Podcasts about gpus

Register here to join Founder University Japan's kickoff: https://luma.com/cm0x90mkToday's show:Google and Meta had their cases dismissed (or received a slap on the wrist)… Despite all the backlash and cynicism, AI companies continue making bank and releasing hot new products… What does it all mean?For Jason Calacanis, the signs are pointing to a “major M&A moment,” with huge opportunities for increased efficiency and consolidation among America's favorite brands and largest companies?Who will it be? Join Jason and Alex for a round of hot speculation.PLUS why Jason thinks Michael Burry is both right and wrong about GPU depreciation, why NOTHING is certain about these OpenAI mega-deals, Google's Nano Banana Pro can make infographics and they're VERY impressive… and much more.Timestamps:(1:54) Jason's calling in from Vegas… He's doing a hot lap at F1!(3:18) How restaurants are becoming the new Hot IP(6:50) Founder University is heading to TOKYO!(9:27) Why Jason thinks the future of startups is truly global(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist(11:39) Nvidia killed it on the numbers… but what are the vibes around AI? Jason sounds off.(13:05) Why nothing is certain when it comes to the Nvidia/OpenAI deal(19:40) Is Google now WINNING consumer adoption of AI? How did it get this close?(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(26:07) Meanwhile, AI apps are still dominating the iOS Store(27:09) Why Jason and Alex think Michael Burry's both right and wrong about GPU depreciation(30:13) 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!(37:46) We're testing out Nano Banana Pro on a BBQ infographic challenge(43:42) What a week for AI models! It doesn't seem like things are slowing down…(46:12) Kalshi is growing fast, but can it catch Polymarket?(47:50) Is a rate cut coming? Jason and Alex read the tea leaves.(50:13) Why Jason predicts a “major M&A moment” in the next six months(52:09) VIEWER QUESTION: What should a software engineer be working on RIGHT NOW.(54:02) Founder Friday is now… STARTUP SUPPER CLUBSubscribe 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:(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(30:13) 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!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.com

ZKsync Airbender proves L1 blocks using two 5090 GPUs. Layerswap discloses a bridge bug. Trails introduces its Universal Intents Platform. And Sigma Prime releases Lighthouse hotfix v8.0.1. Read more: https://ethdaily.io/829 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

In a world of Rust, Go, and Python, why does C++ still matter? Dr. Gabriel Dos Reis joins Scott to explain how C++ continues to shape everything from GPUs and browsers to AI infrastructure. They talk about performance, predictability, and the art of balancing power with safety...and how the language's constant evolution keeps it relevant four decades in.

The promise of agentic AI has been massive, autonomous systems that act, reason, and make business decisions, but most enterprises are still struggling to see results.In this episode, host Chris Brandt sits down with Sumeet Arora, Chief Product Officer at Teradata, to unpack why the gap exists between AI hype and actual impact, and what it takes to make AI scale, explainable, and ROI-driven.From the shift toward “AI with ROI” to the new era of human + AI systems and data quality challenges, Sumeet shares how leading enterprises are moving from flashy demos to measurable value and trust in the next phase of AI. CHAPTER MARKERS00:00 The AI Hackathon Era03:10 Hype vs Reality in Agentic AI06:05 Redesigning the Human AI Interface09:15 From Demos to Real Economic Outcomes12:20 Why Scaling AI Still Fails15:05 The Importance of AI Ready Knowledge18:10 Data Quality and the Biggest Bottleneck20:46 Building the Customer 360 Knowledge Layer23:35 Push vs Pull Systems in Modern AI26:15 Rethinking Enterprise Workflows29:20 AI Agents and Outcome Driven Design32:45 Where Agentic AI Works Today36:10 What Enterprises Still Get Wrong39:30 How AI Changes Engineering Priorities55:49 The Future of GPUs and Efficiency Challenges -- This episode of IT Visionaries is brought to you by Meter - the company building better networks. Businesses today are frustrated with outdated providers, rigid pricing, and fragmented tools. Meter changes that with a single integrated solution that covers everything wired, wireless, and even cellular networking. They design the hardware, write the firmware, build the software, and manage it all so your team doesn't have to.That means you get fast, secure, and scalable connectivity without the complexity of juggling multiple providers. Thanks to meter for sponsoring. Go to meter.com/itv to book a demo.---IT Visionaries is made by the team at Mission.org. Learn more about our media studio and network of podcasts at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global AI infrastructure budgets are reaching unprecedented levels. Nvidia's GPUs are driving enormous capital investment. Some analysts caution the spending spree may not be sustainable.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Salvador Aragón analiza el momento de Nvidia y el avance del superciclo de la inteligencia artificial tras unos resultados que baten expectativas.

20/11 Nvidia batte le attese e vola in pre-market. Jensen Huang: “vendite Blackwell alle stelle, GPUs per cloud sold out”. Salgono tutti semiconduttori. Reuters: Trump verso rinvio dazi sui chip. Alphabet rompe un nuovo record storico. Accordo XAI, Nvidia e Humain per 500 GW data center in Arabia Saudita. Dati sul lavoro in ritardo, per il mercato al 70% la Fed non taglierà a dicembre. Asia in rally, yen ai minimi da gennaio su dollaro. Europa focus su chip, difesa e banche. Mfe raddoppia gli utili in 9 mesi. Dati: fiducia consumatori e PPI in Germania. Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when a former NHL player who once faced Wayne Gretzky ends up running a global data company that sits at the center of the AI boom? That question kept coming back to me as I reconnected with Mike McKee, the CEO of Ataccama, seven years after our last conversation. So much has shifted in the world since then, yet the theme that shaped this discussion felt surprisingly grounded. None of the big promises of AI can take hold unless leaders can rely on the data sitting underneath every system they run. Mike brings a rare mix of stories and experience to this theme. His journey from the ice to the C suite feels like its own lesson in discipline, teamwork, and patience, and he openly reflects on the way those early years influence how he leads today. But the heart of this conversation sits in the reality he sees inside global enterprises. Everyone is racing to build AI powered services, yet the biggest blockers are messy records, inconsistent metadata, long forgotten databases, and years of quality issues that were never addressed. It is a blunt problem, and Mike explains why the companies winning with AI right now are the ones treating data trust as a foundation rather than an afterthought. Across the discussion, he shares stories from organisations like T Mobile and Prudential, where millions of records, thousands of systems, and vast volumes of structured and unstructured data must be monitored, understood, and governed in real time. Mike walks through how teams build confidence in their data again, why quality scores matter, and how automation now shapes everything from compliance to customer retention. What stood out most is how quickly the expectations have shifted. Boards and CEOs now treat data as a strategic asset rather than an operational chore, and entire roles have emerged above the chief data officer to steer these programmes. This episode is also a reminder that AI progress is never only about models or GPUs. Mike pulls back the curtain on why organisations struggle to measure AI readiness, how they can avoid bottlenecks, and what it takes to prioritise the work that actually moves the needle. His point is simple. Without trustworthy data, AI remains a promise rather than a practical tool. With it, businesses can act with confidence, respond faster, and make decisions that genuinely improve outcomes for customers and employees. So as AI reaches deeper into systems everywhere, how should leaders rethink their approach to data trust, governance, and quality? And if you have been on your own journey with data challenges, where have you seen progress and where are you still stuck? I would love to hear your thoughts. Tech Talks Daily is Sponsored by NordLayer: Get the exclusive Black Friday offer: 28% off NordLayer yearly plans with the coupon code: techdaily-28. Valid until December 10th, 2025. Try it risk-free with a 14-day money-back guarantee.

