Podcast appearances and mentions of Jensen Huang

Taiwanese-American entrepreneur and businessman

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Jensen Huang

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Best podcasts about Jensen Huang

Latest podcast episodes about Jensen Huang

Squawk Pod
Nvidia CEO Jensen Huang 10/8/25

Squawk Pod

Play Episode Listen Later Oct 8, 2025 49:56


In an extended interview, Nvidia CEO Jensen Huang discusses the AI infrastructure landscape and his company's investments in AI projects including OpenAI, xAI, and Coreweave. After leading the chipmaker for decades, Huang shares his perspective on the U.S. position in the AI arms race; China, he says, is not far behind. Plus, Huang weighs in on reports that Oracle is losing money on Nvidia chips, H-1B visas, and President Trump's tech policies. In Washington, CNBC's Emily Wilkins reports on the eighth day of the government shutdown.  Emily Wilkins - 04:53Jensen Huang - 17:15 In this episode:Emily Wilkins, @emrwilkinsMichael Santoli, @michaelsantoliBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ChinaTalk
AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

ChinaTalk

Play Episode Listen Later Oct 8, 2025 89:27


Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade as a civil servant in the State Department, serving as Deputy Senior Director for Technology and National Security on the NSC during the Biden administration and back at State for the initial months of Trump 2.0. Today, our conversation covers: Huawei vs Nvidia, and whether China can compete with US AI chip production, Signs that chip export controls are working, Why Jensen is full of it when he says China is “nanoseconds behind” What sets AI chips apart from other industries China has indigenized, How the US has escalation dominance in a trade war with China, and the significance of BIS's 50% rule, Chris's advice for young professionals, including why they should still consider working in government. Outtro Music: Abao Uduli https://open.spotify.com/track/176BwQLW0IGc2mhkkMe0yH Learn more about your ad choices. Visit megaphone.fm/adchoices

ChinaEconTalk
AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

ChinaEconTalk

Play Episode Listen Later Oct 8, 2025 88:28


Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade as a civil servant in the State Department, serving as Deputy Senior Director for Technology and National Security on the NSC during the Biden administration and back at State for the initial months of Trump 2.0. Today, our conversation covers: Huawei vs Nvidia, and whether China can compete with US AI chip production, Signs that chip export controls are working, Why Jensen is full of it when he says China is “nanoseconds behind” What sets AI chips apart from other industries China has indigenized, How the US has escalation dominance in a trade war with China, and the significance of BIS's 50% rule, Chris's advice for young professionals, including why they should still consider working in government. Outtro Music: Abao Uduli https://open.spotify.com/track/176BwQLW0IGc2mhkkMe0yH Learn more about your ad choices. Visit megaphone.fm/adchoices

Worldwide Exchange
The New AI Kingmaker, Major Market Warning, Shutdown Stalemate 10/7/25

Worldwide Exchange

Play Episode Listen Later Oct 7, 2025 43:29


OpenAI's halo effect crowns a new AI kingmaker, shaking up a space once ruled by Nvidia's Jensen Huang. AMD's Lisa Su rides early gains as tech euphoria lifts markets to record highs. Meanwhile, AI euphoria and a big tech rebound push the Nasdaq and S&P to record highs, though futures signal a pullback as Wall Street reacts to a new warning from a famed investor. And finally, in Washington, the shutdown hits day seven, raising fears of an economic shock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bloomberg Talks
Sequoia Partner Konstantine Buhler Talks Agentic AI

Bloomberg Talks

Play Episode Listen Later Oct 7, 2025 7:06 Transcription Available


Konstantine Buhler, Partner at Sequoia, speaks with Bloomberg's Francine Lacqua about the big deal between AMD and OpenAI, his conversation with Nvidia's Jensen Huang and the future of AI. They speak from the Citadel Future of Global Markets Conference.See omnystudio.com/listener for privacy information.

The Financial Exchange Show
Is the US dollar losing safehaven status?

The Financial Exchange Show

Play Episode Listen Later Oct 1, 2025 38:31 Transcription Available


Chuck Zodda and Marc Fandetti discuss the US dollar losing its safehaven status as governments gobble up gold. How Nvidia's Jensen Huang became AI's global salesman. Meta launches Vibes: a new way to discover and create terrible AI videos. AI is not killing jobs, US study finds. Boeing's 737 Max replacement will be make-or-break.

Sharp China with Bill Bishop
TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks

Sharp China with Bill Bishop

Play Episode Listen Later Oct 1, 2025 64:44


On today's Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven't necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan policy in the course of trade talks, Secretary Bessent floats potential counter-measures for the U.S., and soybean farmers continue to twist in the wind. At the end: Thoughts on the PRC's new K Visa program to attract foreign tech talent, dates for the fourth plenum, a very interesting rumor about Xi and a revival of the Central Advisory Commission, reactions to a Jensen Huang podcast appearance last week, and BIS closes a big export control loophole.

Hashtag Trending
Anthropic's Claude Sonnet 4.5 Tackles The Challenges Of Coding

Hashtag Trending

Play Episode Listen Later Oct 1, 2025 8:16 Transcription Available


Anthropic's Breakthrough AI, California's Landmark AI Law, and China's Robot Revolution In this episode of Hashtag Trending, host Jim Love discusses Anthropic's release of Claude Sonnet 4.5, which can operate independently for hours, remembering tasks and juggling multiple tools. Additionally, California's Governor Gavin Newsom has signed a new AI law requiring tech giants to publish safety reports, while exempting smaller startups. The episode also covers China's dominance in industrial robots, a result of deliberate industrial policy, outpacing the US and Canada. Lastly, Nvidia's strategic moves to maintain its lead in AI chip development are highlighted, including Jensen Huang's tactical partnerships with companies like OpenAI. 00:00 Introduction and Headlines 00:32 Anthropic's Claude Sonnet 4.5: A New Era in AI 02:38 California's Landmark AI Safety Law 04:22 China's Dominance in Industrial Robots 06:04 Nvidia's Strategic Moves in the AI Chip Market 07:36 Conclusion and Listener Engagement

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Sep 30, 2025 25:05


(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion” (15:35) Manufacturing in America: how to create a culture of excellence? (18:34) US export controls, building in the UK (23:42) US-China AI arms race Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket: https://www.polymarket.com Follow Rene: https://x.com/renehaas237 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Hashtag Trending
AI Shopping Is Here

Hashtag Trending

Play Episode Listen Later Sep 30, 2025 11:40 Transcription Available


AI Shopping, Starlink Speed Boosts, and Nvidia's Determination in China This episode of 'Hashtag Trending,' hosted by Jim Love, covers several tech updates and trends. Starlink gains approval from the FCC to increase transmit power, potentially boosting internet speeds and stability. OpenAI integrates instant checkout capabilities in ChatGPT, partnering with Etsy and Shopify, while Google explores monetizing AI-driven shopping. Nvidia's CEO, Jensen Huang, remains determined to tap into the Chinese market despite challenges. Google Home is set for a revamp with new AI integration via the Gemini platform, aiming for a resurgence in the smart home market. The episode concludes with insights into how AI research on creativity might provide a deeper understanding of human cognitive processes. 00:00 Starlink Gets a Boost in Speed 01:40 AI Shopping Revolution: OpenAI and Google 05:15 NVIDIA's Determination in China 06:50 Google Home's AI-Powered Reboot 08:09 AI and Creativity: What We Can Learn 10:45 Conclusion and Personal Notes

This Week in Tech (Audio)
TWiT 1051: Hype or True? - Nvidia's $100 Billion Dollar Investment in OpenAI (Over Time)

This Week in Tech (Audio)

Play Episode Listen Later Sep 29, 2025 185:11


With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit

This Week in Tech (Video HI)
TWiT 1051: Hype or True? - Nvidia's $100 Billion Dollar Investment in OpenAI (Over Time)

This Week in Tech (Video HI)

Play Episode Listen Later Sep 29, 2025 184:41


With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit

All TWiT.tv Shows (MP3)
This Week in Tech 1051: Hype or True?

