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A record £2.9 billion was invested in British AI companies last year as Prime Minister Keir Starmer vowed to make the UK an AI superpower. But according to influential business leaders such as Jensen Huang, CEO of the world's most valuable designer and seller of advanced computer chips, Nvidia, the UK and other Western nations risk losing the AI race to China due to unnecessary cynicism and worry over AI. In January 2026 a panel of experts came to Intelligence Squared to debate and discuss the reality of Britain's relationship with AI for the next instalment of our Economic Outlook series. Are fears over an AI bubble cause for legitimate concern in the years ahead? How can we stem the brain drain of bright graduates and start-ups leaving for countries like the US? And how should the government tackle the key issues of energy costs and regulation that stand in the way of innovation? In partnership with Guinness Global Investors. --- This recording is part of The Intelligence Squared Economic Outlook series of events made in partnership with Guinness Global Investors, an independent British fund manager that helps both individuals and institutions harness the future drivers of growth to achieve their investment goals. To find out more visit: https://www.guinnessgi.com/ --- If you'd like to become a Member and get access to all our full ad free conversations, plus all of our Members-only content, just visit intelligencesquared.com/membership to find out more. For £4.99 per month you'll also receive: - Full-length and ad-free Intelligence Squared episodes, wherever you get your podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series - 15% discount on livestreams and in-person tickets for all Intelligence Squared events ... Or Subscribe on Apple for £4.99: - Full-length and ad-free Intelligence Squared podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series … Already a subscriber? Thank you for supporting our mission to foster honest debate and compelling conversations! Visit intelligencesquared.com to explore all your benefits including ad-free podcasts, exclusive bonus content and early access. … Subscribe to our newsletter here to hear about our latest events, discounts and much more. https://www.intelligencesquared.com/newsletter-signup/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
A record £2.9 billion was invested in British AI companies last year as Prime Minister Keir Starmer vowed to make the UK an AI superpower. But according to influential business leaders such as Jensen Huang, CEO of the world's most valuable designer and seller of advanced computer chips, Nvidia, the UK and other Western nations risk losing the AI race to China due to unnecessary cynicism and worry over AI. In January 2026 a panel of experts came to Intelligence Squared to debate and discuss the reality of Britain's relationship with AI for the next instalment of our Economic Outlook series. Are fears over an AI bubble cause for legitimate concern in the years ahead? How can we stem the brain drain of bright graduates and start-ups leaving for countries like the US? And how should the government tackle the key issues of energy costs and regulation that stand in the way of innovation? --- This recording is part of The Intelligence Squared Economic Outlook series of events made in partnership with Guinness Global Investors, an independent British fund manager that helps both individuals and institutions harness the future drivers of growth to achieve their investment goals. To find out more visit: https://www.guinnessgi.com/ ---- This is the first instalment of a two-part episode. If you'd like to become a Member and get access to all our full ad free conversations, plus all of our Members-only content, just visit intelligencesquared.com/membership to find out more. For £4.99 per month you'll also receive: - Full-length and ad-free Intelligence Squared episodes, wherever you get your podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series - 15% discount on livestreams and in-person tickets for all Intelligence Squared events ... Or Subscribe on Apple for £4.99: - Full-length and ad-free Intelligence Squared podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series … Already a subscriber? Thank you for supporting our mission to foster honest debate and compelling conversations! Visit intelligencesquared.com to explore all your benefits including ad-free podcasts, exclusive bonus content and early access. … Subscribe to our newsletter here to hear about our latest events, discounts and much more. https://www.intelligencesquared.com/newsletter-signup/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Story of the Week (DR):CEOs are finding their blowhard whistles?Jamie Dimon is done being ‘binary': On Trump's ‘economic disaster' credit card plan, foreign policy, and NATOJamie Dimon issues rare CEO criticism of Trump's immigration policy: 'I don't like what I'm seeing'JPMorgan CEO Jamie Dimon said Trump's proposed 10% cap on credit card rates would be an 'economic disaster'Jamie Dimon issues rare CEO criticism of Trump's immigration policy: 'I don't like what I'mOf course… Trump sues ‘woke' JP Morgan for $5bn over debanking Nestlé chief blames Trump for company going quiet on sustainabilityAmazon CEO Jassy says Trump's tariffs have started to 'creep' into prices Ryanair CEO rips Trump as a 'liar' who is 'historically wrong'Of course… Minneapolis ICE Standoff Has Become the Political Issue CEOs Can't IgnoreEmployees in Minnesota are afraid to show up to workTarget in Your Town: How We're Showing Up in Communities from Coast to CoastLast "statement:" Target Statement on Texas Floods (July 8, 2025)And two new dudes on the board:John Hoke, former Chief Innovation Officer at NIKESteve Bratspies, former CEO of HanesBrandsSome stakeholder wins?Trump administration drops appeal over anti-DEI funding threat to schools and colleges Trump administration concedes DOGE team may have misused Social Security dataJamie Dimon tells Davos: ‘You didn't do a particularly good job making the world a better place'Jamie Dimon says government should have power to intervene in AI-driven mass layoffsRollout of AI may need to be slowed to ‘save society', says JP Morgan bossSalesforce's Benioff calls for AI regulation, says models have become 'suicide coaches'BlackRock's billionaire CEO warns AI could be capitalism's next big failure after 30 years of unsustainable inequality after the Cold WarBlackRock CEO says capitalism isn't spreading the wealth – and AI might not eitherBrett Kavanaugh says letting Trump fire Lisa Cook ‘would weaken, if not shatter, the independence of the Federal Reserve'A majority of millionaires say extreme wealth is a threat to democracyAmazon Joins Microsoft In Pledge To Self-Fund Power Grids, While CEO Andy Jassy Questions OpenAI's 'Ambitious' SpendingThe board matters??Lululemon founder Chip Wilson blames board for 'total operational failure' in Get Low launch [more later]Early 2026 season proxy indicators MMApple: 1 SHPNational Center for Public Policy Research: China Entanglement AuditExcluded: National Legal and Policy Center: Financial Impact of Renewable Energy ImplementationDisney: 4 SHPsBowyer Research: How the Employee Gift-Matching Program May Impact Risks Related to Religious Discrimination Against EmployeesNational Center for Public Policy Research: Return on Investment from Climate CommitmentsNational Legal and Policy Center: Cumulative Voting for Board ElectionsErik G. Paul: Accessibility and Disability Inclusion PracticesQualcomm: 2 SHPsJohn Chevedden: Shareholder Ability to Call for a Special Shareholder MeetingBowyer Research: Risk of China ExposureGoodliest of the Week (MM/DR):DR: America could ‘lose the AI race' because of too much ‘pessimism,' White House AI czar David Sacks saysMM: Elon Musk Says 'They Will Eventually Apply the Wealth Tax to Everyone' —Just Like How Income Tax Started As A 'Temporary' Tax For Top 1%This is a great ideaMM: AOC and Paris Hilton team up on a bill targeting AI deepfake pornWhat a teamAssholiest of the Week (MM):Governance asshole: Chip Wilson DRLululemon's founder is blasting the company for selling sheer leggings, calling it a 'new low'Lululemon founder Chip Wilson blames board for 'total operational failure' in Get Low launch“In 2013, Lululemon recalled 17% of all its pants for being too sheer. At that point, the company blamed the manufacturing error on an incomplete testing protocol”Wilson owned 29.22% of the stock at the timeSAME BOARD MEMBERS THAT CHIP WILSON PICKED:Martha Morfitt (2008)David Mussafer (2014)Michael Casey (2007)Emily White (2011)40% of the board IS CHIP WILSON'S HAND PICKED PEOPLELast week: Lululemon founder Chip Wilson launches proxy fight for board shakeupWilson has nominated three independent director candidates to be elected at the 2026 annual meeting and submitted a proposal to "declassify" the board so that all members must stand for election annuallyHE CLASSIFIED THE BOARD - sucks to be on the outside looking inCapitalist assholes: DavosBlackRock CEO says capitalism isn't spreading the wealth and AI might not eitherBlackRock's $40 billion deal highlights the unstoppable AI data center gold rush, as CEO Larry Fink pushes back on AI bubble fearsJamie Dimon tells Davos: ‘You didn't do a particularly good job making the world a better place'As he attends every year without irony - and this: How Wall Street Turned Its Back on Climate ChangeBillionaire Marc Benioff challenges the AI sector: ‘What's more important to us, growth or our kids?'Salesforce CEO Marc Benioff says he cut 4,000 support roles because of AISo not THEIR kids obviously“Antimicrobial resistance pandemic will kill more people than cancer by 2050 and no one at Davos is talking about it" – leading scientists speak out at Frontiers Science HouseThe anti-education uber-wealthy tech bros:Nvidia's Jensen Huang says it's a good time to be a plumber; and not just because it's an AI-proof jobPalantir CEO says AI ‘will destroy' humanities jobs but there will be ‘more than enough jobs' for people with vocational trainingHeadliniest of the WeekDR: Ryanair launches 'Great Idiots' seat sale 'especially for Elon' as feud escalatesDR: Palantir CEO Alex Karp says humanities jobs are doomed in the age of AI: 'Hopefully you have some other skill'62% of bachelor's degrees in the humanities were earned by women; 63% of mastersMM: Nestlé chief blames Trump for company going quiet on sustainability Uh… you… run… the… company?MM: How anti-doomscrolling influencers are combating social media addictionAlcoholics typically use alcohol to get over their addiction to alcoholWho Won the Week?DR: ani-China right wing blowhardsMM: Private jets: Business Insider tracked at least 157 private jets that arrived near Davos, using data from ADS-B Exchange and JetSpy. They included airplanes belonging to Salesforce CEO Marc Benioff and former Google CEO Eric Schmidt. Jets from companies like Aramco, BlackRock, Blackstone, Citigroup, Google, HP, JPMorgan Chase, Lockheed Martin, and the quantitative hedge fund Two Sigma also arrived in the area.PredictionsDR: Target soft-launches brown-colored oranges to see if America is ready to care about race againMM: Jamie Dimon officially declares himself as “non binary” and requests the media address him as “they” whenever quoting him. They then contacts Fortune after reading this headline about himself - Jamie Dimon says he'd have no issue paying higher taxes if it actually went to people who need it—right now it just goes to the Washington ‘swamp' - and demands an edit to “Jamie Dimon says they'd have generally some but not none issue paying higher or lower taxes if it actually went to poor or rich people, but now it goes to the Washington swamp or everglade or desert, either way it's delightful but also could be terrible.
Futures pointed to the upside following President Trump's speech at Davos and discussions surrounding Greenland. Kevin Green explains why he's "cautiously optimistic," telling investors to brace for a possible "selling into strength" day. He adds that Nvidia (NVDA) CEO Jensen Huang made comments that AI won't replace jobs, but instead add other elsewhere. KG later touches on GE Aerospace's (GE) earnings beat and the muted early reaction. ======== 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
En este episodio arrancamos el año con una conversación amplia y sin filtro sobre startups, tecnología, AI, venture capital y obsesiones del mundo founder.Hablamos del extraño rescate de una startup que parecía muerta, de cómo NVIDIA está comprando sin comprar para dominar la era de la inferencia en AI, y de las biografías de founders como Bill Gates y Jensen Huang, para preguntarnos si los grandes líderes nacen distintos o si el contexto lo es todo.También bajamos la conversación a tierra: AI práctica para builders, herramientas que permiten pasar de idea a producto en minutos, mercados secundarios de acciones privadas, y el detrás de escena de los fondos de venture más grandes del mundo. Cerramos con rituales personales, metas extremas y las obsesiones que hoy atraviesan a los emprendedores.Un episodio ideal para founders, developers, inversores y curiosos del futuro de la tecnología.__Muchas gracias a nuestro Sponsor, Monetiza Chat por apoyar este episodio!MonetizaCHAT. Es una plataforma que pone agentes de inteligencia artificial a acelerar tus ventas porWhatsApp: califica leads automáticamente, responde consultas frecuentes, y se conecta con tu CRM para que no pierdas ni un prospecto. Si quieren probarlo, desde monetizachat.com y podrás agendar una llamada de consultoría inicial totalmente gratis, más un 30% de descuento en los primeros tres meses de membresía. No te olvides de mencionar Indie vs Unicornio.
At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia's moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. In the same way Intel and Microsoft dominated the Moore's Law era, we believe Nvidia will be the mainspring of tech innovation for the foreseeable future. Importantly, the previous era saw a doubling of performance every two years. Today Nvidia is driving annual performance improvements of 5X, throughput of 10X…driving token demand of 15X via Jevons Paradox.
Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts Is NVIDIA unstoppable? In this episode of Mixture of Experts, host Tim Hwang is joined by Chris Hay, Kaoutar El Maghraoui and Martin Keen to unpack the biggest announcements from CES 2026. First up, NVIDIA's Jensen Huang revealed the Rubin platform—a chip architecture promising 5X the performance of Blackwell and slashing inference token costs by 10X. Does this cement NVIDIA's dominance? We also explore the wild world of CES gadgets. Then, we look at whether Meta's USD 2 Billion acquisition of Manus AI signals a major pivot toward enterprise agentic platforms. Later, we dissect DeepSeek's newpaper on manifold-constrained hyperconnections (MHC)—a smarter way to train models that prioritizes efficiency over brute-force scaling. Finally, we analyze new polling data revealing Americans' complex relationship with AI: optimistic about the benefits but deeply concerned about who controls it. All that and more on Mixture of Experts! 00:00 – Introduction 01:27 – CES 2026 12:41 – Meta's USD 2 Billion Manus bet 20:08 – DeepSeek tackles scaling 33:35 – AI optimism vs. fear The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 #CES2026 #NVIDIARubin #MetaManusAI #DeepSeekScaling #AIagents
No Priors: Artificial Intelligence | Machine Learning | Technology | Startups
Even if ChatGPT never existed, the tech giant NVIDIA would still be winning. The end of Moore's Law—says NVIDIA President, Founder, and CEO Jensen Huang—makes the shift to accelerated computing inevitable, regardless of any talk of an AI “bubble.” Sarah Guo and Elad Gil are joined by Jensen Huang for a wide-ranging discussion on the state of artificial intelligence as we begin 2026. Jensen reflects on the biggest surprises of 2025, including the rapid improvements in reasoning, as well as the profitability of inference tokens. He also talks about why AI will increase productivity without necessarily taking away jobs, and how physical AI and robotics can help to solve labor shortages. Finally, Jensen shares his 2026 outlook, including why he's optimistic about US-China relations, why open source remains essential for keeping the US competitive, and which sectors are due for their “ChatGPT moment.” Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @nvidia Chapters: 00:00 – Jensen Huang Introduction 00:17 – Biggest AI Surprises of 2025 04:12 – AI and Jobs: New Infrastructure and Demand for Skilled Labor 09:03 – Task vs. Purpose Framework in Labor 12:31 – Solving Labor Shortages with Robotics 15:14 – The Layer Cake of AI Technology 18:39 – The Importance of Open Source 21:52 – The Myth of “God AI” and Monolithic Models 23:54 – Addressing the “Doomer” Narrative and Regulation 29:25 – The Plummeting Cost of Compute and Tokenomics 35:09 – The Return to Research 37:49 – Future of Coding and Software Engineering 43:20 – The Industries Due For Their “ChatGPT” Moments 46:00 – The Evolution of Self-Driving Cars and Robotics 54:06 – Energy Demand and Growth for AI 58:49 – 2026 Outlook: US-China Relations and Geopolitics 1:04:43 – Is There An AI Bubble? 1:16:20 – Conclusion
Jensen Huang Just Won IEEE's Highest Honor. The Reason Tells Us Everything About Where Tech Is Headed.IEEE announced Jensen Huang as its 2026 Medal of Honor recipient at CES this week. The NVIDIA founder joins a lineage stretching back to 1917—over a century of recognizing people who didn't just advance technology, but advanced humanity through technology.That distinction matters more than ever.I spoke with Mary Ellen Randall, IEEE's 2026 President and CEO, from the floor of CES Las Vegas. The timing felt significant. Here we are, surrounded by the latest gadgets and AI demonstrations, having a conversation about something deeper: what all this technology is actually for.IEEE isn't a small operation. It's the world's largest technical professional society—500,000 members across 190 countries, 38 technical societies, and 142 years of history that traces back to when the telegraph was connecting continents and electricity was the revolutionary new thing. Back then, engineers gathered to exchange ideas, challenge each other's thinking, and push innovation forward responsibly.The methods have evolved. The mission hasn't."We're dedicated to advancing technology for the benefit of humanity," Randall told me. Not advancing technology for its own sake. Not for quarterly earnings. For humanity. It sounds like a slogan until you realize it's been their operating principle since before radio existed.What struck me was her framing of this moment. Randall sees parallels to the Renaissance—painters working with sculptors, sharing ideas with scientists, cross-pollinating across disciplines to create explosive growth. "I believe we're in another time like that," she said. "And IEEE plays a crucial role because we are the way to get together and exchange ideas on a very rapid scale."The Jensen Huang selection reflects this philosophy. Yes, NVIDIA built the hardware that powers AI. But the Medal of Honor citation focuses on something broader—the entire ecosystem NVIDIA created that enables AI advancement across healthcare, autonomous systems, drug discovery, and beyond. It's not just about chips. It's about what the chips make possible.That ecosystem thinking matters when AI is moving faster than our ethical frameworks can keep pace. IEEE is developing standards to address bias in AI models. They've created certification programs for ethical AI development. They even have standards for protecting young people online—work that doesn't make headlines but shapes the digital environment we all inhabit."Technology is a double-edged sword," Randall acknowledged. "But we've worked very hard to move it forward in a very responsible and ethical way."What does responsible look like when everything is accelerating? IEEE's answer involves convening experts to challenge each other, peer-reviewing research to maintain trust, and developing standards that create guardrails without killing innovation. It's the slow, unglamorous work that lets the exciting breakthroughs happen safely.The organization includes 189,000 student members—the next generation of engineers who will inherit both the tools and the responsibilities we're creating now. "Engineering with purpose" is the phrase Randall kept returning to. People don't join IEEE just for career advancement. They join because they want to do good.I asked about the future. Her answer circled back to history: the Renaissance happened when different disciplines intersected and people exchanged ideas freely. We have better tools for that now—virtual conferences, global collaboration, instant communication. The question is whether we use them wisely.We live in a Hybrid Analog Digital Society where the choices engineers make today ripple through everything tomorrow. Organizations like IEEE exist to ensure those choices serve humanity, not just shareholder returns.Jensen Huang's Medal of Honor isn't just recognition of past achievement. It's a statement about what kind of innovation matters.Subscribe to the Redefining Society and Technology podcast. Stay curious. Stay human.My Newsletter? Yes, of course, it is here: https://www.linkedin.com/newsletters/7079849705156870144/Marco Ciappelli: https://www.marcociappelli.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The U.S. administration says it will control Venezuela's oil sales indefinitely, with Energy Secretary Chris Wright telling CNBC the plan is needed to drive change in the country. European stocks look set to follow Wall Street into the red after mixed data stateside - with attention now turning to Friday's non-farm payrolls report. And, China reportedly asks tech companies to halt orders of Nvidia's H200 chips a day after Jensen Huang hails strong demand in the country, as Beijing looks to reduce reliance on foreign-made AI products.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
At CES 2026, Nvidia unveiled Alpamayo, a 10-billion parameter open-source AI model for self-driving cars. The first production vehicle to use it is the Mercedes-Benz CLA, launching in Q1 2026 with point-to-point city navigation. Jensen Huang called it the ChatGPT moment for physical AI. Nvidia is offering 1,000 TOPS of compute power, five times more than competitors, and releasing the model weights on HuggingFace for anyone to use. Partners include Mercedes, JLR, Lucid, Uber, Bosch, and ZF. This is the first time a production-grade autonomous driving stack has been open-sourced.