Nvidia (NVDA) muscled a strong rally for the A.I. trade after hours thanks to a notable beat on EPS and revenue. The company also sees guidance for the current quarter higher than Wall Street estimates. Marley Kayden, Sam Vadas, and George Tsilis take investors through the eye-watering numbers of Nvidia's market moving report, from data center revenue, to expectations for Blackwell and cloud GPUs, to the outlook for China sales. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Keith Gangl says Nvidia (NVDA) "checked all the boxes" it needed for its earnings report, calling the numbers "fantastic." He points to Nvidia's "sold-out" Blackwell and cloud GPUs showing no slowdown for A.I. demand even if the trade is "overheated." Keith adds that competitors like AMD Inc. (AMD) and Broadcom (AVGO) also have plenty of room to grow alongside Nvidia. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Neste episódio, o jornalista Thomaz Gomes, especialista em tecnologia e inovação, conversa com Marcio Gomes de Aguiar, Diretor de Vendas para Empresas na América Latina da NVIDIA, sobre como a inteligência artificial está impulsionando uma transformação estrutural na demanda por computação e, consequentemente, em consumo energético.Ao longo da conversa, Márcio relembra a trajetória da evolução das GPUs, que saíram do universo dos games para se tornarem plataformas computacionais centrais em setores como energia, saúde, finanças e mobilidade. Ele explica como a explosão da IA generativa não é uma moda, mas o início de uma mudança profunda e irreversível na economia digital.Márcio detalha como cada nova geração de hardware, com mais poder computacional e menos consumo energético, exige também avanços equivalentes em software. Essa combinação tem permitido que data centers cresçam com mais eficiência e sustentabilidade.A conversa mergulha também no impacto direto dessa revolução no setor de energia, com destaque para o uso de análise preditiva, simulações avançadas, otimização de poços e Digital Twins industriais, que já fazem parte de projetos de P&D no país, reduzindo riscos ambientais e aumentando a segurança operacional.Por fim, ele aponta tendências que vão moldar os próximos anos, como a era da IA agêntica e o avanço da IA física, com robôs colaborativos atuando lado a lado com humanos em ambientes industriais.O podcast é um oferecimento do Energy Summit.

On this episode of the Alpha Exchange, I'm pleased to welcome back Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V. Our conversation centers on one of the most consequential themes in markets today: the intersection of artificial intelligence, exponential innovation, and market structure. With Nvidia's historic rise as a backdrop and AI's increasing integration into every sector, Jordi pushes back on the tendency to label this cycle a “bubble,” arguing that AI is more akin to electricity — an enabling technology whose applications will permeate everyday life. Demand for compute remains effectively infinite, he notes, and the supply shortfalls in GPUs, data centers, and power capacity shape how investors should think about the buildout phase.Jordi also lays out a framework for navigating volatility in sectors tied to AI buildout — including how to handle 20–30% drawdowns — and why estimate revisions matter more than multiple expansion from here. Beyond markets, we explore the labor dynamics of exponential technology: the K-shaped economy, margin pressure at retailers, and why he believes labor participation will keep drifting lower even without mass layoffs.Finally, we examine the policy environment. Here Jordi asserts that the Fed's framework is backward looking and misses how humanoids, robotaxis, and accelerated drug discovery may drive deflationary pressures.I hope you enjoy this episode of the Alpha Exchange, my conversation with Jordi Visser.

In this episode, we welcome Lead Principal Technologist Hari Kannan to cut through the noise and tackle some of the biggest myths surrounding AI data management and the revolutionary FlashBlade//EXA platform. With GPU shipments now outstripping CPUs, the foundation of modern AI is shifting, and legacy storage architectures are struggling to keep up. Hari dives into the implications of this massive GPU consumption, setting the stage for why a new approach is desperately needed for companies driving serious AI initiatives. Hari dismantles three critical myths that hold IT leaders back. First, he discusses how traditional storage is ill-equipped for modern AI's millions of small, concurrent files, where metadata performance is the true bottleneck—a problem FlashBlade//EXA solves with its metadata-data separation and single namespace. Second, he addresses the outdated notion that high-performance AI is file-only, highlighting FlashBlade//EXA's unified, uncompromising delivery of both file and object storage at exabyte scale and peak efficiency. Finally, Hari explains that GPUs are only as good as the data they consume, countering the belief that only raw horsepower matters. FlashBlade//EXA addresses this by delivering reliable, scalable throughput, efficient DirectFlash Modules up to 300 TB, and the metadata performance required to keep expensive GPUs fully utilized and models training faster. Join us as we explore the blind spots in current AI data strategies during our "Hot Takes" segment and recount a favorite FlashBlade success story. Hari closes with a compelling summary of how Pure Storage's complete portfolio is perfectly suited to provide the complementary data management essential for scaling AI. Tune in to discover why FlashBlade//EXA is the non-compromise, exabyte-scale solution built to keep your AI infrastructure running at its full potential. For more information, visit: https://www.pure.ai/flashblade-exa.html Check out the new Pure Storage digital customer community to join the conversation with peers and Pure experts: https://purecommunity.purestorage.com/ 00:00 Intro and Welcome 04:30 Primer on FlashBlade 11:32 Stat of the Episode on GPU Shipments 13:25 What is FlashBlade//EXA 18:58 Myth #1: Traditional Storage Challenges for AI Data 22:01 Myth #2: AI Workloads are not just File-based 26:42: Myth #3: AI Needs more than just GPUs 31:35 Hot Takes Segment

Neal Stephenson—legendary sci-fi author who coined "metaverse" in his 1992 novel Snow Crash—and Rebecca Barkin, co-founder of Lamina1, return to the AI XR Podcast for a wide-ranging conversation about building a decentralized creator economy, launching their dystopian AI world-building project Artifact, and why blockchain might finally free creators from Big Tech's chokehold. Joined by Charlie, Ted, and Rony, the discussion spans Neal's lost Magic Leap project, the resurrection of the open metaverse dream, and how decentralized platforms could flip Hollywood's power structure on its head.Rebecca details Lamina1's journey from blockchain currency for the open metaverse to Spaces, a multimedia creator platform built on Ethereum that allows IP owners to retain control, set royalties, and build direct relationships with fans. Think YouTube meets Discord, but on decentralized rails. The goal isn't socialism—it's a creative meritocracy where artists get equity in platforms they help build, instead of just one-time payouts while Netflix captures all the value.Neal unpacks Artifact, Lamina1's first creative test case: a post-Singularity world where 12 competing mega-AIs fight over energy, copper, water, and GPUs while humans live in the interstices. Co-created with Weta Workshop using AI tools like World Labs' marble splats, the project invites fans to co-create lore, not just consume it. It's a living experiment in collaborative IP development—and proof that small teams with AI amplifiers can build Grand Theft Auto-scale worlds.Guest HighlightsNeal Stephenson coined "metaverse" in Snow Crash; former Magic Leap creative lead with lost IP still trapped at the company.Rebecca Barkin pivoted Lamina1 from metaverse currency to Spaces: a decentralized platform for multimedia creators retaining IP rights and earning equity.Artifact launches as Lamina1's test case—collaborative world-building in a dystopian post-AI Singularity where fans shape the narrative.Built on Ethereum with Consensus Network backing; uses blockchain to solve micro-transaction volatility and give creators sustainable economics.Signed Bob's Burgers team (Ghosted Media) and other Hollywood refugees seeking autonomy from studio gatekeepers.News HighlightsValve launches PC cube + wireless Index headset—sub-$1000 system to compete with Xbox/PlayStation and revive PCVR market, but will enthusiasts bite?Meta adds real-time computer vision to AI glasses—Ray-Ban smart glasses gain live AI interpretation, pushing toward inflection point for wearables.Google Maps integrates Gemini AI—natural language directions and real-world context awareness transform navigation into conversational copilot.11 Labs launches voice marketplace—Michael Caine licenses voice cloning; Matthew McConaughey invests but won't sell his own likeness.Disney announces AI user-generated content strategy—Bob Iger teases platforms for fans to create with Disney IP, following Lego's remix culture playbook.Big thanks to our sponsor Zappar. Subscribe for weekly insider perspectives from veterans who aren't afraid to challenge Big Tech. New episodes every Tuesday. Watch full episodes on YouTube. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we talk with Abdel Sghiouar and Mofi Rahman, Developer Advocates at Google and (guest) hosts of the Kubernetes Podcast from Google. Together, we dive into one central question: can you truly run LLMs reliably and at scale on Kubernetes?It quickly becomes clear that LLM workloads behave nothing like traditional web applications:GPUs are scarce, expensive, and difficult to schedule.Models are massive — some reaching 700GB — making load times, storage throughput, and caching critical.Containers become huge, making “build small containers” nearly impossible.Autoscaling on CPU or RAM doesn't work; new signals like GPU cache pressure, queue depth, and model latency take over.LLMs don't run in parallel, so batching and routing through the Inference Gateway API become essential.Device Management and Dynamic Resource Allocation (DRA) are forming the new foundation for GPU/TPU orchestration.Security shifts as rootless containers often no longer work with hardware accelerators.Guardrails (input/output filtering) become a built-in part of the inference path.And then there's the occasional request from customers who want deterministic LLM output — to which Mofi dryly responds: “You don't need a model — you need a database.”Powered by: ACC ICTStuur ons een bericht.ACC ICT Specialist in IT-CONTINUÏTEIT Bedrijfskritische applicaties én data veilig beschikbaar, onafhankelijk van derden, altijd en overalSupport the showLike and subscribe! It helps out a lot.You can also find us on:De Nederlandse Kubernetes Podcast - YouTubeNederlandse Kubernetes Podcast (@k8spodcast.nl) | TikTokDe Nederlandse Kubernetes PodcastWhere can you meet us:EventsThis Podcast is powered by:ACC ICT - IT-Continuïteit voor Bedrijfskritische Applicaties | ACC ICT

