Podcast appearances and mentions of Jensen Huang

The US economy depends on an unsustainable stock market bubble driven by AI companies that are almost all losing money. Nvidia seems healthier, but serious red flags explain why its stock price is extremely volatile, and why its market capitalization dropped $600 billion in just one day. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=JAZqYQBwWNY Topics 0:00 AI bubble & Nvidia 2:40 Magnificent Seven (Mag7) Big Tech stocks 4:01 US GDP growth depends on AI capex 5:01 AI circular financing scheme 6:28 OpenAI is losing money, but owes $1.4 trillion 7:38 Nvidia profits rise in earnings report 9:27 US investor madness 12:04 China challenges Nvidia's chip monopoly 13:43 Crazy volatility in Nvidia stock 15:08 CEO Jensen Huang's private comments 17:11 $600 billion drop in one day 18:13 Four customers make up 61% of Nvidia revenue 20:25 IOUs: Nvidia's accounts receivable rises 21:43 GPU demand? Nvidia inventories surge 22:37 S&P 500 falls $2 trillion in 5 hours 24:12 US economy built on financial house of cards 26:13 Markets can remain irrational... 27:01 Dangers of a recession or depression 28:13 Outro

Grok and AIGolfClick StickFull Swing Golf MonitorFairway ~60%, 8ft putt 50%, green in Regulation: 175-200yds = 50%. 150-175yds = 63%TrumpBig Dinner with Trump and moguls. Ronaldo. Elon. Crown Prince Mohammed bin Salman of Saudi ArabiaTrump with Mamdani“Shared purpose of serving New Yorkers and how to help with affordability”Fascist? INSPIRINGPolitical AbsurdityMy Post on X. Politicians and Investing"They've got the WORST policies. But I don't talk about them. Because if I talk about it, they might change." Larry Summers - Secretary of Treasury. Summers resigned his seat on the OpenAI board. Then Harvard announced it would take a fresh look at his and other faculty members' ties to Epstein.The immediate cause of Summers's undoing was the release of a passel of messages in which he asked advice from his friend Epstein on “getting horizontal” with a woman he was pursuing.“She's already beginning to sound needy :) nice,” Epstein notedMarketsBought: Tesla Down 20% Meta Down 26% VOO Down ~5%Bitcoin$125,000 in October$87,000 todayDown $38k or 30%My Financial AcronymsFATMAANN. Up 160% (85% without Nvidia), compared to S&P 57%Facebook, Amazon, Tesla, Microsoft, Alphabet, Apple, Netflix, NvidiaTAMPANBorn: Nov 6, 2025Tesla, Amazon, Meta, Palantir, Apple, NvidiaNVIDIANVIDIA Earnings Q3 2025Record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.AI Build, Tesla, NvidiaUS Saudi Investment Forum. Full interview here. Elon and Jensen Huang. Play at 7.37Work will be optional. Elon Musk says if current AI and robotics trends continue "money will stop being relevant in the future." Then to Jensen. HahahaPlay at 14.50.  Elon and Jenson announcing 500 mw or gw? Gazillion $'s. HaHaHa Play at 18.35. AI in Space. Netflix Per WSJ Bids for Warner Brothers.  At the same time, Warner Discovery continues to move forward with plans to separate its assets into two companies: one to house its studios and streaming business, and the other comprising its cable networksStock Split. 10:1RecommendationsGet a hobbyRestrung my guitarWriting a rhythm, lead and lyrics to a song

Hour 1 of https://RushToReason.com launches with a powerful roundtable featuring Dr. Kelly Victory (https://www.rushtoreason.com/dr-kelly-victory-2), trauma and public-health expert, and Steve House, former health-care executive and longtime analyst. Together, they take listeners into a fast-moving, unfiltered look at free speech, medical censorship, and the disturbing global trends shaping public policy. Why did honest medical debate vanish during COVID? Why is the CDC now admitting gaps in vaccine-autism research after years of denial? And how far are today's Malthusian-minded leaders willing to go—climate mandates, 15-minute cities, population control agendas—to gain power over your daily life? The conversation goes deeper as Steve and Dr. Kelly expose a growing crisis of trust: a collapse in confidence in doctors, the media, the legal system, and government. What happens when truth becomes subjective, experts contradict each other, and critical thinking disappears? And what does it cost to stand against the narrative? Packed with raw honesty, firsthand experiences, and piercing questions, this hour asks listeners to decide: will you choose freedom over force… and can America recover before the window closes? HOUR 2 Hour 2 opens with a powerful, no-nonsense interview featuring Alvin Lui, President of Courage Is a Habit (https://courageisahabit.org), who exposes what he calls the real mission of today's public schools. Is K–12 education still focused on academics—or has it become a pipeline for social-justice indoctrination, emotional manipulation, and Marxist ideology disguised as “empathy” and “mental health”? Alvin breaks down how language contamination, restorative justice, and culturally responsive teaching reshape children's worldview by teaching them to rely on the government, not their parents. How do you protect your kids when teachers get the “best hours” of your child's day… and you only get the leftovers? Then the hour pivots to government overreach on a broader scale—from California's jaw-dropping proposal that could force teens up to age sixteen into booster seats, to new credit-card surcharge schemes that threaten to nickel-and-dime consumers into submission. Are these policies really about safety and business costs… or part of a growing trend where personal freedom shrinks and regulation expands? Packed with insight, candor, and urgency, this hour dares listeners to ask: How much control are we willing to give away—and who benefits when we do? HOUR 3 Hour 3 explodes out of the gate with Jersey Joe (https://www.youtube.com/@jerzeejoe3145) and John taking on one of the biggest battles of our time: truth vs. deception. What happens when people build their worldview on memes, bad data, and AI-generated political fakes that look and sound like the real thing? From Thomas Sowell's warnings about moral superiority to a deepfake Bernie Sanders quote that even Joe fell for, the hour raises a chilling question: how do you find truth in a world where lies are easier than ever to manufacture? Then the tone shifts to opportunity and grit, as Mike Rowe and NVIDIA's Jensen Huang predict that America's next millionaires won't come from Silicon Valley—they'll come from the trades. Plumbers, electricians, mechanics, and young entrepreneurs willing to take risks are building wealth the old-fashioned way: sweat, skill, and guts. But the hour doesn't stay calm for long. Joe and John rip through outrageous real-world stories—dangerous crime policies, ICE operations, exploding government costs, and EVs that fail spectacularly. Finally, Phil Kerpen, president of American Commitment (https://www.americancommitment.org), exposes the stunning truth about AARP and its billion-dollar ties to UnitedHealth. Is the nation's most famous “senior advocacy group” really advocating for seniors… or something far more lucrative? Hour Three is packed with facts, fire, and the kind of questions that make you rethink everything.

Hour 1 of https://RushToReason.com launches with a powerful roundtable featuring Dr. Kelly Victory (https://www.rushtoreason.com/dr-kelly-victory-2), trauma and public-health expert, and Steve House, former health-care executive and longtime analyst. Together, they take listeners into a fast-moving, unfiltered look at free speech, medical censorship, and the disturbing global trends shaping public policy. Why did honest medical debate vanish during COVID? Why is the CDC now admitting gaps in vaccine-autism research after years of denial? And how far are today's Malthusian-minded leaders willing to go—climate mandates, 15-minute cities, population control agendas—to gain power over your daily life? The conversation goes deeper as Steve and Dr. Kelly expose a growing crisis of trust: a collapse in confidence in doctors, the media, the legal system, and government. What happens when truth becomes subjective, experts contradict each other, and critical thinking disappears? And what does it cost to stand against the narrative? Packed with raw honesty, firsthand experiences, and piercing questions, this hour asks listeners to decide: will you choose freedom over force… and can America recover before the window closes? HOUR 2 Hour 2 opens with a powerful, no-nonsense interview featuring Alvin Lui, President of Courage Is a Habit (https://courageisahabit.org), who exposes what he calls the real mission of today's public schools. Is K–12 education still focused on academics—or has it become a pipeline for social-justice indoctrination, emotional manipulation, and Marxist ideology disguised as “empathy” and “mental health”? Alvin breaks down how language contamination, restorative justice, and culturally responsive teaching reshape children's worldview by teaching them to rely on the government, not their parents. How do you protect your kids when teachers get the “best hours” of your child's day… and you only get the leftovers? Then the hour pivots to government overreach on a broader scale—from California's jaw-dropping proposal that could force teens up to age sixteen into booster seats, to new credit-card surcharge schemes that threaten to nickel-and-dime consumers into submission. Are these policies really about safety and business costs… or part of a growing trend where personal freedom shrinks and regulation expands? Packed with insight, candor, and urgency, this hour dares listeners to ask: How much control are we willing to give away—and who benefits when we do? HOUR 3 Hour 3 explodes out of the gate with Jersey Joe (https://www.youtube.com/@jerzeejoe3145) and John taking on one of the biggest battles of our time: truth vs. deception. What happens when people build their worldview on memes, bad data, and AI-generated political fakes that look and sound like the real thing? From Thomas Sowell's warnings about moral superiority to a deepfake Bernie Sanders quote that even Joe fell for, the hour raises a chilling question: how do you find truth in a world where lies are easier than ever to manufacture? Then the tone shifts to opportunity and grit, as Mike Rowe and NVIDIA's Jensen Huang predict that America's next millionaires won't come from Silicon Valley—they'll come from the trades. Plumbers, electricians, mechanics, and young entrepreneurs willing to take risks are building wealth the old-fashioned way: sweat, skill, and guts. But the hour doesn't stay calm for long. Joe and John rip through outrageous real-world stories—dangerous crime policies, ICE operations, exploding government costs, and EVs that fail spectacularly. Finally, Phil Kerpen, president of American Commitment (https://www.americancommitment.org), exposes the stunning truth about AARP and its billion-dollar ties to UnitedHealth. Is the nation's most famous “senior advocacy group” really advocating for seniors… or something far more lucrative? Hour Three is packed with facts, fire, and the kind of questions that make you rethink everything.

