Podcast appearances and mentions of Jensen Huang

Plus: Nvidia invests $3.5 billion in Taiwanese chipmaker MediaTek . And Strategy buys bitcoin for the first time since June. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twistdomain CLA https://claconnect.com/withyou Rippling https://Rippling.ai/twist Today's show: Hugging Face's $399 Microduck and the art of companies taking on side quests. Then, we get into Dwarkesh Patel's "The Rise and Fall of Agent Civilizations," which blew up online this weekend. Jason calls the "secret AI civilization" framing deliberate PR, and thinks it's inflammatory enough that someone might attack a data center over it. Then, Anders Forslund of Heart Aerospace shows off the X1, a battery-powered electric airliner designed for regional flights that can fly for 30 minutes on just $5 of juice. PLUS, we've got John Yu of Bitsec explaining how his subnet project outperformed Fable 5 in website vulnerability checks. Guests: Anders Forslund on X: https://x.com/AndersForslund1?s=2 Heart Aerospace: https://www.heartaerospace.com/ John Yu on X: https://x.com/yubrew Bitsec: https://sentios.io/ & https://sentios.io/ Relevant Links: MicroDuck: https://pollen-robotics.com/microduck/ Dwarkesh Patel, "The Rise and Fall of Agent Civilizations," https://www.dwarkesh.com/p/openai-huggingface Dwarkesh's launch thread on X: https://x.com/dwarkesh_sp/status/2093833419377815719 METR's independent investigation of the OpenAI/Hugging Face incident: https://metr.org/blog/2026-08-26-openai-hugging-face-incident-investigation/ X1 first flight announcement — https://www.heartaerospace.com/newsroom/heart-aerospace-completes-first-flight-of-world-s-largest-electric-aircraft JSX (JetSuiteX) — https://www.jsx.com/ Pilatus PC-12 —https://www.pilatus-aircraft.com/en/fly/pc-12 Surf Air — https://www.surfair.com/ Zcash → https://z.cash/ Timestamps: 0:00 Is Hugging Face's Microduck the greatest side quest ever? 5:31 Jason puts Clem Delangue and Jensen Huang in charge of AI PR 11:20 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain 18:55 Top story: Dwarkesh Patel's "The Rise and Fall of Agent Civilizations" 19:22 Why agents act like people: they were trained on us 19:30 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 21:49 "I know good PR when I see it" 23:11 The prompt Jason says OpenAI should have written instead 26:44 The data center backlash and the politicians who will flip 30:07 Rippling - Don't settle for AI that's all talk. Head to https://Rippling.ai/twist to get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 33:19 Guest: Anders Forslund, Heart Aerospace, and the X1's first flight 39:40 Turboprops vs. jets and the regional routes America lost 42:33 JSX, Santa Monica Airport, and 5,000 underused airports 44:54 Why Boeing won't build this: the innovator's dilemma 53:14 Guest: John Yu, Bitsec — Bittensor Subnet 60 55:01 How the subnet works: miners, validators, $10K a day 57:17 Bitsec vs. a frontier model: 160+ vulnerabilities to 60 59:37 Was the agent civilization story a pre-IPO PR play? 1:05:10 Sentios.io and continuous coverage Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/   Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Can Nvidia keep propping up the AI trade? And will Callaway's controversial ad cost the brand customers? Plus, why are footwear and sneaker stocks getting marked down? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Nvidia keep propping up the AI trade? And will Callaway's controversial ad cost the brand customers? Plus, why are footwear and sneaker stocks getting marked down? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar. Jon Quast, Jason Hall, and Matt Frankel discuss: - Nvidia's prediction for AI capex spend - Marvell's accelerating growth - CrowdStrike's “Mythos moment” tailwind - Winners and losers in AI cybersecurity - Dick's worst day ever - As always, stocks on our radar Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick's Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS) Host: Jon Quast Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Unete al grupo de inversión: https://www.youtube.com/channel/UCy5-O9CmBVndvL6Kz_BP3-w/join Escucha mi Audiolibro: De Novato a Inversionista - El ABC de la Bolsa de Valores https://bit.ly/NovatoInversionista Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 28, 2026: I break down what redesigning work with AI actually means and share a practical framework for removing human glue, handoffs, waits, and routine work while creating new value. Then I get into Jensen Huang and Bill Gates disagreeing over whether robots and AI tokens should be taxed. Finally, I unpack the government's new 10-year jobs forecast and why the fastest-growing jobs in America still require something AI does not have: a human body in the room.

Meta has settled a landmark social media case in California for up to $17 billion. But the changes to Facebook and Instagram could be even more significant than the fine. Danny and Katie break down what the settlement means for under-18s – from tighter parental controls, time limits, overnight restrictions, bans on extreme cosmetic/makeup filters and changes to likes and reactions. Could this become a turning point for social media regulation? Meanwhile in China, 2,000 robots have been competing in the World Humanoid Robot Games, with events ranging from tug-of-war to cheerleading. As the robots get faster, cheaper and more capable, we ask: is robotics having a “chatGPT moment”? Plus, OpenAI has developed its own AI chip to rival Nvidia, even as it remains one of Nvidia's major customers. Could this be a serious challenge to Jensen Huang's chip empire?Watch on YouTube Get in touch: techpod@thetimes.co.uk Presenters: Katie Prescott, Technology Business Editor, The Times & Danny Fortson, US West Coast Correspondent, The Sunday Times Producer: Marnie Duke Executive Producer: Priyanka DeladiaVideo Producer: Bronwen LathamImage: Getty Hosted on Acast. See acast.com/privacy for more information.

Nvidia reported a blowout quarter, issuing optimistic revenue guidance that's pushing the stock higher. CNBC's Kristina Partsinevelos discusses CEO Jensen Huang's comments after the report and the response on Wall Street. Senator Dave Mccormick (R-PA) discusses inflationary pressures on Americans in his own state, particularly in the context of the ongoing war in Iran. Ahead of the midterms, Sen. McCormick discusses the future of Democrats, Republicans, and bipartisanship. Amid summer travel, CEO of Chase Travel Jason Wynn sees Americans sticking to their vacationing plans despite cost pressures. He calls it an “E-shaped economy.” Kristina Partinevelos - 02:41 Sen. Dave McCormick - 15:53 Jason Wynn - 34:44 In this episode: Dave McCormick, @SenMcCormickPA Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Kristina Partsinevelos, @KristinaParts Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jensen Huang. Steve Jobs. The other guy responsible for those aggressively ugly cars/the rebirth of conspiracy theory internet free speech. (Thanks Elon?) What do people like this see around the corner that the rest of us don't? Why do certain leaders recognize an emerging possibility years before everyone else catches up? Are they geniuses? Pattern-recognition freaks? Secret remote viewers? This week on Open Loops, Greg sits down with Tye Glover, innovation coach, author of The Perception Gap, and creator of Neuro Creative Programming (NCP)—a developing methodology designed to model the perceptual patterns of unusually creative thinkers and make those patterns more accessible to the rest of us. Because maybe creativity isn't simply about having better ideas. Maybe some people are literally noticing different realities. See that one over there? Made you look! This conversation becomes an experience in perception itself. Tye and Greg explore the filters determining what makes it into conscious awareness, what gets deleted before you ever notice it, and whether those filters can actually be trained. And then, surprise surprise, things get weird. Somehow, Tye stands directly in the middle of all of it, trying to take ideas that could easily disappear into the metaphysical abyss and turn them into something practical enough to use inside an office on Monday morning. You know....those empty buildings people used to hate themselves making money for someone else in together. It's trippy. It's surprisingly grounded. And somewhere in the Perception Gap may be an entirely different way of seeing what's been sitting in front of you the whole time. Welcome back to Open Loops. TYE'S Links: Get The Perception Gap / Learn More: https://thinkdifferentnation.com/the-perception-gap Think Different Nation: thinkdifferentnation.com Tye Glover on LinkedIn: LinkedIn profile Work with Tye / Book a Consultation: Schedule with Tye Let Greg know how you like the show. Write your review, soliloquy, Haiku or whatever twisted thoughts you want to share at https://ratethispodcast.com/openloops