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility.    SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development.   Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals.   Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks.   The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability.   Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening.   Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory.   CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections.   Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Clockwork began with a narrow goal—keeping clocks synchronized across servers—but soon realized that its precise latency measurements could reveal deeper data center networking issues. This insight led the company to build a hardware-agnostic monitoring and remediation platform capable of automatically routing around faults. Today, Clockwork's technology is especially valuable for large GPU clusters used in training LLMs, where communication efficiency and reliability are critical. CEO Suresh Vasudevan explains that AI workloads are among the most demanding distributed applications ever, and Clockwork provides building blocks that improve visibility, performance and fault tolerance. Its flagship feature, FleetIQ, can reroute traffic around failing switches, preventing costly interruptions that might otherwise force teams to restart training from hours-old checkpoints. Although the company originated from Stanford research focused on clock synchronization for financial institutions, the team eventually recognized that packet-timing data could underpin powerful network telemetry and dynamic traffic control. By integrating with NVIDIA NCCL, TCP and RDMA libraries, Clockwork can not only measure congestion but also actively manage GPU communication to enhance both uptime and training efficiency. Learn more from The New Stack about the latest in Clockwork: Clockwork's FleetIQ Aims To Fix AI's Costly Network Bottleneck What Happens When 116 Makers Reimagine the Clock? Join our community of newsletter subscribers to stay on top of the news and at the top of your game.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hive Digital Technologies Executive Chairman Frank Holmes joined Steve Darling from Proactive to the most recent quarter represents the strongest period of dual-engine growth in the company's history, driven by rapid expansion in both its Bitcoin mining operations and its high-performance computing (HPC) business. Holmes highlighted that the company successfully scaled its Bitcoin mining fleet to 16.2 EH/s by September 30, 2025, and has since reached 25 EH/s currently operational, marking one of the most aggressive efficiency and capacity expansions in the sector. This contributed to digital currency mining revenue of $82.1 million, a 101.2% sequential increase, supported by an 86.2% quarter-over-quarter rise in average hashrate and a modest lift in Bitcoin prices. Direct mining costs totaled $42.1 million, with approximately 88% tied directly to energy, underscoring the company's ongoing focus on cost discipline and optimized power management. Holmes emphasized that this was a defining quarter for HIVE, with both business pillars—Bitcoin mining and the BUZZ HPC division—achieving record revenue. He noted that while Bitcoin hashprice rose only about 25% year-over-year, HIVE's revenue surged 285% thanks to aggressive hashrate growth and operational efficiencies. He also underscored the company's deployment capabilities, pointing to the rapid construction of 300 MW of infrastructure in Paraguay within just six months, demonstrating HIVE's ability to build at global scale with speed and precision. Holmes also announced a new milestone for HIVE's subsidiary BUZZ High Performance Computing. BUZZ has signed an agreement with Dell Technologies to deploy its next major wave of AI infrastructure and has formalized operating agreements with Bell for Phase 1 of the BUZZ and Bell AI Fabric rollout. Under the new agreement, BUZZ will deploy a 63-node cluster of liquid-cooled Dell PowerEdge XE9680L servers, powered by 504 next-generation GPUs specifically optimized for AI computing. These systems will be delivered using Dell's Integrated Rack Scalable Systems (IRSS) architecture, with full installation scheduled at the Bell AI Fabric data center. This deployment builds on BUZZ's expanding collaboration with Bell and supports the continued development of BUZZ's sovereign AI Cloud, designed to meet the rising demand for advanced, domestic AI compute capacity. #proactiveinvestors #hivedigitaltechnologieslet #tsxv #hive #nasdaq #hive #CryptoMining #GreenEnergy #BuzzHPC #AIInfrastructure #NvidiaH200 #QuebecDataCenter #SustainableTech #GPUCluster #TorontoTech #AITraining #HiveDigital #LiquidCooling #Supercomputing #GreenEnergyAI #Exahash #HighPerformanceComputing

Is the current level of AI funding and investment rational or irrational? Is it possible that it's both at the same time? Let's look at some numbers and the thought process behind them.SHOW: 976SHOW TRANSCRIPT: The Cloudcast #976 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:A whole bunch of AI-related statsSam Altman on BG2 podcastDO WE HAVE ANY IDEA HOW TO MEASURE THE IMPACT OF AI?How much is one model better than another (e.g. Gemini vs. CoPilot)?How much improvement should a software developer get?How much improvement should a knowledge worker get?How much cost savings should a chatbot provide?How long should it take to make a model understand a company's data?How many workers can a company displace with AI?OpenAI in 2030 - 26 gigawatts could power between 3.7 million to 17.3 million modern GPU serversOpenAI in 2035 - 50 gigawatts could power between 37 million to 173 million modern GPU serversFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Agent Swarm Coding, "AI-Aided Coding"? - AI circular funding or flywheel - Data Center build-out complexities, and overbuilding? - New Exascale DOE Supercomputers - Data FLow Architecture, Reconfigurable Architecture - AI-RAN, GPUs on Telephone Poles - 15th CryptoSuper500 report, Bitcoin Price Drop, ZCash, Monero - Quantum Advantage claims [audio mp3="https://orionx.net/wp-content/uploads/2025/11/OXD033_ART-9_20251115.mp3"][/audio] The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33 appeared first on OrionX.net.

Live from Morgan Stanley's European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European head of research product. We are bringing you a special episode today live from Morgan Stanley's, 25th European TMT Conference, currently underway. The central theme we're focused on: Can Europe keep up from a technology development perspective?It's Wednesday, November the 12th at 8:00 AM in Barcelona. Earlier this morning I was live on stage with my colleagues, Adam Wood, Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology Hardware. The larger context of our conversation was tech diffusion, one of our four key themes that we've identified at Morgan Stanley Research for 2025. For the panel, we wanted to focus further on agentic AI in Europe, AI disruption as well as adoption, and data centers. We started off with my question to Adam. I asked him to frame our conversation around how Europe is enabling the Agentic AI wave. Adam Wood: I mean, I think obviously the debate around GenAI, and particularly enterprise software, my space has changed quite a lot over the last three to four months. Maybe it's good if we do go back a little bit to the period before that – when everything was more positive in the world. And I think it is important to think about, you know, why we were excited, before we started to debate the outcomes. And the reason we were excited was we've obviously done a lot of work with enterprise software to automate business processes. That's what; that's ultimately what software is about. It's about automating and standardizing business processes. They can be done more efficiently and more repeatably. We'd done work in the past on RPA vendors who tried to take the automation further. And we were getting numbers that, you know, 30 – 40 percent of enterprise processes have been automated in this way. But I think the feeling was it was still the minority. And the reason for that was it was quite difficult with traditional coding techniques to go a lot further. You know, if you take the call center as a classic example, it's very difficult to code what every response is going to be to human interaction with a call center worker. It's practically impossible. And so, you know, what we did for a long time was more – where we got into those situations where it was difficult to code every outcome, we'd leave it with labor. And we'd do the labor arbitrage often, where we'd move from onshore workers to offshore workers, but we'd still leave it as a relatively manual process with human intervention in it. I think the really exciting thing about GenAI is it completely transforms that equation because if the computers can understand natural human language, again to our call center example, we can train the models on every call center interaction. And then first of all, we can help the call center worker predict what the responses are going to be to incoming queries. And then maybe over time we can even automate that role. I think it goes a lot further than, you know, call center workers. We can go into finance where a lot of work is still either manual data re-entry or a remediation of errors. And again, we can automate a lot more of those tasks. That's obviously where, where SAP's involved. But basically what I'm trying to say is if we expand massively the capabilities of what software can automate, surely that has to be good for the software sector that has to expand the addressable markets of what software companies are going to be able to do. Now we can have a secondary debate around: Is it going to be the incumbents, is it going to be corporates that do more themselves? Is it going to be new entrants that that benefit from this? But I think it's very hard to argue that if you expand dramatically the capabilities of what software can do, you don't get a benefit from that in the sector. Now we're a little bit more consumer today in terms of spending, and the enterprises are lagging a little bit. But I think for us, that's just a question of timing. And we think we'll see that come through.I'll leave it there. But I think there's lots of opportunities in software. We're probably yet to see them come through in numbers, but that shouldn't mean we get, you know, kind of, we don't think they're going to happen. Paul Walsh: Yeah. We're going to talk separately about AI disruption as we go through this morning's discussion. But what's the pushback you get, Adam, to this notion of, you know, the addressable market expanding? Adam Wood: It's one of a number of things. It's that… And we get onto the kind of the multiple bear cases that come up on enterprise software. It would be some combination of, well, if coding becomes dramatically cheaper and we can set up, you know, user interfaces on the fly in the morning, that can query data sets; and we can access those data sets almost in an automated way. Well, maybe companies just do this themselves and we move from a world where we've been outsourcing software to third party software vendors; we do more of it in-house. That would be one. The other one would be the barriers to entry of software have just come down dramatically. It's so much easier to write the code, to build a software company and to get out into the market. That it's going to be new entrants that challenge the incumbents. And that will just bring price pressure on the whole market and bring… So, although what we automate gets bigger, the price we charge to do it comes down. The third one would be the seat-based pricing issue that a lot of software vendors to date have expressed the value they deliver to customers through. How many seats of the software you have in house. Well, if we take out 10 – 20 percent of your HR department because we make them 10, 20, 30 percent more efficient. Does that mean we pay the software vendor 10, 20, 30 percent less? And so again, we're delivering more value, we're automating more and making companies more efficient. But the value doesn't accrue to the software vendors. It's some combination of those themes I think that people would worry about. Paul Walsh: And Lee, let's bring you into the conversation here as well, because around this theme of enabling the agentic AI way, we sort of identified three main enabler sectors. Obviously, Adam's with the software side. Cap goods being the other one that we mentioned in the work that we've done. But obviously semis is also an important piece of this puzzle. Walk us through your thoughts, please. Lee Simpson: Sure. I think from a sort of a hardware perspective, and really we're talking about semiconductors here and possibly even just the equipment guys, specifically – when seeing things through a European lens. It's been a bonanza. We've seen quite a big build out obviously for GPUs. We've seen incredible new server architectures going into the cloud. And now we're at the point where we're changing things a little bit. Does the power architecture need to be changed? Does the nature of the compute need to change? And with that, the development and the supply needs to move with that as well. So, we're now seeing the mantle being picked up by the AI guys at the very leading edge of logic. So, someone has to put the equipment in the ground, and the equipment guys are being leaned into. And you're starting to see that change in the order book now. Now, I labor this point largely because, you know, we'd been seen as laggards frankly in the last couple of years. It'd been a U.S. story, a GPU heavy story. But I think for us now we're starting to see a flipping of that and it's like, hold on, these are beneficiaries. And I really think it's 'cause that bow wave has changed in logic. Paul Walsh: And Lee, you talked there in your opening remarks about the extent to which obviously the focus has been predominantly on the U.S. ways to play, which is totally understandable for global investors. And obviously this has been an extraordinary year of ups and downs as it relates to the tech space. What's your sense in terms of what you are getting back from clients? Is the focus shifts may be from some of those U.S. ways to play to Europe? Are you sensing that shift taking place? How are clients interacting with you as it relates to the focus between the opportunities in the U.S. and Asia, frankly, versus Europe? Lee Simpson: Yeah. I mean, Europe's coming more into debate. It's more; people are willing to talk to some of the players. We've got other players in the analog space playing into that as well. But I think for me, if we take a step back and keep this at the global level, there's a huge debate now around what is the size of build out that we need for AI? What is the nature of the compute? What is the power pool? What is the power budgets going to look like in data centers? And Emmet will talk to that as well. So, all of that… Some of that argument's coming now and centering on Europe. How do they play into this? But for me, most of what we're finding people debate about – is a 20-25 gigawatt year feasible for [20]27? Is a 30-35 gigawatt for [20]28 feasible? And so, I think that's the debate line at this point – not so much as Europe in the debate. It's more what is that global pool going to look like? Paul Walsh: Yeah. This whole infrastructure rollout's got significant implications for your coverage universe… Lee Simpson: It does. Yeah. Paul Walsh: Emmet, it may be a bit tangential for the telco space, but was there anything you wanted to add there as it relates to this sort of agentic wave piece from a telco's perspective? Emmet Kelly: Yeah, there's a consensus view out there that telcos are not really that tuned into the AI wave at the moment – just from a stock market perspective. I think it's fair to say some telcos have been a source of funds for AI and we've seen that in a stock market context, especially in the U.S. telco space, versus U.S. tech over the last three to six months, has been a source of funds. So, there are a lot of question marks about the telco exposure to AI. And I think the telcos have kind of struggled to put their case forward about how they can benefit from AI. They talked 18 months ago about using chatbots. They talked about smart networks, et cetera, but they haven't really advanced their case since then. And we don't see telcos involved much in the data center space. And that's understandable because investing in data centers, as we've written, is extremely expensive. So, if I rewind the clock two years ago, a good size data center was 1 megawatt in size. And a year ago, that number was somewhere about 50 to 100 megawatts in size. And today a big data center is a gigawatt. Now if you want to roll out a 100 megawatt data center, which is a decent sized data center, but it's not huge – that will cost roughly 3 billion euros to roll out. So, telcos, they've yet to really prove that they've got much positive exposure to AI. Paul Walsh: That was an edited excerpt from my conversation with Adam, Emmet and Lee. Many thanks to them for taking the time out for that discussion and the live audience for hearing us out.We will have a concluding episode tomorrow where we dig into tech disruption and data center investments. So please do come back for that very topical conversation. As always, thanks for listening. Let us know what you think about this and other episodes by leaving us a review wherever you get your podcasts. And if you enjoy Thoughts on the Market, please tell a friend or colleague to tune in today.

Gonka is a decentralized network for high-efficiency AI compute, designed to maximize the use of global GPU power for meaningful AI workloads. By eliminating centralized gatekeepers, Gonka provides builders and researchers with permissionless access to compute resources, while rewarding participants through its native token, GNK.David and Daniil Liberman are Los Angeles-based futurists, serial entrepreneurs, investors, ex-Snap directors of Product, founders of ProductScience.ai and Humanism Co. by Libermans Co., as well as the creators of the Gonka protocol. David recently joined the Bitcoin.com News Podcast to talk about the technology.Inspired by Bitcoin's ability to build massive, decentralized infrastructure, Gonka aims to unite GPU owners globally to create a transformer-based Proof-of-Work (PoW) network for AI compute. Liberman discusses the inefficiencies of centralized cloud models for GPUs and the critical shift towards specialized hardware like ASICs, drawing parallels to Bitcoin mining's evolution.Liberman explains Gonka's focus on inference over training and how a PoW-based network aligns incentives with hardware providers, fostering greater infrastructure growth compared to Proof-of-Stake networks. He also addresses the current AI market valuations, suggesting that while AI's long-term impact will be immense, some company valuations might be in a bubble, similar to the dot-com era. The conversation highlights the importance of tokenomics that prioritize hardware providers and innovators to accelerate hardware efficiency.Finally, the podcast explores the broader implications of decentralized AI for global competition and individual autonomy. Liberman argues that distributed compute systems are essential for smaller countries and startups to compete against centralized national players. He emphasizes that a PoW-based network prevents artificial inflation of value by linking coin value to the real cost of compute, leading to a healthier ecosystem. The episode concludes with a discussion on the future of AI and work, stressing the need for billions of independent, decentralized AIs to prevent wealth and power concentration and ensure a future of abundance.About Our GuestDavid and Daniil began their entrepreneurial path with their siblings, co-founding ventures across computer graphics, finance, and AI. They founded Frank Money, pioneering radical financial transparency, and later launched Kernel AR, which was acquired by Snap the same year. David and Daniil and their siblings signed the Founders Pledge, channeling their economic output into Libermans Co., now valued at $ 400 million, and attracted investments from Marc Andreessen, Josh Kushner, and Arielle Zuckerberg.To learn more about the protocol visit Gonka.AI, and follow the team on X.

Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠, and this week's guest Jone Vaituleviciute, Managing Partner at ⁠Firstpick⁠ VC, unpack the forces shaping venture across Europe and the Baltics.This week's conversation bridges Lithuania's booming early-stage scene and Europe's macro tensions — from defense investments and bootstrapping culture to Matt Clifford's call for “permissionless growth,” the rise of quant capital, and how Europe's AI reality is evolving fast.