Market update for January 7, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:storage stocks surge after Nvidia's Jensen Huang highlights memory demandDiscord confidentially files for a U.S. IPO as the tech IPO market heats upElon Musk's xAI raises a massive $20B with backing from Nvidia and CiscoMobileye jumps on its $900M humanoid robotics acquisitionDeckers slides after analysts downgrade Hoka's growth outlookWeb traffic data shows ChatGPT losing ground to Google's Gemini
Carl Quintanilla, Jim Cramer and David Faber led off the show with the Dow at a record closing high, fueled by a rally in banking and oil stocks. The blue-chip index ended Monday's trading session with its best "Santa Claus Rally" in four years. The anchors highlighted Dow components including Chevron, Caterpillar, Goldman Sachs and JPMorgan Chase. Nvidia in the spotlight one day after CEO Jensen Huang unveiled faster AI chips and robotics at CES in Las Vegas. Also in focus: Maduro/Venezuela/Trump developments after Monday's rally in oil stocks, Ford auto sales, chips on the rise, Apple shares under pressure, an investor builds a big stake in Under Armour, the latest on the battle for Warner Bros., Sandisk shares extend their parabolic run-up. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kindred Ventures' Steve Jang talks with TITV Host Akash Pasricha about Jensen Huang's blockbuster CES keynote and why NVIDIA's new Rubin chips require a total data center overhaul. We also talk with The Information's Rocket Drew about Nvidia's open-source Alpamao-1 self-driving model and our scoop on LMArena's $1.7 billion valuation, Amazon Reporter Catherine Perloff about why AWS employees are skeptical of their homegrown "Nova" models, and AI Infrastructure Columnist Ann Davis Vaughan about how the natural gas and nuclear industries are seizing the AI boom.Articles discussed on this episode: https://www.theinformation.com/articles/inside-amazon-homegrown-ai-tough-sellhttps://www.theinformation.com/articles/ai-evaluation-startup-lmarena-valued-1-7-billion-new-funding-roundhttps://www.theinformation.com/articles/ai-boom-now-energy-boomTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
The Information's Wayne Ma talks with TITV Host Akash Pasricha about Jensen Huang's frustration with Nvidia's manufacturing software and the push for "digital twins." We also talk with UpperEdge's Adam Mansfield about the shift to consumption-based pricing at Microsoft and Salesforce, Slow Ventures Partner Sam Lessin about why 2026 will be ruled by feelings and niche creator communities, and we get into OpenAI's ambitious $200 billion revenue goal with The Information's Sri Muppidi.Articles discussed on this episode: https://www.theinformation.com/articles/nvidias-big-ambitions-solve-manufacturing-shows-slow-returns-farhttps://www.theinformation.com/articles/openais-international-conundrumhttps://www.theinformation.com/articles/ces-kicks-2026-tech-sectorTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
durée : 00:03:23 - Un monde connecté - par : François Saltiel - Pour la dernière semaine de l'année, François Saltiel revient sur une collection de portraits de ceux qui ont fait l'actualité de la Tech en 2025, troisième épisode avec le patron de Nvidia : Jensen Huang.
What do Sam Altman, Jensen Huang, Reid Hoffman, Marc Andreessen, and Elon Musk actually believe about the future of tech?In this episode of the Newcomer Podcast, we break down the quotes that defined tech in 2025. From OpenAI and Anthropic to venture capital, regulation, and Silicon Valley power, these are the moments where powerful people said the quiet part out loud.Rather than reacting to headlines, we look at the specific lines that revealed how AI companies think about compute and money, how venture capital is consolidating power, and why tech and politics are now inseparable.We cover:What Sam Altman and OpenAI revealed about scale and computeHow VC giants like Andreessen Horowitz and Lightspeed talk about power and accessWhy AI regulation looks very different in public than it does in privateThe quotes that mattered more than any keynote or earnings callThis is a year-in-review told through the words that shaped it.
Jensen Huang is something of an enigma. The NVIDIA CEO doesn't have social media and, until recently, rarely gave interviews. Yet he may be the most important person in AI.Under his leadership, NVIDIA has become a goliath. Somewhere between 80 and 90 per cent of AI tools run on NVIDIA hardware, making it the world's most valuable company. But unlike his contemporaries, Huang has been remarkably quiet about the technology – and the world – he's building.In his new book, The Thinking Machine: Jensen Huang, NVIDIA, and the World's Most Coveted Microchip, journalist Stephen Witt pulls back the curtain. And what he finds is, at times, shocking: Huang believes there is zero risk in developing superintelligence.So who is Jensen Huang? And should we worry that the most powerful person in AI is racing forward at breakneck speed, blind to the potential consequences?Mentioned:The Thinking Machine: Jensen Huang, NVIDIA, and the World's Most Coveted Microchip, by Stephen WittHow Jensen Huang's Nvidia Is Powering the A.I. Revolution, by Stephen Witt (The New Yorker)The A.I. Prompt That Could End the World, by Stephen Witt (New York Times)Machines Like Us is produced by Mitchell Stuart. Our theme song is by Chris Kelly. Video editing by Emily Graves. Our executive producer is James Milward. Special thanks to Angela Pacienza and the team at The Globe and Mail.Media sourced from the BBC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Across the country, data centers that run A.I. programs are being constructed at a record pace. A large percentage of them use chips built by the tech colossus Nvidia. The company has nearly cornered the market on the hardware that runs much of A.I., and has been named the most valuable company in the world, by market capitalization. But Nvidia's is not just a business story; it's a story about the geopolitical and technological competition between the United States and China, about what the future will look like. In April, David Remnick spoke with Stephen Witt, who writes about technology for The New Yorker, about how Nvidia came to dominate the market, and about its co-founder and C.E.O., Jensen Huang. Witt's book “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip” came out this year. This segment originally aired on April 4, 2025.The Political Scene draws on the reporting and analysis found in The New Yorker for lively conversations about the big questions in American politics. Join the magazine's writers and editors as they put into context the latest news—about elections, the economy, the White House, the Supreme Court, and much more. New episodes are available three times a week. Tune in to The Political Scene wherever you get your podcasts. Learn about your ad choices: dovetail.prx.org/ad-choices
Across the country, data centers that run A.I. programs are being constructed at a record pace. A large percentage of them use chips built by the tech colossus Nvidia. The company has nearly cornered the market on the hardware that runs much of A.I., and has been named the most valuable company in the world, by market capitalization. But Nvidia's is not just a business story; it's a story about the geopolitical and technological competition between the United States and China, about what the future will look like. In April, David Remnick spoke with Stephen Witt, who writes about technology for The New Yorker, about how Nvidia came to dominate the market, and about its co-founder and C.E.O., Jensen Huang. Witt's book “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip” came out this year. This segment originally aired on April 4, 2025.New episodes of The New Yorker Radio Hour drop every Tuesday and Friday. Join host David Remnick as he discusses the latest in politics, news, and current events in conversation with political leaders, newsmakers, innovators, New Yorker staff writers, authors, actors, and musicians.