A.M. Edition for Aug. 26. President Trump sends his landmark nuclear accord with Saudi Arabia to Congress for review, kicking off what's likely to be months of debate among lawmakers. Oxford Analytica's Rawan Maayeh breaks down whether the kingdom is likely to normalize relations with Israel as a part of the deal, as Trump has insisted. Plus, Bill Gates issues a stark warning on AI's impact on jobs and humanity, saying big tech has “no plan”. And we look ahead to Nvidia's earnings, with sky-high investor expectations for the world's most valuable company. And Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia will report earnings this Wednesday amid growing challenges for the AI industry, including the financial vulnerability of some of its biggest customers. WSJ's David Uberti breaks down what the chip giant is doing to shore up those potential weaknesses across the market. Plus, WSJ's Callum Borchers explains how companies are using AI to monitor worker productivity – and shares tips for evading the sneaky trackers. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Mondays is back with a breakdown of the biggest stories moving markets. We cover the bond market, what history says about stocks around midterm elections, warning signs from the VIX, and the biggest investing mistakes people are making right now.We dive into NVIDIA ahead of earnings, Jensen Huang's AI strategy, changing valuations, memory pricing, Micron, CrowdStrike, and the future of the AI trade. We also look at McDonald's as an economic signal, CAVA vs. Chipotle, and why time in the market can beat constantly trading.Plus, we close with audience questions and a rapid-fire This or That featuring Costco vs. McDonald's, Tesla vs. BYD, Robinhood vs. Meta, Bloom Energy vs. JPMorgan, Google vs. Stryker, and more. #MarketMondays #Investing #StockMarket #NVIDIA #NVDA #AI #Bitcoin #Trading #Finance #Wealth #EarnYourLeisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

A.M. Edition for Aug. 24. Trade talks between Canada and the U.S. have broken down, with Mark Carney betting no deal is better than a bad deal. WSJ trade reporter Gavin Bade details the new tariffs. Plus, Paramount begins settlement talks with several Democratic states today in a bid to avert an antitrust lawsuit over its takeover of Warner Bros. Discovery. And Nvidia, not satisfied with producing the computing power for AI, spends billions of dollars on developing open-weight AI models to compete with China. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Israeli activist and filmmaker Rudy Rochman joins Moshe Popack on Common Denominator for a wide-ranging conversation about Jewish identity, purpose, faith, communication, and the next chapter of Jewish history. Rudy explains why he prefers the word “activist” over “advocate,” arguing that meaningful change requires more than supporting a cause; it requires becoming an active participant in creating a new reality.He and Moshe explore how people can discover what they are here to do, why challenges can strengthen rather than derail a mission, and how conviction allows someone to continue even when they face criticism, division, or resistance.Rudy also shares his vision for reconnecting the dispersed tribes of Israel and explains why he believes the Jewish people cannot fulfill their collective purpose without recovering a shared mission.Timestamps2:06 Welcome 2:10 Activist vs. advocate: what's the real difference3:23 The individual and collective mission of the Jewish people5:32 What people get most wrong about him8:02 Growing up between France, Israel, and Miami11:39 Meaning, purpose, and the Kabbalah of chosen challenges13:58 Why people quit their mission, and how to keep going16:30 The neo-Nazi bus driver story that changed his life20:09 Reacting vs. observing: Moshe on Viktor Frankl21:14 How to actually communicate with people who disagree with you24:38 Kidnapped for three weeks filming the lost tribes of Israel in Nigeria31:25 Facing captivity and never losing faith he'd make it out33:53 Moshe on faith, his 11 kids, and Jensen Huang on suffering35:17 What reuniting the tribes of Israel could look like in 20 years38:02 Oneness, and Moshe's grandfather's deathbed lesson41:57 The common denominator of people who achieve great things44:49 Why the most public people are often the most introverted45:56 Rapid fire round46:58 The biggest obstacle to reuniting the tribes of Israel Like this episode? Leave a review here  https://ratethispodcast.com/commondenominator Newsletter  https://moshepopack.com/newsletter/Follow Common Denominator Podcasthttps://moshepopack.com/podcast/@mpopackhttps://www.instagram.com/mpopackhttps://www.facebook.com/MoshePopackFollow Rudy Rochmanhttps://www.instagram.com/rudy_israel/?hl=enhttps://www.tiktok.com/@rudyrochmanhttps://www.youtube.com/rudyrochman