Learn more about Advance Course (Master the Art of End-to-End AI Automation): https://multiplai.ai/advance-course/ Learn more about AI Business Transformation Course: https://multiplai.ai/ai-course/ Is your company's next hire… an AI agent?This week, Federal Reserve Chair Jerome Powell quietly sounded the alarm: job creation is stalling—and AI is likely behind it. Meanwhile, OpenAI is writing trillion-dollar checks its revenue can't yet cash, and Apple's Siri might finally be getting a real brain… courtesy of Google.If you're a business leader navigating 2026 and beyond, this is the episode you can't afford to miss.From massive layoffs masked as "rebalancing" to the quiet data wars fueling generative models, this episode maps the uncomfortable truths—and powerful opportunities—every executive should be tracking.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion into three new markets, Uber's role in autonomy and Lyft's growing infrastructure ambitions. Beneath the headlines, Tesla is aiming to once again reshape the entire autonomous driving industry with their AI5 chip, FSD Unsupervised deployment, and the expansion of their insurance business. As Tesla continues to focus on what's next, Uber is sending mixed messages to the market while engineers across Silicon Valley begin exploring alternatives to Nvidia's GPUs. Wrapping up the conversation, Grayson and Walt discuss what happens when the world's largest autonomy players diverge on strategy and long-standing partnerships begin to falter.Episode Chapters0:00 Waymo's Three City Expansion 2:11 Waymo & Uber's Relationship 4:21 Managing Robotaxi Fleets14:56 Robotaxis at Airports 16:40 Uber's Autonomy Messaging Strategy 23:12 NVIDIA and the Growing Demand for new Chips25:45 Applied Intuition 28:19 Tesla37:14 Foreign Autonomy Desk40:02 Next WeekRecorded on Friday, November 7, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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[07-11-2025]#flush #china #amd #usa #drakspartan #tsmc #microsoft #ia

Tony: -Most satisfying weapon in video gaming (discussion): https://www.pcgamer.com/games/fps/legendary-fps-maker-john-romero-delivers-the-objectively-correct-answer-when-voting-for-the-most-satisfying-weapon-in-gaming-history-i-strongly-agree-mr-romero/ -Asus SFF gaming computer: https://press.asus.com/news/press-releases/rog-gr70-gaming-mini-pc/ -Soulja Boy Strikes again: https://www.gamesradar.com/hardware/soulja-boy-is-selling-video-game-consoles-again-and-hes-already-being-accused-of-ripping-off-an-existing-handheld-he-does-not-have-permission-to-rebrand-our-products-and-sell-them-as-his-own/ -AMD gets confusing with old GPUs: https://arstechnica.com/gadgets/2025/11/amd-says-that-its-not-pulling-driver-support-for-older-radeon-gpus-afterall/ Jarron: -Thief VR coming in December! ​​https://www.engadget.com/gaming/thiefs-vr-revival-arrives-in-december-181506849.html?src=rss -Steam Deck FINALLY getting ability to download with screen off: https://www.engadget.com/steam-deck-adds-a-standby-mode-for-screen-off-downloads-230334579.html?src=rss Owen: -Safety isn't good for business. https://outrungaming.com/roblox-stock-slides-after-q3-report-suggests-increased-safety-investments/ -Obvious vindication. https://www.youtube.com/watch?v=0OMP8JvGWNY -A new commodore64 experience! https://www.engadget.com/gaming/relive-the-commodore-64s-glory-days-with-a-slimmer-blacked-out-remake-181259874.html -God of War was going to have a multiplayer game?  https://mp1st.com/news/report-first-look-at-cancelled-god-of-war-multiplayer-game-unveiled Lando: BRINGING THE ENERGY!

** AWS re:Invent 2025 Dec 1-5, Las Vegas - Register Here! **Learn how Anyscale's Ray platform enables companies like Instacart to supercharge their model training while Amazon saves heavily by shifting to Ray's multimodal capabilities.Topics Include:Ray originated at UC Berkeley when PhD students spent more time building clusters than ML modelsAnyscale now launches 1 million clusters monthly with contributions from OpenAI, Uber, Google, CoinbaseInstacart achieved 10-100x increase in model training data using Ray's scaling capabilitiesML evolved from single-node Pandas/NumPy to distributed Spark, now Ray for multimodal dataRay Core transforms simple Python functions into distributed tasks across massive compute clustersHigher-level Ray libraries simplify data processing, model training, hyperparameter tuning, and model servingAnyscale platform adds production features: auto-restart, logging, observability, and zone-aware schedulingUnlike Spark's CPU-only approach, Ray handles both CPUs and GPUs for multimodal workloadsRay enables LLM post-training and fine-tuning using reinforcement learning on enterprise dataMulti-agent systems can scale automatically with Ray Serve handling thousands of requests per secondAnyscale leverages AWS infrastructure while keeping customer data within their own VPCsRay supports EC2, EKS, and HyperPod with features like fractional GPU usage and auto-scalingParticipants:Sharath Cholleti – Member of Technical Staff, AnyscaleSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Register for Founder University Japan's kickoff! https://luma.com/cm0x90mkToday's show:*On TWiST, Jason welcomes an all-star VC panel — Deedy Das of Menlo Partners and Jay Eum of GFT Ventures — for a deep dive into the shocking scale of early-stage AI raises, a transitional moment for investors, the growing importance of the “prosumer” market, ChatGPT's insane smile curves, and much much more.IN THIS EPISODEWhat the panelists make of Roelof Botha's exit from Sequoia… and is he really going anywhere…Why Jason says VC is no longer the best way to get rich…Why so many private companies are growing SO HUGE before going public…And much more!Timestamps:(00:03:37) Jason is fresh from surviving Riyadh traffic but he's here and introducing our all star panel(00:04:03) Why Jason compares Riyadh to Silicon Valley in the 1960s(00:05:21) Friend of the Pod Roelof Botha is stepping down at Sequoia… our insiders try to guess what might have happened…(10:00) Crusoe - Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit crusoe.ai/startup to reserve your capacity for the latest GPUs today.(00:13:11) Deedy moved up at Menlo without being a venture native… he shares the secrets behind his rise.(00:19:09) Was Roelof wrong about “return-free risk”? Does more capital always = more great companies?(20:00) 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!(00:26:54) With so many private companies growing SO HUGE… when is the right time to go public? Considering the case of Glean and Stripe…(30:00) AWS Marketplace - If you're ready to really accelerate your sales cycle, AWS Marketplace is your next stop. Head to https://aws.com/startups to learn more.(00:30:07) Why Jason says venture capital is no longer the best way to get rich(00:32:34) Why AI apps are so appealing to enterprises after years of paying for SaaS(00:36:32) The growing importance of “prosumers”(00:37:31) Why Deedy says a smile curve is the most beautiful depiction of “Product Market Fit”(00:44:36) Why it's still tough to raise pre-seed money, even during an AI “boom”!(00:46:08) Why Jason says the hardest job in the tech ecosystem is being an investor(00:55:52) “Time is one of the primary drivers of venture capital return.” - Jay Eun(00:57:42) Deedy on the shocking amounts being raised by early-stage AI companies(01:00:21) Just how much DO VCs work compared to founders? The panel compares notes.(01:02:53) Are some investors not doing diligence? Deedy on the speed of some AI deals.(01:16:51) The panel picks their fav portfolio company of the moment (or one of their faves)Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comFollow 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:Crusoe - Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit crusoe.ai/startup to reserve your capacity for the latest GPUs today.Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visitAWS Marketplace - If you're ready to really accelerate your sales cycle, AWS Marketplace is your next stop. Head to https://aws.com/startups to learn more.Check 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

Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia's own AI chips. It's not the first time. Nvidia's done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it's round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that's raising eyebrows, and what investors should watch for as the hype builds. 0:19 - Are Tariffs a Tax? 4:03 - Buy-the-Dip'er's Continue their March 8:40 - Michael's Fed re-cap - Stealth QE? 14:08 - Where is All the Liquidity Going? 17:45 - What Will Trigger QE? 19:16 - The Fed's QE Trap 21:13 - Stress in the REPO Market 24:15 - Market Froth & Valuations - the Mag-7 28:57 - Where the Debt is Piling Up in Anticipation of AI Build 33:32 - Nvidia's Infinite Money Loop 37:32 - What If Projections & Expectations Are Not Realized? 42:55 - Looking at CAPE (as Nvidia is 8% of Market) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles Mentioned in Today's Show: "Nvidia Deals: Round Tripping Or Vendor Financing?" https://realinvestmentadvice.com/resources/blog/nvidia-deals-round-tripping-or-vendor-financing/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "6 Moves You Should Make Now Before RMDs Start," is here: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #SP500 #MarketBreadth #Investing #PremarketUpdate #Nvidia #ArtificialIntelligence #StockMarket #TechInvesting #FinancialEngineering

Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia's own AI chips. It's not the first time. Nvidia's done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it's round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that's raising eyebrows, and what investors should watch for as the hype builds. 0:19 - Are Tariffs a Tax? 4:03 - Buy-the-Dip'er's Continue their March 8:40 - Michael's Fed re-cap - Stealth QE? 14:08 - Where is All the Liquidity Going? 17:45 - What Will Trigger QE? 19:16 - The Fed's QE Trap 21:13 - Stress in the REPO Market 24:15 - Market Froth & Valuations - the Mag-7 28:57 - Where the Debt is Piling Up in Anticipation of AI Build 33:32 - Nvidia's Infinite Money Loop 37:32 - What If Projections & Expectations Are Not Realized? 42:55 - Looking at CAPE (as Nvidia is 8% of Market) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles Mentioned in Today's Show: "Nvidia Deals: Round Tripping Or Vendor Financing?" https://realinvestmentadvice.com/resources/blog/nvidia-deals-round-tripping-or-vendor-financing/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "6 Moves You Should Make Now Before RMDs Start," is here: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #SP500 #MarketBreadth #Investing #PremarketUpdate #Nvidia #ArtificialIntelligence #StockMarket #TechInvesting #FinancialEngineering

OpenAI may appear to be building the future, but are they leading the tech industry towards collapse?In this episode, Chris and Yaniv are joined by Jacob Ward (journalist, author of The Loop and NBC Technology Correspondent) to break down OpenAI's latest livestream and what it signals about the next era of AI. Sam Altman may talk the good talk, but his actions, and the priorities of OpenAI at large, may not align with those claims. Chris, Yaniv, and Jacob unpack these differences between words and actions, the emerging social consequences, and what it all means for the tech industry.In this episode, you will:Understand OpenAI's roadmap for AI-powered research and why "AI research interns" might be closer than you thinkLearn why the promise of autonomous five-year research cycles raised eyebrowsExplore the shift from ChatGPT as a product to ChatGPT as a platform, and what that means for app ecosystemsConsider the emotional and psychological dimensions of AI companionship and relianceEvaluate the trillion-dollar infrastructure buildup underway across data centers, GPUs, and nuclear-scale power demandsExamine how OpenAI's nonprofit arm plans to invest in disease research and AI resilienceThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/  Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/  Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

Supreme Court Ruling on tariffs within weeks.... Say goodbye to the penny! November heading for a potential fall. Splits - Are they back? 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 NEED A NEW CTP - How About a Crypto ETF? (IBIT) INTERACTIVE BROKERS Warm-Up - Supreme Court Ruling on tariffs within weeks.... - Say goodbye to the penny - November heading for a potential fall - Prediction - When will US Government Reopen - New Term - AI Washing Markets - OpenAI - even more deals - Palatir Earnings - Serepta FLOP -AMAZON BLOWOUT - Splits - Are they back? Election Day - Updates? The SAME Stories are making their way around - Seasonally good time for equities - Don't fight the Fed - Earnings trend - Buybacks again Under/Over on When US Government Opens - November 10th - Under/Over? November Outlook - On the heels of a good October... - Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa? - More NVDA excitement? More OpenAi deals??? - So much good news is priced in it is hard to imagine HUGE upside AI Washing - AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced. - It is also used when layoffs occur to say that there is less need for employees due to advances in technology. - Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year. Amazon - Great earnings - stock up HUGE to ATH ater the report - Amazon beats by $0.38, beats on revs; guides Q4 revs in-line - Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus. - Co reports Q3 operating income, excluding items, of $21.7 bln vs prior guidance of $15.5-20.5 bln. - North America segment sales increased 11.2% yr/yr to $106.27 bln. - International segment sales increased 14.0% yr/yr (+10% CC) to $40.90 bln. - AWS segment sales rose 20% yr/yr (+20% CC) to $33.01 bln. - Advertising Services rose 24% yr/yr (+22% CC) to $17.70 bln. - Co issues in-line guidance for Q4, sees Q4 revs of $206-213 bln vs. $208.41 bln FactSet Consensus. Co guides to Q4 operating income of $21-26 bln. OpenAi and Amazon - OpenAI has signed a $38 billion deal with Amazon Web Services, and will immediately start accessing Nvidia's graphics processing units. - This is one of OpenAI's biggest moves away from Microsoft, which was the company's exclusive cloud provider until earlier this year. - The partnership gives OpenAI the flexibility to scale infrastructure through 2026 and beyond. - Under the agreement announced on Monday, OpenAI will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia's graphics processing units (GPUs) in the U.S., with plans to expand capacity in the coming years. - Amazon up another 5% Palantir Earnings - Palantir Technologies prelim Q3 $0.21 vs $0.17 FactSet Consensus; revs $1.18 bln vs $1.09 bln FactSet Consensus - Palantir Technologies sees Q4 revs $1.327-1.331 bln vs $1.18 bln FactSet Consensus - Stock up slightly - been on a rager lately.... ATH - Stock down 8% on Tuesday - most of the good news is priced in? AMD Earnings - Advanced Micro Devices beats by $0.03, beats on revs; guides Q4 revs above consensus (250.05 -9.60) - Reports Q3 (Sep) earnings of $1.20 per share, $0.03 better than the FactSet Consensus of $1.17; revenues rose 35.6% year/year to $9.25 bln vs the $8.

Welcome to episode 329 of The Cloud Pod, where the forecast is always cloudy! Matt, Jonathan, and special guest Elise are in the studio to bring you all the latest in AI and cloud news, including – you guessed it – more outages, and more OpenAI team-ups. We've also got GPUs, K8 news, and Cursor updates. Let's get started!  Titles we almost went with this week Azure Front Door: Please Use the Side Entrance – el -jb Azure and NVIDIA: A Match Made in GPU Heaven – mk Azure Goes Down Under the Weight of Its Own Configuration – el GitHub Turns Your Copilot Subscription Into an All-You-Can-Eat Agent Buffet – mk, el Microsoft Goes Full Blackwell: No Regrets, Just GPUs Jules Verne Would Be Proud: Google’s CLI Goes 20,000 Bugs Under the Codebase RAG to Riches: AWS Makes Retrieval Augmented Generation Turnkey Kubectl Gets a Gemini Twin: Google Teaches AI to Speak Kubernetes I’m Not a Robot: Azure WAF Finally Learns to Ask the Important Questions OpenAI Puts 38 Billion Eggs in Amazon’s Basket: Multi-Cloud Gets Complicated The Root Cause They’ll Never Root Out: Why Attrition Stays Off the RCA Google’s New Extension Lets You Deploy Kubernetes by Just Asking Nicely Cursor 2.0: Now With More Agents Than a Hollywood Talent Agency Follow Up  04:46 Massive Azure outage is over, but problems linger – here’s what happened | ZDNET  Azure experienced a global outage on October 29, affecting all regions simultaneously, unlike the recent AWS outage that was limited to a single region.  The incident lasted approximately eight hours from noon to 8 PM ET, impacting major services including Microsoft 365, Teams, Xbox Live, and critical infrastructure for Alaska Airlines, Vodafone UK, and Heathrow Airport, among others. The root cause was an inadvertent tenant configuration change in Azure Front Door that bypassed safety validations due to a software defect. Microsoft’s protection mechanisms failed to catch the erroneous deployment, allowing invalid configurations to propagate across the global fleet and cause HTTP timeouts, server errors, and elevated packet loss at network edges. Recovery required rolling back to the last known good configuration and gradually rebalancing traffic across nodes to prevent overload conditions.  Some customers experienced lingering issues even after the official recovery time, with Microsoft temporarily blocking configuration changes to Azure Front D

Hashtag Trending would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/htt In this episode of Hashtag Trending, host Jim Love dives into substantial topics such as Microsoft's AI bottleneck, which surprisingly turns out to be a shortage of electricity rather than GPUs. The episode further discusses the intense competition Nvidia faces from Qualcomm, AMD, Google, and Amazon in the AI chip market, and a new prompting technique called 'Verbalized Sampling' that could improve AI's usefulness by generating multiple answers with probability estimates. Additionally, the episode touches on intriguing research from Anthropic, revealing that their Claude AI model shows signs of recognizing changes in its internal state, a phenomenon that raises questions about the future capabilities and safety of AI. 00:00 Introduction and Sponsor Message 00:53 Microsoft's AI Bottleneck: Power and Space 02:21 The AI Chip War: New Competitors Emerge 04:49 Verbalized Sampling: A New AI Prompting Technique 06:16 Anthropic's Claude: Signs of Self-Awareness? 10:21 Conclusion and Final Thoughts

Send us a textImagine if your computer could explore a landscape of possibilities all at once, using the same rules that make electrons behave in surprising ways. That's the mental pivot Farai, a quantum physicist and teacher, helps us make as we break down what quantum computing really is and where it actually wins. We trade hype for clarity, showing how superposition, entanglement, and interference become practical tools when classical methods hit walls.We walk through the real stakes: modeling complex materials to build safer batteries and corrosion-resistant coatings, accelerating drug discovery by simulating chemistry where properties emerge, and tackling massive optimization problems that govern airport gates, delivery routes, and supply chains. Farai explains why quantum machines are not replacements for CPUs or GPUs but new teammates in a hybrid stack, each part doing what it does best. The goal is targeted advantage, not universal speedups, and the payoff arrives when the search space explodes beyond classical reach.Along the way, we zoom out to nature as our design mentor. Bacteria that fix nitrogen more efficiently than factories, plants that capture sunlight better than our best solar cells, human brains that run powerful cognition on twenty watts—these examples aren't trivia; they are roadmaps for engineering. By learning from natural intelligence and combining it with quantum algorithms, we can cut energy waste, shorten R&D cycles, and unlock better outcomes across industry and public services. Farai also shares his work leading the Africa Quantum Consortium, proving that the next wave of innovation is global, collaborative, and grounded in education.If you care about the future of computing, climate tech, logistics, and medicine, this conversation will sharpen your lens. Listen, subscribe, and share with someone who still thinks quantum is just sci‑fi. Then tell us: which real-world problem would you optimize first?Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com. And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/ See you next time on Follow The Brand!

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Then, Google Cloud VP Oliver Parker discusses their AI go-to-market strategy, the TPU platform, and their strong earnings results, and we get into the enterprise AI adoption hurdles and ServiceNow's heterogeneous chip stack with Vice Chairman Nick Tzitzon. Finally, Tubi CEO Anjali Sud explains how the free, ad-supported streaming service reached profitability and their 'Free Forever' philosophy.Articles discussed on this episode:https://www.theinformation.com/briefings/openai-aws-sign-38-billion-cloud-dealhttps://www.theinformation.com/articles/anthropic-aws-give-customers-ai-agents-helping-handTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

All indications point to TSMC's N2 process node being a beautiful one. TSMC recently discussed their 2nm process node at IEDM 2024, calling it the "world's most advanced logic technology". N2's headlining feature is of course the Gate-All-Around transistor. Its first major transistor transition in nearly 15 years. But there is another new technology being inserted into the node: The Curvilinear mask, or masks with curved lines. TSMC's first node with curvy masks. Curves. Big whoop, right? It matters because these masks unlock the power of GPUs for semiconductor manufacturing. In this video, TSMC's curvy masks for its 2nm node.

All indications point to TSMC's N2 process node being a beautiful one. TSMC recently discussed their 2nm process node at IEDM 2024, calling it the "world's most advanced logic technology". N2's headlining feature is of course the Gate-All-Around transistor. Its first major transistor transition in nearly 15 years. But there is another new technology being inserted into the node: The Curvilinear mask, or masks with curved lines. TSMC's first node with curvy masks. Curves. Big whoop, right? It matters because these masks unlock the power of GPUs for semiconductor manufacturing. In this video, TSMC's curvy masks for its 2nm node.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA's ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry's most-watched partnerships. Jensen Huang's latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA's automotive division and the evolution of its Hyperion platform, which is now positioned not only to power OEMs but also to compete directly with the very companies that rely on its GPUs to enable autonomous driving systems.While NVIDIA appears poised to compete with its customers, Waymo and Uber's partnership is showing signs of unraveling after Uber announced plans to deploy Lucid/Nuro autonomous vehicles in San Francisco next year, directly challenging Waymo on in their home market.Grayson likens the move to “divorce court,” raising questions about how the companies will divide the Austin and Atlanta markets, where Waymo currently operates exclusively on Uber's platform. The episode closes with updates on Aurora's strategic pivot and the Foreign Autonomy Desk, covering Baidu's expansion in Hong Kong, Uber's European ambitions, and continued progress in Tesla's FSD rollout.Episode Chapters0:00 NVIDIA's Autonomy Ambitions 7:13 Waymo & Uber's Fracturing Relationship9:35 Nuro's Upcoming Launch on Uber in San Francisco 11:51 Gemini is Coming to Waymo14:05 Boston's Autonomous Vehicle Blunder15:43 Seattle's Challenging Political Environment 17:34 Political Coalitions 19:36 Aurora's Pivot25:32 Tesla Robotaxi / FSD 14 Updates30:04 Foreign Autonomy Desk33:08 Next WeekRecorded on Thursday, October 30, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trump and Xi finally sat down for the first in-person meeting of this new administration, and I won't lie — there was a lot of hype going into this one. There were whispers about a grand bargain, even murmurs of a complete game-changer announcement. Maybe China would distance itself from Russia. Maybe there'd be some kind of century-defining move on Taiwan. Earlier this week, anything seemed possible.What we got was something a lot less dramatic: a truce. Not a full-blown trade deal. A trade truce. And honestly, I was a little disappointed.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.So here's what went down. China made a few big concessions. They agreed to immediately buy 12 million metric tons of U.S. soybeans and promised to keep it going at 25 million tons per year for three years. They also agreed to suspend their new rare earth export controls for a year and curb fentanyl precursor production — a big issue in the U.S. Beyond that, China made a surprise move by signaling interest in American energy and even hinted at joining a natural gas pipeline project in Alaska. That last bit came totally out of nowhere.In return, the United States is lowering tariffs on Chinese goods by 10 percentage points, which still leaves them at a hefty 45 percent. We're also postponing an investigation into Chinese shipping practices, which would have imposed new port taxes. There's a delay on export restrictions for blacklisted Chinese firms for one year. Now, don't get too excited — Trump made clear that China won't be getting its hands on Nvidia's top-shelf Blackwell chips, though some older GPUs will still be allowed to be sold. There was talk about ending Russia's war in Ukraine, but nothing about China stopping its oil purchases from Russia. And most notably, no mention of Taiwan at all.Honestly, when I look at this, I think Trump and Xi were made for each other. Normally, trade deals take forever, get wrapped in ceremony, and then quietly fall apart when China decides not to follow through. U.S. leaders usually just shrug and move on, chalking it all up to classic maneuvers on their part. But Trump doesn't play that game. If he doesn't like a deal, he changes it. If China doesn't hold up their end, he goes right back at them. And I have to say, there's a certain clarity in that approach. It's not exactly stable, but it's a little more to-the-point.I'll admit, I got a little swept up in the pre-meeting hype. I thought maybe we'd see something big, something that could define this administration's approach to foreign policy. But now that I've had time to let it all sink in, here's what I'm left with: this matters. Maybe not as much as I hoped it would, but it still matters. Because the American economy — and by extension, our elections — are tied so closely to what happens with China. If this truce brings even a little stability, it could have ripple effects that shape 2025 and beyond.Chapters00:00:00 - Intro00:02:18 - US-China Deal00:09:39 - Interview with Gabe Fleisher00:31:10 - Update00:31:27 - Shutdown Progress00:33:59 - Jasmine Crockett00:37:02 - Elise Stefanik00:40:13 - Interview with Gabe Fleisher, con't01:08:29 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

In this conversation from a16z's Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. Resources:Follow Gavin on X: https://x.com/GavinSBakerFollow Atreides Management on X: https://x.com/atreidesmgmtFollow David on X: https://x.com/DavidGeorge83 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.