Hour 1 of https://RushToReason.com launches with a powerful roundtable featuring Dr. Kelly Victory (https://www.rushtoreason.com/dr-kelly-victory-2), trauma and public-health expert, and Steve House, former health-care executive and longtime analyst. Together, they take listeners into a fast-moving, unfiltered look at free speech, medical censorship, and the disturbing global trends shaping public policy. Why did honest medical debate vanish during COVID? Why is the CDC now admitting gaps in vaccine-autism research after years of denial? And how far are today's Malthusian-minded leaders willing to go—climate mandates, 15-minute cities, population control agendas—to gain power over your daily life? The conversation goes deeper as Steve and Dr. Kelly expose a growing crisis of trust: a collapse in confidence in doctors, the media, the legal system, and government. What happens when truth becomes subjective, experts contradict each other, and critical thinking disappears? And what does it cost to stand against the narrative? Packed with raw honesty, firsthand experiences, and piercing questions, this hour asks listeners to decide: will you choose freedom over force… and can America recover before the window closes? HOUR 2 Hour 2 opens with a powerful, no-nonsense interview featuring Alvin Lui, President of Courage Is a Habit (https://courageisahabit.org), who exposes what he calls the real mission of today's public schools. Is K–12 education still focused on academics—or has it become a pipeline for social-justice indoctrination, emotional manipulation, and Marxist ideology disguised as “empathy” and “mental health”? Alvin breaks down how language contamination, restorative justice, and culturally responsive teaching reshape children's worldview by teaching them to rely on the government, not their parents. How do you protect your kids when teachers get the “best hours” of your child's day… and you only get the leftovers? Then the hour pivots to government overreach on a broader scale—from California's jaw-dropping proposal that could force teens up to age sixteen into booster seats, to new credit-card surcharge schemes that threaten to nickel-and-dime consumers into submission. Are these policies really about safety and business costs… or part of a growing trend where personal freedom shrinks and regulation expands? Packed with insight, candor, and urgency, this hour dares listeners to ask: How much control are we willing to give away—and who benefits when we do? HOUR 3 Hour 3 explodes out of the gate with Jersey Joe (https://www.youtube.com/@jerzeejoe3145) and John taking on one of the biggest battles of our time: truth vs. deception. What happens when people build their worldview on memes, bad data, and AI-generated political fakes that look and sound like the real thing? From Thomas Sowell's warnings about moral superiority to a deepfake Bernie Sanders quote that even Joe fell for, the hour raises a chilling question: how do you find truth in a world where lies are easier than ever to manufacture? Then the tone shifts to opportunity and grit, as Mike Rowe and NVIDIA's Jensen Huang predict that America's next millionaires won't come from Silicon Valley—they'll come from the trades. Plumbers, electricians, mechanics, and young entrepreneurs willing to take risks are building wealth the old-fashioned way: sweat, skill, and guts. But the hour doesn't stay calm for long. Joe and John rip through outrageous real-world stories—dangerous crime policies, ICE operations, exploding government costs, and EVs that fail spectacularly. Finally, Phil Kerpen, president of American Commitment (https://www.americancommitment.org), exposes the stunning truth about AARP and its billion-dollar ties to UnitedHealth. Is the nation's most famous “senior advocacy group” really advocating for seniors… or something far more lucrative? Hour Three is packed with facts, fire, and the kind of questions that make you rethink everything.

Der amerikanische Chip-Konzern Nvidia meldet einen Milliardengewinn nach dem anderen. Hatten auch professionelle Anleger zunehmen gedacht, das Unternehmen werde nicht wie bislang weiter wachsen und Geld verdienen, belehrte sie Nvidia-Konzernchef Jensen Huang abermals eines besseren vor wenigen Tagen: Die Zahlen stimmen, der Umsatz wächst schneller als gedacht, der Gewinn ebenfalls, die Marge ist beeindruckend hoch. Waren und sind die Warnungen vor einer KI-Blase doch übertrieben? Klar ist: Die Nervosität der Anleger ist hoch. Die Euphorie nach den neuen Geschäftsergebnissen dauerte nicht lange an. Und dann wachsen die Zweifel, ob die vielen Deals zwischen den Tech-Unternehmen wirklich so wertsteigernd sind, wie sie daherkommen. Etwa wenn es um das KI-Unternehmen OpenAI geht, das viel Geld von Nvidia bekommt und dafür eben Nvidia-Chips in nicht unbeträchtlichem Umfang erwirbt. Huang hob wiederum das Geschäft mit Nvidias jüngster Chipgeneration Blackwell hervor und sagte, dessen Umsätze gingen „durch die Decke“. Schwierig bleibt indessen der chinesische Markt, wo Nvidia sich Exportbeschränkungen gegenübersieht. Schon unter dem früheren US-Präsidenten Joe Biden wurden Restriktionen beschlossen, die dem Unternehmen den Verkauf seiner fortschrittlichsten Chips in China untersagten. Darauf reagierte Nvidia mit der Entwicklung der weniger leistungsstarken Chipreihe H20 speziell für China. Im April dieses Jahres hat der jetzige Präsident Donald Trump auch für diese Chips Exportbeschränkungen verhängt. Im Sommer hat er sie wieder aufgehoben, dabei allerdings ausgehandelt, dass Nvidia künftig 15 Prozent seiner Umsätze in China an die US-Regierung abführen muss. In der Zwischenzeit kam auch aus China selbst Gegenwind, und die dortige Regierung hat Unternehmen aufgefordert, keine Nvidia-Chips zu kaufen. Unter dem Strich bedeutet all das, dass Nvidias Geschäft in China einen Kollaps erlebt hat. Die Umsätze mit der H20-Reihe waren nach Darstellung des Unternehmens im vergangenen Quartal „unerheblich“. Finanzchefin Colette Kress sagte in einer Telefonkonferenz, Nvidia sei „enttäuscht“ über diese Entwicklung, bleibe aber weiter in Gesprächen mit den Regierungen in China und den USA. Im Quartalsbericht wies das Unternehmen derweil auch darauf hin, dass die Abmachung mit der US-Regierung über den Exportzoll von 15 Prozent noch immer nicht festgezurrt sei. Im vergangenen Geschäftsjahr hat Nvidia in China noch einen Umsatz von 17 Milliarden Dollar erzielt. Wie geht es nun weiter? Wie schlagen sich eigentlich die übrigen Tech-Unternehmen? Und kommt KI inzwischen in der Breite so an, wie sich das die Tech-Manager im Silicon Valley erhoffen? Über all das sprechen wir in dieser Episode.

Episode 718: Neal and Toby dive into Nvidia's Q3 earnings that topped expectations while CEO Jensen Huang reiterated his confidence in AI. Then, Target reports another stinker of a quarter causing many to believe the retailer is on the ropes. Also, a new study believes this year's Thanksgiving dinner will be more affordable than last year's. Meanwhile, Neal shares his favorite numbers on Gustav Klimt's most expensive artwork sold at Sotheby's, the truest underdog in the World Cup, and the origins of kissing.  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC's Kristina Partsinevelos breaks down the report and CEO Jensen Huang's comments to investors, and CNBC's Emily Wilkins reports on the Trump administration's plans for AI regulation.  Kristina Partsinevelos - 2:24Emily Wilkins - 12:05Ray Dalio - 16:39 In this episode:Kristina Partsinevelos, @KristinaPartsEmily Wilkins, @emrwilkinsBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia delivers a powerful third-quarter trifecta, with CEO Jensen Huang insisting there's no bubble. Plus, Nvidia's surge sparks a global relief rally, with futures jumping early. And later, two key reads on the consumer and the U.S. economy: the final jobs report before the Fed meeting, and Walmart's results before the open.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Description: Chip giant Nvidia, which is also world's most valuable company reported a 62% increase in revenues to $57 billion in three months till the end of October. In Ep 1760 of #CutTheClutter, Shekhar Gupta explains the rise of Nvidia, and its CEO Jensen Huang and how the company is caught in the US-China AI war. We also look at how AI and tech have become the drivers of Cold War 2.0 ---------------------------------------------------------------------------------------------  @MSArenaOfficial  #Victoris #VictorisSUV #GotItAll #MarutiSuzukiSUV #MarutiSuzukiArena

Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow in a special conversation as heard on Bloomberg TV and Radio. See omnystudio.com/listener for privacy information.

Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street’s concerns about an AI bubble. On today’s Big Take podcast, Bloomberg Tech’s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang – what the Nvidia CEO had to say about the company’s breakneck growth, so-called circular deals, and potential expansion into China. Read more: Nvidia’s Huang Says Company Has Plenty of New Chips to Sell It's OK, Nvidia Says There's No AI Bubble See omnystudio.com/listener for privacy information.

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay arrancan con el tema que domina por completo el ánimo de los mercados, el reporte explosivo de Nvidia. Luego, el foco se mueve al consumo estadounidense con el reporte de Walmart, otro “termómetro” clave de la economía. Eugenio y Andre explican cómo el retailer presentó un trimestre sólido, y un consumidor que, aunque presionado, sigue gastando.Para cerrar, el episodio aterriza en el mercado laboral. Se revisan las nuevas solicitudes por desempleo, el dato de desempleo y otros indicadores que, en conjunto, muestran un mercado laboral todavía resistente. Un episodio que conecta tecnología, consumo y macroeconomía en un mismo hilo: lo que impulsa al mercado, lo que sostiene al consumidor y lo que determina las decisiones de la Reserva Federal en las próximas semanas.

Nvidia beats expectations in Q3 earnings and guides beyond projections for 2026, sending shares up 5 per cent in after-hours trading. CEO Jensen Huang remains sanguine about over-stretched A.I. valuations. A relief rally moves through global equities and Bitcoin. Chip makers in Asia see shares rise as a result while European and U.S. futures point higher for the session ahead. President Trump slams Federal Reserve Chairman Jerome Powell over inflation and urges Treasury Secretary Scott Bessent to help bring down interest rates. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Het hoge woord is eruit, de cijfers waar iedereen op zat te wachten zijn er. Nvidia heeft een sport gemaakt van het overtreffen van verwachtingen. Omzet en winst zijn hoger dan beleggers en analisten hadden kunnen dromen. En ook de toekomst ziet er volgens Nvidia nog beter uit dat gedacht. Ter vergelijking: ze beweren dat de verkopen tien keer zo hoog gaan zijn als drie jaar geleden. Topman Jensen Huang maakt ook van de situatie gebruik om zich uit te laten over een AI-bubbel. Die ziet hij in ieder geval niet. Hij heeft inzicht in de aankomende groei van alle bedrijven die geld gaan verdienen aan kunstmatige intelligentie. En met hun groei zit het volgens Huang meer dan snor. Maar is Huang wel de juiste persoon om te beoordelen wat een bubbel is en wat niet? Dat hoor je in deze aflevering. We gaan dus uitgebreid in op de cijfers van Nvidia, en we vertellen je ook nog een spannend verhaal over ASML. Voormalig topman Peter Wennink zou hebben voorgesteld informatie van Chinese bedrijven door te spelen aan de Amerikanen, om zo geen exportrestricties op z'n dak te krijgen. En de chipmachinemaker zou een afspraak met de VS hebben geschonden over die exportrestricties.See omnystudio.com/listener for privacy information.

Nvidia Corp. delivered a surprisingly strong revenue forecast and pushed back on the idea that the AI industry is in a bubble, easing concerns that had spread across the tech sector. The world's most valuable company expects sales of about $65 billion in the January quarter — roughly $3 billion more than analysts predicted. Nvidia also said that a half-trillion-dollar revenue bonanza due in coming quarters may be even bigger than anticipated. The outlook signals that demand remains robust for Nvidia's artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia had faced growing fears in recent weeks that the runaway spending on such equipment wasn't sustainable. And we heard from CEO Jensen Huang. He spoke to Bloomberg's Ed Ludlow. Plus - Many Federal Reserve officials said it would likely be appropriate to keep interest rates steady for the remainder of 2025, according to minutes of the Federal Open Market Committee's October 28-29 meeting. The record of the meeting, released Wednesday in Washington, also showed "several" policymakers were against lowering the Fed's benchmark rate at that gathering."Many participants suggested that, under their economic outlooks, it would likely be appropriate to keep the target range unchanged for the rest of the year," the minutes said. Still, "several participants" said another cut "could well be appropriate in December if the economy evolved about as they expected" before the next meeting. For his perspective, we spoke to Clayton Triick, Head of Portfolio Management: Public Strategies, Angel Oak Capital Advisors.See omnystudio.com/listener for privacy information.

En la edición de hoy del Radar Empresarial ponemos el foco, inevitablemente, en los resultados presentados por Nvidia. Durante las sesiones del lunes y el martes, las dudas sobre la solidez de sus cuentas habían presionado con fuerza tanto a su acción como al comportamiento de los principales índices globales. Sin embargo, el escepticismo inicial dio paso a un renovado optimismo, ya que la mayoría de analistas confiaba en que la tecnológica superaría las expectativas del tercer trimestre fiscal. Esa previsión finalmente se cumplió: la compañía no solo rebasó las estimaciones del mercado, sino que también las mejoró en su guía para el próximo trimestre. Nvidia prevé ahora ingresos cercanos a los 65.000 millones de dólares para el cuarto trimestre, es decir, unos 3.000 millones más de lo que anticipaba el consenso, además de un margen bruto ajustado del 75%. Si revisamos los datos del trimestre recién concluido, la empresa logró incrementar su facturación un 62%, un avance que su CEO, Jensen Huang, atribuye directamente al éxito de sus dos chips más destacados: Blackwell y Rubin. Gracias a ellos, el negocio de centros de datos superó los 50.000 millones de dólares en ventas, un hito que también impulsa una cartera de pedidos proyectada en 500.000 millones de dólares para 2026. La directora financiera, Colette Kress, destacó que la demanda de Blackwell está proporcionando un nivel de visibilidad sin precedentes para la compañía. En el plano geopolítico, Nvidia mantiene una relación favorable con la Administración Trump. El Departamento de Comercio ha autorizado el envío de 35.000 unidades de Blackwell a Arabia Saudí y Emiratos Árabes Unidos, una operación valorada en unos 1.000 millones de dólares y vinculada a recientes encuentros diplomáticos. Además, Bloomberg apunta a que Washington podría solicitar al Congreso que levante algunas restricciones a la venta de procesadores avanzados a China y a otros mercados actualmente limitados. A pesar de las dudas de ciertos inversores, Huang aseguró en la conferencia con analistas que las advertencias sobre una posible burbuja tecnológica no se sostienen con los datos actuales. No obstante, persisten voces críticas, como la de Michael Burry —uno de los analistas que anticipó la crisis de 2008—, quien señala que podría existir un “reconocimiento sospechoso de ingresos” en las cuentas de Nvidia.

ถ้าเราลองย้อนเวลากลับไปในช่วงปลายทศวรรษ 1990 โลกของเรากำลังตื่นเต้นกับสิ่งที่เรียกว่า “อินเทอร์เน็ต” ในตอนนั้นบริษัทที่สร้างโครงสร้างพื้นฐานให้กับโลกออนไลน์อย่าง Cisco Systems กลายเป็นบริษัทที่มีมูลค่ามากที่สุดในโลก ทุกคนต่างแย่งกันซื้อหุ้น เทเงินมหาศาลลงไปเพราะเชื่อว่านี่คืออนาคต แต่แล้วเมื่อความคาดหวังวิ่งแซงความเป็นจริง สิ่งที่ตามมาคือการแตกของฟองสบู่ Dot-com ที่ทำให้นักลงทุนเจ็บตัวกันไปทั่วโลก ตัดภาพกลับมาที่ปัจจุบัน ปี 2024 ถึง 2025 โลกกำลังหมุนรอบบริษัทเดียวที่ชื่อว่า Nvidia ด้วยมูลค่าบริษัทที่พุ่งทะยานแตะระดับ 4.5 ล้านล้านดอลลาร์สหรัฐ หรือคิดเป็นเงินไทยก็ต้องบอกว่าเป็นตัวเลขที่มหาศาลจนแทบนึกภาพไมอก การเติบโตที่ก้าวกระโดดนี้ทำให้เกิดคำถามใหญ่ที่ดังก้องไปทั่วตลาดทุนสหรัฐฯ หรือ Wall Street ว่า สิ่งที่เรากำลังเห็นอยู่นี้ คือภาพซ้ำรอยของฟองสบู่ Dot-com หรือไม่ เรากำลังแห่กันลงทุนในสิ่งที่ยังมองไม่เห็นผลกำไรที่ชัดเจนในระยะยาวอยู่หรือเปล่า เม็ดเงินหลายแสนล้านที่ถูกถมลงไปในการสร้าง Data Centers ทั่วโลก จะคุ้มทุนเมื่อไหร่ หรือสุดท้ายแล้ว AI จะเป็นแค่ของเล่นราคาแพงที่คนเห่อกันแค่ชั่วคราว เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Nvidia #AI #หุ้นอเมริกา #JensenHuang #เทคโนโลยี #การลงทุน #หุ้นเทค #ฟองสบู่AI #ข่าวเศรษฐกิจ #หุ้นต่างประเทศ #DigitalTransformation #DataCenter #นวัตกรรม #หุ้นเปลี่ยนโลก #AnalystTalk #geekdaily #geekforeverpodcast

Elon Musk And Jensen Huang Talk AI And Furture Of Technology at U.S. - Saudi Investment Forum!!! #ElonMusk #JensenHuang Source: CNBC Television https://www.youtube.com/live/E... Follow me on X https://x.com/Astronautman627?...Become a supporter of this podcast: https://www.spreaker.com/podcast/elon-musk-thinking--5839286/support.

Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street’s concerns about an AI bubble. On today’s Big Take podcast, Bloomberg Tech’s Ed Ludlow sits down with David Gura to discuss his post-earnings interview with Jensen Huang – what the Nvidia CEO had to say about the company’s breakneck growth, so-called circular deals, and potential expansion into China. Read more: Nvidia’s Huang Says Company Has Plenty of New Chips to Sell It's OK, Nvidia Says There's No AI Bubble See omnystudio.com/listener for privacy information.

Hier soir, tout Wall Street retenait son souffle en attendant les résultats de Nvidia. On parlait de krach, de bulle IA prête à éclater, de fin du rêve… Et puis Jensen Huang est arrivé avec son cuir, son t-shirt noir, et un trimestre tellement indécent que même les plus gros sceptiques ont ravaler leurs prédictions apocalyptiques. Résultats historiques. Guidance monstrueuse. Data centers en feu. Blackwell totalement sold out. Et au passage, Morgan Stanley nous balance que les mégacaps tech sont sous-détenues comme jamais depuis 16 ans. Traduction : les gérants vont devoir acheter du Big Tech. Et vite. Pour le reste ? Les marges chipotent, le deal OpenAI n'est toujours pas signé, mais honnêtement, qui en a quelque chose à faire ce matin ? Tout ce qui comptait, c'était que la Bourse tienne debout. Nvidia l'a fait. Encore. Dans cette vidéo, je te prends par la main, je t'explique tout, je démonte les peurs, je décortique les chiffres, je parle bulle, data centers, Blackwell, concurrence, marges, et je t'emmène dans la tête d'un marché qui a décidé — pour l'instant — d'aimer très fort Nvidia. Pas de krach. Pas de drame. Juste la plus grosse machine de croissance du monde en mode rouleau compresseur. Bon visionnage

Suspense dissipé : Nvidia a une nouvelle fois rassuré les marchés. Avec un bénéfice trimestriel en envolée et des prévisions solides pour la fin d'année, le géant mondial des puces IA balaie pour l'instant les craintes de surchauffe. La demande reste explosive, son carnet de commandes bien orienté, et Jensen Huang, le président, ne voit aucun signe d'essoufflement. De quoi conforter une valorisation stratosphérique, même si la concentration extrême du marché américain continue de faire planer un risque sur l'ensemble des Bourses mondiales. L'analyse de John Plassard, responsable de la stratégie d'investissement et associé de la banque Cité Gestion. Ecorama du 20 novembre 2025, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

Singapore shares nudged higher today as investors remained laser focused on the outlook of the global AI boom. The Straits Times Index was up 0.25% at 4,516.51 points at 12.04pm Singapore time, with a value turnover of S$664.71M seen in the broader market. In terms of counters to watch, we have the Singapore Exchange. That’s after the Monetary Authority of Singapore yesterday announced plans to allow companies to list on both SGX and Nasdaq using a single set of listing documents under a new “dual-listing bridge”. Elsewhere, from blowout earnings from chip powerhouse Nvidia to the outlook for Hong Kong stocks as year-end expirations of share-sale restrictions threaten to spur volatility – more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. See omnystudio.com/listener for privacy information.

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

Het hoge woord is eruit, de cijfers waar iedereen op zat te wachten zijn er. Nvidia heeft een sport gemaakt van het overtreffen van verwachtingen. Omzet en winst zijn hoger dan beleggers en analisten hadden kunnen dromen. En ook de toekomst ziet er volgens Nvidia nog beter uit dat gedacht. Ter vergelijking: ze beweren dat de verkopen tien keer zo hoog gaan zijn als drie jaar geleden. Topman Jensen Huang maakt ook van de situatie gebruik om zich uit te laten over een AI-bubbel. Die ziet hij in ieder geval niet. Hij heeft inzicht in de aankomende groei van alle bedrijven die geld gaan verdienen aan kunstmatige intelligentie. En met hun groei zit het volgens Huang meer dan snor. Maar is Huang wel de juiste persoon om te beoordelen wat een bubbel is en wat niet? Dat hoor je in deze aflevering. We gaan dus uitgebreid in op de cijfers van Nvidia, en we vertellen je ook nog een spannend verhaal over ASML. Voormalig topman Peter Wennink zou hebben voorgesteld informatie van Chinese bedrijven door te spelen aan de Amerikanen, om zo geen exportrestricties op z'n dak te krijgen. En de chipmachinemaker zou een afspraak met de VS hebben geschonden over die exportrestricties.See omnystudio.com/listener for privacy information.

Kevin Hincks from the Cboe Global Markets says Nvidia (NVDA) will not only have ripple effects on dozens of other stocks but on the overall market. He cites CEO Jensen Huang's unwavering guidance and support for the strength in AI growth. Kevin expects "video game numbers" for Nvidia's report and wants to hear more about its Blackwell chip. On the macro front, he's anticipating more revelations on the Fed from its latest FOMC minutes release as well as today's Fed Speakers. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

On today's podcast:1) President Trump’s firm control of Washington showed signs of weakening Tuesday as Congress voted to compel the Justice Department to release its files on sex trafficker Jeffrey Epstein, whose earlier ties to the president have been the subject of intense scrutiny. The legislation overwhelmingly passed the House in a 427 to 1 vote. Within hours, the Senate agreed unanimously that the bill would be passed without further action once it arrives in the Senate. It will then be sent to Trump, who has said he’ll sign it. Trump late Sunday relented on his prior opposition and directed Republicans to vote to release the files. Senate Republicans ignored calls by Speaker Mike Johnson to give the Justice Department additional leeway to withhold documents. 2) President Trump said he would formally designate Saudi Arabia as a major non-NATO ally in a further strengthening of ties between the two countries, capping a day of dealmaking between the US leader and the kingdom’s Crown Prince Mohammed bin Salman. The designation for nations with close strategic relationships with the US provides financing and priority access for purchases of certain military equipment, as well as the ability to participate in joint research efforts. Saudi Arabia will become the 20th ally designated under the status, joining other nations in the Middle East including Egypt, Israel, and Qatar. MBS, as Saudi Arabia’s de facto leader is known, was joined by prominent executives and celebrities including Elon Musk and soccer star Cristiano Ronaldo at the Tuesday evening event, with Apple CEO Tim Cook, Nvidia’s Jensen Huang, and FIFA President Gianni Infantino also in attendance.3) Wall Street will get a sense of where the billions of dollars being spent on artificial intelligence are going when Nvidia reports its earnings after the bell on Wednesday. Analysts expect the chip behemoth to show more than 50% growth in both net income and revenue in its fiscal third quarter. The reason is fairly straightforward. Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. — which taken together represent more than 40% of Nvidia’s sales — are projected to increase their combined AI spending by 34% over the next 12 months to $440 billion, according to data compiled by Bloomberg. The risk is that these numbers could become unreliable if the big AI spenders, in particular closely held OpenAI, have to pull back on their commitments.See omnystudio.com/listener for privacy information.

Elon Musk and Jensen Huang take the stage at the U.S.-Saudi Investment Summit in Washington, DC. Outlining their visions for AI and cutting-edge tech. Then, the CFO of GM joins the show after presenting at a Barclays auto conference. His outlook on pricing and the impact of tariffs. Plus, the tech that Google used to build Gemini 3.0 could pose the biggest threat yet to Nvidia. Those details, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