This Week In Startups is made possible by: Superhuman https://Superhuman.com Sentry https://sentry.io/twist Lightfield https://lightfield.app Today's show: Jason's been saying it for years now (and we've got an All In clip from 2023 to prove it). Open source will win the AI race. This week gives us a major evidence point, as $11B legal AI company Harvey released its own in-house model, trained on an open-weight Kimi K3 base. Harvey made a proprietary specialized solution without having to risk sharing its precious expert-compiled data with the major frontier labs. PLUS we're checking out the FREE AI dictation app Willow with co-founder Allan Guo, and finding out how he plans to compete with giants like Wispr Flow and Apple. AND we've got the Stanford student who built an automated golf cart and gave luminaries like Jensen Huang and Sam Altman rides around campus. Guests Allan Guo on X: https://x.com/_allanguo Willow: https://willowvoice.com/ Ethan Goodhart: https://x.com/EthanGoodhart Sign up for the Wind TestFlight: https://testflight.apple.com/join/zZqmhhwf Relevant Links CNBC: OpenAI "will be a public company in 2027": https://www.cnbc.com/2026/08/19/open-ai-ipo-timing-2027-friar.html OpenAI Zero Data Retention Pledge: https://openai.com/index/our-commitment-to-zero-data-retention TWIST (June 2026): Jason comments on OpenAI and training data: https://youtu.be/o3eow1nTrcI?si=orungk7OmplOuyio&t=742 All In podcast (Feb 2023): Jason comments on open source vs. frontier models: https://youtu.be/PVgBWV2bvLs?si=j6y7sHS0wx9q09oa&t=5173 Harvey: https://www.harvey.ai/ Harvey Tenet Research Preview: https://www.harvey.ai/blog/post-training-update-harvey-tenet Fireworks AI: https://fireworks.ai/ Wispr Flow: https://wisprflow.ai/ Pipedrive: https://www.pipedrive.com/ Nvidia Jetson Thor: https://www.nvidia.com/en-us/autonomous-machines/embedded-systems/jetson-thor/ OpenAI shares Wind golf cart clip: https://www.tiktok.com/@openai/video/7645336713472134431 Starlink Mini: https://starlink.com/mini-product-us?srsltid=AfmBOorzM7arxhdzYAdDpH6RGD4LLg9WV_BFnEoLuYieuHuGSCjQTE1Y Toro mowers: https://www.toro.com/ 404 Media: https://www.404media.co/ Punchbowl News: https://punchbowl.news/ Semafor: https://www.semafor.com/ Skift: https://skift.com/ Newcomer: https://www.newcomer.co/ Deirdre Bosa on YouTube: https://www.youtube.com/@deebosa Electrek: Genesis GV90 review: https://electrek.co/2026/08/20/genesis-gv90-luxury-coach-doors-images/ Toyota Alphard gallery: https://global.toyota/en/mobility/toyota-brand/gallery/alphard.html The Clash "London Calling" video: https://www.youtube.com/watch?v=EfK-WX2pa8c Timestamps: 0:00 What is Jason's Grok Bot up to? 5:17 Systems over goals 9:43 Superhuman - Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at https://Superhuman.com 13:08 OpenAI will go public soon 14:19 Top line ARR matters way less than churn 20:43 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 29:55 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 30:52 Harvey launches Tenet 34:32 "Open source is going to win it all" 35:58 Allan Guo of Willow joins 39:18 Managing a single source of truth across a team 47:00 Lon and Jason love the Toyota Alphard 51:00 Stanford student and AV expert Ethan Goodhart joins 1:00:09 How Ethan got Jensen Huang to go for a ride 1:00:37 Punk Rock 101 1:06:24 Phoebe Gates' secret Harvard class Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis   Check out all our partner offers: https://partners.launch.co/   Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Charlie, Ted, and Rony open on Higgsfield's $400 million raise at a $5.4 billion valuation, and the uncomfortable gap between its strong revenue and a wave of user complaints about its terms of service (Charlie discloses he's a Higgsfield creative partner). From there: Snap's $2,195 Specs launch on September 16th, and Evan Spiegel's candid admission that he doesn't expect them to sell well, which Rony compares to Jensen Huang's decade-plus of staying the course before Nvidia's breakout. The group also digs into Epic Games quietly offloading Sketchfab and ArtStation to the much smaller KitBash, and a wide-ranging debate on AI filmmaking sparked by a Chatham House Rules event with Google and the American Film Institute, including Rony's memorable comparison of AI-native filmmakers to Skrillex versus the full-orchestra, Abbey-Road approach of traditional Hollywood.Barmak Heshmat, founder and CEO of Brelyon, joins to make the case for immersive displays that skip the headset entirely. A former head of optics at the AR company Meta (not Facebook) and MIT computational imaging researcher, Barmak explains Brelyon's curved monitor, which uses monocular depth to create what he calls "a window to the virtual world" you look through rather than wear. The conversation covers why enterprise, not consumer, is where the technology is scaling first, a published study with Toyota on video pass-through windshields that could eliminate car glass entirely, and Barmak's longer-term vision for light field displays as the natural evolution beyond stereoscopic 3D.Key Moments: [03:35] Higgsfield's $400M raise and the backlash over its terms of service [07:35] Snap's $2,195 Specs and the Jensen Huang long-game comparison [11:35] Epic Games sheds Sketchfab and ArtStation to KitBash [17:35] Inside a Chatham House Rules AI filmmaking summit with Google and AFI [21:35] The Skrillex vs. Beatles theory of AI-native filmmaking [28:35] Barmak Heshmat joins to tell us about building the Brelyon's headset-less display [33:35] How monocular depth creates a "window to the virtual world" [46:35] A published study with Toyota on video pass-through windshields [53:35] The future: light field displays and headsets as an accessory Hosted on Acast. See acast.com/privacy for more information.

Yahoo Finance reported that Nvidia is in talks with South Korean AI chip startup Rebellions about a potential deal, with no terms disclosed. Nvidia, led by CEO Jensen Huang, seeks to extend its platform reach as startups look for distribution, software compatibility, and market access. A partnership could take the form of a minority investment, joint development, or distribution, with developer tooling and CUDA integration central to adoption. Supply considerations and local support in South Korea could influence delivery timelines and procurement. Competitive pressure from AMD, Intel, cloud providers' custom silicon, and local players like FuriosaAI provides context. Regulatory reviews, shaped by precedents such as Mellanox's approval and Arm's failed sale, may affect scope and timing. Founders should prepare for heterogeneous AI fleets, multi-chip support, and co-selling requirements in enterprise sales.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode, Scott Becker examines NVIDIA's remarkable growth, $5.5 trillion market cap, and Jensen Huang's role in driving the AI economy.

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent earnings from Lumentum and Coherent, pointing to margin pressures and the yield challenges Coherent faces during its transition to 6-inch indium phosphide wafers. This leads to a detailed debate on optical interconnect architectures—distinguishing Linear Pluggable Optics (LPO) from Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO)—while noting that adoption remains largely rack-to-rack rather than internal to the rack due to manufacturing and serviceability bottlenecks. Turning to enterprise networking, the hosts highlight Cisco's resurgence powered by its proprietary Silicon One chips and its clever use of Anthropic's Mythos model to run security audits that drive hardware refreshes. Applied Materials' record quarter is evaluated next, where eight quarters of visibility backed by Long-Term Agreements (LTAs) demonstrate structural supply chain shifts, despite market hesitancy likely tied to Intel's pending capex plans. Finally, they examine NVIDIA's proposed $500 billion data center financing initiative, debating whether vendor-backed capital creates circular demand or serves as a necessary bridge for capital markets, while challenging Jensen Huang's assertion that compute should be viewed as a standalone, non-obsolescent asset class.

Get 30 Days of Merlin free at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MerlinCrypto.Com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today, I'm breaking down one of the tensest waiting games Wall Street has played in months. Ahead of the CPI inflation print, the markets were practically frozen, but underneath the surface, absolute chaos is brewing. In this episode, I dive headfirst into the massive geopolitical oil whipsaw over the Strait of Hormuz and why crude prices are actively driving the war narrative. Then, we are talking about Nvidia—I explain Jensen Huang's emergency clarification on their eye-watering $500 billion AI financing backstop and break down their brand-new, ultra-efficient 'Nemotron 3.5 Lightning' model. But that's not all. I'm pulling back the curtain on crypto giant Wintermute's massive strategic invasion of traditional Wall Street as they secure a broker-dealer license to go toe-to-toe with Citadel and Jane Street. To wrap it all up, we travel to Switzerland to look at their mind-blowing 0.4% inflation rate and how they are pulling off the ultimate economic escape act.Oh, and if you're completely sick of manually tracking your crypto portfolio across twenty different apps and spreadsheets, I've got a total game-changer for you in today's episode: Merlin. You won't want to miss this one! Enjoy! Join the Age of Radio Discord | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/EeamD8WcjN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Goodpods ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://goodpods.app.link/usUyBZzhuNb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Free Financial Consultation: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/B6nNZ2FbxbhESCHg9⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Red Wizard Gaming Society: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/9D43EszdUB⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   DM if you are interested in Life Insurance! If you or someone you know has been struggling or in crisis please call or text 988 or chat ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠988lifeline.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  

This week, we discuss Zuckerberg's open source AI manifesto, GPUs as securitizable assets, and who actually gets AI ROI. Plus, Buc-ee's goes to war over beavers. Watch the YouTube Live Recording of Episode 585 Runner-up Titles Law of Unintended Consequences We're not lawyers, we just have common sense Trillion-dollar open source company The Meta Manifesto I don't think self-awareness is their strong point. Using AI to fight AI Put me as a strong maybe. Rundown Days after John Oliver's dare, Buc-ee's sues again Meta's Big AI Week The Future is for Everyone Meta Unveils ‘Open Source' Version of Its Most Powerful A.I. Model Meta debuts first AI coding agent to take on Anthropic and OpenAI Superintelligence is a dragon Mistral Is in the Right Place at the Right Time The AI Money Machine Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset' 48% of Google Cloud Revenue Next Year Could Come From Just 2 Companies That Have Still Never Turned a Profit Datadog Says Lower Usage From Major AI Customer Could Dent Growth Relevant to your Interests New Orleans will use AI to answer 911 calls instead of a human OpenAI's new AI smart speaker will reportedly sell for between $300 and $400 TechCrunch OpenAI acquires presentation startup NextSlide A road trip through the data center debate A Top OpenAI Executive Steps Down Cloudflare OS: an open platform for agents, apps, and work Introducing Kitesurf: The agent-first browser that runs in V8 isolates on Cloudflare Workers The next generation of MCP How a simple request for AI to book a gym class exposed a major threat Nonsense Buc-off Sponsors Signadot: making sure AI-written code actually works. Conferences WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD50 25 Free Tickets AI Connect, Aug 22nd, 2026 - Riga, Latvia, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Furious on Hulu Matt: NearbyWiki Reading Maps Infrastructure Frontiers podcast Coté: IncomphrensibleMedia.com Elgato Teleprompter TelepromterPro+

There's a simmering concern on Wall Street about Nvidia and CEO Jensen Huang's role as leader of the AI revolution. Despite bringing in billions of dollars in profit from the GPUs powering AI, investors are worried about the company's recent “circular” deals with other tech companies, and some are asking if the chip giant is building the future of AI or inflating the next tech bubble. To better understand Huang, the man pulling the strings of this global AI boom, Danny Fortson and Mark Sellman revisit an interview with Stephen Witt, author of ‘The Thinking Machine', a history of Jensen Huang and Nvidia. Stephen talks about how Huang hatched the idea for Nvidia in a diner, why getting rich was his biggest fear, and the time he got shouted at by the CEO. Watch on YouTube Read more: Nvidia is becoming tech's Bank of Mum and Dad Get in touch: techpod@thetimes.co.uk Producer: Marnie Duke Executive Producer: Priyanka DeladiaVideo Producer: Bronwen LathamImage: Getty Hosted on Acast. See acast.com/privacy for more information.

ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALESign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=socialWhat's up, guys? Today I've got a mind-blowing episode for you with one of the most innovative thinkers in the world of artificial intelligence—Jensen Huang, the legendary CEO of NVIDIA. This is the guy who's reshaping entire industries and basically powering the AI revolution itself. Now, I wanted to have Jensen on because he's not just building chips; he's pioneering the future of intelligence as a commodity. We get into the weeds on how AI is transforming the way we work, how data centers are becoming the new artificial brains, and what all of this means for you—whether you're an investor, an entrepreneur, or just someone trying to keep up with the pace of change.We go deep on the risks and rewards of AI financing, how to thrive in a world of rapid technological disruption, and why the next decade is going to redefine who wins and who gets left behind. If you care about making sense of our wild economic system, protecting your future, and using technology to level up, this is an episode you cannot afford to miss. I hope you guys get as much value from this conversation as I did. And if you do, don't forget to drop a review—that's how we get this message out to the people who need it most. I'm Tom Bilyeu, and welcome to Impact Theory.Sponsors: Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Pique: 20% off at https://piquelife.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactSurfshark: Go to https://surfshark.com/TOMB or use code TOMB at checkout to get 4 extra months of Surfshark! ATT Business: Switch to AT&T Business at business.att.comKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderNetsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dan Nathan and Guy Adami dig into the biggest story in markets: Nvidia's roundtable with Wall Street's top financiers — Jensen Huang, David Solomon, Jon Gray, and Stephen Schwarzman — and the multi-hundred-billion-dollar backstop deal getting compared to a modern-day CDO. Dan lays out why he thinks this AI CapEx build could make the dot-com bust and the GFC look tame, walks through Nvidia's doubling credit default swaps, and answers a listener question on exactly what would signal the bubble has popped. Plus: the cautionary tale of The Trade Desk's collapse from $140 to $14, why valuations are only richer once before in history (the dot-com peak), and a preview of what to watch in Cisco's earnings after the close today. Show Notes A short history of valuing stocks (FT) Wall Street just endorsed Jensen Huang's ‘big concept' for AI. What now? (CNBC) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Nvidia is taking in $500 billion in new financing from major Wall Street firms as CEO Jensen Huang touts chips as the next “investable asset.” Former senior White House policy advisor on AI Sriram Krishnan discusses America's tech race with China and the next opportunities in artificial intelligence, including in cyber security. CNBC's Dan Murphy reports on the new normal in the Strait of Hormuz, a Tesla-SpaceX merger could fast-track Elon Musk's pay package, and a Staten Island judge has ordered an emergency pause on Mayor Mamdani's new pied-a-terre tax. Plus, Virginia Governor Abigail Spanberger is intervening in the sale of Dominion Energy to an out-of-state company. The moderate democrat discusses Virginia's business ecosystem and the primaries underway in multiple states across the country.    Dan Murphy - 04:22 Gov. Abigail Spanberger - 15:06 Sriram Krishnan - 31:53    In this episode: Abigail Spanberger, @GovernorVA Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Melissa Lee, @MelissaLeeCNBC Dan Murphy, @dan_murphy Katie 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.

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

AI demand has sent memory chip prices and semiconductor costs soaring, but the bigger question is whether this is a lasting inflation problem or just another boom and bust cycle for chips.Mike Armstrong and Paul Lane break down why the AI buildout has pushed up prices for chips, servers, and data center equipment, why semiconductor costs may stay elevated in the short term, and why new supply and innovation could eventually bring prices back down. They also discuss Jensen Huang's push to make AI chips look like longer-lasting financial assets, why Wall Street may try to create new markets around compute, and the risks that come with financializing semiconductors. Plus, they look at Intel's $20 billion share sale, why government ownership of Intel complicates the AI investment story, how fear can drive bad retirement decisions, Anthropic's IPO push, Waymo's growing pains, and why hybrids are gaining ground as gas prices rise.