All TWiT.tv Shows (MP3)

Play Episode Listen Later Sep 29, 2025 185:11


With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit

All TWiT.tv Shows (Video LO)
This Week in Tech 1051: Hype or True?

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Sep 29, 2025 184:41 Transcription Available


With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit

Business Pants
Kenvue is a target because Trump can't say acetaminophen, billionaires want you to shut up and work, and more Disney

Business Pants

Play Episode Listen Later Sep 26, 2025 62:51


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

AI For Humans
AI Creates New Drugs As OpenAI & NVIDIA Shuffle Billions

AI For Humans

Play Episode Listen Later Sep 26, 2025 38:23


AI science advances are FINALLY happening while OpenAI's Sam Altman & NVIDIA's Jensen Huang send billions back and forth. If $100 billion is a drop in the well, how much do they need? Plus, ChatGPT is causing divorces, new AI video models Kling 2.5 Turbo & Wan 2.5, Suno drops v5 & Gavin drops the fact that he's not *loving* Kevin's mustache. Oh & we're getting ready for the launch of AndThen, our new start up! Sign up now in the link below.   Get notified when AndThen launches: https://andthen.chat/ Come to our Discord to try our Secret Project: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/   // Show Links // AI Psychedelics Are Here https://www.wired.com/story/a-startup-used-ai-to-make-a-psychedelic-without-the-trip/ Nvidia to Invest 100b In OpenAI (a lot of which will be spent on Nvidia chips) https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html “A Hundred Billion Is A Small Dent In It” Sam on CNBC https://x.com/sundeep/status/1970311723262656638 Sam Altman on “Abundant Intelligence” https://blog.samaltman.com/abundant-intelligence How will OpenAI pay for all this? Advertising. https://x.com/alexeheath/status/1970998934278676710 New models incoming that will be more that GPT-5 Pro  https://x.com/sama/status/19698 35407421374910 Meanwhile… ChatGPT is Causing Divorces https://futurism.com/chatgpt-marriages-divorces Suno v5 https://x.com/SunoMusic/status/1970583230807167300 Kevin's Terrible Mustache Https: //suno.com/s/j0b9Ukgd2CbtHVbu Kling 2.5 Is Pretty Good https://x.com/Kling_ai/status/1970439808901362155 Wan 2.5 With Audio https://blog.fal.ai/wan-2-5-preview-is-now-available-on-fal/ Wan Darth Vader https://x.com/fofrAI/status/1970877788384337977 Skild AI Robot Gets Legs Sawed Off & Learns To Walk Again https://x.com/SkildAI/status/1970940614234771579 Unitree's Anti-Gravity Mode https://x.com/UnitreeRobotics/status/1970039940022239491 If Stalin's Life Was A Video Game https://www.reddit.com/r/ChatGPT/comments/1npbwdr/if_they_made_a_video_game_about_the_life_of_stalin/ Carboarding: The Movie https://www.reddit.com/ r/ChatGPT/comments/1nmdipq/carboarding_the_movie/  

The IT Pro Podcast
September rundown: The UK becomes an AI playground

The IT Pro Podcast

Play Episode Listen Later Sep 26, 2025 23:06


The UK has immense AI potential, according to some of the biggest names in tech, with Nvidia CEO Jensen Huang having described the region as being in a “Goldilocks circumstance” due to its strong AI ecosystem and rich academic history.This month, the US tech ecosystem made its first significant contribution to recognizing this reality with tens of billions invested in the UK ecosystem. Will it pay off? And what does this investment mean in practical terms?In this episode, Rory welcomes back Ross Kelly, ITPro's news and analysis editor, to unpack this bumper investment in the UK tech ecosystem.Read more:Google opens doors on UK data center ahead of Trump visitMicrosoft CEO Satya Nadella says UK ties are 'stronger than ever' as tech giant pledges $30bn investmentUK to host largest European GPU cluster under £11 billion Nvidia investment plansIs the ‘British firm' at the heart of Britain's AI plans actually British?UK is going to be ‘AI superpower', says Nvidia boss as he invests £500m‘This is the largest AI ecosystem in the world without its own infrastructure': Jensen Huang thinks the UK has immense AI potential – but it still has a lot of work to do

The Tim Ferriss Show
#828: David Senra — How Extreme Winners Think and Win: Lessons from 400+ of History's Greatest Founders and Investors (Including Buffett, Munger, Rockefeller, Jobs, Ovitz, Zell, and Names You Don't Know But Should)

The Tim Ferriss Show

Play Episode Listen Later Sep 24, 2025 175:55


David Senra is the host of the Founders podcast. For the past nine years, David has intensely studied the life and work of hundreds of history's greatest entrepreneurs. His new podcast, David Senra, showcases conversations with the best-of-the-best living founders and extreme winners.This episode is brought to you by:Cresset family office services for CEOs, founders, and entrepreneursOur Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “Forever Chemicals”AG1 all-in-one nutritional supplementTimestamps:[00:00:00] Who is David Senra?[00:01:11] Brad Jacobs: Roll-up king and positive-driven billionaire founder.[00:02:26] Rare positive archetypes: Ed Thorp, Sol Price, Brunello Cucinelli.[00:06:04] Michael Dell as another exception; fear of failure and motivation.[00:06:47] Negative self-talk, excellence, and its ripple effects.[00:08:26] Jensen Huang story: “Why do you suck so much?”[00:08:54] Inspiration from Dan Carlin's Hardcore History.[00:10:00] Derek Sivers: unconventional, philosophical entrepreneur.[00:11:04] Learning equals behavior change, not memorization.[00:11:48] Jeremy Giffon insight: biographies as substitute mentors.[00:12:37] Reading biographies as one-sided conversations.[00:13:16] The chain of influence.[00:14:09] Podcasting as “relationships at scale.”[00:14:28] Coping with trauma and breaking cycles.[00:20:18] Note-taking process: books, Post-its, ruler, Readwise.[00:29:27] OCD tendencies and love of doing things the hard way.[00:31:04] Comparing our reading/re-reading workflows.[00:35:04] A family falling out and the randomness of student housing.[00:38:58] David's introduction to my work during his MySpace-era college years.[00:40:07] Podcasting influences: Jocko Willink, Kevin Rose's Elon Musk interview.[00:44:14] Five-and-a-half years of obscurity before breakthrough.[00:46:50] Graphtreon and experiments with subscription models.[00:49:25] Patrick O'Shaughnessy's endorsement sparks growth.[00:51:23] Sam Hinkie and Patrick connections fuel momentum.[00:52:19] Transition to ads and joining Patrick's network.[00:55:17] Edwin Land: patron saint of founders and Steve Jobs' influence.[00:57:02] Lessons from Sam Zell, Jay Pritzker, and William Zeckendorf.[00:58:48] Need a generous, well-connected person? You can't go wrong with Rick Gerson.[01:03:04] Edwin Land's philosophies: Differentiation and doing to excess.[01:04:30] Entrepreneurial archetypes and conflicting advice.[01:06:00] Daniel Ek as an alternative founder archetype and mentor.[01:10:59] Further founder archetypes and contrasts.[01:13:41] What is an anti-business billionaire?[01:19:55] Advice from “shark” Michael Ovitz about the value of truth in one's inner circle.[01:22:30] The hands-on approach of practical founders who live for the love of their business.[01:23:28] Doing one thing relentlessly.[01:23:51] “This can't be my life” as a powerful motivator.[01:26:57] Low introspection as a common trait among founders — and its implications about human nature.[01:30:15] Robert Caro: The only writer David believes should be allowed to write thousand-page biographies.[01:32:40] James Dyson's persistence vs. the risk of blind stubbornness.[01:34:22] Todd Graves (Raising Cane's) as an example of relentless focus on one idea.[01:35:41] Separating fact from fiction in biographies/histories.[01:41:55] Considering trainable vs. non-trainable attributes in potential role models.[01:46:11] Perusing Charlie Munger's library.[01:49:35] Dealmaking lessons on Eddie Lampert's superyacht.[01:55:34] The smartest person David knows.[01:56:55] David's obsessive craftsman approach to podcast creation.[01:58:51] Why David decided to begin a second podcast.[02:01:21] The economics of trust.[02:03:40] The benefits of cultivating a purposeful aloofness about current events.[02:07:11] Using the pulpit of publicity for good, not evil.[02:09:57] New show frequency/dynamic and how David plans to balance the burden of running two shows.[02:13:30] Teamwork with essence of turtle.[02:15:40] Adapting the Rockefeller “secret allies” strategy to podcasting.[02:17:56] Chris Hutchins: The mad scientist of podcasting?[02:18:30] Working with Rob Mohr and Andrew Huberman of SciComm.[02:20:54] Why David focuses on 24-hour cycles over long-term planning.[02:24:54] Does David worry the extra workload will disrupt his lifestyle?[02:30:18] What makes one potential guest more interesting to David than another?[02:34:34] Making an impact vs. happiness.[02:36:32] Playing the status game when your heart's not in it is for suckers.[02:44:23] Travel observations and the rarity of truly unique experiences.[02:46:26] Books as philosophical operating systems.[02:48:39] Parting thoughts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We Study Billionaires - The Investor’s Podcast Network
TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Sep 24, 2025 67:38


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

Histoires du monde
Jensen Huang, nouvelle star de la tech

Histoires du monde

Play Episode Listen Later Sep 24, 2025 2:36


durée : 00:02:36 - Regarde le monde - 100 milliards de dollars, c'est l'investissement pharaonique que vient de décrocher Open AI, l'entreprise leader de l'intelligence artificielle générative. Une montagne d'argent promise par la société Nvidia, le géant des puces informatiques et son patron, qui est la nouvelle star de la Tech. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

InterNational
Jensen Huang, nouvelle star de la tech

InterNational

Play Episode Listen Later Sep 24, 2025 2:36


durée : 00:02:36 - Regarde le monde - 100 milliards de dollars, c'est l'investissement pharaonique que vient de décrocher Open AI, l'entreprise leader de l'intelligence artificielle générative. Une montagne d'argent promise par la société Nvidia, le géant des puces informatiques et son patron, qui est la nouvelle star de la Tech. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

CNBC’s “Money Movers”
President Trump Addresses UNGA, Behind the Scenes of OpenAI & Nvidia's $100B AI Deal, Tylenol Claims Face Push Back 9/23/25

CNBC’s “Money Movers”

Play Episode Listen Later Sep 23, 2025 40:06


President Trump addresses the United Nations General Assembly, touting the strength of the U.S. economy, criticizing renewables and threatening more tariffs on Russia. Then new reporting from CNBC reveals how Jensen Huang and Sam Altman hammered out AI's boldest deal yet. And shares of Kenvue rebounding as Trump's unproven claims linking Tylenol to autism face push back. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk Box Europe Express
Nvidia announces $100bn investment in Open A.I.

Squawk Box Europe Express

Play Episode Listen Later Sep 23, 2025 25:47


Nvidia unveils plans for a $100bn investment in Open A.I. with the two firms partnering on data centres. CEOs Jensen Huang and Sam Altman tell CNBC the giant investment will release the sector's potential. Dutch chip equipment maker ASMI slashes its FY forecasts, citing disappointing demand in two key units. Fed board governor and Trump ally Stephen Miran urges the central bank to cut rates by almost two percentage points.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Capital
Radar Empresarial: Nvidia invertirá 100.000 millones en Open AI

Capital

Play Episode Listen Later Sep 23, 2025 5:16


En la edición de hoy de Radar Empresarial, abordamos un acuerdo trascendental en el ámbito de la inteligencia artificial: Nvidia ha decidido invertir 100.000 millones de dólares en OpenAI. La empresa dirigida por Sam Altman planea desarrollar centros de datos valorados en cientos de miles de millones, y para ello contará con los potentes chips de Nvidia. Esta alianza fortalece la posición de la compañía de Jensen Huang, asegurándole una relación estratégica con uno de los principales protagonistas del sector. A su vez, OpenAI obtiene acceso preferente a la tecnología más avanzada en procesamiento para inteligencia artificial. Este anuncio posiciona a OpenAI en el centro de las colaboraciones más influyentes dentro del ecosistema tecnológico actual. Además de su nuevo vínculo con Nvidia, la firma también participa activamente en el proyecto Stargate, una iniciativa conjunta en la que también intervienen gigantes como SoftBank y Oracle. Ambas empresas han firmado una carta de intención para desplegar 10 gigavatios de sistemas Nvidia destinados a OpenAI, lo que equivale al consumo energético de unos ocho millones de hogares, reflejando la envergadura de esta operación. La relación entre OpenAI y Nvidia no es reciente. En 2024, Nvidia ya había participado en una ronda de financiación para OpenAI, invirtiendo 6.600 millones de dólares, la más grande en la historia de la empresa de Altman. Esta inyección de capital permitió acelerar los avances en investigación de inteligencia artificial. Sin embargo, este tipo de acuerdos también ha generado controversia, especialmente por el cuestionamiento de la naturaleza sin fines de lucro de OpenAI, una crítica que ha sido repetida por figuras como Elon Musk, uno de los cofundadores originales. Este no ha sido el único acuerdo millonario que ha firmado OpenAI en lo que va del año. En julio, la compañía cerró un contrato de 30.000 millones de dólares anuales para acceder a 4,5 gigavatios de potencia computacional. Este compromiso, enmarcado también dentro del proyecto Stargate, representa el 25% de toda la capacidad actual de centros de datos en los Estados Unidos, lo que deja en evidencia la ambición y el crecimiento exponencial del sector.

a16z
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China

a16z

Play Episode Listen Later Sep 22, 2025 100:00


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

The Jon Sanchez Show
09/22- What does Nvidia's $100 billion investment mean for you?

The Jon Sanchez Show

Play Episode Listen Later Sep 22, 2025 37:19 Transcription Available


In a surprising announcement this morning, Jensen Huang, the CEO of Nvidia announced his company was making a $100 billion investment into OpenAI, the company behind ChatGPT.  This investment will be a 10 gigawatt project, something no one has ever seen before.  So what does this mean for you and how you will use AI in the future?  Dr. Dennis Sanchez, the AI Doctor will let us know, today on the Jon Sanchez Show at 3pm.

The John Batchelor Show
HEADLINE: Nvidia's Strategic $5 Billion Investment in Intel Reshapes US Chip Industry GUEST NAME: Chris Riegel SUMMARY: Nvidia, led by Jensen Huang, invests $5 billion in Intel, gaining access to manufacturing capabilities while Intel gets crucial fundin

The John Batchelor Show

Play Episode Listen Later Sep 19, 2025 10:52


HEADLINE: Nvidia's Strategic $5 Billion Investment in Intel Reshapes US Chip Industry GUEST NAME: Chris Riegel SUMMARY: Nvidia, led by Jensen Huang, invests $5 billion in Intel, gaining access to manufacturing capabilities while Intel gets crucial funding. This partnership reduces Nvidia's reliance on TSMC and aligns with President Trump's "national champion strategy." The deal comes amid China's ban on Nvidia chips and China's struggle for technological self-sufficiency. 1933

The John Batchelor Show
CBS EYE ON THE WORLD WITH JOHN BATCHELOR SHOW SCHEDULE 9-18-25. GOOD EVENING. THE SHOW BEGINS IN THE HALLS OF PARLIAMENT.

The John Batchelor Show

Play Episode Listen Later Sep 19, 2025 9:17


CBS EYE ON THE WORLD WITH JOHN BATCHELOR SHOW SCHEDULE 9-18-25. GOOD EVENING. THE SHOW BEGINS IN THE HALLS OF PARLIAMENT. FIRST HOUR 9-915 HEADLINE: UK Labour Party Faces Crisis as Starmer's Leadership Falters GUEST NAME: Anatol Lieven SUMMARY: Sir Keir Starmer faces "extremely unusual" unpopularity despite Labour's large majority. Potential replacements include Andy Burnham and Lucy Powell. Discontent stems from poor judgment, lack of progressive vision, and resentment over Jeremy Corbyn's removal. Labour risks massive defections to Corbyn's new radical left-wing party if Starmer's leadership continues. 915-930 CONTINUED HEADLINE: UK Labour Party Faces Crisis as Starmer's Leadership Falters GUEST NAME: Anatol Lieven SUMMARY: Sir Keir Starmer faces "extremely unusual" unpopularity despite Labour's large majority. Potential replacements include Andy Burnham and Lucy Powell. Discontent stems from poor judgment, lack of progressive vision, and resentment over Jeremy Corbyn's removal. Labour risks massive defections to Corbyn's new radical left-wing party if Starmer's leadership continues. 930-945 HEADLINE: Nvidia's Strategic $5 Billion Investment in Intel Reshapes US Chip Industry GUEST NAME: Chris Riegel SUMMARY: Nvidia, led by Jensen Huang, invests $5 billion in Intel, gaining access to manufacturing capabilities while Intel gets crucial funding. This partnership reduces Nvidia's reliance on TSMC and aligns with President Trump's "national champion strategy." The deal comes amid China's ban on Nvidia chips and China's struggle for technological self-sufficiency. 945-1000 HEADLINE: India-China-Russia Axis Dismissed as Propaganda Despite Modi-Xi Handshake GUEST NAME: Sadanand Dhume SUMMARY: Sadanand Dhume dismisses speculation of an India-China-Russia "Eurasian axis" following Modi-Xihandshake at SCO summit as "nonsense." Relations remain hostile due to border disputes with tens of thousands of troops deployed. China's ties with Pakistan, supplying 80% of arms and investing through CPEC, further strain India relations. SECOND HOUR 10-1015 HEADLINE: FBI Closes Investigation Despite Massive Chinese Casino Corruption in US Territory GUEST NAME: Grant Newsham SUMMARY: Former CNMI Governor Arnold Palacios requested FBI investigation into $1.6 billion missing COVID funds and Chinese casino corruption. Imperial Pacific International (IPI) allegedly facilitated money laundering "hundreds of billions," influenced politicians including Governor Torres. CNMI remains only US territory granting visa-free access to Chinese visitors, raising national security concerns. 1015-1030 CONTINUED HEADLINE: FBI Closes Investigation Despite Massive Chinese Casino Corruption in US Territory GUEST NAME: Grant Newsham SUMMARY: Former CNMI Governor Arnold Palacios requested FBI investigation into $1.6 billion missing COVID funds and Chinese casino corruption. Imperial Pacific International (IPI) allegedly facilitated money laundering "hundreds of billions," influenced politicians including Governor Torres. CNMI remains only US territory granting visa-free access to Chinese visitors, raising national security concerns. 1030-1045 HEADLINE: James Webb Telescope Probes Potentially Habitable Exoplanet TRAPPIST-1e GUEST NAME: Néstor Espinoza SUMMARY: Dr. Néstor Espinoza's team uses the James Webb Space Telescope to study TRAPPIST-1e, 40 light-years away in the habitable zone. Using transit method analysis, they've excluded certain atmospheric compositions like cloudless Venus-like atmospheres. The team employs TRAPPIST-1b as a "stellar anchor" to correct distortions, keeping alive hopes of finding atmospheres on red dwarf planets.1045-1100 CONTINUED HEADLINE: James Webb Telescope Probes Potentially Habitable Exoplanet TRAPPIST-1e GUEST NAME: Néstor Espinoza SUMMARY: Dr. Néstor Espinoza's team uses the James Webb Space Telescope to study TRAPPIST-1e, 40 light-years away in the habitable zone. Using transit method analysis, they've excluded certain atmospheric compositions like cloudless Venus-like atmospheres. The team employs TRAPPIST-1b as a "stellar anchor" to correct distortions, keeping alive hopes of finding atmospheres on red dwarf planets. THIRD HOUR 1100-1115 HEADLINE: US Industrial Policy Criticized as Ad-Hoc State Capitalism GUEST NAME: Veronique de Rugy SUMMARY: Veronique de Rugy analyzes government support for Intel and Nvidia's investment as state capitalism, distinct from cronyism. She criticizes government intervention, predicting poor outcomes when businesses operate under political pressure. The Trump administration's industrial policy lacks clear philosophy, creating uncertainty that could "kill investments" through unpredictable, reversible decisions. 1115-1130 HEADLINE: King Charles III Hosts Magnificent State Dinner at Windsor Castle GUEST NAME: Conrad Black SUMMARY: King Charles III and Queen Camilla hosted the President and First Lady at Windsor Castle in a "magnificently done" state dinner. The King demonstrated graciousness and dignified conduct. The President's speech acknowledged America's origins from the British Empire and highlighted Anglo-American cooperation, referencing partnerships like Churchill-Roosevelt and Reagan-Thatcher. 1130-1145 HEADLINE: Trump EPA Faces Uphill Battle to Reverse Greenhouse Gas Endangerment Finding GUEST NAME: Jonathan Adler SUMMARY: The Trump administration's EPA attempts to reverse the 2009 "endangerment finding" for greenhouse gases under the Clean Air Act. Recent Supreme Court rulings, including Loper Bright, ironically make reversal more difficult by eliminating Chevron deference. Courts will focus on statutory language and prior decisions, requiring the EPA to justify reversing decades of statements. 1145-1200 CONTINUED HEADLINE: Trump EPA Faces Uphill Battle to Reverse Greenhouse Gas Endangerment Finding GUEST NAME: Jonathan Adler SUMMARY: The Trump administration's EPA attempts to reverse the 2009 "endangerment finding" for greenhouse gases under the Clean Air Act. Recent Supreme Court rulings, including Loper Bright, ironically make reversal more difficult by eliminating Chevron deference. Courts will focus on statutory language and prior decisions, requiring the EPA to justify reversing decades of statements. FOURTH HOUR 12-1215 HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations. 1215-1230 CONTINUED HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations. 1230-1245 CONTINUED HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations.1245-100 AM CONTINUED HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations.

