Podcast appearances and mentions of Jensen Huang

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

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.

Google Gemini brilla en tiendas de apps gracias a Nano Banana  La locura por Nano Banana llevó a Google Gemini a superar a ChatGPT en el App Store de Apple. El CEO de Nvidia, Jensen Huang, se declaró fan absoluto de la función de edición de imágenes, que ya generó más de 500 millones de creaciones en pocos días. Esta ola viral entusiasma a millones de usuarios en el mundo y también impacta en los negocios: Google alcanzó los 3 billones de dólares en valor de mercado. Por Félix Riaño @LocutorCo  Nano Banana es la nueva fiebre global en inteligencia artificial. Se trata de una herramienta dentro de Google Gemini que permite editar fotos con un nivel de detalle asombroso: puedes cambiar escenarios, crear figuras en 3D como si fueran muñecos de colección, o transformar retratos en estilo retro o anime. El lanzamiento en agosto hizo que las descargas de Gemini se dispararan, con 23 millones de nuevos usuarios en apenas días y más de 500 millones de imágenes creadas. El CEO de Nvidia, Jensen Huang, bromeó en Londres diciendo que “nadie puede no amar Nano Banana”. La pregunta es: ¿qué tiene de especial este plátano digital para que un multimillonario en chaqueta de cuero y medio planeta estén hablando de él?  ¿Y si todo esto es solo moda pasajera?  Google llevaba tiempo intentando alcanzar a OpenAI en el mundo del consumo masivo de inteligencia artificial. ChatGPT fue el pionero en 2022 y mantenía el liderazgo en descargas y tráfico web. Pero todo cambió con la llegada de Gemini 2.5 y la función Nano Banana. El nombre parece un chiste, pero el efecto fue inmediato: la app de Google escaló al puesto número uno en el App Store, por encima de ChatGPT. Según Josh Woodward, vicepresidente de Gemini, tuvieron que poner límites de uso porque la gente generaba imágenes sin parar. En India, la herramienta explotó en popularidad: artistas, influencers y marcas llenaron redes con muñecos, retratos vintage y hasta versiones de mascotas convertidas en héroes de manga.  El fenómeno abre varias preguntas. Por un lado, demuestra que las funciones virales son más efectivas que las mejoras técnicas silenciosas. La gente quiere divertirse, experimentar, reírse. Y eso explica por qué Nano Banana triunfa: es un generador de memes con un toque de profesionalismo. Pero también hay dudas: ¿es sostenible esta fiebre? ChatGPT sigue teniendo 700 millones de usuarios activos a la semana, diez veces más que Gemini. Además, existen riesgos asociados al uso masivo de imágenes generadas por IA: desde la desinformación hasta la banalización del arte. Si hoy todos juegan con fotos convertidas en figuras de acción o estatuas gigantes, ¿cómo se va a garantizar la autenticidad de lo que vemos? Google incluye marcas de agua visibles e invisibles en cada imagen, pero la velocidad de propagación en redes sociales hace difícil controlar lo que circula.  Mientras tanto, los números no mienten: Alphabet, la matriz de Google, se convirtió en la cuarta empresa en llegar a 3 billones de dólares de valoración bursátil, junto a Nvidia, Microsoft y Apple. Los inversionistas ven a Gemini como un producto que puede traer suscripciones y nuevas formas de ingreso. Y lo más curioso es que todo empezó con un plátano digital. Jensen Huang lo resumió con humor: usa Gemini para lo técnico, Grok para lo artístico, Perplexity para investigación rápida y ChatGPT para lo cotidiano. Pero Nano Banana, dice, es “para todos”. Y quizás allí está la clave: la IA deja de ser algo distante y se convierte en juego, en creatividad compartida. Tal vez así, con humor y diseño, la inteligencia artificial llegue a ser parte natural de nuestras vidas.  En India la creatividad no tiene freno: usuarios están restaurando fotos familiares, probando peinados nuevos, creando mapas de mundos de fantasía o convirtiendo gatos en personajes de videojuegos de 16 bits. En redes sociales circulan colecciones enteras de cómics generados sin una sola palabra, solo con imágenes hechas en Gemini. Este tipo de usos marcan un cambio: ya no se trata de textos o búsquedas, sino de narrativas visuales. Al mismo tiempo, otras empresas aprendieron la lección: OpenAI con su función “Ghiblify” atrajo a un millón de usuarios en una hora, y Grok, la IA de Elon Musk, multiplicó descargas en Asia con sus “waifus” anime. En conclusión, el éxito de Nano Banana muestra que la competencia no se define por quién tiene la IA más avanzada, sino por quién logra capturar la imaginación colectiva. Y hoy, ese lugar lo ocupa un plátano digital.  Nano Banana puso a Google Gemini en la cima de las aplicaciones y en boca de todo el mundo. Es divertido, viral y rentable. La inteligencia artificial se gana a la gente cuando ofrece creatividad accesible. ¿Y tú, ya probaste convertir tu foto en muñeco de colección? Sígueme en Flash Diario.  Nano Banana de Google Gemini volvió viral la edición de fotos, superó a ChatGPT y hasta enamoró al jefe de Nvidia. 