Nvidia makes a massive financing push, teaming up with top Wall Street bosses who pledge more than half a trillion dollars in capital. CEO Jensen Huang tells CNBC that his company's chips platform will become its own asset class. Hopes of a new deal over the Strait of Hormuz fade with President Trump claiming the U.S. fully controls the waterway and that it should be Iran who pays the U.S. reparations for 50 years of ‘damage'. Crude inches higher and Asian equities remain mixed while futures in Europe and the U.S. are flat.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Raar, maar toch echt waar. Nvidia gaat samenwerken met de grootste vermogensbeheerders van de wereld. Partijen zoals Blackrock, maar ook financiële reuzen als Goldman Sachs. Partijen die samen 500 miljard dollar voor Nvidia verzamelen. Een bijzonder plan, want die 500 miljard is geld dat Nvidia ophaalt voor z'n eigen klant. Geld dat die klanten kunnen lenen om datacenters en Nvidia-chips te financieren. Deze aflevering kijken we of dat geniaal is of gewoon een gigantisch risico. Want wat zegt het dat Nvidia geld moet ophalen voor zijn eigen klanten? En gaan meer bedrijven dit voorbeeld volgen Hebben we het ook over Philips. Dat had een deal met het Italiaanse Exor en die deal wordt uitgebreid. Exor mocht eerst maximaal 20 procent van de aandelen kopen, dat wordt nu 22 procent. De Italianen mogen zelf méér kopen, als ze de raad van commissarissen van Philips kunnen overtuigen. Verder deze aflevering: De beursgang van Shein wordt nóg treuriger De beursgang van OpenAI is nóg verder weg De beursgang van Unitree een succes: 5500 keer (!) overtekend Te gast: Arend Jan Kamp van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Chipmaker Nvidia heeft een eigen open source AI-taalmodel uitgebracht: Nemotron 3.5 Lightning. Het is een compact model dat lokaal kan draaien op de GPU in iemands eigen pc, en dat iedereen gratis kan downloaden en gebruiken voor relatief kleine AI-taken. Daarnaast komt Nvidia met software onder de naam NeMo Switchyard, waarmee een computer automatisch kan wisselen tussen verschillende AI-modellen. Verder gooit datingapp Bumble het principe overboord dat vrouwen het eerste bericht sturen. Joe van Burik vertelt erover in deze Tech Update. Nvidia-topman Jensen Huang zei vorige maand al dat open source modellen bij uitstek geschikt zijn om te draaien op de chips die zijn bedrijf verkoopt. De release heeft ook een politieke component: open modellen komen grotendeels uit China en bij de regering Trump groeit de weerstand daartegen, zoals bleek na de komst van het krachtige en efficiënte model Kimi K3. Anthropic en OpenAI beschuldigen de Chinese makers van het aftappen van data, terwijl Mark Zuckerberg juist fan is van open modellen. Volgens Huang zorgen open modellen over de hele linie voor meer innovatie en veiligheid. Bumble laat iedereen het eerste bericht sturen Datingapp Bumble stapt af van het principe waar de app om bekendstaat: bij een heteromatch mocht tot nu toe alleen de vrouw als eerste een bericht sturen. Vanaf nu kan iedereen dat, in wat het bedrijf zelf een 'enorme evolutie van onze kenmerkende gesprekservaring' noemt. Ook krijgen gebruikers 72 uur om te reageren in plaats van 24. Oprichter en CEO Whitney Wolfe Herd, eerder medeoprichter van Tinder, zegt dat het initiatief bij vrouwen leggen bedoeld was om tot betere uitkomsten voor iedereen te komen, maar dat gebruikers nu meer flexibiliteit en minder druk willen. Van de ondervraagde vrouwen zegt 66 procent liever te hebben dat mannen het eerste bericht sturen, en tijdens tests zorgde dat ook voor meer contact. Wie alleen 'hey' wil sturen, krijgt eerst de suggestie beter over de openingszin na te denken. Nvidia brengt Nemotron 3.5 Lightning uit, een open model voor een enkele GPU Nvidia over de werking van routeersoftware NeMo Switchyard Switchyard wisselt van AI-model tijdens een taak en drukt de kosten Bumble laat mannen het eerste bericht sturen en verruimt reactietijd naar 72 uur Bumble legt uit hoe gesprekken op de app nu beginnen Over de maker:Joe van Burik volgt en duidt de belangrijkste ontwikkelingen in tech, met scherpte, vlotheid en de nodige humor. Je hoort hem dagelijks op BNR Nieuwsradio over het belangrijkste technieuws, van AI tot cybersecurity en social media tot quantumcomputers. Ook interviewt hij in De Grote Tech Show samen met Ben van der Burg leiders in digitale innovatie. In het bijzonder volgt Joe al twee decennia de wereld van videogames, nu voor zijn podcast All in the Game.See omnystudio.com/listener for privacy information.

AI and Wall Street titans combine forces: NVIDIA's Jensen Huang, Goldman Sachs' David Solomon, BlackRock's Larry Fink, Blackstone's Jon Gray, Apollo's Jim Zelter, Brookfield's Bruce Flatt and KKR's Waldemar Szlezak discuss with our Becky Quick their new agreement $500B between the companies to fund AI infrastructure projects. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Christian from Imaginary Game Studios joins Ben for a conversation involving a very important aspect of video game promoting, advertising, and audience connections. To start it all off with a proverbial BANG, Ben talks about a couple of games that he has been playing recently, Monday Syndrome and RACCOIN, and Christian professes his undying love for Japanese coin-pusher machines. Next, the fellows discuss the recently announced DLSS 5 technology, how the “message” was received by gamers and developers, and the resulting spin from Nvidia's CEO Jensen Huang. FINALLY… they explore the topic word as it relates to pop culture, Christian's chosen line of work, censorship, various forms of art, advertising in a global economy, inducing laughter, and the unique games of SUDA51 and Grasshopper Manufacture. *** 00:00:20 - Various Gabbos, Schrödinger's coming soon, early access, and NOT Constantinople 00:03:33 - Palpable excitement, props for an AI disclosure, and Ben didn't enjoy his Mondays 00:06:41 - Perk and power tradeoff, Clippy's replacement, game design love, and coin-pushing 00:11:39 - Better arcades in Japan, games for parents, falling pennies, and pushing marbles 00:17:02 - Cold hard cash, towers of coins, DLSS 5 technology, and the stuff of nightmares 00:22:23 - Addressing the wrong audience, an ill-advised CEO response, and a pair of TLDRs 00:30:37 - Excellent timing, Christian invents a definition, unknown origin, and spot reduction 00:35:02 - ALL YOUR BASE ARE BELONG TO US, churning SIMS, and localization services 00:39:56 - The unspoken cost, censorship, dubs and subs, and anime and manga parallels 00:45:51 - Pixar localizations, Wuxia genre fails, missing tutorials, vigor, energy, spirits, and chi  00:50:59 - The biggest Dynasty Warriors fan, 1 vs.1000 soaps, and the California pizza chicken 00:54:05 - Eating your digits, a resurrection elixir, no movement, touching birds, and sucking  00:56:41 - Pondering purpose, art as a product, Ben's job and the Street Fighter name swap 01:00:51 - Everyone's favorite Darkstalkers character, Ben's Dreamcast tip, and Scott Pilgrim 01:05:00 - The games of Goichi Suda, playing a patchwork quilt, and Shadows of the Damned 01:10:10 - Romeo is a Dead Man, growing bastards, and can game mechanics be localized? 01:14:22 - Ben always knew, the result of heating up water, and localizing in semaphore  *** Follow Two Vague on… Our website: https://www.twovaguepodcast.com On Instagram: https://www.instagram.com/two_vague_podcast On YouTube: https://www.youtube.com/@twovaguepodcast On Substack: https://twovaguepodcast.substack.com/ On Bluesky: https://bsky.app/profile/twovaguepodcast.com   For show appearance and other inquiries, contact us at: twovaguepodcast@gmail.com For all of your 2VP merch, check out the Partly Robot Industries store at TEEPUBLIC! https://www.teepublic.com/user/partly-robot-industries   Follow Andrew / Partly Robot Industries on… His website: https://partlyrobot.com/ On Instagram: https://instagram.com/partlyrobot On TikTok: https://www.tiktok.com/@partlyrobot On Substack: https://partlyrobot.substack.com/ On Bluesky: https://bsky.app/profile/partlyrobot.com On Ko-fi: https://ko-fi.com/partlyrobot On Microcosm Publishing: https://microcosmpublishing.com/catalog/artist/andrew-coltrin On Patreon: https://www.patreon.com/partlyrobot And his TREE o' LINKS: http://linktr.ee/partlyrobot   Follow all the shenanigans of Imaginary Game Studios here… On their website: https://www.imaginarygamestudios.com/ On their Discord: https://discord.gg/YyDD7ECtdJ On their YouTube channel: https://www.youtube.com/@caxtnova Check out the Rogue Climber trailer here... https://www.youtube.com/watch?v=MZbTXcHa3is Rogue Climber on Steam - https://store.steampowered.com/app/2673440/Rogue_Climber/ *** References, Links, and Tags For more information about Monday Syndrome, developed by hyesmo and published by Brightika, Inc, and Blackburne Games Studio FZ LLC... https://hyesmo.com/ https://brightika.com/ https://www.blackburnegames.com/ https://store.steampowered.com/app/3305970/Monday_Syndrome/ https://www.youtube.com/watch?v=HfPOcZ0okdU   For more information about RACCOIN: Coin Pusher Roguelike, developed by Doraccoon and published by Playstack https://www.playraccoin.com/ https://www.playstack.com/games/raccoin/ https://www.youtube.com/watch?v=x3eRZVM6o6k   #Podbean #DIYPodcast #ApplePodcast #VideoGames #Trivia #Comedy #Talkshow #2VP #TwoVaguePodcast #PodernFamily #InterviewShow #GamersofThreads #Gamer #PartlyRobot #PartlyRobotIndustries #TeePublic #MicrocosmPublishing #NerdEmergencie #RogueClimber #ImaginaryGameStudios #MondaySyndrome #hyesmo #BlackburneGamesStudio #Raccoin #Doraccoon #Playstack

ep. 1018: The Nvidia Leadership Principle That Changed How I Give FeedbackWhat if the biggest leadership mistake isn't giving too much feedback—but giving it to too few people?In this episode, I share one of the most powerful leadership lessons I took away from The Nvidia Way. As Nvidia grew into one of the world's most valuable companies, Jensen Huang realized that one-on-one coaching no longer scaled. His solution challenged the way I think about leadership, accountability, and building a learning organization.We explore why one person's mistake can become everyone else's lesson, how public feedback—when delivered with the right intent—can improve decision-making across an entire team, and why great leaders focus on scaling learning, not just managing people.Whether you lead a business, manage a sales team, coach others, or simply want to become a better communicator, this episode will challenge you to rethink how feedback is given and how organizations learn.If you're tired of repeating the same lessons over and over, this conversation may change the way you lead.In this episode, you'll learn:Why great leaders make learning scalable.The difference between public learning and public embarrassment.How feedback can improve decision-making before mistakes happen.Why accountability and transparency create stronger teams.A practical leadership question that can transform the way you coach others.If this episode challenges your thinking, I'd love to hear from you. Share your biggest takeaway in the comments, and don't forget to subscribe for more conversations on leadership, sales, business, and personal growth.TEXT ME!Support the show

Farside Correction Strike Launches Beneficiary Planning for Bitcoin Inheritance https://x.com/strike/status/2082560745498157548 CLARITY Act Protects Self-Custody Bitcoin from Abandoned Property Laws https://x.com/intangiblecoins/status/2081055716282953999 Vinteum Announces New Bitcoin Fellowship Cycle and Fellows https://x.com/vinteum_org/status/2080376273893728602 Jensen Huang's First X Post: NVIDIA Supports Open AI Models https://x.com/jensenhuang/status/2080643682408321103 Nigeria | Tinubu Establishes Virtual Asset Council Nigerian President Bola Tinubu signed an executive order establishing a coordinated framework for the regulation of digital assets. The new “Virtual Asset Council” will be chaired by the Central Bank of Nigeria, with the Nigerian Securities and Exchange Commission, Nigeria Revenue Service, and other financial and national security officials also involved. The Nigerian SEC will oversee virtual assets classified as securities, while the central bank will register payment, custody, settlement, and other non-security assets. FinancialFreedomReport.org Sparrow Wallet 2.5.3: ERA Hardware Wallet Support, XDG Directories, and PSBT Verification https://github.com/sparrowwallet/sparrow/releases/tag/2.5.3 Vexl v1.45.1: Performance Improvements and VCF Contact Backup https://github.com/vexl-it/vexl/releases/tag/v1.45.1_883 Amethyst v1.13.0: Napplet/nSite Browser Host, Cashu CLI Support, NIP-22 Comments, and Tor Onion-Location https://github.com/vitorpamplona/amethyst/releases/tag/v1.13.0 Blitz Wallet Android v0.7.14: Faster Payments, Transaction Filtering by Description, and Simplified UI https://github.com/BlitzWallet/BlitzWallet/releases/tag/Android-v0.7.14 India Forces GitHub to Remove Bitchat App https://x.com/callebtc/status/2080576044168339662 Bitchat Enables Offline Self-Transfer to Other Android Phones https://x.com/callebtc/status/2082106744788955310 Bitchat Coming to Smartwatches as Decentralized Mesh Walkie-Talkie https://x.com/callebtc/status/2082427446154997910 Bitle: Open-Source ESP32 Mesh Relay for Off-Grid Bitchat https://x.com/Alacritic_Super/status/2082055423109247402 Russia Charges Telegram Founder Pavel Durov with Facilitating Terrorism https://www.reuters.com/world/russias-fsb-charges-telegram-founder-durov-with-facilitating-terrorism-ifax-says-2026-07-29/ Colorado's New Restrictive Process for Buying Semi-Auto Firearms https://x.com/avaflanell_/status/2080706895787249842 3:33 - Blaze it 8:33 - Dashboard 9:48 - Corrections 14:03 - Strike inheritance 15:38 - CLARITY protects from Noah Doe 25:18 - Vinteum 28:13 - Jensen tweets 35:13 - Boosts 36:28 - HRF Story of the Week 38:43 - Software updates 55:43 - Durov flips off Moscow 57:48 - Colorado has fallen 1:01:33 - Geo time Shoutout to our sponsors: Strike https://strike.me/ Stakwork https://stakwork.ai/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

Le « moment Spoutnik » de l'IA : sortie de Kimi K3 Un modèle chinois rivalise avec Claude et GPT-5 pour cinq fois moins d'argent. Ce n'est pas une copie — c'est une menace directe sur les valorisations à mille milliards de dollars construites en quelques années à peine aux États-Unis.La Maison Blanche crie au vol, mais les outils qui font tourner la Silicon Valley utilisent déjà des modèles chinois. La distillation dont on accuse Moonshot, c'est le même processus qui a permis à Cursor de devenir ce qu'il est aujourd'hui.Ce qui bascule, ce n'est pas seulement le leadership technologique. C'est la question de qui a le droit de construire sur quoi et qui protège son oligopole en se cachant derrière la réglementation.===================⏱️ DANS CET ÉPISODE :===================0:00 — Intro0:34 — Kimi K3, le modèle chinois qui défie l'Amérique3:03 — Une architecture innovante et des coûts inédits11:47 — Distillation: voler ou s'inspirer légitimement17:52 — 5 milliards contre 100: le choc de valorisation19:30 — La contrainte comme arme secrète des Chinois22:16 — Les LLM plafonnent26:03 — Jensen Huang contre Washington: la Silicon Valley en révolte34:02 — Kimi K3 s'adresse à qui concrètement=============

YC's Nemil Dalal joins to explain why he's never been more bullish as BitMEX winds down after 11 years, whether every failed crypto idea (TCRs, DAOs, creator coins) eventually works, why crypto is really about money, Base's consumer mea culpa, on-chain reputation and credit, and who pays in the x402 AI-agent era. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week they're joined by Nemil Dalal, Visiting Partner at Y Combinator and ex-Coinbase, where he led USDC and the Coinbase Developer Platform. He's here to explain why, with exchanges winding down left and right, he's somehow never been more bullish. The crew digs into the great contrast of the moment: BitMEX shutting down after 11 years (plus BitMart, Movement Labs, Balancer Labs) while the plumbing quietly prints, and whether Imran's viral 'everything that failed will eventually work' thesis is genius or toxic positivity. From there it's the question of whether crypto is really only about money (Jesse's Base mea culpa included), a war-memories tour through TCRs, on-chain reputation and why pure on-chain credit keeps faceplanting, and finally who actually pays in the x402 AI-agent era, and whether decentralization even survives contact with Google-shaped gravity. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

AI news: Sam Altman says we're IN the Singularity, GPT-6 rumors, and AI models literally broke out of their sandbox. What a week. On today's AI For Humans, we dig into the wild GPT-6 rumors (emphasis on RUMORS), Sam Altman's "I've been waiting for this my whole life" singularity moment, Ilya Sutskever's SSI scaling up with Nvidia, and the ongoing debate over whether Anthropic's Opus 5 is brilliant or just hard to love. Also: Flux 3 might be the best AI video model we've seen yet (wait until you see Stacked Plates Man), Runway teases Seedance 2.5, and the new Big Bang Theory has an AI controversy.  Plus, THE SCARY STUFF: OpenAI's models exploited a zero-day and compromised Hugging Face during a security eval, the fight over open weights heats up as Kimi K3 goes open, and Chinese robots run military drills. THE SINGULARITY MIGHT BE HERE. BUT WE'RE NOT AFRAID // Show Links // GPT-6 rumors round-up (unconfirmed) https://x.com/TokenGremlin/status/2081493241795629464 Sam Altman full interview (Relentless Podcast) https://youtu.be/Vv3CEAS_w34?si=3y4SWBWxOVkqCEui The Return of Ilya: SSI scales with Nvidia https://x.com/ilyasut/status/2081732293161582930?s=20 Anthropic's Claude Opus 5 https://www.anthropic.com/news/claude-opus-5 Opus 5 Tower of Babel demo https://x.com/petergostev/status/2082071858367648035?s=20 Matt Shumer's zero-shot Counter-Strike clone https://x.com/mattshumer_/status/2081054356405731740?s=20 Black Forest Labs' Flux 3 announcement https://bfl.ai/blog/flux-3 Flux 3 split screen rendering https://x.com/umesh_ai/status/2081664138942529601?s=20 Flux 3 GPU migration documentary (Venture Twins) https://x.com/venturetwins/status/2081515687944822800?s=20 Flux 3 VHS-style recordings https://x.com/venturetwins/status/2081948871882911999?s=20 Stacked Plates Man https://x.com/gandamu_ml/status/2081956426801435060?s=20 https://x.com/gandamu_ml/status/2080871397371371823?s=20 Flux 3 pirate bass https://x.com/itspoidaman/status/2081651615493464406?s=20 Big Bang spinoff AI Controvesy  https://x.com/sitcomcrave/status/2081152263481913774?s=20 Runway teases Seedance 2.5 https://x.com/runwayml/status/2082112674666529224?s=20 OpenAI on the Hugging Face security incident https://openai.com/index/hugging-face-model-evaluation-security-incident/ Jensen Huang on the Open Alliance https://x.com/JensenHuang/status/2080643682408321103?s=20 Anthropic has not signed (TechCrunch) https://techcrunch.com/2026/07/24/as-us-weighs-response-to-chinese-ai-industry-urges-against-broad-open-weight-restrictions/ Kimi K3 goes open weights https://x.com/scaling01/status/2081759521878270426?s=20 Chinese robot military drills https://x.com/ClashArchivist/status/2081499576373297562?s=20 Pentagon scales data centers on Army bases https://x.com/Polymarket/status/2082052445144826055?s=20   // Join the AI For Humans community // Join the AI For Humans Discord https://discord.gg/muD2TYgC8f Support AI For Humans on Patreon https://www.patreon.com/AIForHumansShow Subscribe to the AI For Humans newsletter https://aiforhumans.beehiiv.com/ Follow AI For Humans on X: @AIForHumansShow https://x.com/AIForHumansShow Follow AI For Humans on TikTok: @aiforhumansshow https://www.tiktok.com/@aiforhumansshow Speaking and booking https://www.aiforhumans.show/  

Your AI bill just stopped behaving like a software bill. For twenty years, IT leaders got very good at counting seats: buy a hundred, pay for a hundred. Then AI swapped the seat for a meter, and the number stopped holding still.This episode follows the burn from three vantage points: a financial analyst rationing a $250-a-month token budget he tore through in two days; the tech executive who watched enterprise AI bills climb 7x, 10x, 20x; and the IT leader at a 300-person company who refused to solve it with a usage dashboard. Along the way: Meta's leaked internal token leaderboard, Uber blowing its entire annual AI budget by April, and the uncomfortable question of who profits when everyone's told to use more.In this episode:Why token-based pricing breaks the budgeting playbook IT has relied on for two decadesWhat happens to the people using the tool when the meter starts running — and why rationing has a hidden costWhy measuring usage is the wrong scoreboard, and who benefits when you keep score anywayThe mid-market move that beats policing: measure centrally, push the judgment to managers, and get clear on what you're optimizing forFeaturing Brian Elliott, CEO of Work Forward; Daryl Dore, Senior Director of IT & Information Security at Higher Logic; and Benjamin, a financial analyst who spoke with us on condition of anonymity.Support our sponsor:This episode is brought to you by Sophos MDR. Running Microsoft security tools and drowning in alerts? Sophos MDR's 24/7 experts investigate and stop the real threats. >>> Learn more at: https://www.sophos.com/en-us/solutions/use-cases/microsoft#ITLeadership  #AICostManagement  #SaaSManagement  #FinOps  #EnterpriseAI  #TokenBurn  #ITAMShow Notes & ResourcesReferenced in this episodeMeta's internal AI token leaderboard (Fortune) — 85,000 employees ranked by token consumption; shut down days after it leaked.Uber burns its 2026 AI budget in four months (Forbes; TechCrunch) — adoption jumps 32% to 84% in a month; spend later capped.Jensen Huang on token consumption as a productivity signal (Tom's Hardware).Gartner: worldwide AI spending forecast to grow 47% in 2026 (Gartner).Zylo 2026 SaaS Management Index — the scale of wasted SaaS spend (Zylo).Brian Elliott's newsletter, Work Forward.Guest: Daryl Dore — Higher Logic.This episode's sponsor: Sophos MDR, in partnership with Softchoice — 24/7 managed detection and response for Microsoft environments. https://www.sophos.com/en-us/solutions/use-cases/microsoft The Catalyst by Softchoice is the podcast dedicated to exploring the intersection of humans and technology. 

My new book, Own Or Be Owned, is all about building a business so good it doesn't need you. More profit, less pain. It's out September 18, grab your ticket to the launch event here: https://contrarianthinking.biz/oobo_bigdeal - cs You've been avoiding the conversation. The one where you tell someone the truth they need to hear but don't want to face. You soften it, delay it, wrap it in compliments, and call it kindness. Here's the truth: every time you avoid hard feedback, you're not protecting them. You're stealing from their future. And the longer you wait, the more expensive it gets for both of you. Great leaders don't avoid difficult conversations. They run toward them. They understand that soft feedback isn't kindness, it's vanity disguised as care. This episode breaks down the exact framework for giving feedback that makes people better, not bitter, why most workplace drama exists because people refuse to talk directly, and the one leadership mistake that turns you into an emotional middleman instead of a standard bearer. In this episode, you'll learn: Why vanity is the silent killer of leadership and how refusing to tell people the truth costs them weeks or months of improvement while buying you seconds of comfort The CLEAR framework: Care, Lead with the work, be Exact, Ask, and Reset, and how this five step process turns hard conversations into growth opportunities Why Steve Jobs, Bill Gates, and Jensen Huang built empires by being brutally direct and how treating competent adults like they can handle the truth is the most respectful thing you can do The no gossip rule: why great teams go direct to the source and how stopping yourself from becoming an emotional middleman forces your team to handle its own friction Why feedback in private versus public matters and how Jensen Huang's 60 direct reports and public feedback model keeps NVIDIA's turnover at 2% while everyone else bleeds talent Stop choosing comfort over growth. Start having the conversation. The person you're avoiding is the one who needs to hear it most. ___________ (00:00:00) Introduction: The Vanity Test and Why Soft Feedback Is Cowardice (00:00:35) Steve Jobs and Johnny Ive: Great Leaders Build People by Saying the Hard Thing (00:02:08) Bill Gates and the Parking Lot: The Crazy Ones Push Until It Hurts (00:03:02) Ruinous Empathy: How Avoiding Feedback Steals From Their Future (00:04:05) The CLEAR Framework: Care, Lead, Exact, Ask, Reset (00:06:06) Great Employees Want Clarity, Weak Ones Want Comfort (00:07:14) Ben Horowitz and the Sandwich Method: Don't Wrap Criticism in Compliments (00:08:00) Jensen Huang's No One-on-Ones Rule: Torture Them Into Greatness (00:09:26) Sheryl Sandberg and the Ummm Story: Caring Personally Means Challenging Directly (00:10:41) The Room You're Afraid to Call: Stop Being a Human Complaint Box (00:13:27) Push Them to Have Crucial Conversations: Leadership Is About Making People Better (00:15:42) Choose Growth Over Comfort: Have the Conversation This Week ___________ MORE FROM BIGDEAL

Does becoming a billionaire turn one into an insufferable jerk, or is that an innate quality they bring to the position?Big-name billionaires – like Musk, Bezos, and Zuckerberg – literally flaunt their irrepressible jerkism, but the disease seems to inflict their entire class of über-rich corporate royals. Its telltale symptoms are not their grandiose mansions and yachts, but their sudden impulse to instruct us regular people on how to think. In particular, they're now demanding that we get out of their way so they can remake society in their image.Jensen Huang, for example, a Silicon Valley techno-whiz who heads Nvidia, now the world's richest corporation. He's demanding that we transform our economy and social structure into a new order of AI dominance, piously chiding those of us who're angry about AI's destruction of our jobs, communities, water, farmland, and democracy itself. Tut-tut, the gabillionaire scolds, you petty people must “create new social norms” to advance AI.Then there's the little-known honcho of SoftBank, a multi-trillion-dollar Japanese tech powerhouse trying to impose AI supremacy worldwide. He's now asserting a corporate “morality” of wealth, calling people who question AI “foolish.” He philosophizes that TechWorld “will transform our lives completely and do so in a way that generates profits.”For whom? For billionaires, of course. So there you have a clear statement of the values and goals of AI profiteers: More for them, no matter the cost to everyone else. SoftBank's imperious boss laughs at those of us who dare question his vision of an AI plutocracy, calling us fools who are “spitting upward.”No sir, look again. We are spitting straight at you.Do something!Want to join the rebellion against AI billionaires? Check out Public Citizen's work on Big Tech and other corporate monsters: https://www.citizen.org/topic/consumer-worker-safeguards/big-tech/Jim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

MRKT Matrix - Tuesday, July 28th Dow rallies 600 points, boosted by strong earnings and a steep decline in oil (CNBC) Kevin Warsh Wanted a ‘Good Family Fight' at the Fed. He's Getting One. (WSJ) Productivity is booming — but AI may not be the reason (Axios) Visa is cutting 7% of employees in efficiency push as AI reshapes work (CNBC) UPS Investors Are Worried About a Labor Deal Two Years Away (Bloomberg) Boeing Spends Big to Meet Deadline for New Air Force One (WSJ) Scoop: Nvidia's Jensen Huang meets Lutnick amid China scrutiny (Axios) Apple tops $5tn valuation for first time (FT) Elon Musk stocks take $1.5 trillion hit with fresh test in SpaceX lockup ahead ⁠(CNBC) OpenAI, Anthropic Staff Share Letter Asking US to Help Pace AI Progress (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defended open-weight AI. Sources: Stripe is in talks to acquire OpenRouter, which helps developers use AI models and could fetch ~$10B; PitchBook: OpenRouter was valued at $1.3B in May (WSJ) Sources: Stripe and Advent's unsolicited $53B PayPal offer, backed by ~$50B in committed bank financing, would create a payments giant processing ~$3.7T annually; PayPal has not responded (Reuters) Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring and is building its first standalone image-generation app (Bloomberg) Meta launches Facebook Verified, a free program it says will verify that users are real humans by analyzing a facial recognition selfie and assigning badges (Engadget) Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI features that scan photos to fill out listings automatically (NYT) Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (The Information) Signatories including Palantir avoid naming China or Moonshot in the open-weight letter, framing it instead around US AI leadership being judged by a strong open ecosystem, not one frontier model (Bloomberg) Longreads Meet All The Middle Aged Women Who Don't Exist: AI-generated wellness influencers, all gorgeous and all "57", are selling NMN supplements to women over 40 (Charlotte's Book) Big US pizza delivery chains are struggling as DoorDash and Uber Eats give independent pizzerias greater market access, erasing the tech moat chains once had (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

July 24, 2026: I unpack the story of OpenAI's AI model escaping its sandbox and hacking into Hugging Face during a cyber stress test. Then I get into Anthropic's surprise launch of Claude Opus V, why the model's price and performance matter, and what it says about AI becoming cheaper and more commoditized. Finally, I break down Jensen Huang's first post on X, his open weights letter, and the growing fight between open and closed AI models.

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

Jensen Huang sold his leather jacket for charity… and we look at exactly what that charity is and does. Then in the second half, Nathan Tankus is back to discuss the ongoing plot to create an imperial presidency by Touching the Money like never before. TF listeners can enjoy a discounted subscription to Notes on the Crises at this link! (also just FYI the link is live regardless of what the site displays) Get more TF episodes each week by subscribing to our Patreon here! RILEY ALERT Check out No Gods, No Mayors here! HUSSEIN ALERT Check out 10k Posts here! MILO ALERT Check out Milo's tour dates here: https://www.miloedwards.co.uk/liveshows NATE ALERT Nate's band Second Homes has just released their debut album and you can stream it for free here! Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and November (@postoctobrist)