TD Ameritrade Network
NVDA's Week That Was: China Issues, INTC Investment

TD Ameritrade Network

Play Episode Listen Later Sep 19, 2025 6:26


Matthew Bryson says China may have intentionally acted ahead of negotiations with U.S. officials when its regulators began calling for stops to Nvidia (NVDA) chips. He joins Sam Vadas to recap a busy week for Jensen Huang's A.I. chipmaker as the company faces potential headwinds from the Chinese markets. Matthew also weighs in on the company's Intel (INTC) investment and what that means for domestic semiconductor production. Later, George Tsilis maps out an example trade for 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

Squawk Box Europe Express
US, UK sign mega tech trader deal

Squawk Box Europe Express

Play Episode Listen Later Sep 19, 2025 27:26


President Trump ends his second state visit to the UK by signing a ‘tech prosperity deal' with the country and haling the ‘special relationship' between the two countries. UK Prime Minister Sir Keir Starmer heralds the agreement as the biggest investment package of its kind. The BoE keeps interest rates steady and reins in bond sales. Governor Andrew Bailey admits that the path for future cuts is now uncertain. Intel shares are up following Nvidia's purchase of a $5bn stake in the chip maker. Nvidia CEO Jensen Huang describes the move is ‘an incredible investment. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Beurswatch | BNR
Beurs-paus zegent Intel. ASML, ASM & Besi door het dolle heen.

Beurswatch | BNR

Play Episode Listen Later Sep 18, 2025 22:05


5 miljard dollar. Dat is het bedrag dat Nvidia opeens over heeft voor concurrent Intel. Samen gaan de 2 chipmakers datacenters bouwen en computeronderdelen ontwerpen. Beleggers in Intel gillen het uit van enthousiasme. En ook in Nederland wordt feest gevierd, want de aandelen van ASML, ASM International en Besi doen ook een flinke vreugdesprong. Gaat één van de belangrijkste klanten van de chippers dan weer flink inkopen doen binnenkort? Dat bespreken we in deze aflevering. Dan hebben we het ook over de snelle planga van Mark Zuckerberg. De topman van Meta kreeg zijn jaarlijkse anderhalf uur om over de toekomst van zijn bedrijf te praten. En die anderhalf uur stond volledig in het teken van het succesnummer van Meta: de slimme bril. De samenwerking met Ray-Ban smaakt naar meer, en Meta gaat daar maar al te graag op in. Daarbij doet Zuckerberg ook nog een stevige uitspraak: want het einde van het smartphone-tijdperk is volgens hem in zicht. En verder hebben we het nog over de Federal Reserve. Die gaf Donald Trump dan eindelijk een beetje zijn zin, met een renteverlaging van een kwart procentpunt. Maar toch verliep de vergadering niet helemaal zoals verwacht. Er was maar één Fed-bestuurder die pleitte voor een grotere verlaging van de beleidsrente, terwijl de verwachting was dat dat er op z'n minst drie zouden zijn.See omnystudio.com/listener for privacy information.

Eligible Receivers
UCLA fires DeShaun Foster

Eligible Receivers

Play Episode Listen Later Sep 18, 2025 45:22


Eric and Warren look at the fallout from UCLA and WSU's horrendous losses, celebrate Jaron-Keawe Sagapolutele (whose name I wrote to practice spelling it) and Cal's strong start, and recap Stanford's crazy win against Boston College. We try to figure out where UCLA and WSU go from here, and sketch out a plan to get Nvidia's CEO Jensen Huang on board as a Beaver Booster. Then we pick this week's Pac-12 games against the spread.

SRF Börse
Börse vom 18.09.2025

SRF Börse

Play Episode Listen Later Sep 18, 2025 2:35


China verbietet ab sofort ihren Tech-Firmen den Kauf von Chips der amerikanischen Marke Nvidia. Jensen Huang, CEO von Nvidia, bleibt dennoch optimistisch. Auch Michael Foeth, Analyst der Bank Vontobel, bezweifelt, dass die chinesischen Hersteller bereits auf dem Niveau von Nvidia sind. SMI +0.4%

Washington AI Network with Tammy Haddad
59: Sir Nick Clegg on AI Rules, U.S. and U.K. Leadership

Washington AI Network with Tammy Haddad

Play Episode Listen Later Sep 17, 2025 34:50


Former UK Deputy Prime Minister and former Meta executive Sir Nick Clegg joins Tammy Haddad to discuss his new book, How to Save the Internet, calling for U.S. leadership on AI guardrails and a new multilateral approach. He reacts to Silicon Valley's return to politics, weighs the U.S.–China AI race and India's “swing vote,” and offers candid takes on Jensen Huang, Elon Musk, and Sam Altman—plus his view on UK politics amid the firing of U.S. Ambassador Peter Mandelson.