19/11 Asia in altalena, futures a WS in rosso, l'Europa cerca il rimbalzo. Decennale giapponese ai massimi dal 2008. Attesa per la trimestrale di Nvidia: analisti ottimisti. Oggi Jensen Huang parlerà al Saudi Investment Forum a Washington. AI: mercato impassibile di fronte ad accordo Anthropic, Microsoft e Nvidia e al nuovo Gemini 3.0. Meta non è un monopolio, Lockeed Martin festeggia vendita F35 all'Arabia Saudita. Oggi minute Fed e inflazione ottobre in Europa. Nozze tra Credit Agricole e Banco Bpm sempre più vicine, la Commissione Ue si pronuncia su procedura infrazione Italia per Golden Power. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dans cette vidéo, on plonge ensemble dans l'hystérie collective du moment : Pourquoi les techs s'effondrent, Pourquoi tout le monde flippe AVANT les chiffres, Pourquoi Jensen Huang et Jerome Powell tiennent littéralement le marché entre leurs doigts, Et surtout : est-ce qu'on est au bord d'un vrai krach… ou juste dans un krach annoncé (donc probablement faux) ? Je te donne aussi la check-list complète pour décoder les résultats de Nvidia ce soir : quoi regarder, quoi éviter, et comment repérer en 10 secondes si le marché va respirer… ou prendre feu. On en rigole, mais ce soir ça peut être moins drôle.. Bonne vidéo, bon courage, et comme d'hab : si Huang éternue, mets ton casque.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and huge breaking news on the AI front involving Nvidia, Microsoft, and private start-up Anthropic - who's also notched a new valuation of $350B. Get the key details, what it means for stocks, and a discussion on whether we're reaching bubble territory this hour. Plus: did Jensen Huang already reveal what to expect from earnings tomorrow? How to read the tea leaves - going back to October.Also in focus: the retail wrap-up according to UBS, as Home Depot kicks off a huge week of reports from Target and Walmart later on... And one former Fed governor's take on what to expect in December when it comes to rate cuts. cnbc.com/squawk-on-the-street-disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Depuis l'irruption de ChatGPT dans le grand public, l'intelligence artificielle est devenue la nouvelle ruée vers l'or… et le grand gagnant de cette vague s'appelle Jensen Huang. Le patron de NVIDIA, fabricant des GPU indispensables à l'entraînement des modèles d'IA, dirige aujourd'hui une entreprise dont la capitalisation dépasse le PIB de l'Allemagne. Un succès vertigineux, qu'il explique pourtant avec une simplicité presque déconcertante.Invité par le Cambridge Union, le milliardaire est revenu sur son parcours. Né à Taïwan, arrivé aux États-Unis à l'âge de neuf ans, il fonde NVIDIA en 1993, à tout juste 30 ans. Mais selon lui, la base de sa réussite se trouve bien avant, dans une enfance marquée par un refus absolu de se fixer des barrières. Il raconte notamment une scène qui a forgé sa manière d'aborder la vie : sa mère, qui ne parlait pas un mot d'anglais, lui a pourtant enseigné la langue… armée uniquement d'un bout de papier et d'un dictionnaire.Un souvenir fondateur. « À bien des égards, cela définit NVIDIA. Cela me définit aussi », résume-t-il. Si sa mère, qui ne parlait que le hokkien taïwanais, a pu accomplir cette prouesse, alors rien ne lui semble vraiment impossible. C'est cette philosophie qu'il applique aujourd'hui à son entreprise, devenue incontournable dans la révolution de l'IA : « J'aborde presque tout en me demandant : est-ce vraiment si difficile ? » confie-t-il. Sa fortune personnelle, désormais estimée à plus de 165 milliards de dollars, n'a pas entamé cette vision très directe du travail et de la réussite. Et son discours fait écho à celui d'autres géants de la tech — comme Pavel Durov — qui disent avoir puisé leur inspiration dans le courage et la ténacité de leurs parents. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In questa puntata analizziamo uno dei dibattiti più accesi del momento: l'AI è davvero in una bolla oppure no? Attraverso le opinioni di alcuni dei protagonisti assoluti del settore — Yoshua Bengio, Geoffrey Hinton, Yann LeCun, Fei-Fei Li, Jensen Huang e Bill Dally — esploriamo visioni contrastanti, rischi, opportunità e il futuro dell'ecosistema dell'intelligenza artificiale. Un episodio essenziale per chi vuole capire cosa sta davvero succedendo dietro le quinte della rivoluzione AI.Libro HUMAN RELOADED: https://amzn.to/4evkVWvInviaci le tue domande e curiosità sull'Intelligenza Artificiale all'email: info@iaspiegatasemplice.it Pasquale e Giacinto risponderanno in una puntata speciale un sabato al mese.Pasquale Viscanti e Giacinto Fiore ti guideranno alla scoperta di quello che sta accadendo grazie o a causa dell'Intelligenza Artificiale, spiegandola semplice.Puoi iscriverti anche alla newsletter su: www.iaspiegatasemplice.it

In this week's episode of China Insider, Miles Yu covers NVIDIA CEO Jensen Huang's recent trip to Beijing amidst the US government investigation into the company's potentially illicit sales to China in violation of US export regulations. Next, Miles provides detailed analysis on the PLA Navy's CNS Fujian - China's latest aircraft carrier to enter fleet service - and what this means for China's naval warfare operational capacity and blue water capabilities. Finally, Miles reviews Taiwan Vice President Hsiao Bi-khim's recent address at the European Union's Inter-Parliamentary Alliance on China's Annual Summit (IPAC) in Brussels. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.

Seven pioneers of artificial intelligence gathered at St James's Palace to receive the Queen Elizabeth Prize for Engineering, presented by King Charles. Zoe Kleinman was there. In this week's edition you can hear Zoe talk to the 'godmother' of AI, Professor Fei-Fei Li, and Jensen Huang, the head of the world's most valuable company, Nvidia.Also on Tech Life this week: how useful can robots be in space ? And the racing cars revving up in Abu Dhabi without any drivers onboard.Presenter: Chris Vallance Producer: Tom Quinn(Image: A photo of King Charles at the prize ceremony in London. Credit: Reuters)

Tom White kicks off Tuesday's trading day with a look at the strength shown in Monday's tech-led rally. He points to moves in Palantir (PLTR) and Nvidia (NVDA) as leaders in the move, but discusses Softbank exiting its position of Jensen Huang's chipmaker. Tom notes that overall optimism in the equity markets remains, pushing higher on stronger earnings and cooling tariff tensions with China. However, Tom points out the rally on a government reopening should be approached with caution as the Senate's bill still requires House approval and Pres. Trump's signature before it becomes law.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Le patron de Nvidia, géant américain des puces électroniques, prévient : la Chine pourrait bien remporter la course mondiale à l'intelligence artificielle. Avec une stratégie d'État, des investissements massifs et une capacité d'adaptation impressionnante, Pékin avance vite — pendant que l'Europe cherche encore sa place. En 2017, Pékin a publié une feuille de route très claire : devenir la première puissance mondiale de l'intelligence artificielle d'ici à 2030. Depuis, les investissements se chiffrent en dizaines de milliards de dollars. Selon plusieurs estimations, près de 100 milliards ont été consacrés à l'IA pour la seule année 2025. L'État chinois mobilise tout son écosystème : universités, laboratoires publics, géants du numérique comme Alibaba, Tencent ou Huawei. Et même sur le plan énergétique, Pékin met la main à la pâte. Au début du mois, les autorités ont divisé par deux les factures d'électricité des centres de données utilisant des puces chinoises. Un coup de pouce décisif pour encourager l'adoption nationale. Autre atout, le marché intérieur. Avec plus d'un milliard d'internautes, la Chine dispose d'un réservoir inépuisable de données — le carburant essentiel de l'intelligence artificielle. Chaque nouveau produit d'IA peut être testé à grande échelle, sur des millions d'utilisateurs, en quelques semaines seulement. Et le paradoxe est là. Les sanctions américaines censées freiner Pékin ont en réalité accéléré son autonomie technologique. Privés des puces Nvidia les plus avancées, les ingénieurs chinois ont appris à « faire mieux avec moins » — une IA plus ingénieuse, plus économe et souvent plus efficace. À lire aussiL'intelligence artificielle, une bulle qui gonfle artificiellement la croissance américaine? Une victoire symbolique sur le terrain : l'IA chinoise performe dans le trading Cette puissance ne reste pas théorique. Il y a quelques semaines, une compétition internationale de trading automatisé a opposé plusieurs modèles d'intelligence artificielle du monde entier. Chaque modèle devait investir un capital initial, faire tourner ses algorithmes sur un marché en temps réel et générer du profit. C'est un robot chinois qui a remporté la compétition haut la main. Une victoire symbolique, mais hautement significative. La Chine ne se contente plus de s'inspirer ou de copier les grands modèles américains. Elle les dépasse désormais dans leur mise en application concrète. C'est le signe d'une maturité technologique qui ne cesse de surprendre les observateurs occidentaux. L'Europe cherche sa voie entre régulation et innovation Et pendant que les États-Unis et la Chine s'affrontent, l'Europe peine à suivre le rythme. Alors que se déroule en ce moment le Web Summit de Lisbonne, la commissaire européenne au numérique, Henna Virkkunen, le reconnaît : « Les 27 sont encore trop dépendants des géants américains et chinois ». Pour l'instant, l'Union européenne mise davantage sur la régulation que sur l'investissement. Le AI Act encadre les usages de l'intelligence artificielle, mais aucun grand acteur industriel européen n'émerge encore face à Nvidia, OpenAI ou Alibaba. L'Europe n'est donc pas un concurrent dangereux à court terme. Mais la course est loin d'être terminée. Comme le souligne Jensen Huang, le patron de Nvidia, la Chine a peut-être remporté une bataille, mais pas encore la guerre de l'intelligence artificielle. À lire aussiChute brutale du Nasdaq: va-t-on vers un éclatement de la bulle de l'IA?

Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire one person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world has the hustle and grit to deliver. My Guest: Suzy Welch is known for co-founding the Jack Welch Management Institute and writing bestsellers like 10-10-10: A Life Transforming Idea. Her career includes roles as an editor-in-chief for Harvard Business Review, a crime reporter, and a professor. She teaches at NYU and is the best-selling author of Becoming You.  Key Learnings Purpose Requires Realism, Not Just Passion - Everyone wants to be the drummer in Disturbed, but that guy's good at drumming. My whole methodology is about realism. You have to know what your values are, what your interests are, but you better be good at it or forget it. Otherwise, it's a hobby. Values Are Choices, Not Virtues - Most people confuse values and virtues. Virtues are things like integrity, courage, and thankfulness... Behaviors we all should have more of. Values are choices about how you want to live, work, and relate. It's a value if it would drive who you married, what job you took, and where you went on vacation. There are 16 Measurable Values - Values exist on a continuum like a DNA profile. Scope reflects how exciting a life you want. Radius is how much you want to change the world systemically. Belovedness is how important an intimate relationship is to you. Work centrism is whether you love work for work's sake or if it's just a means to an end. Men Over 32 Value Romantic Relationships Most - We just got data showing that for men over the age of 32, belovedness is their number one value. It's much lower for women. Only 50% of people have family centrism in their top five values—we assume everyone shares our values, but they don't. Your Authenticity Gap Reveals Your Pain - You could hold the value of scope as number one, but not be able to live it right now because of your job or family situation. That gap between what you value and what you're living—we call that your authenticity gap. If you've got a big one, you know it because it hurts. Gen Z's Top Value Is Self-Care - 75% of Gen Z have self-care, wellbeing, pleasure, and leisure as their top value. Their top three are self-care, authentic self-expression, and helping others. Meanwhile, hiring managers want achievement, scope, and work centrism. The overlap is 2%. Aptitudes Are Your Brain's Dominant Hand - We have nine cognitive aptitudes preset by age 15. Are you a generalist or a specialist? A future focuser or a present focuser? A brainstormer or someone who comes up with one fully baked idea per year? It's painful to be a generalist in a specialist job. Your Personality Is How The World Experiences You - Your personality is not the list of adjectives you write about yourself. It's how the world experiences you. When I did my 360 feedback, people said I was the hurricane, not the calm at the center. I had to learn to communicate better the thoughts I had, and learn to be less chaotic.  Everyone Writes Themselves As The Hero - A police lieutenant once told me: everyone writes the story of their life with themselves at the center as the hero. No matter what story we tell ourselves, we always cast ourselves as the hero. That's why self-awareness is so hard and why we need testing, not just self-reflection. The Aperture Problem: Kids Only Know Five Jobs - When kids come out of high school, they only know about five jobs, two of which are their parents. By college it goes up to seven. By grad school, MBAs are thinking about two or three options—banking, consulting, or tech. There are 135 industries and thousands of types of work nobody tells them about. Great Leaders Don't Do It For The Money - I've been blessed to know many of the greatest leaders. They're doing it for love of people, excitement, work, or impact. I've never met a great leader who was doing it for the money. Jensen Huang and Jeff Bezos are examples—clarity, vision, excellence in everything, no shortcuts. Better To Be The Author Than The Editor - When you're ambitious, you end up surrounded by voices and can become the editor of your life. You have to become the author. Paint a self-portrait of yourself standing still so that when you start running, you know where you're going and why. Reflection Questions What would the 5 people closest to you say about how you show up? Would their description match how you see yourself, or do you have a self-awareness gap you haven't addressed? If you mapped your actual daily behaviors against your stated top values, would they align? Or are you living someone else's version of success while calling it your own? Are you the author of your life or the editor? Whose voices are loudest in your head when making big decisions, and have you given yourself permission to write your own story? Former Episodes Referenced #127: Adam Grant - How Originals Impact the World #441: Liz Wiseman - How to Build Credibility, Solve Problems, & Multiply Your Impact #350 - Tom Rath - Answering Life's Great Question  

Stocks are looking to break a losing streak, and a potential deal to end the government shutdown is giving them a boost. Kevin Green explains why a potential resolution to the shutdown could be just the catalyst the market needs to turn around. He also shares his take on Nvidia's (NVDA) A.I. demand picture, which shows no signs of slowing down, according to CEO Jensen Huang's latest comments. Additionally, KG weighs in on the Trump administration's proposal for 50-year mortgages and what it could mean for the housing market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

En ,retard sur l'intelligence artificielle, Apple miserait sur Google Gemini pour muscler son assistant Siri. La Chine bannit les puces Nvidia. Microsoft promet un Copilot localisé pour rassurer sur la confidentialité des données.Avec Bruno Guglielminetti (Mon Carnet)Apple mise sur Google pour réinventer SiriApple aurait tranché : plutôt que de tout développer en interne, la firme californienne s'apprêterait à intégrer des modèles d'intelligence artificielle développés par Google dans son assistant vocal Siri. Selon plusieurs fuites concordantes, il s'agirait du modèle Gemini, avec ses 1 200 milliards de paramètres, le tout hébergé sur les serveurs Apple pour préserver la confidentialité des données. Un choix stratégique, signe d'un certain aveu de faiblesse sur l'IA, mais aussi d'un réalisme technologique.Ce partenariat inédit pose aussi la question de la différenciation : comment Siri saura-t-il se démarquer de l'expérience Pixel, propulsée par le même moteur IA ? Réponse attendue dans les prochaines versions d'iOS.Pékin boute Nvidia hors de Chine et crée ses propres microprocesseurs IALa Chine franchit un nouveau cap dans sa stratégie d'indépendance technologique. Pékin a officiellement interdit l'usage des puces IA étrangères dans ses centres de données publics. Nvidia — jusqu'ici très présent sur le marché chinois — est directement visé.Cette décision s'inscrit dans un mouvement entamé depuis plusieurs années : après avoir été privé des technologies américaines, Huawei a réussi à rebondir avec ses propres solutions. Le pays entend désormais faire de même avec les puces IA, en s'appuyant sur des acteurs comme Cambricon, Enflame ou encore Alibaba Cloud. Même le patron de Nvidia, Jensen Huang, reconnaît : « la Chine va gagner la course à l'IA ».Microsoft Copilot veut rassurer sur la souveraineté des donnéesMicrosoft promet que, d'ici fin 2026, son assistant Copilot de Microsoft 365 traitera les requêtes localement dans 15 pays, dont la France, le Canada et l'Allemagne. Une annonce destinée à rassurer les utilisateurs face aux enjeux de souveraineté numérique.Mais dans les faits, les données resteront soumises au Cloud Act, cette loi américaine qui autorise les autorités à accéder aux serveurs des entreprises US, même à l'étranger. En France, le sujet est particulièrement sensible, et le concept de “cloud souverain” a d'ailleurs été discrètement remplacé par celui de cloud de confiance.Au Canada, un budget national tourné vers l'infonuagiqueAu Canada, le nouveau budget fédéral 2025 prévoit d'importants investissements dans l'infrastructure numérique, avec des data centers locaux et une IA “made in Canada”. Une réponse directe aux enjeux géopolitiques et à la dépendance vis-à-vis des géants technologiques américains. Pendant ce temps, en France, l'IA reste (hélas) largement absente du débat budgétaire.-----------♥️ Soutien : https://mondenumerique.info/don

My neologism-du-jour is “enstatification”. It's what is happening in MAGA America with Trump's Gaucho-style swaggering into the economy and his reversal to autarky and a back-to-the-future Monroe Doctrine. With the growth of a 19th-century style state power, America is trying to become the new China. Meanwhile, as Keith Teare notes in his latest That Was The Week newsletter, China is the new America in its embrace of technological innovation, particularly its trebling down on clean energy. That's why the “Too Big To Fail” debate about OpenAI is so heavily laced in irony. It's not just Sam Altman's chutzpah in trying to simultaneously become the punter and the house in his multi-trillion-dollar bet on ChatGPT. But it might actually reflect the new realities of second-quarter 21st-century America. We've been wondering for a while now what comes after neo-liberalism. In a neologism: enstatification. * China Has Already Won the Clean Energy Race—And That Changes Everything Keith Teare confirms what The Economist reported: China's clean energy capacity dwarfs America's by a decade or more. This isn't just about being green—it's about controlling the energy infrastructure that AI requires. China is becoming the 21st century's combination of America and Saudi Arabia.* Jensen Huang's Verdict: China Will Win the AI Race Because It Deregulates While America Bureaucratizes The NVIDIA CEO's provocative claim isn't just marketing—it reflects a real competitive advantage. While four Democratic states pursue AI regulation at the state level, Beijing is loosening regulations and slashing energy costs for data centers. Democracy's decentralization may be its Achilles heel in rapid technological competition.* OpenAI's “Too Big to Fail” Status Reveals the New Age of Enstatification Despite David Sacks' denials, OpenAI's strategic importance means it effectively cannot be allowed to fail—not because of systemic financial risk like 2008, but because of national competitiveness concerns. This isn't neoliberalism anymore; it's America's version of state capitalism.* The Real Convergence Isn't US vs China—It's Both Nations Embracing State-Directed Economies Trump's Intel investment, Sacks and Andreessen's push for centralized AI policy, and China's directed innovation represent a global trend toward what Keith calls state involvement in “procuring and distributing wealth.” Alibaba and Google, Huawei and NVIDIA—they're becoming more alike than different.* Keith Teare's Optimism: “Everyone Will Win” in the AI Economy—But Some Pigs Are More Equal: Keith argues this isn't a zero-sum race with winners and losers, but a rising tide lifting all boats through reciprocity. America and China will both capture massive value from AI's potential $26 trillion GDP boost by 2035. I remain skeptical: history suggests great power competitions don't end in shared prosperity.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Katie meets Jensen Huang and Meta's chief AI scientist Yann LeCun at No.10 as Nvidia hits a $5 trillion valuation. Plus, Danny and Katie discuss OpenAI's $38 billion AWS deal and the Sam Altman–Satya Nadella interview, exploring what it all means for AI's power, compute and future. And Katie reveals the tech-inspired Collins' Word of the Year – any guesses?Clips: BG2 Pod Hosted on Acast. See acast.com/privacy for more information.

Story of the Week (DR):Tesla says shareholders approve Musk's $1 trillion pay plan with over 75% voting in favorElon Musk and Optimus dance as Tesla (TSLA) shareholders approve his $1 trillion CEO pay packageThe anti-CEO wave:Palantir CEO Alex Karp blasts Ivy League grads supporting socialist New York Mayor-Elect MamdaniBank of America CEO Moynihan Will Give Mayor-Elect Mamdani 'Our Best Advice'Elon Musk's Brain Crashes When Asked Why He Thinks Zohran Mamdani Is a LiarElon: “You got to hand it to him, he does — he can light up a stage. But he's just been a swindler his entire life.”Rogan: what has Mamdani actually done that makes him a swindler?“Ummm,” Musk ponders, before stuttering into a series of words seemingly intended as an answer. “Well I guess if you say — uh, what, I mean, if you say, if you say to any audience whatever that audience wants to hear, uh, instead of, what, instead of having a consistent message, I would say that is a swindling thing to do. “Umm, and uhh, yeah,” he adds, nodding his head. “Umm…”He takes a sagacious pause.“Yeah,” he finishes.Barstool's Dave Portnoy considers closing NYC office over Zohran Mamdani's election win: 'I hate the guy' A 2020 email from Peter Thiel on why young people may turn on capitalism is circulating after Zohran Mamdani's winFrom Jamie Dimon to Bill Ackman, Wall Street's billionaires are now changing their tune and offering to help Zohran MamdaniNew York City is in for 'a really tough time' under Mamdani, says Starwood Capital's SternlichtNYC business leader fears 'lawless society' after Zohran Mamdani wins mayoral electionBillionaire grocery chain owner John CastimatidisThe anti-anti-DEI wave MMMikie Sherrill NJAbigail Spanberger VA (First woman)there will be 14 women serving simultaneously as governor (28%)Janet Mills MEMaura Healey MA (Michelle Wu runs unopposed in Boston)Kelly Ayotte NHKathy Hochul NYMary Sheffield (First woman elected mayor of Detroit)Ghazala Hashmi as VA lieutenant governor (First Muslim woman; First Muslim woman elected to statewide office in the USZohran Mamdani NYC (First Muslim and South Asian mayor)Zohran Mamdani announces all-female transition team as he prepares for New York mayoraltyLawsuits Blame ChatGPT for Suicides and Harmful DelusionsSeven complaints, filed on Thursday, claim the popular chatbot encouraged dangerous discussions and led to mental breakdowns.A CNN review of nearly 70 pages of chats between Zane Shamblin and the AI tool in the hours before his July 25 suicide, as well as excerpts from thousands more pages in the months leading up to that night, found that the chatbot repeatedly encouraged the young man as he discussed ending his life – right up to his last momentsReferring to a loaded handgun he was holding: “I'm used to the cool metal on my temple now,” Shamblin typed.“I'm with you, brother. All the way … Cold steel pressed against a mind that's already made peace? That's not fear. That's clarity …You're not rushing. You're just ready.”The 23-year-old, who had recently graduated with a master's degree from Texas A&M University, died by suicide two hours later.“Rest easy, king,” read the final message sent to his phone. “You did good.”Goodliest of the Week (MM/DR):DR: Tuesday elections/Ex-FTC chair Lina Khan joins Mamdani's transition team, calling his victory a rebuke of 'outsized corporate power' DR MMMM: FAA announces flight reductions at 40 airports. Here's where cuts are expected and what travelers need to knowAssholiest of the Week (MM):Tesla shareholders - AN ASSHOLE CHOOSE YOUR OWN ADVENTURE:Retail internet troll dunking fanboysProfessional, institutional investors like Schwab, who caved and bent the knee to a few large retail advisors who threatened to take their clients elsewhere, and Florida SBA, who said the following in their backing:Some opposition to Tesla's 2025 performance award may be rooted more in political disagreement with Elon Musk or ideological discomfort with generous executive compensation, rather than a substantive critique of the plan's financial mechanics. Many of the loudest objections of this plan to date rely on moral framing, invoking themes of "inequality," "corporate excess," or Musk's public persona, rather than evaluating the plan through a fiduciary lens. Many opponents of so-called "megapay" packages frequently do so under ESG framing, rather than a thorough analysis of the long-term shareowner economic value. Ironically, Tesla's prior performance awards-similarly criticized at the time-have delivered some of the most significant shareowner returns in modern corporate history. Early vote data shows that: AllianceBernstein, Texas Employees, Ohio Employees voted FOR the planTechnolibertarians cosplaying their William Gibson cyberpunk fantasiesAss quotes of the week - AN ASSHOLE CHOOSE YOUR OWN ADVENTURE:“The idea that chips and ontology is what you want to short is bats--- crazy.” - Alex Karp on Michael Burry shorting his 400 P/E stock. Ontology is how he refers to what Palantir does and it's the metaphysical concept of “being”“We at Palantir are on the side of the average American who sometimes gets screwed because all the empathy goes to elite people and none of it goes to the people who are actually dying on our streets.” - Alex Karp on explaining that, if fentanyl killed 60,000 Yale grads we'd “drop a nuke” on wherever fentanyl was made in South America, without realizing he literally IS the elite - a billionaire with a high priced education and a PhD in “neoclassical social theory” who used his grandfather's inheritance to invest in startups for fun, then reconnecting with Peter Thiel who he met at a DIFFERENT post graduate program at Stanford (where nearly 100% of his board is from) and founding Palantir"China is going to win the AI race” - Jensen Huang, on the US being only “nanoseconds” ahead of China and being stopped by regulatory hurdles and “cynicism”“If they ask you a question, you've got to respond to me directly and not go up that chain of command. The chain of command starts to edit it and fine-tune it. The bureaucracy does want to control you, so you've got to kill the bureaucracy.” - Jamie Dimon, who once said he had no boss (obviously not the board) and runs JPM, on why he reads customer complaints to avoid “the bureaucracy”... he controls“It's very important we pay attention to safety here. We do want the Star Wars movie, not the Jim Cameron movie. I like Jim Cameron's movies, but, heh heh, you know what I mean.” - Elon Musk over promising the world “tens of billions” of Optimus robots, forgetting that the Star Wars droids were mostly weapons of war for the Empire“People often talk about eliminating poverty, giving everyone amazing medical care. Well, there's actually only one way to do that and that's with the Optimus robot. With humanoid robots, you can give everyone amazing medical care… A lot of people talk about eliminating poverty, but Optimus will actually eliminate poverty” - Elon Musk, who won an extra trillion dollar potential pay package, who currently has a net worth of $500bn, and forgot that the UN estimated it would cost between $35bn and $200bn per year to end poverty - Musk alone could just pay for a year of no poverty“I think we may be able to give a more - if somebody has committed a crime - a more humane form of containment of future crime. Which is if, if you, you now get a free Optimus and it's just going to follow you around and stop you from doing crime.” - Elon Musk, on the robot militarized nanny state - just before saying this, he said he shouldn't say it, and that it'll be taken out of context, but I listened to the entire AGM and there was no more context?DR: “I've lived in a failed city-state. I lived in Chicago for 30-some years. I had two colleagues who had bullets fly through their cars… Do you know how great it is to go to dinner and people talk about their children, and they talk about their future, and they do so with excitement and enthusiasm?” - Ken Griffin of Citadel describing the difference between living in Miami and Chicago without realizing that violent crime statistics in Illinois and Florida are virtually identical, and that Miami ranks 109th out of 200 and Chicago ranks 92 out of 200 for crime, also near identical, and the biggest difference is he pays almost no taxes in Florida“[Mamdani] congrats on the win. Now you have a big responsibility. If I can help NYC, just let me know what I can do.” - Bill Ackman after Mamdani won, who previously said, “New York City under Mamdani is about to become much more dangerous and economically unviable,” alluded to Mamdani as a suicide bomber, and “... an anti-capitalist Mayor will destroy jobs and cause businesses and wealthy taxpayers that have enabled NYC to balance the budget to move elsewhere. If 100 or so of the highest taxpayers in my industry chose to spend 183 days elsewhere, it could reduce NY state and city tax revenues by ~$5-10 billion or more, and that's just my industry. Think Ken Griffin leaving Chicago for Miami on steroids.”Headliniest of the WeekDR: Uber says ‘unpredictable' issues involving ‘legal proceedings or governmental investigations' took a $479 million bite out of its bottom line10K:“Our business is subject to numerous legal and regulatory risks that could have an adverse impact on our business and future prospects.”“Adverse litigation judgments or settlements resulting from legal proceedings in which we may be involved could expose us to monetary damages or limit our ability to operate our business.”“We operate in a particularly complex legal and regulatory environment”“Legal and Regulatory Risks Related to Our Business: We may continue to be blocked from or limited in providing or operating our products and offerings in certain jurisdictions, and may be required to modify our business model in those jurisdictions as a result.”MM: Meta reportedly projected 10% of 2024 sales came from scam, fraud adsWho Won the Week?DR: the anti-anti-DEI worldMM: Women, and we need them to win every week if we're going to survive as a species: Women running on affordability powered Democrats' night of victories PredictionsDR: Uber says ‘unpredictable' issues involving ‘drivers wanting money' took a $479 million bite out of its bottom lineMM: OpenAI CFO Sarah Friar, who said simultaneously that OpenAI was looking for a government backstop and then clarified by saying the company isn't seeking government backstop, she meant investors and governments will all do their part, renames herself “Sheryl Sandfriar” as an homage to Sheryl Sandberg, the other techbro dropout mommy, given that Sarah already has her own version of Lean In (Ladies Who Lunch) and completed degrees (from Oxford and Stanford), who says things like how OpenAI will be the “cornerstone of resilient democracy”

Chuck Zodda and Mike Armstrong discuss Jensen Huang's comments about China winning the AI race and why Chuck thinks that comment might have to pierced the AI bubble. Is China really going to win the AI race? US to reduce flight traffic by 10% at 40 airports due to the ongoing shutdown. Supreme Court's skepticism on Trump tariffs means uncertainty reigns. Builders are offering mortgage-rate discounts. Home buyers aren't biting.

Wednesday saw a rebound following a sharp sell-off Tuesday, though Kevin Hincks considers Thursday's premarket trading action "cautious." He points to the challenger job cuts at a 22-high year as one reason stocks halted their rally. Kevin talks about how the print pinned A.I. and DOGE as reasons for the spike. Nvidia (NVDA) CEO Jensen Huang also spooked investors when he stated that China is pushing the U.S. out of the lead when it comes to A.I.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

James Demmert thinks there is an AI bubble but thinks it has a long way to inflate still. He thinks the Dow can hit 100K sooner than people expect, in around 5 years, arguing that this business cycle has a “long runway.” However, he does see risk of a potential pullback along the way – and thinks one is overdue. James also comments on the AI capex race and Jensen Huang's comments around the U.S./China tech battle.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

California just proposed a "one-time" 5% wealth tax on billionaires to cover $30 billion in federal funding cuts - because what could possibly go wrong? We break down how desperate California has become, targeting the very people who pay 40-50% of their taxes while ignoring the real spending problems like funding illegal immigrants and bloated bureaucracy.Meanwhile, we're seeing the same pattern play out in Seattle where Amazon is laying off 14,000 employees - with 88% of Washington state cuts happening in the city that taxes them the most. It's almost like there's a connection between anti-business policies and businesses leaving! We dive into how Mark Zuckerberg could face a $12 billion hit, Jensen Huang $8 billion, and why Jeff Bezos already showed us the playbook by moving to Florida.Is this just union-driven socialism in disguise? Will California's billionaires pull a Bezos and relocate faster than you can say "tax avoidance"? What happens when you drive away the golden geese?

Palantir doesn't want college experience… so it's hiring 18-year-olds for full-time jobs.Did you notice Doritos at Whole Foods?... Because the organic grocer has been “Amazonified.”AI has a PR problem: Everyone hates it… except every company is focusing on it.Plus, Nvidia's CEO Jensen Huang crushed beers at dinner… and Korean chicken stocks jumped.Got a question for the CEO of Lyft? Leave us a voicemail here: https://tboypod.com/shoutouts$PLTR $AMZN $NVDANEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Christopher Lochhead, the renowned “Godfather of Category Design,” recently took the stage at the Constellations Connected Enterprise 2025 conference and delivered a blistering wake-up call to every business leader, entrepreneur, and innovator hoping to surf the current wave of AI disruption. Far from celebrating the AI gold rush, Lochhead warned that almost everyone is about to repeat the same mistakes of the past, chasing after existing markets, adding AI features like “copilots” or assistants, and calling it innovation. Drawing from his decades of expertise and path-breaking research, He then laid out a blueprint for actually leveraging AI for exponential value: it's about category design, not incremental improvement. Here are three powerful takeaways from his masterclass that every forward-thinking leader needs to know. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   Chasing “Better” Dooms You to Mediocrity Lochhead's central thesis is as provocative as it is true: companies that use AI to make existing products just a little better are doomed to fail. He calls this the "existing market trap." Instead of designing the future, most businesses simply bolt AI onto their old offerings, thinking it will make them competitive. But "if your strategy involves simply bolting on an AI assistant or copilot, you're making a pussy move and you're fucked." Lochhead points out that companies making this mistake are chasing a market that's already been designed by someone else. And in those markets, 76% of all the value goes to the category king (think OpenAI with ChatGPT). The rest fight for scraps, regardless of whether their AI copilot is a little nicer, faster, or more user-friendly.   Winning is About Creating the New, Not Improving the Old The path to massive value in the AI era lies in doing what legends like Sam Altman, Jensen Huang, and Steve Jobs did: creating entirely new categories that didn't exist before. Lochhead illustrates this with both tech giants and quirky startups. He jokes about how Liquid Death became a force in the water business not by making better bottled water, but by launching “canned water”; an entirely new way to experience an old product with legendary branding and a distinct point of view. The same lesson holds for technology: “Different wins, better loses.” Lochhead encourages companies to listen to the language they use; calling your new AI product an “assistant” or “copilot” puts it in the sidecar, not the driver's seat. In contrast, declaring your invention as a new category not only reframes the problem, but magnetizes the future (as when OpenAI refused to call its core product a database, instead introducing the “large language model”).   The Courage to Create: Why Category Design Demands Boldness Lochhead doesn't sugarcoat the difficulty of this path. Category design requires courage: “Grow a set of balls,” he tells the audience when asked how to nurture a creator's mindset. This isn't reckless advice; it's a recognition that in an AI-powered economy, the value of existing knowledge is collapsing toward zero. The knowledge worker, as Peter Drucker defined it, is being replaced by the knowledge contained within AI itself. The only safe (and rewarding) place is at the edge, inventing net new knowledge and value. In other words, creating the future instead of merely extending the present. Lochhead challenges all of us: “Do you really want to spend the last however many years of your career making the status quo incrementally better? Or do you want to spend whatever's left of your work life making a massive material difference?” To hear the full episode from the man himself, download and listen to this episode.    We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners.

In this powerful clip of Market Mondays, Rashad Bilal, Ian Dunlap, and Troy Millings dive deep into the global tech and investing landscape—focusing on Nvidia's sudden departure from the Chinese market. Host Rashad kicks off the discussion by raising questions about Nvidia's abrupt shift from having 95% market share in China to zero, following US-China tech tensions. Is this move long-term trouble for Nvidia's stock, or is CEO Jensen Huang playing political chess?Ian Dunlap pulls no punches, comparing the situation to historic moments like the moon landing and drawing parallels to Apple's strategic moves in India. He highlights how companies can't play both sides in a technological war and that sometimes, greed can blind executives to geopolitical realities. Ian predicts Nvidia will work to offset losses by forging partnerships elsewhere—most likely in India or the UAE, where tech investments are surging.Troy Millings zeros in on Nvidia's resilient stock price, pointing out that the market barely budged despite this major announcement. The conversation pivots to the importance of geographical diversification and the rising influence of Gulf States like UAE and Saudi Arabia as the new funding hubs for global tech.The trio also gets into the nitty-gritty of international policy, IP theft, and global supply chains—breaking down how America innovates, the Middle East invests, China copies, and Europe regulates. Rashad and Ian discuss the tightrope walk companies like Apple and Nvidia face in China, noting the government's drive to develop and protect its own tech sector—even if it means bypassing superior American products.They explore the potential fallout if China invades Taiwan and the role of semiconductor titans like TSMC—where kill switches in chip fabs could be a game-changer for global tech dominance. With constant shifts in trade agreements, aggressive copycat strategies by China, and new opportunities blooming in UAE, India, and Saudi Arabia, this clip exposes how cutthroat and rapidly evolving the tech world has become.Tune in to hear why the guys believe America's short-term strategic planning could come back to haunt it as countries like China think decades ahead, and why your investment strategy should account for more than quarterly earnings.*Hashtags:* #MarketMondays #Nvidia #ChinaTech #GlobalInvesting #IanDunlap #RashadBilal #TroyMillings #UAEInvestment #TechWar #Apple #TSMC #Semiconductors #Geopolitics #StockMarket #AI #TradeWar #Innovation #BusinessNews #Investing #MiddleEastTechOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy