, although there are no signs of one on the horizon. Still, the labour market is changing, and we look for a rate cut at the Fed's next meeting on October 29, followed by another three by March. Alibaba claims to have invented a computing pooling solution that reduces the number of Nvidia GPUs needed to serve its AI models by 82%. An index of Hong Kong residential property infers prices are up 6% this month. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one? SHOW: 968SHOW TRANSCRIPT: The Cloudcast #968 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Tokens are getting more expensiveNvidia Earnings, Moats and China, Nvidia vs. the AI LabsOracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia ChipsWHERE ARE THE BIGGEST AI RISKS?Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models. Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don't make high margins on older chipsThe economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model.Right now everything AI-associated has a high valuation, but these forces are working against each other. Which one is going to give first? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Today's show:*On a very special TWiST, Jason's joined by “one of the greatest investors in in the history of VC,” Steve Jurvetson of Future Ventures.Together, they look back at some of Steve's earliest investments and learnings, the promise and ultimate failure of nanotech, breaking down the AI hype cycle, the primacy of neural networks, the return of nuclear power, why “AI safety” might be illusory, and much more.It's a packed show full of deep insights from one of the greatest minds in technology today. Do not miss this ep!Timestamps:(00:00)Jason's 1-on-1 today with “one of the greatest investors in the history of VC,” Steve Jurvetson(00:03:04) The early origins of Steve's fascination with “deep tech”(00:08:03) Jason and Steve recall playing around with the TRS-80 (“The Trash-80”)(10:00) Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.(00:15:13) Keeping your portfolio diverse when so many companies look the same(20:00) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(00:20:49) The promise of nanotech and why it fell apart(00:25:46) Breaking down the “hype” cycle and how trends get co-opted(00:26:27) Why Moore's Law and the Power Law are so important for investors(30:00) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(00:33:36) Understanding the rise of GPUs and how they resemble tiny brains(00:51:32) Revisiting a classic clip of Steve talking about robots(00:54:04) How Jason and Steve got their hands on some of the earliest Tesla Roadsters(01:00:09) Flashback Clip: Elon predicts 2025 in 2015… how'd he do?(01:02:46) Why did the world turn SO strongly against nuclear energy?(01:16:06) Can we make AI “safe” in the age of GPT Psychosis? Is it too inscrutable?(01:21:54) Why Steve thinks technology will ultimately doom autocratic regimes.Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Jeetu Patel knows a few AI secrets. As the President of one of the largest companies in the world, he's helped pave the AI adoption roadmap. At Cisco, they provide full-stack, enterprise AI solutions spanning infrastructure, security, observability, and operations to the world's largest companies. So naturally, Jeetu could write a legit playbook on what's slowing enterprises down in the AI fast lane and how they can overcome those bottlenecks. And naturally, Jeetu is gonna share it all with us. The 3 Big Obstacles Holding AI Adoption Back -- An Everyday AI Chat with Cisco President Jeetu PatelNewsletter: Sign up for our free daily newsletterMore on this Episode:Episode PageJoin the discussion on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Enterprise AI Adoption Rates & ChallengesAI Workflow Automation Phase ExplainedThree Big Obstacles to AI AdoptionInfrastructure Constraints for Enterprise AITrust Deficit in AI SystemsData Gaps Impacting AI SuccessMeasuring ROI on Enterprise AI DeploymentFuture Trends: Agentic AI and Original InsightsTimestamps:00:00 AI Adoption Challenges in Enterprise05:18 AI Adaptation: The Key Strength08:56 AI Infrastructure and Trust Challenges10:23 Building Trust and Harnessing Data13:27 Unsatiated Demand Signals Growth19:12 Proactive AI Model Safeguards22:07 AI Strategy and Business Growth26:09 Key Metrics for AI Success28:10 Guardrails for AI Vulnerabilities31:34 AI Unlocking Revolutionary DiscoveriesKeywords:AI adoption, obstacles to AI adoption, enterprise AI, generative AI, AI strategies, chatbots, autonomous agents, workflow automation, business productivity automation, infrastructure for AI, AI power consumption, data center capacity, compute capacity, GPUs, Nvidia, AMD, network bandwidth, CapEx in AI, AI bubble, national security and AI, economic growth and AI, AI trust deficit, securing AI, AI safety, AI hallucinations, large language models, model unpredictability, AI guardrails, algorithmic jailbreak, AI security stack, AI defense, company data as moat, AI data pipeline, data gap in AI, machine data, human data, synthetic data, time series data, data correlation, AI model training, AI ROI, trust in AI systems, agentic workflows, future of AI, robotics, humanoid AI, physical AI, original insights with AI, economic prosperity with AI, AI-generated knowledge, workflow automation with AI agents, scaling AI in enterprisesSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

AI is not just hype, it's the next economic revolution. In this solo episode, we break down the game-changing insights of Jordi Visser, macro investor and founder of @VisserLabs, as he unpacks how AI is reshaping global markets, jobs, and the financial system. We'll explore why AI is driving trillions in new capital investment, how it's changing labor markets, and why Bitcoin (BTC) may be the “purest AI investment play.” Plus, I share my real-world experiences using AI agents, n8n workflows, and automation tools to streamline work and build new digital products.  Key Takeaways Jordi Visser says betting against AI = betting against innovation. $500B+ in AI infrastructure investment coming by 2026. Bitcoin could be the ultimate AI hedge. Massive white-collar job disruption ahead — but also opportunity. AI empowers entrepreneurs to build products and income streams rapidly.   Jordi's Substack: Substack/@visserlabs Visser Labs YouTube Channel: YouYube/@visserlabs Jordi Visser Bio: With over 30 years of Wall Street expertise in traditional finance and macroeconomics, I guide you through the evolving landscape of investments, from conventional assets to cryptocurrencies and AI-driven technologies.

In this episode of the Neil Ashton podcast, the host revisits key trends in Computational Fluid Dynamics (CFD) from the past year, focusing on the rise of GPUs, advancements in AI and machine learning, the shift to cloud computing, the increasing adoption of high fidelity methods, and ongoing mergers and acquisitions in the industry. Each trend is explored in depth, highlighting the implications for the future of engineering and technology

In this episode, we're joined by Kunle Olukotun, professor of electrical engineering and computer science at Stanford University and co-founder and chief technologist at Sambanova Systems, to discuss reconfigurable dataflow architectures for AI inference. Kunle explains the core idea of building computers that are dynamically configured to match the dataflow graph of an AI model, moving beyond the traditional instruction-fetch paradigm of CPUs and GPUs. We explore how this architecture is well-suited for LLM inference, reducing memory bandwidth bottlenecks and improving performance. Kunle reviews how this system also enables efficient multi-model serving and agentic workflows through its large, tiered memory and fast model-switching capabilities. Finally, we discuss his research into future dynamic reconfigurable architectures, and the use of AI agents to build compilers for new hardware. The complete show notes for this episode can be found at https://twimlai.com/go/751.

-NVIDIA revealed its DGX Spark AI computer earlier this year and today is officially on for $3,999. Though relatively tiny, it hosts the company's entire AI platform including GPUs and CPUs, along with NVIDIA's AI software stack "into a system small enough for a lab or an office.” -Ofcom has slapped 4chan with a £20,000 fine, that's the equivalent of $26,700 here in the states, for failing to comply with the internet and telecommunications regulator's request for information under the UK's Online Safety Act of 2023. -Slack's new Slackbot is basically an AI chatbot like all the rest, but this one has been purpose-built to help with common work tasks. Folks can use natural language to converse with the bot and it can do stuff like whip up project plans, flag daily priorities and analyze reports. It can also help people find information when they only remember a few scant details. The company says it will "give every employee AI superpowers" so they can "drive productivity at AI speed." Learn more about your ad choices. Visit podcastchoices.com/adchoices

Three years since the launch of ChatGPT, what does the landscape of Enterprise AI look like today? What's working, what's struggling and what's still unknown?SHOW: 966SHOW TRANSCRIPT: The Cloudcast #966 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:HOW ARE ENTERPRISES USING AI IN LATE 2025?5% have a clear vision of how to apply Predictive and Generative AI to a set of use-cases that drive differentiation, productivity improvements and cost reductions. They are keeping the details close to the vest.10% have allocated about 3-5% of their IT budgets to AI, typically from a C-level mandate, and have given it to Microsoft or Google. They have checked “the business is AI-enabled” and signaled to the market that they have fully embraced AI. The market is rewarding these companies at higher multiples. 85% aren't sure what use-cases to focus on, have unrealistic expectations during POCs, and are focused on the “no” areas instead of their own learning curves. Enterprises don't have great visibility into AI costs, and limited baselines of what AI should cost - pay for outcomes, pay for seats, pay for tokens, or pay for GPUs?Enterprises don't have easy access to GPUs outside of via SaaS services - makes it challenging for Private or Sovereign AI demand to be metRight now, there is no simple way for Enterprises to build AI AgentsRight now, there is no simple way for Enterprises to share AI experience / learning curve - AI is a very individualized experienceFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

This week on More or Less: Jess drops The Information's scoop on Oracle's shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don't. Dave crunches the numbers: an “Apollo program every 10 months,” data centers now powering half of U.S. GDP, and capital getting sucked from factories into GPUs. On the culture beat: Google's Zeitgeist goes no-swag chic, Taylor gets her own Google Easter egg, and Instagram ads become the prototype for AI's ad future, Restoration Hardware jet memes, Waymo etiquette, Bari Weiss' $150M Free Press–meets–CBS glow-up, and more. Never a dull moment with the MOL squad.Chapters:01:17 – Slow's Etiquette Finishing school on 11/5 (Apply here: https://luma.com/vmd7rz6j)04:02 – Why everyone is replicating YC demo day17:15 – AI bubble check + Sora usage uptick18:04 – Oracle GPU rental margins scoop21:21 – Quantum skepticism24:26 – AI bubble propping up the U.S. GDP33:20 – OpenAI renting GPUs; finance structures everywhere38:48 – Where AI profits come from: ads, subs, commerce (nothing proven)42:31 – Bari Weiss' Free Press sold for $150M; CBS Editor-in-Chief57:06 – Yoni Rechtman's “self-promotion” stunt + Sam's viral MrBeast post on XWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/p1bmrugU_6EConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Crypto's next chapter isn't a shinier coin—it's invisible rails. In this episode, we sit down with Aryan Sheikhalian, Head of Research at CMT Digital, to unpack the shift from “crypto as an asset” to crypto as infrastructure: 24/7 markets, instant clearing and settlement, and new structured products that couldn't exist before. We talk about tokenized equities (wrappers vs. native tokenization and why dividends/governance matter), how identity layers and ZK proofs unlock mainstream distribution through banks and fintechs, and where regulation is pushing builders toward partnerships and licensed rails.Chapters00:00 Hook: crypto as infrastructure, not asset01:15 Guest intro and research focus02:06 Incentives, psychology, and mechanism design04:03 ICO lessons, maturity, and red flags07:09 CMT Digital's thesis and “strictly better”10:27 Tokenized equities drivers and demand13:40 Wrappers vs native: dividends, governance16:06 Fintech rails, velocity, cost efficiency18:26 Banks, distribution, and competitive incentives20:29 New assets: GPUs, data, energy tokens23:23 Identity layers and ZK proofs for scale25:55 State of crypto VC and fund trends27:51 Overlooked sectors: DePIN and decentralized data31:26 Prediction markets and resolution design34:18 Regulation, licenses, and partnerships39:45 Market outlook: TVL, stables, volatility42:45 Founder advice: conviction and user focus

#Windows10 #Windows11 #PCUpgrade #YourTechReport #MicroCenter Windows 10 support ends October 14. Dan Ackerman (Editor-in-Chief, Micro Center News) joins Your Tech Report to explain what end of updates means, why Windows 11 adoption lagged, hardware requirements, the ESU “snooze” option, and why desktops and DIY builds are surging again. Windows 10 has been the comfortable default for a decade, but support is ending. Dan Ackerman outlines what changes after October 14: no ongoing feature updates and only limited coverage for users who enroll in Microsoft's extended service option. He explains why people stuck with Windows 10—stability, habit, and early Windows 11 friction—and how hardware requirements like TPM factored in. For most systems from the last five to six years, a Windows 11 upgrade should be straightforward. Older machines may struggle, especially laptops, whereas desktops can be refreshed with parts. Dan notes a shift toward desktops for customization, gaming, and local AI—where big GPUs, abundant RAM, and ample storage shine. He also touches on the ESU route as a temporary bridge for consumers and businesses who need more time. Looking ahead, Dan is excited about next-gen handheld gaming PCs (including a Lenovo Legion Go 2 with OLED and Ryzen “Xtreme Z2”) and broader holiday PC interest. Listeners can find more of his coverage and tools at Micro Center's sites. Subscribe for more practical tech explainers and interviews. Explore more from Micro Center: microcenter.com and microcenter.news Micro Center: https://www.microcenter.com Micro Center News: https://microcenter.news Expanded SummaryCall to ActionRelevant Links Learn more about your ad choices. Visit megaphone.fm/adchoices

VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data.E 1959

CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1900 KYIV THE SHOW BEGINS IN THE DOUBTS THAT CONGRESS IS CAPABLE OF CUTTING SPENDING..... 10-8-25 FIRST HOUR 9-915 HEADLINE: Arab Intellectuals Fail Palestinians by Prioritizing Populism and Victimhood Narrative in Gaza ConflictGUEST NAME: Hussain Abdul-Hussain SUMMARY: John Batchelor speaks with Hussain Abdul-Hussain about Hamas utilizing the power of victimhood to justify atrocities and vilify opponents. Arab and Muslim intellectuals have failed Palestinians by prioritizing populism over introspection and self-critique. Regional actors like Egypt prioritize populist narratives over national interests, exemplified by refusing to open the Sinai border despite humanitarian suffering. The key recommendation is challenging the narrative and fostering a reliable, mature Palestinian government. 915-930 HEADLINE: Arab Intellectuals Fail Palestinians by Prioritizing Populism and Victimhood Narrative in Gaza ConflictGUEST NAME: Hussain Abdul-Hussain SUMMARY: John Batchelor speaks with Hussain Abdul-Hussain about Hamas utilizing the power of victimhood to justify atrocities and vilify opponents. Arab and Muslim intellectuals have failed Palestinians by prioritizing populism over introspection and self-critique. Regional actors like Egypt prioritize populist narratives over national interests, exemplified by refusing to open the Sinai border despite humanitarian suffering. The key recommendation is challenging the narrative and fostering a reliable, mature Palestinian government. 930-945 HEADLINE: Russian Oil and Gas Revenue Squeezed as Prices Drop, Turkey Shifts to US LNG, and China Delays Pipeline GUEST NAME: Michael Bernstam SUMMARY: John Batchelor speaks with Michael Bernstam about Russia facing severe budget pressure due to declining oil prices projected to reach $40 per barrel for Russian oil and global oil surplus. Turkey, a major buyer, is abandoning Russian natural gas after signing a 20-year LNG contract with the US. Russia refuses Indian rupee payments, demanding Chinese renminbi, which India lacks. China has stalled the major Power of Siberia 2 gas pipeline project indefinitely. Russia utilizes stablecoin and Bitcoin via Central Asian banks to circumvent payment sanctions. 945-1000 HEADLINE: UN Snapback Sanctions Imposed on Iran; Debate Over Nuclear Dismantlement and Enrichment GUEST NAME: Andrea Stricker SUMMARY: John Batchelor speaks with Andrea Stricker about the US and Europe securing the snapback of UN sanctions against Iran after 2015 JCPOA restrictions expired. Iran's non-compliance with inspection demands triggered these severe sanctions. The discussion covers the need for full dismantlement of Iran's nuclear program, including both enrichment and weaponization capabilities, to avoid future conflict. Concerns persist about Iran potentially retaining enrichment capabilities through low-level enrichment proposals and its continued non-cooperation with IAEA inspections. SECOND HOUR 10-1015 HEADLINE: Commodities Rise and UK Flag Controversy: French Weather, Market Trends, and British Politics GUEST NAME: Simon Constable SUMMARY: John Batchelor speaks with Simon Constable about key commodities like copper up 16% and steel up 15% signaling strong economic demand. Coffee prices remain very high at 52% increase. The conversation addresses French political turmoil, though non-citizens cannot vote. In the UK, the St. George's flag has become highly controversial, viewed by some as associated with racism, unlike the Union Jack. This flag controversy reflects a desire among segments like the white working class to assert English identity. 1015-1030 HEADLINE: Commodities Rise and UK Flag Controversy: French Weather, Market Trends, and British Politics GUEST NAME: Simon Constable SUMMARY: John Batchelor speaks with Simon Constable about key commodities like copper up 16% and steel up 15% signaling strong economic demand. Coffee prices remain very high at 52% increase. The conversation addresses French political turmoil, though non-citizens cannot vote. In the UK, the St. George's flag has become highly controversial, viewed by some as associated with racism, unlike the Union Jack. This flag controversy reflects a desire among segments like the white working class to assert English identity. 1030-1045 HEADLINE: China's Economic Contradictions: Deflation and Consumer Wariness Undermine GDP Growth ClaimsGUEST NAME: Fraser Howie SUMMARY: John Batchelor speaks with Fraser Howie about China facing severe economic contradictions despite high World Bank forecasts. Deflation remains rampant with frequently negative CPI and PPI figures. Consumer wariness and high youth unemployment at one in seven persist throughout the economy. The GDP growth figure is viewed as untrustworthy, manufactured through debt in a command economy. Decreased container ship arrivals point to limited actual growth, exacerbated by higher US tariffs. Economic reforms appear unlikely as centralization under Xi Jinping continues. 1045-1100 HEADLINE: Takaichi Sanae Elected LDP Head, Faces Coalition Challenge to Become Japan's First Female Prime Minister GUEST NAME: Lance Gatling SUMMARY: John Batchelor speaks with Lance Gatling about Takaichi Sanae being elected head of Japan's LDP, positioning her to potentially become the first female Prime Minister. A conservative figure, she supports visits to the controversial Yasukuni Shrine. Her immediate challenge is forming a majority coalition, as the junior partner Komeito disagrees with her conservative positions and social policies. President Trump praised her election, signaling potential for strong bilateral relations. THIRD HOUR 1100-1115 VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data.E V 1115-1130 HEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data. 1130-1145 HEADLINE: Taiwanese Influencer Charged for Threatening President; Mainland Chinese Influence Tactics ExposedGUEST NAME: Mark Simon SUMMARY: John Batchelor speaks with Mark Simon about internet personality Holger Chen under investigation in Taiwan for calling for President William Lai's decapitation. This highlights mainland Chinese influence operations utilizing influencers who push themes of military threat and Chinese greatness. Chen is suspected of having a mainland-affiliated paymaster due to lack of local commercial support. Taiwan's population primarily identifies as Taiwanese and is unnerved by constant military threats. A key propaganda goal is convincing Taiwan that the US will not intervene. 1145-1200 HEADLINE: Sentinel ICBM Modernization is Critical and Cost-Effective Deterrent Against Great Power CompetitionGUEST NAME: Peter Huessy SUMMARY: John Batchelor speaks with Peter Huessy about the Sentinel program replacing aging 55-year-old Minuteman ICBMs, aiming for lower operating costs and improved capabilities. Cost overruns stem from necessary infrastructure upgrades, including replacing thousands of miles of digital command and control cabling and building new silos. Maintaining the ICBM deterrent is financially and strategically crucial, saving hundreds of billions compared to relying solely on submarines. The need for modernization reflects the end of the post-Cold War "holiday from history," requiring rebuilding against threats from China and Russia. FOURTH HOUR 12-1215 HEADLINE: Supreme Court Battles Over Presidential Impoundment Authority and the Separation of Powers GUEST NAME: Josh Blackman SUMMARY: John Batchelor speaks with Josh Blackman about Supreme Court eras focusing on the separation of powers. Currently, the court is addressing presidential impoundment—the executive's authority to withhold appropriated funds. Earlier rulings, particularly 1975's Train v. City of New York, constrained this power. The Roberts Court appears sympathetic to reclaiming presidential authority lost during the Nixon era. The outcome of this ongoing litigation will determine the proper balance between executive and legislative branches. 1215-1230 HEADLINE: Supreme Court Battles Over Presidential Impoundment Authority and the Separation of Powers GUEST NAME: Josh Blackman SUMMARY: John Batchelor speaks with Josh Blackman about Supreme Court eras focusing on the separation of powers. Currently, the court is addressing presidential impoundment—the executive's authority to withhold appropriated funds. Earlier rulings, particularly 1975's Train v. City of New York, constrained this power. The Roberts Court appears sympathetic to reclaiming presidential authority lost during the Nixon era. The outcome of this ongoing litigation will determine the proper balance between executive and legislative branches. 1230-1245 HEADLINE: Space Force Awards Contracts to SpaceX and ULA; Juno Mission Ending, Launch Competition Heats UpGUEST NAME: Bob Zimmerman SUMMARY: John Batchelor speaks with Bob Zimmerman about Space Force awarding over $1 billion in launch contracts to SpaceX for five launches and ULA for two launches, highlighting growing demand for launch services. ULA's non-reusable rockets contrast with SpaceX's cheaper, reusable approach, while Blue Origin continues to lag behind. Other developments include Firefly entering defense contracting through its Scitec acquisition, Rocket Lab securing additional commercial launches, and the likely end of the long-running Juno Jupiter mission due to budget constraints. 1245-100 AM HEADLINE: Space Force Awards Contracts to SpaceX and ULA; Juno Mission Ending, Launch Competition Heats UpGUEST NAME: Bob Zimmerman SUMMARY: John Batchelor speaks with Bob Zimmerman about Space Force awarding over $1 billion in launch contracts to SpaceX for five launches and ULA for two launches, highlighting growing demand for launch services. ULA's non-reusable rockets contrast with SpaceX's cheaper, reusable approach, while Blue Origin continues to lag behind. Other developments include Firefly entering defense contracting through its Scitec acquisition, Rocket Lab securing additional commercial launches, and the likely end of the long-running Juno Jupiter mission due to budget constraints.

VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data. 1942

JPMorgan analysts weigh in on price targets for IREN, CLSK, MARA, RIOT, and CIFR in a recent research note. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Will and Colin dive into JPMorgan's latest research report on Bitcoin mining stocks pivoting to AI and HPC. We analyze JPMorgan's IREN price target, break down the economics of co-location vs cloud services, and examine potential upside for Cipher, Riot, Clean Spark, and MARA. **Notes:** • IREN target • Sweetwater needs 1GW+ deal to justify valuation • Co-location: $3.7-8.6M/MW vs cloud: $5.3M/MW • IREN expanding to 23,000 GPUs by Q1 2026 • Cipher EV/revenue at 31.9x vs IREN at 12.9x • Core Scientific sets co-location benchmark Timestamps: 00:00 Start 02:43 Mining stocks ripping 06:26 Core Scientific benchmark for AI pivot 15:34 Cleanspark Ad 16:05 IREN 27:06 Valuation models

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Will and Colin dive into JPMorgan's latest research report on Bitcoin mining stocks pivoting to AI and HPC. We analyze JPMorgan's IREN price target, break down the economics of co-location vs cloud services, and examine potential upside for Cipher, Riot, Clean Spark, and MARA. **Notes:** • IREN target • Sweetwater needs 1GW+ deal to justify valuation • Co-location: $3.7-8.6M/MW vs cloud: $5.3M/MW • IREN expanding to 23,000 GPUs by Q1 2026 • Cipher EV/revenue at 31.9x vs IREN at 12.9x • Core Scientific sets co-location benchmark Timestamps: 00:00 Start 02:43 Mining stocks ripping 06:26 Core Scientific benchmark for AI pivot 15:34 Cleanspark Ad 16:05 IREN 27:06 Valuation models

Trump Blocked from Deploying National Guard to Oregon – Court says you can't “borrow” another state's troops; politics meets civics class. Gaza Ceasefire Talks Begin in Egypt – Hostages, aid, airstrikes on the table; optimism on backorder.Spotify CEO Daniel Ek Steps Down – Co-CEO era begins; artists still want real payouts.Mark Sanchez Felony Charge (Parking Lot Fight) – From color commentary to charge sheet; “Parking Lot Rumble” replaces “Butt Fumble.”OpenAI + AMD Mega Deal – AI arms race picks teams; GPUs choose sides.Americans Don't Trust AI in Elections – Deepfakes, disinfo, and regulation wish-casting.Tech Firms Crack Down on AI Nudity – Platforms promise fewer deepfakes; enforcement question marks.Everest Blizzard Rescue – Hundreds guided to safety in Tibet; climate chaos meets adventure tourism.MIT: Musicians Focus Better – Selective attention advantage; practice > procrastination.Diddy Sentenced to 50 Months – Accountability message from the bench; appeal incoming.TikTok: (search) diddy sentenced 50 months, judge subramanian diddy sentencingLouis C.K. Performs in Saudi Arabia – “Art vs. optics” debate ignites—again.Supreme Court Rejects Ghislaine Maxwell Appeal – 20-year sentence stands; unanswered questions linger. LINKShttps://instagram.com/itsnewstoushttps://tiktok.com/@itsnewstous Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.If you're an AMD shareholder, you're probably celebrating right now — and with good reason. AMD just pulled off one of the biggest moves we've seen in a while, fueled by its massive partnership with OpenAI. The stock surged over 25% before a quick pullback, and this video breaks down exactly what's happening, why it matters, and what could come next for AMD, the AI sector, and the broader market.We'll walk through what this new deal means for AMD's long-term growth, how it positions the company against Nvidia, and whether this incredible momentum can actually last. OpenAI's agreement to buy up to six gigawatts of GPUs from AMD — with the possibility of acquiring up to 10% of the company — is sending shockwaves through the tech world. This isn't just another headline. It's a potential game-changer for the entire AI hardware landscape.Here's what you'll learn in this session:➡️ How the AMD–OpenAI partnership could reshape the future of GPU production and competition➡️ Why AMD's 10 over 20 and price over 50 crossover signaled the bullish trend before the breakout➡️ How order blocks reveal where major buyers and sellers are stepping in➡️ Why following data-driven signals through OVTLYR keeps traders from chasing FOMO➡️ How to use Plans A, M, and ETF to manage positions and reduce risk➡️ Why new all-time highs are bullish and how to use them to your advantageWe'll also dig into broader market context — the SPY's bullish setup, heatmap readings, and how sector strength affects your trades. You'll see how OVTLYR's signals guide decisions through technical indicators like order blocks, ATR, and breadth crossovers. These tools help identify when it's time to trade, when to hold, and when to stay in cash.You'll hear real-time discussions about other stocks like SOXL, UPS, and AEP, with breakdowns on why some trades are hitting record gains while others still need patience. From leveraged ETFs to dividend plays, this session shows how traders use structured plans to win with less stress.And because trading isn't just about profits, this video also highlights why having a plan keeps emotions in check. FOMO doesn't stand a chance when you've got a proven process. When you trade like a professional fund manager — with clear entries, exits, and position sizing — you take the “guessing” out of the game.Whether you're watching AMD's story unfold or looking for the next breakout opportunity, this video gives you the insights, setups, and strategy to trade smarter with OVTLYR.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Summary del Show: • Wall Street sube tras nuevos récords del $SPX y el Nasdaq, impulsados por el salto de $AMD. • IREN $IREN firma contratos multimillonarios para desplegar GPUs de $NVDA. • IBM $IBM se asocia con Anthropic para integrar el modelo Claude en su ecosistema empresarial. • Trilogy Metals $TMQ se dispara más de 200% tras inversión del gobierno en proyecto minero de Alaska.

Welcome to another episode of Data Driven, where we dive deep into how data and AI are shaping—sometimes shaking—the modern world. In this episode, hosts Frank La Vigne, Andy Leonard, and Carmen Li sit down with Carmen Lee, the trailblazing CEO of Silicon Data and a former Bloomberg data aficionado.Carmen's on a mission to bring clarity to the wild west of GPU compute markets, and she shares with us how she's turning raw compute into a true tradable commodity—think futures markets for GPUs, the “Bloomberg terminal” for AI infrastructure, and perhaps even a Carfax for your next used GPU cluster.Together, they explore everything from why AI startups struggle with fluctuating margins, to the crucial role TSMC plays in the world economy, all the way to the data transparency that might be the missing piece in AI's explosive growth. Whether you're curious about benchmarking GPUs, tokenomics, managing infrastructure costs, or just want a glimpse into the future of data markets, this one's for you.Stay tuned for a fascinating conversation on normalizing chaos, hedging tech costs, geeking out over hardware, and even a few laughs about used GPU “car lots” in Virginia. Let's get data driven!LinksSilicon Data -https://www.silicondata.com/Dancing with Qubits -https://amzn.to/4mIOG8UThe Nvidia Way -https://amzn.to/3VH9aUvTime Stamps00:00 "AI Commodities and GPU Markets"06:56 Ecosystem Transparency Benefits All10:55 AI SaaS Cost Optimization Challenges13:41 Token Economics in Cloud AI15:27 Optimizing GPU and Token Commitment18:41 Token-Based Product Innovation25:00 "Verifying UIDs and Connectivity"28:43 Measuring GPU Performance30:41 Supply Chain Impact on GPU Industry35:43 "TNC's Unchallenged Leadership in Supply Chain"36:31 Silicon Ecosystem Collaboration39:38 Nvidia's Strategic TSMC Capacity Purchase42:51 Bloomberg's Media and Finance Expansion46:53 "Quantum Reading Challenges"50:13 "Data Driven Podcast Wrap-Up"

Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it's not clear how it will evolve into the next phase. SHOW: 962SHOW TRANSCRIPT: The Cloudcast #962 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:THE SPECTRUM OF AIThe early years of the Internet, we tried to replicate physical-based activitiesThe early years of the Internet, the whole industry/world-economy wasn't depending on “the next thing”The early years of AI, “the leaders” are talking about curing cancer and double human longevityCloud had “lift and shift”; AI has “get everyone a GenAI license”Where is the middle? Where is the rational discussion?Massive FundingMassive # of Consumer UsersFrom Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinionsUnprofitable (except NVIDIA, Broadcom)Near monopoly of GPUs by NVIDIAEvery couple months, the landscape seems to shift (OpenAI partners, Leading models, Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don't know how to measure it”Companies are laying off workers, or avoiding hiring because of promises of AIUnknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handlingToday's mantra is “Rub some AI Agents on it”FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Nvidia isn't just selling chips. It's investing billions into the very companies that turn around and buy its GPUs. From CoreWeave to OpenAI, Nvidia's strategy has some calling it “circular financing,” where money goes out only to come right back in. But is this brilliance, or the setup for a massive data center collapse? In this deep dive, we break down Nvidia's web of influence, the risks of circular financing, and whether the AI boom is heading toward bubble territory.

My fellow pro-growth/progress/abundance Up Wingers,Artificial intelligence may prove to be one of the most transformative technologies in history, but like any tool, its immense power for good comes with a unique array of risks, both large and small.Today on Faster, Please! — The Podcast, I chat with Miles Brundage about extracting the most out of AI's potential while mitigating harms. We discuss the evolving expectations for AI development and how to reconcile with the technology's most daunting challenges.Brundage is an AI policy researcher. He is a non-resident fellow at the Institute for Progress, and formerly held a number of senior roles at OpenAI. He is also the author of his own Substack.In This Episode* Setting expectations (1:18)* Maximizing the benefits (7:21)* Recognizing the risks (13:23)* Pacing true progress (19:04)* Considering national security (21:39)* Grounds for optimism and pessimism (27:15)Below is a lightly edited transcript of our conversation. Setting expectations (1:18)It seems to me like there are multiple vibe shifts happening at different cadences and in different directions.Pethokoukis: Earlier this year I was moderating a discussion between an economist here at AEI and a CEO of a leading AI company, and when I asked each of them how AI might impact our lives, our economists said, ‘Well, I could imagine, for instance, a doctor's productivity increasing because AI could accurately and deeply translate and transcribe an appointment with a patient in a way that's far better than what's currently available.” So that was his scenario. And then I asked the same question of the AI company CEO, who said, by contrast, “Well, I think within a decade, all human death will be optional thanks to AI-driven medical advances.” On that rather broad spectrum — more efficient doctor appointments and immortality — how do you see the potential of this technology?Brundage: It's a good question. I don't think those are necessarily mutually exclusive. I think, in general, AI can both augment productivity and substitute for human labor, and the ratio of those things is kind of hard to predict and might be very policy dependent and social-norm dependent. What I will say is that, in general, it seems to me like the pace of progress is very fast and so both augmentation and substitutions seem to be picking up steam.It's kind of interesting watching the debate between AI researchers and economists, and I have a colleague who has said that the AI researchers sometimes underestimate the practical challenges in deployment at scale. Conversely, the economists sometimes underestimate just how quickly the technology is advancing. I think there's maybe some happy middle to be found, or perhaps one of the more extreme perspectives is true. But personally, I am not an economist, I can't really speak to all of the details of substitution, and augmentation, and all the policy variables here, but what I will say is that at least the technical potential for very significant amounts of augmentation of human labor, as well as substitution for human labor, seem pretty likely on even well less than 10 years — but certainly within 10 years things will change a lot.It seems to me that the vibe has shifted a bit. When I talk to people from the Bay Area and I give them the Washington or Wall Street economist view, to them I sound unbelievably gloomy and cautious. But it seems the vibe has shifted, at least recently, to where a lot of people think that major advancements like superintelligence are further out than they previously thought — like we should be viewing AI as an important technology, but more like what we've seen before with the Internet and the PC.It's hard for me to comment. It seems to me like there are multiple vibe shifts happening at different cadences and in different directions. It seems like several years ago there was more of a consensus that what people today would call AGI was decades away or more, and it does seem like that kind of timeframe has shifted closer to the present. There there's still debate between the “next few years” crowd versus the “more like 10 years” crowd. But that is a much narrower range than we saw several years ago when there was a wider range of expert opinions. People who used to be seen as on one end of the spectrum, for example, Gary Marcus and François Chollet who were seen as kind of the skeptics of AI progress, even they now are saying, “Oh, it's like maybe 10 years or so, maybe five years for very high levels of capability.” So I think there's been some compression in that respect. That's one thing that's going on.There's also a way in which people are starting to think less abstractly and more concretely about the applications of AI and seeing it less as this kind of mysterious thing that might happen suddenly and thinking of it more as incremental, more as something that requires some work to apply in various parts of the economy that there's some friction associated with.Both of these aren't inconsistent, they're just kind of different vibe shifts that are happening. So getting back to the question of is this just a normal technology, I would say that, at the very least, it does seem faster in some respects than some other technological changes that we've seen. So I think ChatGPT's adoption going from zero to double-digit percentages of use across many professions in the US and in a matter of high number of months, low number of years, is quite stark.Would you be surprised if, five years from now, we viewed AI as something much more important than just another incremental technological advance, something far more transformative than technologies that have come before?No, I wouldn't be surprised by that at all. If I understand your question correctly, my baseline expectation is that it will be seen as one of the most important technologies ever. I'm not sure that there's a standard consensus on how to rate the internet versus electricity, et cetera, but it does seem to me like it's of the same caliber of electricity in the sense of essentially converting one kind of energy into various kinds of useful economic work. Similarly, AI is converting various types of electricity into cognitive work, and I think that's a huge deal.Maximizing the benefits (7:21)There's also a lot of value being left on the table in terms of finding new ways to exploit the upsides and accelerate particularly beneficial applications.However you want to define society or the aspect of society that you focus on — government businesses, individuals — are we collectively doing what we need to do to fully exploit the upsides of this technology over the next half-decade to decade, as well as minimizing potential downsides?I think we are not, and this is something that I sometimes find frustrating about the way that the debate plays out is that there's sometimes this zero-sum mentality of doomers versus boomers — a term that Karen Hao uses — and this idea that there's this inherent tension between mitigating the risks and maximizing the benefits, and there are some tensions, but I don't think that we are on the Pareto frontier, so to speak, of those issues.Right now, I think there's a lot of value being left on the table in terms of fairly low-cost risk mitigations. There's also a lot of value being left on the table in terms of finding new ways to exploit the upsides and accelerate particularly beneficial applications. I'll give just one example, because I write a lot about the risk, but I also am very interested in maximizing the upside. So I'll just give one example: Protecting critical infrastructure and improving the cybersecurity of various parts of critical infrastructure in the US. Hospitals, for example, get attacked with ransomware all the time, and this causes real harm to patients because machines get bricked, essentially, and they have one or two people on the IT team, and they're kind of overwhelmed by these, not even always that sophisticated, but perhaps more-sophisticated hackers. That's a huge problem. It matters for national security in addition to patients' lives, and it matters for national security in the sense that this is something that China and Russia and others could hold at risk in the context of a war. They could threaten this critical infrastructure as part of a bargaining strategy.And I don't think that there's that much interest in helping hospitals have a better automated cybersecurity engineer helper among the Big Tech companies — because there aren't that many hospital administrators. . . I'm not sure if it would meet the technical definition of market failure, but it's at least a national security failure in that it's a kind of fragmented market. There's a water plant here, a hospital administrator there.I recently put out a report with the Institute for Progress arguing that philanthropists and government could put some additional gasoline in the tank of cybersecurity by incentivizing innovation that specifically helps these under-resourced defenders more so than the usual customers of cybersecurity companies like Fortune 500 companies.I'm confident that companies and entrepreneurs will figure out how to extract value from AI and create new products and new services, barring any regulatory slowdowns. But since you mentioned low-hanging fruit, what are some examples of that?I would say that transparency is one of the areas where a lot of AI policy experts seem to be in pretty strong agreement. Obviously there is still some debate and disagreement about the details of what should be required, but just to give you some illustration, it is typical for the leading AI companies, sometimes called frontier AI companies, to put out some kind of documentation about the safety steps that they've taken. It's typical for them to say, here's our safety strategy and here's some evidence that we're following this strategy. This includes things like assessing whether their systems can be used for cyber-attacks, and assessing whether they could be used to create biological weapons, or assessing the extent to which they make up facts and make mistakes, but state them very confidently in a way that could pose risks to users of the technology.That tends to be totally voluntary, and there started to be some momentum as a result of various voluntary commitments that were made in recent years, but as the technology gets more high-stakes, and there's more cutthroat competition, and there's maybe more lawsuits where companies might be tempted to retreat a bit in terms of the information that they share, I think that things could kind of backslide, and at the very least not advance as far as I would like from the perspective of making sure that there's sharing of lessons learned from one company to another, as well as making sure that investors and users of the technology can make informed decisions about, okay, do I purchase the services of OpenAI, or Google, or Anthropic, and making these informed decisions, making informed capital investment seems to require transparency to some degree.This is something that is actively being debated in a few contexts. For example, in California there's a bill that has that and a few other things called SB-53. But in general, we're at a bit of a fork in the road in terms of both how certain regulations will be implemented such as in the EU. Is it going to become actually an adaptive, nimble approach to risk mitigation or is it going to become a compliance checklist that just kind of makes big four accounting firms richer? So there are questions then there are just “does the law pass or not?” kind of questions here.Recognizing the risks (13:23). . . I'm sure there'll be some things that we look back on and say it's not ideal, but in my opinion, it's better to do something that is as informed as we can do, because it does seem like there are these kind of market failures and incentive problems that are going to arise if we do nothing . . .In my probably overly simplistic way of looking at it, I think of two buckets and you have issues like, are these things biased? Are they giving misinformation? Are they interacting with young people in a way that's bad for their mental health? And I feel like we have a lot of rules and we have a huge legal system for liability that can probably handle those.Then, in the other bucket, are what may, for the moment, be science-fictional kinds of existential risks, whether it's machines taking over or just being able to give humans the ability to do very bad things in a way we couldn't before. Within that second bucket, I think, it sort of needs to be flexible. Right now, I'm pretty happy with voluntary standards, and market discipline, and maybe the government creating some benchmarks, but I can imagine the technology advancing to where the voluntary aspect seems less viable and there might need to be actual mandates about transparency, or testing, or red teaming, or whatever you want to call it.I think that's a reasonable distinction, in the sense that there are risks at different scales, there are some that are kind of these large-scale catastrophic risks and might have lower likelihood but higher magnitude of impact. And then there are things that are, I would say, literally happening millions of times a day like ChatGPT making up citations to articles that don't exist, or Claud saying that it fixed your code but actually it didn't fix the code and the user's too lazy to notice, and so forth.So there are these different kinds of risks. I personally don't make a super strong distinction between them in terms of different time horizons, precisely because I think things are going so quickly. I think science fiction is becoming science fact very much sooner than many people expected. But in any case, I think that similar logic around, let's make sure that there's transparency even if we don't know exactly what the right risk thresholds are, and we want to allow a fair degree of flexibility and what measures companies take.It seems good that they share what they're doing and, in my opinion, ideally go another step further and allow third parties to audit their practices and make sure that if they say, “Well, we did a rigorous test for hallucination or something like that,” that that's actually true. And so that's what I would like to see for both what you might call the mundane and the more science fiction risks. But again, I think it's kind of hard to say how things will play out, and different people have different perspectives on these things. I happen to be on the more aggressive end of the spectrumI am worried about the spread of the apocalyptic, high-risk AI narrative that we heard so much about when ChatGPT first rolled out. That seems to have quieted, but I worry about it ramping up again and stifling innovation in an attempt to reduce risk.These are very fair concerns, and I will say that there are lots of bills and laws out there that have, in fact, slowed down innovation and certain contexts. The EU, I think, has gone too far in some areas around social media platforms. I do think at least some of the state bills that have been floated would lead to a lot of red tape and burdens to small businesses. I personally think this is avoidable.There are going to be mistakes. I don't want to be misleading about how high quality policymakers' understanding of some of these issues are. There will be mistakes, even in cases where, for example, in California there was a kind of blue ribbon commission of AI experts producing a report over several months, and then that directly informing legislation, and a lot of industry back and forth and negotiation over the details. I would say that's probably the high water mark, SB-53, of fairly stakeholder/expert-informed legislation. Even there, I'm sure there'll be some things that we look back on and say it's not ideal, but in my opinion, it's better to do something that is as informed as we can do, because it does seem like there are these kind of market failures and incentive problems that are going to arise if we do nothing, such as companies retrenching and holding back information that makes it hard for the field as a whole to tackle these issues.I'll just make one more point, which is adapting to the compliance capability of different companies: How rich are they? How expensive are the models they're training, I think is a key factor in the legislation that I tend to be more sympathetic to. So just to make a contrast, there's a bill in Colorado that was kind of one size fits all, regulate all the kind of algorithms, and that, I think, is very burdensome to small businesses. I think something like SB-53 where it says, okay, if you can afford to train an AI system for a $100 million, you can probably afford to put out a dozen pages about your safety and security practices.Pacing true progress (19:04). . . some people . . . kind of wanted to say, “Well, things are slowing down.” But in my opinion, if you look at more objective measures of progress . . . there's quite rapid progress happening still.Hopefully Grok did not create this tweet of yours, but if it did, well, there we go. You won't have to answer it, but I just want to understand what you meant by it: “A lot of AI safety people really, really want to find evidence that we have a lot of time for AGI.” What does that mean?What I was trying to get at is that — and I guess this is not necessarily just AI safety people, but I sometimes kind of try to poke at people in my social network who I'm often on the same side of, but also try to be a friendly critic to, and that includes people who are working on AI safety. I think there's a common tendency to kind of grasp at what I would consider straws when reading papers and interpreting product launches in a way that kind of suggests, well, we've hit a wall, AI is slowing down, this was a flop, who cares?I'm doing my kind of maybe uncharitable psychoanalysis. What I was getting at is that I think one reason why some people might be tempted to do that is that it makes things seem easier and less scary: “Well, we don't have to worry about really powerful AI enabled cyber-attacks for another five years, or biological weapons for another two years, or whatever.” Maybe, maybe not.I think the specific example that sparked that was GPT-5 where there were a lot of people who, in my opinion, were reading the tea leaves in a particular way and missing important parts of the context. For example, at GPT-5 wasn't a much larger or more expensive-to-train model than GPT-4, which may be surprising by the name. And I think OpenAI did kind of screw up the naming and gave people the wrong impression, but from my perspective, there was nothing particularly surprising, but to some people it was kind of a flop that they kind of wanted to say, “Well, things are slowing down.” But in my opinion, if you look at more objective measures of progress like scores on math, and coding, and the reduction in the rate of hallucinations, and solving chemistry and biology problems, and designing new chips, and so forth, there's quite rapid progress happening still.Considering national security (21:39)I want to avoid a scenario like the Cuban Missile Crisis or ways in which that could have been much worse than the actual Cuban Missile Crisis happening as a result of AI and AGI.I'm not sure if you're familiar with some of the work being done by former Google CEO Eric Schmidt, who's been doing a lot of work on national security and AI, and his work, it doesn't use the word AGI, but it talks about AI certainly smart enough to be able to have certain capabilities which our national security establishment should be aware of, should be planning, and those capabilities, I think to most people, would seem sort of science fictional: being able to launch incredibly sophisticated cyber-attacks, or be able to improve itself, or be able to create some other sort of capabilities. And from that, I'm like, whether or not you think that's possible, to me, the odds of that being possible are not zero, and if they're not zero, some bit of the bandwidth of the Pentagon should be thinking about that. I mean, is that sensible?Yeah, it's totally sensible. I'm not going to argue with you there. In fact, I've done some collaboration with the Rand Corporation, which has a pretty heavy investment in what they call the geopolitics of AGI and kind of studying what are the scenarios, including AI and AGI being used to produce “wonder weapons” and super-weapons of some kind.Basically, I think this is super important and in fact, I have a paper coming out that was in collaboration with some folks there pretty soon. I won't spoil all the details, but if you search “Miles Brundage US China,” you'll see some things that I've discussed there. And basically my perspective is we need to strike a balance between competing vigorously on the commercial side with countries like China and Russia on AI — more so China, Russia is less of a threat on the commercial side, at least — and also making sure that we're fielding national security applications of AI in a responsible way, but also recognizing that there are these ways in which things could spiral out of control in a scenario with totally unbridled competition. I want to avoid a scenario like the Cuban Missile Crisis or ways in which that could have been much worse than the actual Cuban Missile Crisis happening as a result of AI and AGI.If you think that, again, the odds are not zero that a technology which is fast-evolving, that we have no previous experience with because it's fast-evolving, could create the kinds of doomsday scenarios that there's new books out about, people are talking about. And so if you think, okay, not a zero percent chance that could happen, but it is kind of a zero percent chance that we're going to stop AI, smash the GPUs, as someone who cares about policy, are you just hoping for the best, or are the kinds of things we've already talked about — transparency, testing, maybe that testing becoming mandatory at some point — is that enough?It's hard to say what's enough, and I agree that . . . I don't know if I give it zero, maybe if there's some major pandemic caused by AI and then Xi Jinping and Trump get together and say, okay, this is getting out of control, maybe things could change. But yeah, it does seem like continued investment and a large-scale deployment of AI is the most likely scenario.Generally, the way that I see this playing out is that there are kind of three pillars of a solution. There's kind of some degree of safety and security standards. Maybe we won't agree on everything, but we should at least be able to agree that you don't want to lose control of your AI system, you don't want it to get stolen, you don't want a $10 billion AI system to be stolen by a $10 million-scale hacking effort. So I think there are sensible standards you can come up with around safety and security. I think you can have evidence produced or required that companies are following these things. That includes transparency.It also includes, I would say, third-party auditing where there's kind of third parties checking the claims and making sure that these standards are being followed, and then you need some incentives to actually participate in this regime and follow it. And I think the incentives part is tricky, particularly at an international scale. What incentive does China have to play ball other than obviously they don't want to have their AI kill them or overthrow their government or whatever? So where exactly are the interests aligned or not? Is there some kind of system of export control policies or sanctions or something that would drive compliance or is there some other approach? I think that's the tricky part, but to me, those are kind of the rough outlines of a solution. Maybe that's enough, but I think right now it's not even really clear what the rough rules of the road are, who's playing by the rules, and we're relying a lot on goodwill and voluntary reporting. I think we could do better, but is that enough? That's harder to say.Grounds for optimism and pessimism (27:15). . . it seems to me like there is at least some room for learning from experience . . . So in that sense, I'm more optimistic. . . I would say, in another respect, I'm maybe more pessimistic in that I am seeing value being left on the table.Did your experience at OpenAI make you more or make you more optimistic or worried that, when we look back 10 years from now, that AI will have, overall on net, made the world a better place?I am sorry to not give you a simpler answer here, and maybe think I should sit on this one and come up with a kind of clearer, more optimistic or more pessimistic answer, but I'll give you kind of two updates in different directions, and I think they're not totally inconsistent.I would say that I have gotten more optimistic about the solvability of the problem in the following sense. I think that things were very fuzzy five, 10 years ago, and when I joined OpenAI almost seven years now ago now, there was a lot of concern that it could kind of come about suddenly — that one day you don't have AI, the next day you have AGI, and then on the third day you have artificial superintelligence and so forth.But we don't live to see the fourth day.Exactly, and so it seems more gradual to me now, and I think that is a good thing. It also means that — and this is where I differ from some of the more extreme voices in terms of shutting it all down — it seems to me like there is at least some room for learning from experience, iterating, kind of taking the lessons from GPT-5 and translating them into GPT-6, rather than it being something that we have to get 100 percent right on the first shot and there being no room for error. So in that sense, I'm more optimistic.I would say, in another respect, I'm maybe more pessimistic in that I am seeing value being left on the table. It seems to me like, as I said, we're not on the Pareto frontier. It seems like there are pretty straightforward things that could be done for a very small fraction of, say, the US federal budget, or very small fraction of billionaires' personal philanthropy or whatever. That in my opinion, would dramatically reduce the likelihood of an AI-enabled pandemic or various other issues, and would dramatically increase the benefits of AI.It's been a bit sad to continuously see those opportunities being neglected. I hope that as AI becomes more of a salient issue to more people and people start to appreciate, okay, this is a real thing, the benefits are real, the risks are real, that there will be more of a kind of efficient policy market and people take those opportunities, but right now it seems pretty inefficient to me. That's where my pessimism comes from. It's not that it's unsolvable, it's just, okay, from a political economy and kind of public-choice perspective, are the policymakers going to make the right decisions?On sale everywhere The Conservative Futurist: How To Create the Sci-Fi World We Were PromisedMicro Reads Faster, Please! is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit fasterplease.substack.com/subscribe

In this episode, ARK's Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda's role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.Stephen explains why he believes we're transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda's mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.Key Points From This Episode:00:01:21 How Lambda positions itself as a “neo-cloud” provider competing with AWS, Azure, and GCP for AI workloads.00:02:46 Why ARK estimates $1.5 trillion in annual AI-related data center investment by 2030 and what it could mean for Lambda.00:05:26 Why hyperscalers may be too slow to meet the unique demands of AI training compared to specialized players.00:06:29 How AI infrastructure requires new rack designs, higher power density, and different utilization patterns.00:09:20 Why AI may disrupt the entire computing stack—from Nvidia overtaking Intel to reshaping platform and cloud services.00:14:50 Stephen explains Lambda's “secret mission” to replace all traditional software with neural networks.00:16:36 Why companies trust Lambda to deploy GPU infrastructure faster and more reliably than incumbents.00:20:27 How the concept of a “neural operating system” reframes software as stochastic rather than deterministic.00:23:04 How hallucinations in neural systems could be managed with checks and balances similar to financial approvals.00:25:04 Why Stephen sees AI safety and alignment as the cybersecurity of the future.00:39:00 How real-time AI tasks may run locally at the edge, while deeper reasoning gets pushed to the cloud.00:44:11 Why running modern large language models still resembles the supercomputer era rather than the PC era.00:46:06 How Stephen views the long-term convergence of AI with quantum computing and brain–computer interfaces.00:50:20 Why scaling AI requires the “heroic effort” of Nvidia, TSMC, OpenAI, energy providers, and Lambda together.00:53:43 Back-of-the-envelope math on CapEx per megawatt—from power plants and data centers to GPUs.00:57:11 Why power infrastructure and deregulation could become the biggest stumbling blocks for AI growth.01:02:02 How software creation is shifting from a labor-driven process to a capital-intensive one.01:06:06 Why Stephen and Brett describe data centers as “AI factories” producing custom neural software.

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

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Nvidia and OpenAI's new $100B deal is one of the more massive moves of the new AI infrastructure era, securing massive compute capacity with billions of GPUs. The deal has sparked debate: some see it as the foundation of a new global economy built on real demand, while others warn of bubble-like circular funding. At stake is whether this signals unstoppable growth in AI or the first signs of overexuberance.Brought to you by:Is your enterprise ready for the future of agentic AI?⁠⁠Visit AGNTCY.org⁠⁠⁠⁠Visit Outshift Internet of Agents⁠⁠Try Notion AI today with Notion 3.0 ⁠⁠https://ntn.so/nlw⁠⁠KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? nlw@aidailybrief.ai

Rate cut - rates up? Diet Stocks - losing weight Good news/bad news - all good for markets Bessent for Fed Chair and Treasury Secretary? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - BRAND New server - all provisioned - Much faster DH Site - Need a new CTP stock! - New Clear Stocks! - To the Sky - Money Tree Market - Tik Tok news Markets - Rate cut - rates up - Diet Stocks - losing weight - Good news/bad news - all good for markets - StubHub IPO Update SELL Rosh Hashanah - Buy Yom Kippur? Vanguard Issues? Got a call this morning..Gent in NY... NEW CLEAR - On Fire! - Have you seen the returns on some of these stocks? - YTD - - URA (Uranium ETF) Up 75% -- SMR (NuScale) Up 164% - - OKLO (OKL) up 518% - - CCJ (Cameco) up 65% TikTok Nonsense - President Donald Trump said in an interview that aired Sunday that conservative media baron Rupert Murdoch and his son Lachlan are likely to be involved in the proposal to save TikTok in the United States. -Trump also said that Oracle executive chairman Larry Ellison and Dell Technologies CEO Michael Dell are also likely to be involved in the TikTok deal. More TikTok - White House Press Secretary Karoline Leavitt says TikTok's algorithm will be secured, retrained, and operated in the U.S. outside of Bytedance's control; Oracle (ORCL) will serve as Tiktok's security provider; President Trump will sign TikTok deal later this week - What does that mean and will it be the same TikTok. - Who is doing the retraining??????? SO MANY QUESTIONS MEME ALERT! - Eric Jackson, a hedge fund manager who partly contributed to the trading explosion in Opendoor, unveiled his new pick Monday — Better Home & Finance Holding Co. - Jackson said his firm holds a position in Better Home but didn't disclose its size. - Shares of Better Home soared 46.6% on Monday after Jackson touted the stock on X. At one point during the session, the stock more than doubled in price. - The New York-based mortgage lender jumped more than 36% last week. Intel - INTC getting even more money. - Now, NVDA pouring in $5B - Nvidia and Intel announced a partnership to jointly develop multiple generations of custom data center and PC products. Intel will manufacture new x86 CPUs customized for Nvidia's AI infrastructure, and also build system-on-chips (SoCs) for PCs that integrate Nvidia's RTX GPU chiplets. - Both the US Government and NVDA got BELOW market pricing on their shares. NVDA $$ - Nvidia is investing in OpenAI. On September 22, 2025, Nvidia announced a strategic partnership with OpenAI, which includes an investment of up to $100 billion - The agreement will help deploy at least 10 gigawatts of Nvidia systems, which will include millions of its GPUs. The first phase is scheduled to launch in the second half of 2026, using Nvidia's Vera Rubin platform. Autism Link - Shares of Kenvue (KVUE) are trading lower largely due to reports from the White House and HHS suggesting a forthcoming warning linking prenatal use of acetaminophen (Tylenol's active ingredient) to autism risk. - Investors are concerned that such a warning could lead to regulatory action, changes in labeling requirements, litigation risk, or reduced demand for one of KVUE's key products. It's estimated that Tylenol accounts for approximately 7-9% of KVUE's total revenue. - The company has strongly denied any scientific basis for the link, but the uncertainty itself is hurting sentiment. - Finally, this also comes on top of recent weak financial performance: KVUE posted a Q2 revenue decline of 4% and cut its full-year guidance on August 7. - - Lawsuits to follow... Pfizer

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

The Secret Service says it thwarted a telecommunications cyber-op in New York City. On Tuesday, the agency announced that it seized a network of SIM servers. It was capable of jamming cell towers, conducting DDoS attacks and enabling encrypted communications. The discovery came ahead of world leaders gathering for the UN General Assembly this week. Also, Apple has delayed the release of its new series The Savant just three days before it was supposed to premiere this week. The timing of the sudden delay, and the lack of explanation for why the company is delaying the show, could be telling. Disney made a similar knee-jerk reaction in placing Jimmy Kimmel Live! on indefinite hiatus following a joke Kimmel made about the reaction to the killing of right-wing activist Charlie Kirk. And, AI is an enormous energy drain, contributing to greenhouse gas emissions at a time when the planet desperately needs progress in the opposite direction. Although most of that comes from running GPUs, cooling them is another significant overhead. So, it's worth noting when a company of Microsoft's stature claims to have achieved a breakthrough in chip cooling. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Nvidia says they plan to invest up to $100 billion in OpenAI to support a massive buildout of AI data centers requiring 10 gigawatts of power, equivalent to 4–5 million GPUs.Featured Guest: Jaymes Davis, Chief Technical Evangelist, Kasm Technologies

In this episode, we sit down with Prateek Jain (Principal Scientist & Director at Google DeepMind) for an unfiltered deep dive into:How AI research has evolved from handcrafted features → deep learning → transformers → generativeWhy safety and efficiency matter just as much as scaleIndia's once-in-a-generation chance to lead in deep AI researchThe founder's playbook: building sustainable AI-first companiesThe next big bottlenecks — and opportunities — in this spaceThis is more than a conversation. It's a blueprint for the future of AI.

Nvidia's $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel's Data Center and AI business unit. Together, they dig into what the deal means for Nvidia, Intel, AMD, ARM, and Huawei; the state of US-China tech bans; Nvidia's moat and Jensen Huang's leadership; and the future of GPUs, mega data centers, and AI infrastructure. Resources: Find Dylan on X: https://x.com/dylan522pFind Sarah on X: https://x.com/sarahdingwangFind Guido on X: https://x.com/appenzLearn more about SemiAnalysis: https://semianalysis.com/dylan-patel/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Computer graphics pioneer Ken Perlin invented Perlin noise, a foundational tool used in nearly every area of computer graphics. In this episode of CG Garage, Ken shares his unique journey, starting with a childhood love for both art and mathematics. He recounts how his early work on the film Tron inspired him to invent Perlin noise and the foundational concepts of shaders, a breakthrough that laid the groundwork for modern GPUs and the photorealistic visuals we see today. His presentation of this work at SIGGRAPH in 1984 directly influenced companies like Pixar and permanently altered the landscape of visual effects. The conversation extends beyond historical innovation to a compelling discussion about the future. Perlin draws a sharp distinction between VR and XR, predicting that true mass adoption of immersive technology will only happen when devices become socially invisible, much like the iPhone's impact on personal communication. He posits that the future of technology is not about escaping reality but enhancing it, and that the ultimate "killer app" will be the ability to connect with others in a shared virtual space. We also dive into the role of AI as a creative tool, with Perlin arguing that while it's a powerful new medium, it remains a “recombinant” engine that lacks sentience and is ultimately a vehicle for human creativity and expression. Ken Perlin's Blog > Ken Perlin on Wikipedia > NYU Holodeck: Future Reality Lab > Future Reality Lab - Github >  

Big thanks to Proton VPN for sponsoring this video. To get 64% discount to your Proton VPN Plus subscription, please use the following link: https://protonvpn.com/davidbombal Want a “hacker” laptop without wasting cash? In this candid breakdown with OTW, we cut through the hype and show you what actually matters for learning pentesting in 2025: prioritising RAM over flashy GPUs, picking VMware (free for personal use) for reliable labs, using refurbs/minis/Raspberry Pi, and planning for where wireless hacking is going (Bluetooth/BLE/Zigbee) — not just Wi-Fi. We also cover AMD vs Intel vs Apple M-chips/ARM for Linux VMs, when cloud cracking makes sense, and why daily practice beats buying gadgets. Highlights: • Best beginner specs (RAM first, SSD nice, storage ≠ speed) • VMware vs VirtualBox for home labs • AMD/Intel vs Apple M-chips/ARM for Kali/Parrot VMs • Alpha adapters & aircrack-ng compatibility; Nordic nRF52 for BLE • Budget path: used/refurb, mini-PCs, Pi, phone/cloud labs (HTB/THM) • The 80/20 rule of hacking: skills are greater than gear If you're delaying until you can afford a $2 – 3k laptop, don't. Start now, learn daily, and upgrade later. // Occupy The Web SOCIAL // X: / three_cube Website: https://hackers-arise.net/ // Occupy The Web Books // Linux Basics for Hackers 2nd Ed US: https://amzn.to/3TscpxY UK: https://amzn.to/45XaF7j Linux Basics for Hackers: US: https://amzn.to/3wqukgC UK: https://amzn.to/43PHFev Getting Started Becoming a Master Hacker US: https://amzn.to/4bmGqX2 UK: https://amzn.to/43JG2iA Network Basics for hackers: US: https://amzn.to/3yeYVyb UK: https://amzn.to/4aInbGK // OTW Discount // Use the code BOMBAL to get a 20% discount off anything from OTW's website: https://hackers-arise.net/ // Playlists REFERENCE // Linux Basics for Hackers: • Linux for Hackers Tutorial (And Free Courses) Mr Robot: • Hack like Mr Robot // WiFi, Bluetooth and ... Hackers Arise / Occupy the Web Hacks: • Hacking Tools (with demos) that you need t... // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 01:21 - Proton VPN sponsored segment 03:16 - Get started and start learning 08:39 - Computer specs: CPU, GPU, RAM & Hard drives 16:46 - Time vs Money 17:58 - Virtual machines 19:15 - Computer specs overview 22:17 - Wi-Fi adaptors for Wi-Fi hacking 24:17 - Bluetooth dongles for Bluetooth hacking 26:57 - "80% Person & 20% Machine" 29:17 - Do you need hacking gadgets? 31:57 - Apple vs Intel vs AMD 35:53 - Learn hacking with a smartphone 37:01 - Learn hacking with a Raspberry Pi 39:32 - Kali Linux vs ParrotOS (Which OS to use?) 40:58 - The problem with Chromebooks 42:02 - Using Hack The Box/TryHackMe // Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #hacking #laptop #vm

Today on Talk Python: What really happens when your data work outgrows your laptop. Matthew Rocklin, creator of Dask and cofounder of Coiled, and Nat Tabris a staff software engineer at Coiled join me to unpack the messy truth of cloud-scale Python. During the episode we actually spin up a 1,000 core cluster from a notebook, twice! We also discuss picking between pandas and Polars, when GPUs help, and how to avoid surprise bills. Real lessons, real tradeoffs, shared by people who have built this stuff. Stick around. Episode sponsors Seer: AI Debugging, Code TALKPYTHON Talk Python Courses Links from the show Matthew Rocklin: @mrocklin Nat Tabris: tabris.us Dask: dask.org Coiled: coiled.io Watch this episode on YouTube: youtube.com Episode #519 deep-dive: talkpython.fm/519 Episode transcripts: talkpython.fm Developer Rap Theme Song: Served in a Flask: talkpython.fm/flasksong --- Stay in touch with us --- Subscribe to Talk Python on YouTube: youtube.com Talk Python on Bluesky: @talkpython.fm at bsky.app Talk Python on Mastodon: talkpython Michael on Bluesky: @mkennedy.codes at bsky.app Michael on Mastodon: mkennedy

In this episode, Jayden interviews Carmen Li, founder and CEO of Silicon Data, a company focused on bringing transparency to the GPU market. They discuss the importance of a real-time pricing index for GPUs, the need for better risk management tools in the AI industry, and how financial services can benefit from improved data transparency. Carmen shares insights on the dynamics of GPU pricing, the impact of regional differences, and the future of AI technology. The conversation highlights common misconceptions in the industry and the potential for significant advancements in the coming years.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleVisit Silicon Data: https://www.silicondata.com/Find Carmen: https://www.linkedin.com/in/carmenrliChapters00:00 Introduction to Silicon Data and AI Infrastructure02:36 The Importance of Transparency in GPU Markets05:26 Bridging the Gap Between Finance and AI08:18 Challenges in Data Accuracy and Pricing10:45 Regional Pricing Discrepancies in GPU Rentals13:30 Dynamic Pricing Models for AI Tokens15:55 The Role of Data in Risk Management18:43 Understanding the Secondary GPU Market21:28 Common Misconceptions in the GPU Industry24:08 Future Trends in AI and GPU Technology

Tonight's questions: - Did Gears of War: Reloaded flop on PS5? - When will Valve release a Steam Deck 2? - Will Ghost of Yotei sell well? - Why is Borderlands 4 poorly optimized on PC? - What do you look for in a GPU? - Does Nvidia have a monopoly on GPUs? Thanks as always to Shawn Daley for our intro and outro music. Follow him on Soundcloud: https://soundcloud.com/shawndaley Where to find Throwdown Show: Website: https://audioboom.com/channels/5030659 Twitch: https://www.twitch.tv/throwdownshow Twitter: https://twitter.com/ThrowdownShow YouTube: https://www.youtube.com/throwdownshow Discord: https://discord.gg/fdBXWHT Twitter list: https://twitter.com/i/lists/1027719155800317953

Valve's Fremont leaks spark console and VR speculation, Steam rolls out language-based review changes, Silksong gets its first patch, Framework unveils

Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[13-09-2025]#flush #rtx4090 #hollowknightsilksong #bethesda #rx9060xl#intel #b770#intel770#arc

At Berlin Buzzwords, industry voices highlighted how search is evolving with AI and LLMs.- Kacper Łukawski (Qdrant) stressed hybrid search (semantic + keyword) as core for RAG systems and promoted efficient embedding models for smaller-scale use.- Manish Gill (ClickHouse) discussed auto-scaling OLAP databases on Kubernetes, combining infrastructure and database knowledge.- André Charton (Kleinanzeigen) reflected on scaling search for millions of classifieds, moving from Solr/Elasticsearch toward vector search, while returning to a hands-on technical role.- Filip Makraduli (Superlinked) introduced a vector-first framework that fuses multiple encoders into one representation for nuanced e-commerce and recommendation search.- Brian Goldin (Voyager Search) emphasized spatial context in retrieval, combining geospatial data with AI enrichment to add the “where” to search.- Atita Arora (Voyager Search) highlighted geospatial AI models, the renewed importance of retrieval in RAG, and the cautious but promising rise of AI agents.Together, their perspectives show a common thread: search is regaining center stage in AI—scaling, hybridization, multimodality, and domain-specific enrichment are shaping the next generation of retrieval systems.Kacper Łukawski Senior Developer Advocate at Qdrant, he educates users on vector and hybrid search. He highlighted Qdrant's support for dense and sparse vectors, the role of search with LLMs, and his interest in cost-effective models like static embeddings for smaller companies and edge apps. Connect: https://www.linkedin.com/in/kacperlukawski/Manish Gill Engineering Manager at ClickHouse, he spoke about running ClickHouse on Kubernetes, tackling auto-scaling and stateful sets. His team focuses on making ClickHouse scale automatically in the cloud. He credited its speed to careful engineering and reflected on the shift from IC to manager. Connect: https://www.linkedin.com/in/manishgill/André Charton Head of Search at Kleinanzeigen, he discussed shaping the company's search tech—moving from Solr to Elasticsearch and now vector search with Vespa. Kleinanzeigen handles 60M items, 1M new listings daily, and 50k requests/sec. André explained his career shift back to hands-on engineering. Connect: https://www.linkedin.com/in/andrecharton/Filip Makraduli Founding ML DevRel engineer at Superlinked, an open-source framework for AI search and recommendations. Its vector-first approach fuses multiple encoders (text, images, structured fields) into composite vectors for single-shot retrieval. His Berlin Buzzwords demo showed e-commerce search with natural-language queries and filters. Connect: https://www.linkedin.com/in/filipmakraduli/Brian Goldin Founder and CEO of Voyager Search, which began with geospatial search and expanded into documents and metadata enrichment. Voyager indexes spatial data and enriches pipelines with NLP, OCR, and AI models to detect entities like oil spills or windmills. He stressed adding spatial context (“the where”) as critical for search and highlighted Voyager's 12 years of enterprise experience. Connect: https://www.linkedin.com/in/brian-goldin-04170a1/Atita Arora Director of AI at Voyager Search, with nearly 20 years in retrieval systems, now focused on geospatial AI for Earth observation data. At Berlin Buzzwords she hosted sessions, attended talks on Lucene, GPUs, and Solr, and emphasized retrieval quality in RAG systems. She is cautiously optimistic about AI agents and values the event as both learning hub and professional reunion. Connect: https://www.linkedin.com/in/atitaarora/

Today's show:In this founder-focused episode of This Week in Startups, we sit down with Republic's Kendrick Nguyen to learn more about the company's efforts to make the private markets accessible to the common investor. Best known for its work in equity crowdfunding, the Valor-backed startup now offers access to secondary shares, tokenized assets, and much more. Following, TWiST spoke with Positron CEO Mitesh Agrawal to learn more about his company's inference-focused AI compute hardware. Related to fellow TWiST500 company Etched, Positron is building custom chips to take on the computing work required to deliver your AI query results faster and with less power draw than what GPUs can offer. With AI inference compute demand rising, the fellow Valor-backed startup has even more powerful systems coming to market in 2026 that have our hopes up that the AI cost curve can continue to point downward.Timestamps:0:00 - A future with more efficient and accessible intelligence0:41, the following sponsors are mentioned: AlphaSense, Vanta, and Oracle Cloud Infrastructure1:26 - Introduction to the episode and the two featured companies, Republic and Positron2:43 - The history and purpose of Republic, a financial crowdfunding platform5:39 - Discussion of the current state and growth of equity crowdfunding9:19 - Kendrick Nguyen explains Republic's role as a financial infrastructure company, not a competitor to venture capital firms11:17 - Sponsor: Oracle Cloud Infrastructure12:25 - Republic's different products, Republic Capital and Republic Venture, are explained14:00 - The challenges and progress of secondary trading for non-accredited investors20:14 - Sponsor: Vanta21:21 - The concept of a unified "e-finance" infrastructure is introduced25:45 - Positron CEO Mitesh Agarwal discusses the future of AI chips and the limitations of current GPUs for inference workloads31:12 - Sponsor: AlphaSense32:22 - Discussion on the inefficiency of GPUs for inference and how Positron's Atlas system addresses it38:30 - Positron's strategy of using their Atlas system to prove their technology and generate revenue42:51 - The market shift from AI training to inference and the future of Positron's chips51:14 - The confidence in Positron's capital efficiency and their ability to compete with NVIDIA52:47 - Positron's focus on linear algebra acceleration rather than just transformersSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:04) Netsuite - Download the ebook CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(21:20) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(31:43) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

Framework's new laptop lets users swap GPUs for the first time, and Gemini's new image generation tool is bananas!Starring Jason Howell and Tom Merritt.Links to stories in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

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