Beurswatch | BNR
Xi laat spierballen zien: China boycot Nvidia

Beurswatch | BNR

Play Episode Listen Later Sep 17, 2025 18:42


Na lang getouwtrek is China het zat. De toezichthouder daar vertrouwt de Amerikaanse technologie van Nvidia echt niet meer, dus geeft alle Chinese bedrijven nu de opdracht om te stoppen met het kopen van hun AI-chips. Alle geplande bestellingen worden geschrapt, en alles dat nog niet geleverd is wordt geannuleerd. Is China dan echt ver genoeg om zonder Amerikaanse chips verder te durven? Of is het gewoon spierballenvertoon? Dat zoeken we deze aflevering uit. Dan hebben we het ook over een ander breekijzer tussen China en de VS. Stukje bij beetje komen we meer te weten over de aanstaande deal rond TikTok. Moederbedrijf ByteDance moet de Amerikaanse activiteiten gaan afstaan, anders gaat de app in de VS op zwart. En er staat een verzameling aan bedrijven klaar om die tak over te nemen. Verder hoor je over ExxonMobil. Dat ziet met een soepeler wordende beurswaakhond z'n kans schoon om activistische aandeelhouders buiten spel te zetten. Je komt ook te weten welk bedrijf eigenlijk eraan dacht om in Amsterdam naar de beurs te komen, maar dat nu opeens een andere bestemming heeft gevonden. En we vertellen je over de nieuwste markt die Uber aanboort. Na taxi's en maaltijdbezorging, zoeken ze het nu in exotischere oorden.See omnystudio.com/listener for privacy information.

Tech Update | BNR
'China verbiedt bedrijven om AI-chips van Nvidia te kopen'

Tech Update | BNR

Play Episode Listen Later Sep 17, 2025 3:49


Chinese techbedrijven zoals Tencent en Alibaba hebben deze week te horen gekregen dat ze geen AI-chips meer van Nvidia mogen kopen. Dat melden drie ingewijden aan de Financial Times. Niels Kooloos vertelt erover in deze Tech Update. Het bevel zou komen van de Chinese internetwaakhond, die China's grootste techbedrijven opdraagt om alle test met de RTX Pro 6000D-chip van Nvidia stil te leggen en om uistaande orders te annuleren. In plaats daarvan moet er gewerkt worden met AI-chips van Chinese makelij. Nvidia-baas Jensen Huang heeft woensdag gezegd dat hij 'teleurgesteld' is. 'Er zijn veel plekken waar we niet heen kunnen', zei hij tegen journalisten in Londen, 'en dat is oké.' Desondanks zei Huang dat hij nog met president Donald Trump, die samen met hem in het Verenigd Koninkrijk op staatsbezoek is, gaat praten over de ontwikkeling. Verder in deze Tech Update: Meta gaat in de nacht van woensdag op donderdag waarschijnlijk een nieuwe slimme bril onthullen See omnystudio.com/listener for privacy information.

Tech Update | BNR
Trump gaat 'baanbrekende' techdeals met het Verenigd Koninkrijk sluiten

Tech Update | BNR

Play Episode Listen Later Sep 15, 2025 5:37


President Donald Trump gaat deze week 'baanbrekende' techdeals met het Verenigd Koninkrijk sluiten. Dat meldt de Britse regering in aanloop naar het driedaagse staatsbezoek van Trump dat dinsdag begint. Niels Kooloos vertelt erover in deze Tech Update. Naast Trump zullen Nvidia-topman Jensen Huang en OpenAI-topman Sam Altman naar het VK komen om de deals aan te kondigen. Op het gebied van AI willen de Verenigde Staten 'miljarden' in het VK investeren in de vorm van AI-datacenters. Ook wordt er deze week gepraat over andere technologieën, zoals telecom, quantum, en halfgeleiders. Trump werd een half jaar geleden al in het Witte Huis uitgenodigd door de Britse premier Kier Starmer om op staatsbezoek te komen. Dat is ongebruikelijk, want normaliter worden Amerikaanse presidenten in hun tweede termijn enkel nog door het staatshoofd uitgenodigd voor thee of lunch - zoals bij Barrack Obama en George Bush het geval was. Verder in deze Tech Update: Google wordt aangeklaagd door het moederbedrijf van Rolling Stone vanwege de AI-samenvattingen in de zoekmachine OpenAI geeft voor het eerst een inkijkje in wie ChatGPT gebruikt en wat er zoal gevraagd wordt aan de 's werelds meest gebruikte chatbot See omnystudio.com/listener for privacy information.

David Bombal
#512: All Encryption Hacked in 3 Years?

David Bombal

Play Episode Listen Later Sep 15, 2025 38:17


Big thanks to Brilliant for sponsoring this video. To try everything Brilliant has to offer for free for a full 30 days, visit https://brilliant.org/davidbombal or scan the QR code onscreen – You'll also get 20% off an annual premium subscription. Quantum computing isn't a far-off sci-fi threat. In a hybrid model (CPU + GPU + quantum), it could land within ~3 years—and that's enough to break today's asymmetric cryptography (RSA/ECC/PKI) used for TLS/HTTPS and VPN key exchange via Shor's algorithm. Result? Session keys exposed, mass decryption possible, and a risky “post-quantum gap” before new hardware/software are widely deployed. In this frank discussion, OTW joins David Bombal to explain: • Why asymmetric key exchange is the weak link for TLS/VPNs • How hybrid quantum + CUDA-Q accelerates timelines • Nation-states' “collect now, decrypt later” strategy • The painful window before post-quantum cryptography (PQC) rolls out • Risks of client-side scanning and on-device AI • NSA backdoors, PGP/Phil Zimmermann, and the San Bernardino iPhone case // Occupy The Web SOCIAL // X: / three_cube Website: https://hackers-arise.net/ // Occupy The Web Books // Linux Basics for Hackers 2nd Ed US: https://amzn.to/3TscpxY UK: https://amzn.to/45XaF7j Linux Basics for Hackers: US: https://amzn.to/3wqukgC UK: https://amzn.to/43PHFev Getting Started Becoming a Master Hacker US: https://amzn.to/4bmGqX2 UK: https://amzn.to/43JG2iA Network Basics for hackers: US: https://amzn.to/3yeYVyb UK: https://amzn.to/4aInbGK // OTW Discount // Use the code BOMBAL to get a 20% discount off anything from OTW's website: https://hackers-arise.net/ // Playlists REFERENCE // Linux Basics for Hackers: • Linux for Hackers Tutorial (And Free Courses) Mr Robot: • Hack like Mr Robot // WiFi, Bluetooth and ... Hackers Arise / Occupy the Web Hacks: • Hacking Tools (with demos) that you need t... // YouTube video REFERENCE // • USA stops UK creating Apple backdoor. Why ... • Will this Tiny Chip Change EVERYTHING in Q... // David's SOCIAL // Discord: / discord X: / davidbombal Instagram: / davidbombal LinkedIn: / davidbombal Facebook: / davidbombal.co TikTok: / davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 01:00 - Intro 01:49 - OTW's Books 02:46 - Brilliant Advert 04:01 - Encryption and Apple Backdoors 05:12 - Nation-states Racing for Quantum Computing 08:35 - Jensen Huang's Hybrid Quantum Computer 10:57 - The Threat of National Agencies 12:10 - China Collecting Encrypted Data 13:56 - Post-Quantum Cryptography 17:58 - The NSA Collecting Data 19:21 - The NSA and Encryption 24:40 - Concerns Against Cryptography 28:09 - Client-Side Scanning 30:46 - Should you Run AI on your Devices? 34:56 - NVIDIA's Role on Cryptography 37:37 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only.