Power is the new bottleneck, reasoning got real, and the business finally caught up. In this wide-ranging conversation, I sit down with Nathan Benaich, Founder and General Partner at Air Street Capital, to discuss the newly published 2025 State of AI report—what's actually working, what's hype, and where the next edge will come from. We start at the physical layer: energy procurement, PPAs, off-grid builds, and why water and grid constraints are turning power—not GPUs—into the decisive moat.From there, we move into capability: reasoning models acting as AI co-scientists in verifiable domains, and the “chain-of-action” shift in robotics that's taking us from polished demos to dependable deployments. Along the way, we examine the market reality—who's making real revenue, how margins actually behave once tokens and inference meet pricing, and what all of this means for builders and investors.We also zoom out to the ecosystem: NVIDIA's position vs. custom silicon, China's split stack, and the rise of sovereign AI (and the “sovereignty washing” that comes with it). The policy and security picture gets a hard look too—regulation's vibe shift, data-rights realpolitik, and what agents and MCP mean for cyber risk and adoption.Nathan closes with where he's placing bets (bio, defense, robotics, voice) and three predictions for the next 12 months. Nathan BenaichBlog - https://www.nathanbenaich.comX/Twitter - https://x.com/nathanbenaichSource: State of AI Report 2025 (9/10/2025)Air Street CapitalWebsite - https://www.airstreet.comX/Twitter - https://x.com/airstreetMatt Turck (Managing Director)Blog - https://www.mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturckFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCap(0:00) – Cold Open: “Gargantuan money, real reasoning”(0:40) – Intro: State of AI 2025 with Nathan Benaich(02:06) – Reasoning got real: from chain-of-thought to verified math wins(04:11) – AI co-scientist: hypotheses, wet-lab validation, fewer “dumb stochastic parrots” (04:44) – Chain-of-action robotics: plan → act you can audit(05:13) – Humanoids vs. warehouse reality: where robots actually stick first(06:32) – The business caught up: who's making real revenue now(08:26) – Adoption & spend: Ramp stats, retention, and the shadow-AI gap(11:00) – Margins debate: tokens, pricing, and the thin-wrapper trap(14:02) – Bubble or boom? Wall Street vs. SF vibes (and circular deals)(19:54) – Power is the bottleneck: $50B/GW capex and the new moat(21:02) – PPAs, gas turbines, and off-grid builds: the procurement game(23:54) – Water, grids, and NIMBY: sustainability gets political(25:08) – NVIDIA's moat: 90% of papers, Broadcom/AMD, and custom silicon(28:47) – China split-stack: Huawei, Cambricon, and export zigzags(30:30) – Sovereign AI or “sovereignty washing”? Open source as leverage(40:40) – Regulation & safety: from Bletchley to “AI Action”—the vibe shift(44:06) – Safety budgets vs. lab spend; models that game evals(44:46) – Data rights realpolitik: $1.5B signals the new training cost(47:04) – Cyber risk in the agent era: MCP, malware LMs, state actors(50:19) – Agents that convert: search → commerce and the demo flywheel(54:18) – VC lens: where Nathan is investing (bio, defense, robotics, voice)(68:29) – Predictions: power politics, AI neutrality, end-to-end discoveries(1:02:13) – Wrap: what to watch next & where to find the report (stateof.ai)

Ryan Carson (ex-Treehouse, Intel; now Builder-in-Residence at Sourcegraph's AMP) shares his origin story and a practical playbook for shipping software with AI agents. We cover why “tokens aren't cheap,” how AMP made pro-level coding free via developer ads, a concrete workflow (PRD → atomic dev tasks → agent execution with self-tests), and why managers should spend time as ICs “managing AI.” We close with advice for raising AI-native kids and a perspective on this moment in tech (think integrated circuit–level shift).Timestamps00:00 – The beginning of intelligence: how LLMs changed Ryan's view of computing00:23 – Apple IIe → Turbo Pascal → Computer Science: the maker bug bites03:20 – DropSend: early SaaS, Dropbox name clash, first acquisition04:30 – Treehouse: teaching coding without a CS degree; $20M raised, acquired in 202105:02 – The “bigger than a computer” moment: discovering LLMs06:15 – Joining Intel: learning GPUs and the scale of silicon (“my adult internship”)07:09 – Building an AI divorce assistant → joining AMP as Builder-in-Residence09:38 – AMP vs ChatGPT/Claude/Cursor: agentic coding with contextual developer ads11:09 – Token economics: why AI isn't really cheap17:27 – Frontier vs Flash models (Sonnet 4.5 vs Gemini 2.5) — how costs scale21:31 – Private startup: vertical AI for specialized domains22:36 – The new wave of small, vertical AI businesses23:01 – Live demo: building a news app end-to-end with AMP28:18 – How to plan like a pro: write the PRD before you build30:02 – “Outsource the work, not your thinking.”32:28 – Turning PRDs into atomic tasks (1.0, 1.1…)35:50 – Competing in an AI world = planning well36:28 – Managers should schedule IC time to “manage AI”37:14 – Designing feedback loops so agents can test themselves39:47 – “AI lied to me”: why verifiable tests matter41:11 – Raising AI-native kids: build trust, context, and agency43:59 – “We're living in the integrated circuit moment of intelligence.”Tools & Technologies MentionedAMP (Sourcegraph) – Agentic coding tool/IDE copilot that plans, edits, and ships code. Now offers a high-end, ad-supported free tier; ads are contextual for developers and don't influence code outputs.Sourcegraph (Code Search) – Parent company; enterprise code intelligence/search.ChatGPT / Claude – General-purpose LLM assistants commonly used alongside coding agents.Cursor / Windsurf – AI-first code editors that integrate LLMs for completion and refactors.Bolt / Lovable – Text-to-app builders for rapid prototyping from prompts.WhisperFlow / SuperWhisper – Voice-to-text tools for fast prompting and dictation.Anthropic Sonnet 4.5 – Frontier-grade reasoning/coding model; powerful but pricier per token.Google Gemini 2.5 Flash – Fast, lower-cost model; “good enough” for many workloads.Auth0 (example) – Authentication-as-a-service mentioned as a contextual ad use case.GPUs / TPUs – Compute for training/inference; token cost drivers behind AI pricing.PRD + Atomic Tasks Workflow – Ryan's method: record spec → generate PRD → expand to dot-notated tasks → let the agent implement.Self-testing Scripts – Ask agents to generate runnable tests/health checks and loop until passing to reduce back-and-forth and prevent “it passed” hallucinations.Family ChatGPT Accounts – Tip for raising AI-native kids; teach sourcing, context, and trust calibration.Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

Today's show:Jason's been skeptical on Apple lately, but he's BLOWN AWAY by his new iPhone Air.Hear why JCal thinks Cupertino's latest release is “completely inspiring,” and why he's sure it's the next step on the road to Apple Glasses.We're chatting with LAUNCH founder Zach Handshoe of spacial video startup SpatialGen about designing products for Cupertino AND the intense pressure of performing a Steve Jobs-level keynote.PLUS Raiza Martin of Huxe stops by to tell us why they're using audio to make AI assistants more personalized AND proactive, and how they're already getting noticed in an increasingly crowded App Store.AND we've got another Gamma Pitch Competition entrant! Chess Grandmaster Vasif Durarbayli presents his expert-focused app, ChessEver.Timestamps:(2:05) Friend of the pod @ZacharyHandshoe stops by to talk about supporting Apple Immersive Video (and staying up during the AWS outage)(9:37) Enterpret - Turn feedback noise into Customer Intelligence, so your team knows exactly what to fix and build next. Head to Enterpret.com/twist to book a demo and see it in action.(15:55) The iPhone Air can already shoot spatial video! Just part of why Jason calls it a “completely inspiring” product.(21:25) Crusoe Cloud - Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit crusoe.ai/startup to reserve your capacity for the latest GPUs today.(24:30) Jason offers viewers a peek inside LAUNCH's Whisper Network(32:09) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(33:10) Huxe co-founder (and NotebookLM vet) Raiza Martin wants to make your AI assistant more personalized and proactive.(37:14) Why Raiza and her team went with an audio-forward interface instead of a chatbot.(43:25) How Huxe is getting noticed in the App Store as a brand new arrival.(50:25) The big LLMs still aren't great at writing engaging content for humans, so Huxe is doing it themselves.(52:41) Chess Grandmaster Vasif Durarbayli from ChessEver joins us for his Gamma pitch!(54:26) Why Vasif is focusing on very serious players FIRST before appealing to more casual chess fans(1:05:28) Jason thinks ChessEver is at the moment of “triangulation” in their journey to finding Product Market Fit… what do Grandmasters really want?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:Enterpret - Turn feedback noise into Customer Intelligence, so your team knows exactly what to fix and build next. Head to Enterpret.com/twist to book a demo and see it in action.Crusoe Cloud - Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit crusoe.ai/startup to reserve your capacity for the latest GPUs today.Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twistGreat 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

Recorded live at Sequoia's Europe100 event: Michael Kagan, co-founder of Mellanox and CTO of Nvidia, explains how the $7 billion Mellanox acquisition helped transform Nvidia from a chip company into the architect of AI infrastructure. Kagan breaks down the technical challenges of scaling from single GPUs to 100K and eventually million-GPU data centers. He reveals why network performance—not just compute power—determines AI system efficiency. He discusses the shift from training to inference workloads, and his vision for AI as humanity's "spaceship of the mind," and why he thinks AI may help us discover laws of physics we haven't yet imagined. Hosted by Sonya Huang and Pat Grady

AI infrastructure conversations tend to be dominated by GPUs, data center buildouts, and power and water consumption. But networks also play a crucial role, whether to support huge file transfers to a compute cluster, stream telemetry from edge locations to feed AI pipelines, or provide high-speed, low latency connectivity for AI agents. On today's Tech... Read more »