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.

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.

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.

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.  

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.

In questa puntata con Alessandro Aresu entriamo nei retroscena del risiko globale dell'Intelligenza Artificiale: Sam Altman stringe nuove alleanze in India, Elon Musk e Jensen Huang si sfidano sui chip, mentre la Cina risponde con DeepSeek e i colossi come Alibaba pronti a lanciare il guanto di sfida. Intrighi, potere e futuro dell'Intelligenza Artificiale raccontati come non li avete mai sentiti.Libro HUMAN RELOADED: https://amzn.to/4evkVWvInviaci le tue domande e curiosità sull'Intelligenza Artificiale all'email: info@iaspiegatasemplice.it Pasquale e Giacinto risponderanno in una puntata speciale un sabato al mese.Pasquale Viscanti e Giacinto Fiore ti guideranno alla scoperta di quello che sta accadendo grazie o a causa dell'Intelligenza Artificiale, spiegandola semplice.Puoi iscriverti anche alla newsletter su: www.iaspiegatasemplice.it

Chez NVIDIA, l'intelligence artificielle n'est plus seulement un outil, c'est un cap stratégique. Le géant des cartes graphiques, mené par Jensen Huang, affiche désormais un objectif ambitieux : parvenir à un rendu 100 % IA dans les jeux vidéo.Depuis plusieurs années déjà, le deep learning s'est invité dans nos parties. Les joueurs connaissent bien le DLSS, ce Deep Learning Super Sampling qui permet d'améliorer la fluidité et la qualité d'image grâce à l'IA. Dans sa troisième version, il introduisait la « frame generation », intercalant une image générée par IA entre deux images calculées classiquement par le GPU. Avec le DLSS 4, NVIDIA va encore plus loin : ce sont désormais jusqu'à trois images créées par l'intelligence artificielle qui peuvent s'insérer entre deux images « réelles ». Une technologie regroupée sous le terme de Neural Rendering, ou rendu neuronal.Et ce n'est qu'un début. Lors de la conférence Hot Chips 2025, organisée fin août à l'université de Stanford, NVIDIA a confirmé que son horizon est clair : un futur où chaque image d'un jeu serait intégralement produite par l'intelligence artificielle. Pour atteindre ce but, l'entreprise mise sur sa nouvelle architecture Blackwell et sur la puissance colossale de cartes comme la GeForce RTX 5090. Dotée de 32 Go de mémoire vidéo GDDR7 et d'une bande passante record de 1 792 Go/s, cette carte a été pensée pour supporter la gourmandise du rendu neuronal. Autre élément clé : l'utilisation du format FP4, qui réduit l'empreinte en mémoire et accélère les calculs, un pas indispensable vers cette révolution.Mais au-delà des performances, NVIDIA met aussi en avant un argument énergétique. Le rendu neuronal, en optimisant les calculs, pourrait réduire la consommation électrique des GPU, un atout majeur pour les ordinateurs portables. Alors, quand verra-t-on des jeux 100 % IA ? Pas tout de suite, reconnaît NVIDIA. Mais l'objectif est clairement affiché : le futur du jeu vidéo passera par l'intelligence artificielle, et la firme de Jensen Huang entend bien rester en tête de cette course. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