Happy holidays from Sinica! This week, I speak with Paul Triolo, Senior Vice President for China and Technology Policy Lead at DGA Albright Stonebridge Group and nonresident honorary senior fellow on technology at the Asia Society Policy Institute's Center for China Analysis. On December 8th, Donald Trump announced via Truth Social that he would approve Nvidia H200 sales to vetted Chinese customers — a decision that immediately sparked fierce debate. Paul and I unpack why this decision was made, why it's provoked such strong reactions, and what it tells us about the future of technology export controls on China. We discuss the evolution of U.S. chip controls from the Entity List expansions under Trump's first term through the October 2022 rules and the Sullivan Doctrine, the role of David Sacks and Jensen Huang in advocating for this policy shift, whether Chinese firms will actually want to buy H200s given their heterogeneous hardware stacks and Beijing's autarky ambitions, what the Reuters report about China cracking ASML's EUV lithography code tells us about the choke point strategy, and whether selective engagement actually strengthens Taiwan's Silicon Shield or undermines it. This conversation is essential listening for understanding the strategic, technical, and political dimensions of the semiconductor competition.6:44 – What the H200 decision actually changes in the real world 9:23 – The evolution of U.S. chip controls: from Entity Lists to the Sullivan Doctrine 18:28 – How Jensen Huang and David Sacks convinced Trump 25:21 – The good-faith case for why export control advocates see H200 approval as a strategic mistake 32:12 – What H200s practically enable: training, inference, or stabilizing existing clusters 38:49 – Will Chinese companies actually buy H200s? The heterogeneous hardware reality 46:06 – The strategic contradiction: exporting 5nm GPUs while freezing tool controls at 16/14nm 51:01 – The Reuters EUV report and what it reveals about choke point technologies 58:43 – How Taiwan fits into this: does selective engagement strengthen the Silicon Shield? 1:07:26 – Looking ahead: broader rethinking of export controls or patchwork exceptions? 1:12:49 – What would have to be true in 2-3 years for critics to have been right about H200?Paying it forward: Poe Zhao and his Substack Hello China TechRecommendations: Paul: Zbig: The Life of Zbigniew Brzezinski, Amerca's Great Power Propheti by Ed Luce; Hyperdimensional Substack by Dean Ball Kaiser: Everything Is Tuberculosis by John Green; The Anthropocene Reviewed by John Green; So Very Small by Thomas LevensonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Cuando se menciona el sector de los semiconductores, casi automáticamente el pensamiento se dirige a Nvidia. Sin embargo, existe otra empresa que en el último año ha mostrado un desempeño todavía más llamativo: Micron. En esta entrega de Radar Empresarial ponemos el foco en cómo se perfila 2025 para el productor estadounidense de chips. Sus acciones acumulan una revalorización cercana al 229%, una cifra muy superior al avance registrado por Nvidia, que ronda el 34% en el mismo periodo. Incluso otras compañías del sector han logrado situarse por delante del gigante liderado por Jensen Huang. Para comprender el potencial de Micron basta con revisar las previsiones presentadas junto a sus resultados del primer trimestre fiscal de 2026. La compañía anticipa ingresos superiores a los 18.000 millones de dólares durante su segundo trimestre fiscal. Asimismo, estima un beneficio por acción de 8,42 dólares, casi el doble de lo que esperaba el mercado. Se trata de proyecciones históricas que, según analistas de Morgan Stanley, representan el mayor incremento de ingresos y beneficio neto en dólares jamás visto en la industria estadounidense de semiconductores, dejando al margen a Nvidia. En términos de facturación, la empresa ha pasado de ingresar 8.710 millones de dólares en el mismo periodo del año anterior a superar los 13.000 millones, por encima del consenso del mercado, que se situaba en 12.830 millones. Una de las palancas clave de este crecimiento ha sido el negocio de memorias DRAM, principal componente de la memoria RAM utilizada en ordenadores y servidores. Esta división alcanzó ingresos de 10.800 millones de dólares, lo que supone un aumento del 69% interanual. A pesar de estos resultados, Micron ha decidido cerrar su negocio Crucial para concentrarse en memorias destinadas a servidores de inteligencia artificial. La dirección sostiene que esta estrategia mejorará el suministro a grandes clientes y advierte que la escasez de memoria continuará impulsada por la demanda de IA.
Time Magazine named “The Architects of AI” as their Person of the Year for 2025. This is a group of people, mostly men, who now wield an extraordinary level of influence over the future of society. The Media Show profiles four of them: Mike Isaac from The New York Times explains the rise of Sam Altman, the CEO of OpenAI; Lauren Goode from Wired outlines the power and beliefs of venture capitalist Marc Andreessen; Stephen Witt, biographer of Jensen Huang, describes how the Nvidia boss has built the chips powering modern AI; and Richard Spencer of The Times reports on DeepSeek founder Liang Wenfeng, whose work has challenged the dominance of US tech companies.Presenters: Katie Razzall and Ros Atkins Content Producer: Lucy Wai Production Coordinator: Ruth Waites
Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.” Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
De Grote Tech Show en BNR Beurs slaan de handen ineen. Samen met Joe van Burik kijken we wat je als belegger zeker moet onthouden van het jaar 2025. Dat zat natuurlijk weer vol met de woorden 'Artificial' en 'Intelligence'. Je hoort dan ook van Joe of de piek al bereikt is bij bedrijven als Nvidia, hun klanten, én de klanten van hún klanten. Wie is er nu het beste gepositioneerd om de winsten te gaan pakken, en ook écht geld te gaan verdienen aan al die AI-modellen? En als al die bedrijven datacenters uit de grond stampen, hebben we dan straks ook leegstaande datacenterhallen á la Chinese vastgoedcrisis? Daarnaast hebben we het ook nog over twee techbedrijven die geen AI nodig hebben om de liefde van beleggers te winnen. Netflix doet dat gewoon met een smeuïge overnamedeal. En Nintendo heeft een harde kern met fans die genieten van hun nieuwe spelcomputer. We kijken hoe die twee bedrijven het jaar uit gaan. En Joe denkt dat elektrische autobouwer Rivian nog wel eens voor verbazing kan gaan zorgen.See omnystudio.com/listener for privacy information.
A mudança é a única constante do século 21 e continua mais rápida em 2026. Mas tem coisas que nunca mudam, como a nossa lista de dez livros para o novo ano. Os dez livros de 2026 (que na verdade são 11) ajudam a ler o presente tecnológico, com senso crítico, e mantendo o humano no centro. Bora ler?Os livros de 2026Superagency: What Could Possibly Go Right with Our AI Future - escrito por Reid Hoffman e Greg Beato;Empire of AI: Dreams and Nightmares in Sam Altman's OpenAI - de Karen Hao;A máquina que pensa: Jensen Huang, Nvidia e o microchip mais cobiçado do mundo - escrito por Stephen Witt, com tradução de André Fontenelle;O cientista e o executivo - de Diego Barreto e Sandor Caetano;Pensamento eficaz: Como transformar situações cotidianas em resultados extraordinários, livro de Shane Parrish;Uma Breve História da Inteligência: Evolução, IA e os Cinco Avanços que Nosso Cérebro fez - escrito por Max Bennett, com tradução de Eveline Machado;Reshuffle: Who Wins When AI Restacks the Knowledge Economy - livro de Sangeet Paul Choudary;The Instant AI Agency: How To Cash 6 & 7 Figure Checks In The New Digital Gold Rush Without Being A Tech Nerd - de Dan Wardrope;Start. Scale. Exit. Repeat.: Serial Entrepreneurs' Secrets Revealed! - por Colin C. CampbellAgilidade Emocional: Abra sua Mente, Aceite as Mudanças e Prospere no Trabalho e na Vida — escrito por Susan David, com tradução de Claudia e Eduardo Gerpe Duarte A The Shift é uma plataforma de conteúdo que descomplica os contextos da inovação disruptiva e da economia digital.Visite o site www.theshift.info e assine a newsletter
Send us a text在这一期圣诞特别节目中,《柠檬变成柠檬水》的两位主持人俞骅和Poy Zhong邀请了老朋友Frank Zhang一起回望 2025 年,讨论谁在真正影响商业世界的运行方式。从黄仁勋、Larry Ellison 与 Jamie Dimon 三位人物出发,拆解 AI、基础设施、风险管理与时代转向,并且重新思考,在一个从“刺激”走向“纪律”的年代,什么样的影响力才真正重要。祝大家圣诞快乐,新年平安。请您在Apple Podcasts, 小宇宙APP, Spotify, iHeart Radio, YouTube, Amazon Music等,搜寻”柠檬变成柠檬水“。Support the showThank you for listening to our podcasts. We also welcome you to join the "Turn Lemons Into Lemonade" LinkedIn page!
Adam Haman returns to discuss an intriguing panel featuring Elon Musk and Nvidia's Jensen Huang as they announced a business deal with Saudi Arabia.Mentioned in the Episode and Other Links of Interest:The YouTube version of this conversation.This episode's sponsor, the Scott Horton Academy.The panel featuring Elon and Jensen Huang.The HamanNature substack.Help support the Bob Murphy Show.
It's the early 1990s and video games are about to go 3D. And in a Denny's in Silicon Valley, three engineers are plotting to cash in on the transition with a startup called Nvidia. But when they misjudge the market, CEO Jensen Huang will have to pull off a multi-million dollar Hail Mary to save it from ruin.Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Our guest in this episode is Stephen Witt, an American journalist and author who writes about the people driving the technological revolutions. He is a regular contributor to The New Yorker, and is famous for deep-dive investigations.Stephen's new book is "The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip", which has just won the 2025 Financial Times and Schroders Business Book of the Year Award. It is a definitive account of the rise of Nvidia, from its foundation in a Denny's restaurant in 1993 as a video game component manufacturer, to becoming the world's most valuable company, and the hardware provider for the current AI boom.Stephen's previous book, “How Music Got Free”, is a history of music piracy and the MP3, and was also a finalist for the FT Business Book of the Year.Selected follow-ups:Stephen Witt - personal siteArticles by Stephen Witt on The New YorkerThe Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip - book siteStephen Witt wins FT and Schroders Business Book of the Year - Financial TimesNvidia ExecutivesBattle Royale (Japanese film) - IMDbThe Economic Singularity - book by Calum ChaceA Cubic Millimeter of a Human Brain Has Been Mapped in Spectacular Detail - NatureNotebookLM - by GoogleMusic: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain DeclarationHow Hacks HappenHacks, scams, cyber crimes, and other shenanigans explored and explained. Presented...Listen on: Apple Podcasts Spotify PodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For Interviews
The Information's Kevin McLaughlin breaks down Databricks' massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures' Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA's Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom with Centific SVP Prithivi Pradeep.Articles discussed on this episode: https://www.theinformation.com/articles/small-bank-critical-stablecoin-payments-tightens-risk-controlshttps://www.theinformation.com/articles/corporate-chatbots-gone-wildhttps://www.theinformation.com/articles/alien-hunters-want-jensen-huang-fund-ai-telescopehttps://www.theinformation.com/articles/servicenow-sell-highlights-jittery-marketTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit
Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit
Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit
Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit
In this episode of Do The Work | Mindset Mastery I found myself reflecting on how much can shift in a single weekend. What started as a quick one day trip to see a UFC fight with my daughters turned into a reminder of why I do what I do and why the pressure I carry matters. Being in that arena, watching my girls take it all in, seeing their excitement, their curiosity, and their joy brought me right back to when they were little and would sit next to me watching fights on television. Those were our moments. And now to experience it at this level with them reminding me of our past and showing me what is possible in our future felt powerful. That moment became the backdrop for what hit me on Monday morning. The anxiety. The pressure. The feeling that everything I have built could fall apart in a single moment. It is a feeling I know well, and one that most business owners know too. It shows up even when your life feels like it is firing on all cylinders. It shows up even when everything is going right. And it hit me hard. It was one of those mornings where the weight felt heavier than usual, and even though I pushed through, I had to acknowledge that it was real. What I know now is that this feeling never fully goes away. It is part of the territory when you are building something meaningful. It is part of being a small business owner, a leader, a provider, a person with visions that reach far beyond where you stand today. The fear and anxiety are not signs that something is wrong. They are reminders that growth requires courage. They are reminders that expansion always demands more from you than the last season did. So I journaled, I prayed, I meditated, and I pushed my morning meeting back. Not to avoid it, but to acknowledge it and move through it. Because as uncomfortable as it is, it does not stop me. In fact, it forces me to move. The effort is what makes all the difference. Some days the effort flows effortlessly, and other days it drags. The point is that I keep showing up. What shifted everything for me was hearing Jensen Huang, CEO of Nvidia, speak openly about waking up with fear every single day. He talked about knowing that he must face it head on and take action anyway. Here is a man leading one of the most successful companies in history, speaking the same language that so many of us whisper to ourselves in silence. That interview hit me hard. It reminded me that none of us are broken for feeling fear. We are human. And the people who rise are the ones who continue to move despite it. And it reminded me of why I never let myself forget the lowest points of my life. The years where I felt like I failed my family. Where I felt less than. Where I struggled to see any progress at all. I keep those memories close not because they define me, but because they drive me. They remind me that I never want to go back. They keep me sharp. They keep me aware. They keep me grateful for the chance to lead, to grow, and to build. Everything we experience is part of a never ending story. The fear. The doubt. The breakthroughs. The wins. The losses. It all plays a role in shaping who we are and who we are becoming. And even though it is uncomfortable, I now understand that these feelings are gifts. They create the environment that forces us to expand and forces us to pay attention. They create the space where we learn to respond instead of collapse. As we approach the new year, many people treat December 31 as the finish line and January 1 as the beginning. But it is not. Life and business do not reset. They continue. Your momentum does not disappear because the calendar flips. Your fear does not disappear either. But neither does your grit. Neither does your ability to rise. And when you consistently take the right actions, the results always follow. I believe 2026 is going to require more from all of us. More courage. More effort. More discipline. More vision. And while that is intimidating, it is also exciting. Because everything I have ever wanted has always been on the other side of the unknown. And this next season is no different. The anxiety I felt this morning is slowly shifting into excitement, because I know what we have built, and I know what we can create when we move with purpose. Every time I put my effort into something, I get what I want. That has always been true. And I am leaning into that once again. It is time to rise into the next level of who we are becoming. Reader Reflection Questions Where in your life are you allowing fear or anxiety to slow your momentum instead of using it as a signal to take action What memories or past struggles do you need to revisit so you can use them as fuel rather than as anchors How can you shift your current pressure into purpose and use it to build the next version of your life or business Notable Quotes Everything has a beginning point and a storyline of what it is you want out of every situation The only way to resolve this is through sheer effort and taking action I will never forget how I felt during my hardest moments because those memories keep me sharp and keep me moving Follow A.Z. Araujo on Social Media: Instagram: @azaraujo Facebook: A.Z. Araujo TikTok: A.Z. Araujo YouTube: Do The Work Podcast For Real Estate Agents in AZ: Learn more about Do The Work Coaching and A.Z. & Associates: dothework.com/azaa Upcoming Events: If you're a real estate brokerage owner, sign up for one of our upcoming events. Visit: dothework.com bigmoneybrokerage.com Join my mailing list for updates! New Do The Work Gear: Check out the latest DTW and Do The Work Gear! Hats, shirts, journals, and more: • • shop.dothework.com
It's our most anticipated episode of the year! Stephen Barnett returns to grade our 2025 predictions and lay out the playbook for 2026.We break down the massive $4.2 Trillion year in M&A, analysing why deal volume dropped while deal value skyrocketed. We also do a deep dive into the "Indigestion" facing Private Equity, with 50,000 businesses owned and nowhere to sell them, and why Private Credit is starting to look dangerously like the "Big Short" era of 2008.Plus, we reveal our Company of the Year (hint: it's a comeback story) and our Person of the Year (is it Jensen Huang or... Michael Burry?).(00:00) Grading our 2025 Predictions (S&P, Nvidia, Bitcoin)(04:58) $4.2 Trillion in Deals (Goldman vs. J.P. Morgan)(09:38) The Rise of Boutique Banks & Size Matters(14:25) Private Equity "Indigestion"(17:52) Will Lower Rates Save Private Equity?(21:05) Is Private Credit a Bubble?(25:20) "Rating Shopping" & The Cockroach Theory(31:10) 2026 Crystal Ball: Tailwinds vs. Headwinds(35:05) Company of the Year: Google goes "Beast Mode"(40:58) Person of the Year: Jensen Huang vs. Michael Burry(44:53) The 2026 Prediction: OpenAI Gets Acquired?
Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit
Nvidia's Jensen Huang and the AI Revolution: Colleague Brandon Weichert praises Nvidia's Jensen Huang as a pivotal geopolitical figure driving the AI revolution, comparing AI's growth to the railroad boom and predicting long-term economic benefits and massive opportunities for construction and energy sectors as the US builds infrastructure to support data centers. 1938
SHOW 12-12-2025 THE SHOW BEGINS IN DOUBTS ABOUT 2026.2 Las Vegas Venues, California Rail, and Disney's AI Investment: Colleague Jeff Bliss reports that Las Vegas's Allegiant Stadium is now a top-grossing venue while many resorts are dropping unpopular fees, discussing California's new rail line to Anaheim, mismanagement of the Pacific Palisades fire, and high gas prices, additionally covering Disney's investment in OpenAI and its new luxury community, Cotino. Nvidia's Jensen Huang and the AI Revolution: Colleague Brandon Weichert praises Nvidia's Jensen Huang as a pivotal geopolitical figure driving the AI revolution, comparing AI's growth to the railroad boom and predicting long-term economic benefits and massive opportunities for construction and energy sectors as the US builds infrastructure to support data centers. Business Resilience and AI Tools in Construction: Colleague Gene Marks reports on business resilience in Austin despite tariff concerns and describes a safety conference in Fargo where AI tools were a focus, explaining that AI and robotics like Boston Dynamics' Spot are supplementing rather than replacing workers in construction, helping address severe labor shortages. Health Reimbursement Arrangements and AI's Economic Potential: Colleague Gene Marks advocates for Health Reimbursement Arrangements, noting they allow small businesses to control costs while employees buy their own insurance tax-free, also discussing AI's potential to double economic growth and advising businesses to ignore doomsday predictions and embrace tools that enhance productivity and daily life. Lancaster County's Economic Divide and Holiday Retail: Colleague Jim McTague reports from Lancaster County, highlighting the economic divide between flush Baby Boomers and struggling younger generations, observing strong holiday retail activity exemplified by crowded venues like Shady Maple and a proliferation of Amazon delivery trucks, suggesting the economy remains afloat despite challenges. La Scala's Season Opening and Milan's Christmas Atmosphere: Colleague Lorenzo Fiori describes attending the season opening at La Scala, featuring a dramatic Russian opera that audiences connected to current geopolitical tensions, also noting the festive Christmas atmosphere in Milan and Prime Minister Meloni's continued, albeit non-military, support for Ukraine. SpaceX IPO Rumors and EU Space Regulations: Colleague Bob Zimmerman discusses rumors of a SpaceX IPO and new scientific strategies for using Starship for Mars exploration, reporting on the Pentagon's certification requirements for Blue Origin's New Glenn and critiquing proposed EU space laws that could impose bureaucratic hurdles on international private space companies. Mapping the Sun's Corona and Rethinking Ice Giants: Colleague Bob Zimmerman details scientific advances including mapping the sun's corona and rethinking Uranus and Neptune as having rocky interiors rather than just ice, mentioning discoveries regarding supernova composition, the lack of supermassive black holes in small galaxies, and new images of Mars' polar ice layers. "The Incident" of 1641 and Charles I's Failed Plot: Colleague Jonathan Healey narrates "The Incident" of 1641, a failed plot by Charles I to arrest Scottish Covenanter leaders, explaining that the conspiracy's exposure and Charles's subsequent denial destroyed his political standing in Scotland, forcing him to concede power to the Scottish Parliament and weakening his position before the English Civil War. The Prelude to the English Civil War: Colleague Jonathan Healey discusses the prelude to the English Civil War, detailing the power struggles between Charles I and the Commons and Lords, explaining the execution of the King's advisor Strafford, noting Charles's regret and the rising influence of reformists who feared royal tyranny and supported impeachment. The Junto and Puritan Influence in Parliament: Colleague Jonathan Healey describes the political geography of London, introducing the "Junto," a reformist party coordinating between Parliament's houses, analyzing the influence of Puritans and key opposition figures like John Pym and Mandeville who strategically challenged Charles I's authority regarding church reform and arbitrary taxation. The Grand Remonstrance and Popular Politics: Colleague Jonathan Healey explains the "Grand Remonstrance," a document used by the Junto to rally public support against the King, highlighting how rising literacy and the printing press fueled popular politics in London, while also discussing Queen Henrietta Maria's political acumen and Catholic faith amidst the growing conflict. Critiquing Isolationism and the Risks of Disengagement: Colleague Henry Sokolski critiques isolationist arguments, comparing current sentiments to pre-WWII attitudes, warning against relying solely on missile defense bubbles and discussing the distinct threats posed by Russia and China, emphasizing that US disengagement could lead to global instability and unchecked nuclear proliferation. Saudi Uranium Enrichment and Proliferation Risks: Colleague Henry Sokolski discusses the risks of allowing Saudi Arabia to enrich uranium, fearing it creates a bomb-making option, warning that making exceptions for Saudi Arabia could trigger a proliferation cascade among neighbors like Turkey and Egypt, undermining global non-proliferation efforts amidst rising tensions involving Russia and NATO. The Historical Context of Humphrey's Executor: Colleague Richard Epstein analyzes the historical context of Humphrey's Executor, explaining how the administrative state grew from the 1930s, detailing FDR's attempt to politicize independent commissions and the Supreme Court's justification, arguing that while constitutionally questionable, long-standing prescription has solidified these agencies' legal status over time. Presidential Power and Independent Agency Dismissals: Colleague Richard Epstein discusses current Supreme Court arguments regarding presidential power to fire independent board members, referencing actions by both Trump and Biden, critiquing the politicization of agencies like the FTC under Lina Khan and warning that unchecked executive authority to dismiss advisory boards undermines necessary checks and balances.