Beginner's Mind
#163: The NVIDIA Way — 7 Scaling Lessons from Jensen Huang's Playbook

Beginner's Mind

Play Episode Listen Later Sep 14, 2025 46:05 Transcription Available


Most founders obsess over products. Jensen Huang built a $3 trillion company by obsessing over inevitabilities. This episode unpacks The NVIDIA Way by Tae Kim—the definitive account of how NVIDIA went from near-death startup to the world's most valuable chipmaker. More than a history, it's a manual for founders and VCs navigating the messy, high-stakes stretch between Series A and IPO. But this isn't just about NVIDIA. It's about you—if you're scaling in deep tech, where survival depends less on genius inventions and more on how you engineer resilience, culture, and urgency into your system. I walk you through 7 scaling lessons that matter now—from why pain is a founder's greatest teacher to how vision and culture become moats no competitor can copy. Each principle is grounded in NVIDIA's story, translated into today's market reality, and wrapped with coaching prompts you can act on this week. Key Takeaways: Pain Builds Resilience: Intelligence helps, but scars compound faster.Reputation Is Currency: Your first product isn't a chip or an app—it's trust.Defy the Innovator's Dilemma: Don't chase quarters—build inevitabilities.Lead with Context: Replace bottlenecks with clarity and extreme ownership.Sell the Vision: Markets follow narratives, not features.Culture Outruns Capital: Execution habits compound longer than cash.Urgency Wins: Complacency kills more companies than competition.Timestamps: (00:00) Why This Episode Matters (02:18) The Big Idea of The NVIDIA Way by Tae Kim (04:36) Who is Tae Kim? (08:15) Lesson #1: Pain and Suffering Are the Recipe for Greatness (12:35) Lesson #2: Your Reputation Is Your Currency (17:05) Lesson #3: The Innovator's Dilemma Will Come for You (21:45) Lesson #4: Lead With Context, Not Control (25:18) Lesson #5: Don't Just Sell the Product—Sell the Vision (30:00) Lesson #6: Culture Outruns Capital—and the Competition (34:32) Lesson #7: Build Urgency Into the System (38:30) Key Takeaways—3x Reading + 25 Years in Public Markets, VC, and Scaling Deep Tech (41:24) Reflection Why Listen:Learn how NVIDIA survived near-death and built inevitabilities that defined AI.Get 7 leadership and culture principles designed for Series A–IPO scale-ups.See how to evaluate companies not by products, but by the systems that endure.Upgrade your founder or investor lens with actionable coaching questions.Found this valuable? Like, share, and follow. Every signal grows the show—and helps bring you more playbooks from the world's most resilient companies.  

Portfolio Checklist
Van értelme még az elitdiplomának az AI korszakban?

Portfolio Checklist

Play Episode Listen Later Sep 13, 2025 57:38


A Portfolio Checklist hétvégi különkiadásának folytatásában ismét Kovács Ferenc Soma (Harvard) és Szepesi Mór (Yale) ültek mikrofon elé. Szóba került az amerikai és magyar felsőoktatás különbsége, a mesterséges intelligencia hatása a diploma értékére, az Ivy League és a techcégek ellentmondásos kapcsolata, sőt még a leghíresebb celebdiákok kulisszatitkai is. Főbb részek: Intro – (00:00) Hallgatói kérdés az egyetemválasztásról – (00:45) Már alapdiploma is top egyetemen? – (04:56) A kulcs a nehezen szisztematizálható készségekben van – (07:30) Mesterképzési kérdések – (12:10) Corvinus keltető – (15:40) Megéri a neves egyetem? Educational Economics megmondja. – (17:40) Láb az ajtórésben – (25:10) AI kérdések az oktatásban – (27:10) Ki hol dolgozna? Ki hol élne? – (32:10) Tech cégek vezetőinek viszonya az Ivy League-hez – (38:25) Pain and suffering by Jensen Huang – (40:50) Bulvár a borostyán ligában – (46:35) Ápolatlan csilliárdos csemete – (47:40) Paltrow, McCartney, Cobra Kai, Affleck – (51:00) Semester 5 tervek – (53:00) See omnystudio.com/listener for privacy information.

Millennial Investing - The Investor’s Podcast Network
TIVP36: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 7, 2025 81:41


Daniel Mahncke and Shawn O'Malley dive into Dell Technologies, the legacy PC giant that's quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, Meta, and Microsoft. With a growing AI backlog, enterprise trust, and deep global reach, Dell might be one of the most overlooked players in today's AI cycle. IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 01:09 - How Dell became a global PC behemoth. 5:27 - Why Dell managed to outcompete IBM. 10:56 - How Dell's business is structured. 14:30 - Why the PC Market is struggling to grow. 20:36 - What role AI Servers play in Dell's future. 47:23 - Whether Dell has a moat. 54:09 - How profitable Dell is and how it allocates capital. 01:11:15 - Why hardware is such a tough business. 01:14:11 - Whether Dell is attractively valued at its current levels. 01:14:11 - Whether Shawn & Daniel add DELL to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Norges Bank Interviews with Michael Dell. Dell Presentation on the AI PC Revolution. Jensen Huang, Michael Dell Interview on Nvidia and Dell Partnership 3rd Party Report on Dell's Moat. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: ⁠⁠⁠Harvest Right⁠⁠⁠ Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

La Trinchera con Christian Sobrino
BSB #64: De vice gobernadores, las bases que no volverán y manufactura de alto valor

La Trinchera con Christian Sobrino

Play Episode Listen Later Sep 6, 2025 135:51


En este sexagésimo cuarto episodio del ¡Bipartidismo Strikes Back! (una producción del #PodcastLaTrinchera), Christian Sobrino y Luis Balbino discuten la Resolución Concurrente de la Cámara propuesta por los Representantes Conny Varela Fernández y Pichy Torres Zamora para enmendar la Constitución y crear el puesto de Vicegobernador, el debate sobre la "re-militarización" de Puerto Rico suscitada por las recientes actividades militares de los Estados Unidos en la Isla y cerca de Venezuela, la columna de opinión en el Nuevo Día de Eduardo Bhatia sobre la salida de la Marina de Vieques y Roosevelt Roads, la reseña sobre Nvidia y su fundador Jensen Huang publicada en The Claremont Review of Books de Emmet Penney (pasado invitado del episodio 33 de La Trinchera) y mucho más.Este episodio es presentado a ustedes por La Tigre,  el primer destino en Puerto Rico para encontrar una progresiva selección de moda Italiana, orientada a una nueva generación de profesionales que reconocen que una imagen bien curada puede aportar a nuestro progreso profesional. Detrás de La Tigre, se encuentra un selecto grupo de expertos en moda y estilo personal, que te ayudarán a elaborar una imagen con opciones de ropa a la medida y al detal de origen Italiano para él, y colecciones europeas para ella. Visiten la boutique de La Tigre ubicada en Ciudadela en Santurce o síganlos en Instagram en @shoplatigre.Por favor suscribirse a La Trinchera con Christian Sobrino en su plataforma favorita de podcasts y compartan este episodio con sus amistades.Para contactar a Christian Sobrino y #PodcastLaTrinchera, nada mejor que mediante las siguientes plataformas:Facebook: @PodcastLaTrincheraTwitter: @zobrinovichInstagram: zobrinovichThreads: @zobrinovichBluesky Social: zobrinovich.bsky.socialYouTube: @PodcastLaTrinchera

The Belligerent Beavs Podcast
Ep 186 - Oregon State Football vs Cal Reaction, Fresno State Preview, And NIL + NVIDIA With BVR ST CO

The Belligerent Beavs Podcast

Play Episode Listen Later Sep 3, 2025 107:15


Oregon State football got punched in the mouth by Cal. We break down the flags, the two-point chaos, special teams mistakes, pass rush questions, tempo issues, and why Fresno State is a true must win. We talk Maalik Murphy, Anthony Hankerson, the offensive line, the defensive line, and how coaching decisions changed the game.Then Peter Mazzocco from BVR ST CO joins to map a bold future for Oregon State through NIL and technology, from AI performance tools to alumni-powered innovation with NVIDIA and Jensen Huang. We cover brand building, community support, recruiting advantages, and how Beaver Street Co could make OSU the tech school for college sports.#OregonState #SportsPodcast #GoBeavs #BeaverNation #BelligerentBeavs #OregonStateFootball #FresnoState #NIL #AI #NVIDIA #BVRSTCO

Everyone Talks To Liz Claman – FOX News Radio
The Man Who Sees The Future: My Conversation With Nvidia CEO Jensen Huang

Everyone Talks To Liz Claman – FOX News Radio

Play Episode Listen Later Aug 30, 2025 16:04


Last month, the multinational tech company Nvidia became the first company in the world to surpass $4 trillion in market value. Nvidia CEO Jensen Huang joined the Claman Countdown to discuss the company's financial performance, which is due to the growing demand for artificial intelligence.  Jensen explains how the Trump administration may interfere with their growing success. He highlights how A.I. is changing the business landscape; however, his company remains optimistic about the opportunities that A.I. will provide. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Columbia Energy Exchange
Jensen Huang: The Power of Intelligence Infrastructure

Columbia Energy Exchange

Play Episode Listen Later Aug 26, 2025 45:41


Jensen Huang, who founded NVIDIA in the early 1990s and built it into one of the most valuable companies in the world today, has thought a lot about AI's impact on global energy and climate systems.  Jensen has much to say about AI's potential benefits for energy innovation, power demand for AI, and a range of related topics, as David Sandalow — the inaugural fellow here at the Center on Global Energy Policy — learned when interviewing him. Today, we're bringing you their conversation in full from the AI Energy and Climate podcast which originally aired in April of this year.  Jensen and David explore why AI requires so much energy, but also how the technology can actually reduce energy consumption in applications from weather forecasting to manufacturing. Jensen describes innovations like silicon photonics that could save megawatts of power in data centers, and he shares a few ideas for using AI to improve efficiency in the industrial and power sectors. Moreover, he explains his vision for what he calls “AI factories” — and how they could be powered in ways that can reduce strain on the grid. Jensen Huang is the president of NVIDIA, which he founded in 1993 to advance accelerated computing. In 1999, NVIDIA released the GeForce 256 which it called “the world's first GPU”. It became a key enabler of PC gaming and computer graphics, and ignited the era of modern AI.  

a16z
Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple

a16z

Play Episode Listen Later Aug 18, 2025 64:59


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

Trumpcast
What Next TBD | Trump Dips into NVIDIA's Chips

Trumpcast

Play Episode Listen Later Aug 15, 2025 26:45


Jensen Huang, cofounder of NVIDIA, finds himself president of a $4 trillion company, at the forefront of A.I. technology, and, consequently, something of an international diplomat, as he charms President Trump and negotiates to sell his powerful chips to China.  Guest: Amrith Ramkumar, reporter for The Wall Street Journal in Washington covering tech and crypto policy. Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, Ethan Oberman, Patrick Fort, and Elena Schwartz. Learn more about your ad choices. Visit megaphone.fm/adchoices

What Next | Daily News and Analysis
TBD | Trump Dips into NVIDIA's Chips

What Next | Daily News and Analysis

Play Episode Listen Later Aug 15, 2025 26:45


Jensen Huang, cofounder of NVIDIA, finds himself president of a $4 trillion company, at the forefront of A.I. technology, and, consequently, something of an international diplomat, as he charms President Trump and negotiates to sell his powerful chips to China.  Guest: Amrith Ramkumar, reporter for The Wall Street Journal in Washington covering tech and crypto policy. Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, Ethan Oberman, Patrick Fort, and Elena Schwartz. Learn more about your ad choices. Visit megaphone.fm/adchoices

The David Pakman Show
8/8/25: Trump meddles in NYC mayor's race as tech CEOs capitulate

The David Pakman Show

Play Episode Listen Later Aug 8, 2025 94:14


-- On the Show: -- Dan Koh, host of The People's Cabinet, fills in for David. Subscribe to Dan's YouTube channel at http://www.youtube.com/@ThePeoplesCabinet -- Trump announced plans for a new census excluding undocumented immigrants, a move that would face major constitutional challenges and could reshape congressional representation -- House Republicans, backed by Trump, are pursuing an aggressive redistricting push in states like Florida, Texas, and Ohio to gain a dozen or more seats before 2026 -- A minor online critique of Sydney Sweeney's American Eagle ad was amplified by right-wing influencers, media, and politicians into a broader culture-war controversy -- Former Biden adviser Anita Dunn told House investigators that while Biden aged physically in office, he remained fully engaged and in control, rejecting claims that staff made key decisions without his consent -- Trump, joined by economist Stephen Moore, showcased charts in the Oval Office to argue the U.S. economy is strong and justify firing the Bureau of Labor Statistics chief -- Trump has nominated Stephen Miran, his Council of Economic Advisers chair and architect of his tariff policy, to temporarily fill a vacancy on the Federal Reserve Board -- The Trump administration has begun ending collective bargaining agreements for federal unions, starting with the Department of Veterans Affairs, which stripped labor protections from over 400,000 employees -- Top tech CEOs like Tim Cook, Jensen Huang, Elon Musk, and Sam Altman have courted Trump with gifts, praise, and investments -- Trump has quietly considered stepping into New York's mayoral race to oppose leftist Zohran Mamdani, consulting with Andrew Cuomo and advisers -- On the Bonus Show: Trump wastes tax dollars on White House improvements, Trump threatens to take control of Washington DC, and much more... ☕ Trade Coffee: Code PAKMAN10 saves you $10 at https://drinktrade.com/pakman

The Daily
Why Trump Just Gave China the Keys to A.I.'s Future

The Daily

Play Episode Listen Later Jul 22, 2025 31:04


In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.Then, a few days ago, Mr. Trump abruptly changed course.Tripp Mickle, who covers Silicon Valley for The New York Times, explains how Nvidia's C.E.O. persuaded the president that the best way to beat China at A.I. is to help them compete.Guest: Tripp Mickle, who reports about Silicon Valley for The New York Times.Background reading: Nvidia said that the U.S. had lifted restrictions on A.I. chip sales to China.How Nvidia's Jensen Huang persuaded Mr. Trump to sell A.I. chips to China.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Pete Marovich for The New York Times Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.