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

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

President Donald Trump organiseerde een etentje in het Witte Huis en alle techbaasjes van Silicon Valley kwamen opdagen. Het werd geheel volgens Trumpiaans recept één grote kleffe bedoening. Niet vanwege het eten, maar vanwege de grote bak slijm die de elite van Silicon Valley uitstortte over de oranje president. Maar echt veel indruk maakten alle complimenten niet. Trump kondigde importheffingen aan op chips voor bedrijven die hun productie niet naar de VS verplaatsen. Welke bedrijven daar het meest van profiteren en wat dat betekent voor jouw Nederlandse chipbedrijven, bespreken we deze aflevering. Maar er is meer chipnieuws. Chipbedrijf Broadcom kwam met cijfers, en zij zagen een flink gestegen omzet. Ze hebben er bovendien een flinke klant bijgekregen. Ze zeggen niet welke, maar volgens Bloomberg is het OpenAI. Grote vraag: waarom lukte het Nvidia niet om die opdracht te winnen? En waarom stijgt Broadcom dit jaar harder dan Nvidia? We hebben het ook nog over de Fed, want dat Trump de onafhankelijkheid van de Fed om zeep wil helpen, dat wisten we al. Maar het wordt nóg gekker: een econoom van het Witte Huis die een Fed-bestuurder vervangt, zegt nu dat hij ook nog zijn baan in het Witte Huis wil behouden. Stephen Miran werd gegrild in de Senaat om benoemd te worden voor vier maanden en gaat dan dus zowel in het Witte Huis als bij de Fed aan de slag. See omnystudio.com/listener for privacy information.

President Donald Trump organiseerde een etentje in het Witte Huis en alle techbaasjes van Silicon Valley kwamen opdagen. Het werd geheel volgens Trumpiaans recept één grote kleffe bedoening. Niet vanwege het eten, maar vanwege de grote bak slijm die de elite van Silicon Valley uitstortte over de oranje president. Maar echt veel indruk maakten alle complimenten niet. Trump kondigde importheffingen aan op chips voor bedrijven die hun productie niet naar de VS verplaatsen. Welke bedrijven daar het meest van profiteren en wat dat betekent voor jouw Nederlandse chipbedrijven, bespreken we deze aflevering. Maar er is meer chipnieuws. Chipbedrijf Broadcom kwam met cijfers, en zij zagen een flink gestegen omzet. Ze hebben er bovendien een flinke klant bijgekregen. Ze zeggen niet welke, maar volgens Bloomberg is het OpenAI. Grote vraag: waarom lukte het Nvidia niet om die opdracht te winnen? En waarom stijgt Broadcom dit jaar harder dan Nvidia? We hebben het ook nog over de Fed, want dat Trump de onafhankelijkheid van de Fed om zeep wil helpen, dat wisten we al. Maar het wordt nóg gekker: een econoom van het Witte Huis die een Fed-bestuurder vervangt, zegt nu dat hij ook nog zijn baan in het Witte Huis wil behouden. Stephen Miran werd gegrild in de Senaat om benoemd te worden voor vier maanden en gaat dan dus zowel in het Witte Huis als bij de Fed aan de slag. See omnystudio.com/listener for privacy information.

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

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

CFRA's Angelo Zino raised his price target on Nvidia (NVDA) after the company's blockbuster earnings report. While he notes the disappointing miss in data center revenue, it's "all upside in China" after CEO Jensen Huang set the bar low on the previous quarter. He expects demand for Nvidia's A.I. chips to heavily accelerate in the region. As for the company's future, Angelo makes the case that Nvidia is moving far beyond its role as a chipmaker into creating entire A.I. ecosystems.======== 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

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay  desmenuzan el nuevo récord de NVIDIA y el mensaje de Jensen Huang: la inversión en infraestructura de IA entra en fase de “revolución industrial”, con capex encaminado a los $3–4 billones esta década. Luego, aterrizan en ciberseguridad con CrowdStrike y como crecera el sector hacia adelante sobretodo por las inversiones que vemos en IA.Un episodio que conecta las “fábricas de IA” que está levantando el mercado con la necesidad de proteger hardware, datos y operaciones, y que deja ideas tácticas para navegar el apetito por cómputo acelerado y la competencia en seguridad. 

Het toetje van het cijferseizoen, het bedrijf waar beleggers massaal naar uitkijken. Dat, wederom, een indrukwekkend kwartaal neerzet. Maar dat beleggers ook vrij onzeker maakt met wat komen gaat.Deze BNR Beurs hebben we het uitgebreid over de cijfers van Nvidia. Dat komt met jaloersmakende cijfers, maar het is vooral de vooruitzichten waar we het over moeten hebben. Nvidia waarschuwt voor de Chinese regering en voor het beleid van Trump. En lijkt beleggers voor te bereiden op het nieuwe normaal: een lagere groei.De rek is er ook uit bij Nederlandse beursbedrijven. De collega's van het FD hebben alle kwartaalcijfers van beursbedrijven van het Damrak verzameld en wat blijkt: de omzet is gedaald. Net als de winst.Ook hoor je meer over over Tesla. De verkopen hollen nóg harder achteruit dan wel al dachten. Verder gaat het over de eigenaar van TikTok. Die is in omzet Meta voorbij, maar toch is het bedrijf nog veel en veel minder waard.Trump komt ook voorbij. Zijn zoons in het specifiek, want die zijn binnenkort grootaandeelhouder van een Nasdaq-bedrijf!See omnystudio.com/listener for privacy information.

"I'd be shocked if this stock was higher tomorrow," says Alex Coffey in reaction to Nvidia's (NVDA) earnings move. He and George Tsilis comb through NVDA numbers following its 2Q earnings report. The company revealed its Blackwell revenue grew 17% sequentially and CEO Jensen Huang says, "Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary." George and Alex both point out the lack of China H20 sales is not a surprise, but guidance painted a murkier picture for sales in the country moving forward. Additionally, the company announced a $60B share buyback plan.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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.  

Christopher P. Davis offers a wide perspective into Nvidia (NVDA) ahead of its market-moving report Wednesday. He says a strong quarter and outlook can ease uncertainty heading into the typically volatile month of September. However, Christopher adds that concerns on China and a miss on any metric can ignite selling action in the stock. He also wants to see more on how CEO Jensen Huang plans to address the need of powering A.I.'s exponential demand through data centers and electricity sources.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Nvidia (NVDA) says it will halt H20 chip production. CEO Jensen Huang says the company is in talks with the U.S. to sell a more advanced A.I. chip to China. Following the news and ahead of next week's earnings, Rick Ducat dials up the technical perspective on its chart. Later, Tom White composes a bullish call vertical example trade. Using the Sep. 19 options expiry, he explains why the strategy doesn't necessarily rely on its upcoming earnings report.======== 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

Tesla heeft er weer een groot probleem bij. Dit keer is het niet een bijbaan (of ruzie) van de topman, maar de chaos achter de schermen bij de autobouwer. Volgens de toezichthouder houdt Tesla maandenlang informatie over crashes achter de hand.Dat mag niet en daarom wordt Tesla nu onderzocht. Deze aflevering hoor je wat dat betekent voor het aandeel. Kan dat zo'n nieuwe klap aan? En hoe kan topman Elon Musk dit nieuwe probleem zo snel mogelijk oplossen?Over Musk gesproken. Hij wilde samen met Mark Zuckerberg OpenAI kopen. Dat plan mislukte, maar de details liggen nu door een rechtszaak op straat. Hebben we het ook over een andere deal. Zuckerberg had namelijk wél zin om miljarden uit te geven aan Google. Wat hij voor dat geld terugkrijgt (en welk bedrijf nu het meest aan die deal heeft) hoor je in deze aflevering.Wat we verder bespreken: De langverwachte speech van Fed-baas Jerome Powell op Jackson Hole De topman van Nvidia geeft koopadvies. Koop aandelen TSMC Ondertussen zijn er problemen voor Nvidia in China AkzoNobel heeft weer een activist aan boord: worden ze weer overnameprooi? En over Nederlandse aandelen gesproken: start Aegon een vertrekgolf onder AEX-bedrijven? See omnystudio.com/listener for privacy information.

On today's show Andrew and Bill begin with a raft of news on Nvidia that came during the podcast's vacation, including reports the company was summoned to meeting with the Cyberspace Administration of China, sources saying the same regulators have warned PRC companies against purchasing the H-20 chips, and news that the US is now granting licenses to sell H-20 chips to PRC companies in exchange for 15% of China chip revenue. Topics include: Jensen Huang's successful lobbying, criticism of the 15% tax, questions about the motivation in Beijing, and thoughts on the near future in Washington. From there: Checking in with the real estate market and stock market as Beijing pledges more support for real estate and the SSE Index hits a 10-year high. At the end: Liu Jianchao is reportedly under investigation, Bao Fan has reportedly been released, India and China move to improve relations in the face of US tariffs, and an email about the Labubu phenomenon and PRC soft power exports

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.

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

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

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

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

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

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

Shares of Nvidia are down slightly as their rival chipmaker AMD is gaining steam. Reports suggest Jensen Huang and his team were concerned about Nvidia falling behind Advanced Micro Devices, so who will be the apex predator of the chipmakers? Defiance ETFs CEO and CIO Sylvia Jablonski joins Charles to explain why she thinks there is room in the AI chip space for two big players and her thoughts on the state of trade relations between the U.S. & China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

a16z partners Olivia and Justine Moore unpack the latest in consumer AI including: - Grok's “Imagine” and its instant, social-first creative tools- Google's Genie 3 and the future of 3D worlds- GPT-5: what's new, what's missing, and why some want their old chatbot back- AI-generated music from ElevenLabs- Olivia's vibecoded Jensen Huang selfie app Timecodes: 0:00 Introduction & This Week's Topics0:24 Grok Imagine: Social AI Image & Video Generation4:48 GPT-5 Release & GPT-4 Deprecation5:36 Comparing GPT-5 and GPT-4: Coding vs. Personality9:13 AI for Mental Health: Illinois Law & Industry Impact12:29 Genie 3: Interactive World Models from Google16:53 ElevenLabs Music Model: Licensed AI Music Generation19:16 Vibecoding: Consumer Experiments & Platform Evolution24:14 The Future of Vibecoding & AI Tools27:05 Conclusions  Resources:Find Olivia on X: https://x.com/omooretweetsFind Justine on X: https://x.com/venturetwinsRead Anish and Justine's  vibecoding post: https://a16z.com/specialized-app-gen-platforms/ 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.

Nvidia is the world's first $4tn company – and it just made an astonishing deal with Trump. But who is the company's founder, Jensen Huang, and what is behind its success? Tae Kim explains. Help support our independent journalism at theguardian.com/infocus

No episódio de hoje do Podcast Canaltech, conversamos com In Hsieh, especialista em negócios e tecnologia, sobre como a NVIDIA se tornou peça central na disputa comercial entre Estados Unidos e China. Ele comenta a influência de Jensen Huang, CEO da empresa, nas negociações e o impacto das restrições de exportação de chips no cenário geopolítico e econômico. Você também vai conferir: Musk acusa Apple de favorecer ChatGPT e promete processar a empresa, internet no Brasil fica 20% mais rápida,WhatsApp prepara selo de verificação para barrar golpes de clonagem, Galaxy S25 FE tem ficha técnica completa vazada antes do lançamento e programa Carro Sustentável atrasa ascensão do Tera no ranking de vendas. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Marcelo Fischer, André Lourenti, Vinicius Moschen e Paulo Amaral. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

EChemical pollution a threat comparable to climate change, scientists warnTwo companies are arguably the largest PFAs and chemical manufacturers of human pollutants, and both are publicly traded with boards you can vote out: 3M and ChemoursTexas prepares for war as invasion of flesh-eating flies appears imminentSid Miller, the Texas Ag Commissioner who once called Hillary Clinton a “cunt” on social media, will protect you from flesh eating flies.Heatwaves will bring temperatures of 50C to Paris by 2050, weather experts warnPlastic waste leakage in Asia could rise 70% by 2050: OECDWashington State Braces for ‘Inevitable' Megafire. Climate Change May Bring It Sooner Great Barrier Reef records largest annual coral loss in 39 years Climate change may be lengthening tick and mosquito seasons France battles largest wildfire in 75 years amid climate change concernsSAmazon CEO Andy Jassy is right: Big businesses need fewer peopleSo if you need fewer people, what will CEOs manage? Do we also need fewer loud mouth CEOs?Populist math: if every major business in the US cut 20% of staff, but CEOs were paid the same exact amount, the CEO pay ratio would go from 264:1 on average to 330:1 on average. The total major employer employees would go from 30,085,694 to 24,068,555. Elon Musk has announced that we need to have more births in order to generate growth, and Andy Jassy has announced that less people should have jobs. Maybe the two of them can start a band called “Bet You Wish You Were Rich”Starbucks is asking customers in South Korea to stop bringing monitors, printers, and desk dividers into their storesMatch Group's rape problem: A lawsuit alleges that inaction by Tinder and Hinge's owner allowed abusers to stay on the appsThere's a new 'Tea' app going viral. This time, it's for men to post anonymously about womenThe oppression of men continues, at least we can vent about itWendy's says it realized it had 'too many' promotions this summer, confusing customersGU.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China in potentially unconstitutional arrangementMM: Trump said they, “negotiated a little deal. So he's selling an essentially old chip.” The “little deal” is an extortion payment, and the “he” is Jensen Huang. That's FOUNDER Jensen Huang, NOT shareholders or the board. The board is busy at happy hour - there are FIVE 1990s/00s tech and VC bros - all bros - Rob Burgess, Tench Coxe, Harvey Jones, Brooke Seawell, Mark Stevens - most of whom have been with Jensen Huang for 30 years. Who cares about central planning US socialism when your with your bros?PS: You think Huang regrets flip flopping and kissing Trump's ass now?:From 2018: US chipmaker Nvidia's founder and Chief Executive Jensen Huang said curbing China's technological development could not be achieved by adopting heavy tariffs.From May: “Obviously, I don't know all of his ideas, but let me tell you about two that are incredible,” answered Huang. "The first one is utterly visionary. The idea of tariffs being a pillar of a bold vision to re-industrialize to onshore manufacturing and motivate the world to invest in the United States is just an incredible vision.”Congrats on your extortion payments!Tim Cook fawns over Trump with 24-karat gold gift during $600 billion Apple pledgeBy 2050?One Oregon company paid its CEO 1,300 times what workers makeA Sam Altman says he's 'uneasy' about people trusting their biggest life decisions to ChatGPTAI is creating new billionaires at a record paceInstagram Map lets your friends, and possibly exes, track your every move

The Deal Nobody Saw ComingTechnicals:Nvidia & AMD agree to give 15% of AI chip export revenue to the U.S. government.The chips in question: Nvidia's H20 and AMD's MI308 — high-end AI processors restricted under earlier security rules.Deal follows a closed-door White House meeting between Jensen Huang and President Trump.

-- 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

Today Anjney Midha, General Partner at a16z joins The Cognitive Revolution to discuss sovereign AI and China's growing semiconductor capabilities. Check out our sponsors: Gemini CLI, Labelbox, Oracle Cloud Infrastructure, Shopify. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at https://notion.com/lp/nathan What is Sovereign AI? Varies by stakeholder - for enterprises it means controlling where AI workloads run, while for nation-states it represents both technical independence and cultural alignment with local values Semiconductor Competition with China: "Chip sanctions on China have resulted in an enormous doubling down of local investment in Huawei's ecosystem... they're in a full-on tear to try to decouple themselves from American chips" Middle Path on American AI Policy: Midha advocates for a Marshall Plan for AI where countries maintain sovereignty over models while partnering with the US on semiconductor infrastructure European AI Alignment: "It's a huge win for America that MARA in Europe is going with American chips and not Huawei chips... the European continent has been courted by the Chinese semiconductor industry like never before" The Race to Close the Gap: "Huawei is in a much stronger position today than it was three years ago... They will be able to close the gap and because workloads are becoming more efficient, they can decouple at least the inference part of their ecosystem from the US within two to three years" Cultural Independence in AI: Nations seek models that align with their values while maintaining technical independence - requiring a nuanced approach to global AI partnerships Links:Anjney Midha & Jensen Huang on Winning the AI Race https://a16z.com/podcast/jensen-huang-and-arthur-mensch-on-winning-the-global-ai-race/ Sponsors: Gemini CLI: Open-source, lightweight utility for direct Gemini access—find Gemini CLI on GitHub. Labelbox: Labelbox pairs automation, expert judgment, and reinforcement learning to deliver high-quality training data for cutting-edge AI. Put its data factory to work for you, visit https://labelbox.com Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing

What's the secret to building a fulfilling career? Nicolai Tangen shares some of the most powerful advice he's gathered from his extraordinary guests on In Good Company over the years. Hear from AMD's Lisa Su on running towards problems, Bill Gates on continuous learning, and NVIDIA's Jensen Huang's contrarian take on passion. You'll also get career wisdom from Mary Barra of General Motors, Goldman Sachs' David Solomon's 'two-thirds rule,' and Ferrari CEO Benedetto Vigna's four-pillar success framework. Plus insights from poker champion Annie Duke, Accenture's Julie Sweet on living without regrets, and legendary investor Stan Druckenmiller's unconventional advice. Wondering what personal advice Nicolai has for you? Don't miss this episode!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Send us a textEpisode one in a Device Nation series examining what AI is bringing our way in the operative Orthopedic space, Grok describes our time today: "AI programmer Chance Bair and Anderson Clinic Orthopedic Surgeon Dr. Michael Murphy discuss the potential perils and pitfalls of integrating artificial intelligence into healthcare, particularly in orthopedics. They highlight AI's transformative potential, such as enhancing diagnostic accuracy and personalizing treatment plans, but cautioned against overreliance due to risks like algorithmic bias, data privacy concerns, and the potential for misdiagnosis if AI systems are not properly validated. Dr. Murphy emphasized the importance of maintaining human oversight to ensure patient safety, while Bair noted the challenges of developing transparent and ethical AI models in a rapidly evolving field. Both stressed the need for robust regulatory frameworks and interdisciplinary collaboration to balance innovation with accountability, ensuring AI serves as a tool to augment, not replace, clinical expertise.""You won't lose your job to AI—you'll lose your job to somebody who uses AI" Jensen Huang, Nvidia CEOFollow Dr. Murphy: https://www.linkedin.com/in/michael-murphy-3bb80992/Follow Chance Bair: https://www.linkedin.com/in/chance-bair-4019a640/MORTHO: https://mortho.net/landing-page/Studio LM: https://lmstudio.aiZapier: https://zapier.comMicrosoft Azure: https://azure.microsoft.com/en-us/UnderOath Album: https://www.youtube.com/watch?v=jMeKWiwS9Ck&list=PLFpLNW92HiybhI70ZScljMWV0h4lX79oZWaymo Stats: https://www.theavindustry.org/blog/waymo-reduces-crash-rates-compared-to-human-driversSupport the show

Today's five‑minute headlines cover the strongest signal yet that GPT‑5 will drop in early August, GitHub's Spark entry into vibe coding, Satya Nadella's morale memo amid Microsoft layoffs, and fresh controversy around Google's Windsurf acqui‑hire. Then we zoom out with Nvidia CEO Jensen Huang, who lays out nine sweeping forecasts—from an AI‑driven wealth boom and twin‑factory industries to a multi‑trillion‑dollar infrastructure rush—that sketch the next decade of AI disruption and opportunity.Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

Today's show:Jason's back and filling us in on his experiences in Washington DC, at the All-In AI Summit, including getting a Trump shoutout from stage, debating immigration with VP Vance, and calling out Sec. Wright for dismissing solar power.THEN Jason and Alex talk about the immense promise of open-source robotics and check out Hugging Face's Reachy…PLUS picking apart the White House's new AI-related executive orders, why Jason is afraid of China repeating its Huawei success, a free exchange about tariffs vs. free trade, AND a pressing query from a founder on Reddit: how bad is it to add AI to your product too early?Timestamps:(0:00) INTRO, Alex updates Jason about all this week's TWiST 500 interviews(03:33) Inside Jason's experiences at this week's All In AI Summit with POTUS!(05:33) Jason's back and forth on solar power with US Energy Sec. Chris Wright(09:56) Inbound - Use code TWIST10 for 10% off your General Admission ticket at [https://www.inbound.com/register](https://www.inbound.com/register.) (Valid thru 7/31)(11:02) Promo end(16:54) Jason asks AMD CEO Lisa Su about reaching “superintelligence” and whether it could trigger an unemployment crisis(19:51) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(20:44) Promo end(23:42) Jason says… any time you have to wait days or weeks for a service or product, there's a MASSIVE opportunity.(26:16) What do Trump's new AI executive orders actually say?(27:27) Which EO's are red meat for Trump's base, and which ones are likely to become laws and have real impact?(29:50) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at https://public.com/twist.(31:05) Promo end(35:17) How Huawei went worldwide and why Jason doesn't want that to happen again with AI.(38:32) Jason and Alex have a little tariff vs. free trade debate.(47:03) VP Vance complained about US tech companies laying off Americans, then hiring immigrants; Jason gives his take(53:35) Jason answers a Reddit question: Is adding AI to your product too early a TRAP?Check out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpThank you to our partners:(09:56) Inbound - Use code TWIST10 for 10% off your General Admission ticket at [https://www.inbound.com/register](https://www.inbound.com/register.) (Valid thru 7/31)(19:51) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(29:50) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at https://public.com/twist.*Disclaimer:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use.Rate as of 7/18/25. APY is variable and subject to change.

Artificial intelligence is one of the most revolutionary pieces of technology to come out of the 21st century, reshaping jobs across industries, but it is not without its own set of controversies.   In this exclusive interview, Bret is joined by Nvidia's CEO and Co-Founder Jensen Huang to discuss the future of AI in the global economy, how it will change the job market, and the fierce AI “arms race” between the US and China.   Original aired on Special Report. Learn more about your ad choices. Visit podcastchoices.com/adchoices

(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com 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 Intro Video Credit: https://x.com/TheZachEffect

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.

MRKT Matrix - Tuesday, July 22nd S&P 500, Nasdaq retreat from records as chip stocks decline (CNBC) Top economist Mohamed El-Erian breaks ranks with Wall Street and says Powell should resign to preserve Fed independence (CNBC) Bessent says Powell doesn't need to resign but should conduct internal review (CNBC) SoftBank and OpenAI's $500 Billion AI Project Struggles to Get Off Ground (WSJ) OpenAI Greatly Expands Data Center Deal With Oracle (The Information) Wall Street Readies Fresh Push Against Tighter US Capital Rules (Bloomberg) GM Profit Falls as Trump Tariffs Add $1.1 Billion in Costs (Bloomberg) Clout wars: Jensen Huang eclipses Elon Musk and Tim Cook in Washington (CNBC) How China Curbed Its Oil Addiction – and Blunted a U.S. Pressure Point (WSJ) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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

A.M. Edition for July 15. Nvidia says it's received assurances it can sell its H20 AI chips in China, days after CEO Jensen Huang met President Trump. Beijing bureau chief Jonathan Cheng breaks down how the announcement could tie into broader U.S.-China trade talks. Plus, bank earnings and fresh inflation data are poised to give investors dual snapshots of the state of the economy. And WSJ's Jack Pitcher explains that while the U.S. dollar's continued weakness is bad news for American travelers this summer, it's not the worst thing for U.S. companies this earnings season. Luke Vargas hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the show, Fareed is joined by Alexander Gabuev, director of the Carnegie Russia Eurasia Center, to discuss the growing rift between Presidents Trump and Putin and what this means for the ongoing war in Ukraine.   Next, the Financial Times' Rana Foroohar sits down with Fareed to speak about the implications of Trump's “Big, Beautiful Bill.” She says that poor MAGA voters may be hit the hardest by the cuts.   Finally, chip designer Nvidia made history this week by becoming the first company to hit a $4 trillion valuation. CEO Jensen Huang joins the show for a wide-ranging conversation about the AI race between the US and China, the impact of AI on our jobs and how we can use AI in our everyday lives.   GUESTS: Alexander Gabuev (@AlexGabuev), Rana Foroohar (@RanaForoohar), Jensen Huang Learn more about your ad choices. Visit podcastchoices.com/adchoices