PREVIEW — Brandon Weichert — Jensen Huang and Nvidia's Geopolitical Influence. Weichert identifies Nvidia CEO Jensen Huang as potentially America's most consequential and strategically important technology tycoon, arguing he now surpasses Elon Musk in direct geopolitical influence and institutional power to shape American foreign policy and national security priorities. Weichert suggests that Huang's desire to expand semiconductor chip sales into Chinesemarkets is systematically influencing the Biden administration to soften its national security rhetoric and shift from hawkish threat characterization to dovish diplomatic accommodation regarding Beijing, potentially subordinating American strategic autonomy to Nvidia's commercial interests and market access imperatives. 1958
David Faber led off the show with breaking news: Disney announced it will make a $1 billion investment in OpenAI — part of a three-year licensing agreement between the two companies. Hear what David, Jim Cramer and Carl Quintanilla had to say about it. The anchors also discussed Oracle shares tumbling on a revenue miss and raised capex guidance, reviving investor jitters about the level of AI spending. Also in focus: What's next for the Fed after Wednesday's rate cut, Time magazine's 2025 Person of the Year - "The Architects of AI" including Jensen Huang, Elon Musk and Mark Zuckerberg, Coca-Cola picks a new CEO, Cisco shares hit a new record high, "Faber Report" with an update on the Paramount-Netflix battle for Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
For more Rogan exclusives, support us on Patreon patreon.com/JREReview Thanks to this week's sponsors: Go to HIMS dot com slash JRER for your personalized ED treatment options! To get simple, online access to personalized, affordable care for ED, Hair Loss, Weight Loss, and more, visit Hims dot com slash JRER. DraftKings Spin more than ONE THOUSAND slots—everything from the classics to exclusive new releases www.JREreview.com For all marketing questions and inquiries: JRERmarketing@gmail.com
Contrast between today's macro backdrop and the 2021 Bitcoin peak, with tighter liquidity, higher rates, and far stronger structural support for BitcoinCory's base case: no classic 80% “crypto winter” drawdowns anymore and a strong chance of new all-time highs in 2026John's “yearly lows” chart framing: rising annual Bitcoin floors as proof of real accumulation and diminishing panic sellingLarry Fink, Harvard, sovereign wealth funds, and major banks (BofA, Vanguard, Schwab, Citi) as long-term Bitcoin buyers, not momentum touristsDiscussion of CFTC-approved spot Bitcoin trading on designated contract markets as another on-ramp for pensions and endowmentsBig critique of prediction markets and “scambling” (scam + gambling) as an extractive, nihilistic, fiat-era attempt to financialize everythingCory and John argue that crypto casinos, meme coins, and prediction markets are a giant gambling funnel that ultimately pushes people toward Bitcoin's seriousnessBitcoin and energy: riffing on Elon Musk and Jensen Huang's comments about Bitcoin turning stranded or excess energy into a universal monetary batteryMicroStrategy's new USD reserve is framed as a cosmetics move to soothe institutions and make their Stretch preferreds more attractive, not a change in core strategyCory pushes back on “Operation Chokepoint 2.0” de-banking narratives, distinguishing between true systemic exclusion and individual risky accounts being dropped Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
Pipe bomber arrested. Lots of other fun stuff in the news.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Politics, MIT Bio-Hybrid Robot Muscles, Alleged J6 Pipe Bomber Arrest, Lone Wolf J6 Narrative, FDA Covid Vaccine Warning, Minnesota Visa Fraud, Governor Walz, Minnesota Fraud News Blackout, Minnesota Voter Process, Climate Change Narrative Shift, Wind Turbines Hoax, SNAP Fraud Audit, Apartment Rent Decreases, Biden Fuel Regs Removed, Small Nuclear Reactors, Nvidia AI Origin, Jensen Huang, Elon Musk, President Trump's AI Support, Anti-Trump Lawfare Review, Anti-Hegseth Double Tap Hoax, Senator Warner, Smartmatic Whistleblower Allegations, Persuasion Word Gullible, Rand Paul, Narco-Boats Controversy, President Maduro's Options, Mike Cernovich, Trump Pardons, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Today's episode unpacks how an MIT study about AI “replacing 11.7% of the US workforce” is being misreported, what it actually says about task-level automation versus jobs, and how it compares to Anthropic's internal data on engineers delegating more work to AI and seeing big productivity gains. In the headlines: Microsoft's AI sales targets and market jitters, Jensen Huang's appearance on Joe Rogan, OpenAI's acquisition of Neptune, and Black Friday AI shopping performance.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefLandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.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/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
December 4, 2025: In today's episode of Future Ready Today, I break down six major stories shaping the future of work. Nvidia's Jensen Huang pushes back on AI job doom while Geoffrey Hinton warns that massive unemployment may be unavoidable. AI is quietly restructuring the rhythm of the workweek, RTO mandates are tightening as employees turn to "microshifting," Microsoft moves aggressively toward an AI-native workforce, and Accenture partners with OpenAI to transform consulting at scale. Each story includes a futurist lens to help leaders decode the signals behind the headlines and build a truly future-ready organization.
Jensen Huang is the founder, president, and CEO of NVIDIA, the company whose 1999 invention of the GPU helped transform gaming, computer graphics, and accelerated computing. Under his leadership, NVIDIA has grown into a full-stack computing infrastructure company reshaping AI and data-center technology across industries.www.nvidia.com www.youtube.com/nvidia Perplexity: Download the app or ask Perplexity anything at https://pplx.ai/rogan. Visible. Live in the know. Join today at https://www.visible.com/rogan Don't miss out on all the action - Download the DraftKings app today! Sign-up at https://dkng.co/rogan or with my promo code ROGAN GAMBLING PROBLEM? CALL 1-800-GAMBLER, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT), or visit www.mdgamblinghelp.org (MD). 21+ and present in most states. (18+ DC/KY/NH/WY). Void in ONT/OR/NH. Eligibility restrictions apply. On behalf of Boot Hill Casino & Resort (KS). Pass-thru of per wager tax may apply in IL. 1 per new customer. Must register new account to receive reward Token. Must select Token BEFORE placing min. $5 bet to receive $200 in Bonus Bets if your bet wins. Min. -500 odds req. Token and Bonus Bets are single-use and non-withdrawable. Token expires 1/11/26. Bonus Bets expire in 7 days (168 hours). Stake removed from payout. Terms: sportsbook.draftkings.com/promos. Ends 1/4/26 at 11:59 PM ET. Sponsored by DK. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nvidia is the most valuable company in the world. Major parts of the economy hinge on its success. CEO Jensen Huang and President Trump have become inseparable. This episode was produced by Hady Mawajdeh, edited by Jolie Myers, fact-checked by Laura Bullard and Danielle Hewitt, engineered by Patrick Boyd and Adriene Lilly, and hosted by Noel King. President Trump speaking alongside Nvidia CEO Jensen Huang. Photo by Andrew Harnik/Getty Images. Listen to Today, Explained ad-free by becoming a Vox Member: vox.com/members. New Vox members get $20 off their membership right now. Transcript at vox.com/today-explained-podcast. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Episode 718: Neal and Toby dive into Nvidia's Q3 earnings that topped expectations while CEO Jensen Huang reiterated his confidence in AI. Then, Target reports another stinker of a quarter causing many to believe the retailer is on the ropes. Also, a new study believes this year's Thanksgiving dinner will be more affordable than last year's. Meanwhile, Neal shares his favorite numbers on Gustav Klimt's most expensive artwork sold at Sotheby's, the truest underdog in the World Cup, and the origins of kissing. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices