Podcast appearances and mentions of Jensen Huang

Taiwanese-American entrepreneur and businessman

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Jensen Huang

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Best podcasts about Jensen Huang

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Latest podcast episodes about Jensen Huang

Trench Tech
Nouveaux maîtres de l'iA : pouvoir, paranoïa et prophéties - Guillaume Grallet

Trench Tech

Play Episode Listen Later Mar 5, 2026 63:06


Dans la tête des maîtres de l'iA.Que veulent vraiment ceux qui façonnent notre futur technologique ?Dans cet épisode, conversation sans filtre avec Guillaume Grallet, auteur du livre "Pionniers - Voyage aux frontières de l'intelligence artificielle" (Grasset, 2025) et rédacteur en chef sciences et tech au Point. Il a rencontré les figures les plus influentes de la tech mondiale.Il raconte ce qu'il a vu. Ce qu'il a compris. Et ce qui l'inquiète.De Mark Zuckerberg à Sam Altman, en passant par Dario Amodei, Yann LeCun, Jensen Huang ou Kai-Fu Lee : visions messianiques, doutes sincères, stratégie géopolitique, course à la puissance.Vie privée, climat, diversité linguistique, souveraineté : l'iA n'est pas qu'une course technologique, c'est une bataille culturelle et politique.Optimisme stratégique ou promesse dangereuse ?Hubris ou lucidité ?Un épisode pour comprendre ce qui se joue vraiment derrière les discours officiels.

a16z
Ben Horowitz On What Makes a Great Founder

a16z

Play Episode Listen Later Mar 3, 2026 50:57


On the show Long Strange Trip, Sequoia Capital partner Brian Halligan speaks with a16z's Ben Horowitz about what separates great founder CEOs from everyone else. Ben explains why first-time founders lose confidence, defer too much to senior hires, and let decision debt paralyze their companies. They discuss where founder mode works and where people are taking it too far, why the VP of Sales is the hire founders mess up more than any other, and why Andy Grove's "constructive confrontation" matters more than most CEOs realize. Ben also shares what he's learned working with Zuckerberg, what Jensen Huang and Elon Musk actually have in common, and why culture is defined by behavior, not values.   Resources: Follow Brian Halligan on X: https://twitter.com/bhalligan Follow Ben Horowitz on X: https://twitter.com/bhorowitz Listen to more from Long Strange Trip: https://www.youtube.com/playlist?list=PLOhHNjZItNnNu8wknSuVtcSJRs7Q4xqOE   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Startup Island TAIWAN Podcast
EP3-27 | 【AI News】NVIDIA GTC 2026 Preview

Startup Island TAIWAN Podcast

Play Episode Listen Later Mar 2, 2026 21:20


We're diving straight into the heart of NVIDIA GTC 2026, where Jensen Huang has teased a "world-shocking" chip that marks the definitive dawn of the Rubin era. This isn't just another incremental update; it is a total overhaul of computational logic, moving us from the era of Generative AI into the realm of Physical and Reasoning AI. We will explore how the Vera CPU and HBM4 are teaming up to push inference performance to heights that were once pure science fiction, effectively turning data centers into massive, unified brains capable of solving the world's most complex engineering challenges. At the core of this tectonic shift lies the unbreakable bond between NVIDIA's vision and Taiwan's industrial mastery. From TSMC's cutting-edge 2nm and A16 processes to the breakthrough silicon photonics and liquid cooling solutions, Taiwan has transitioned from being a silent manufacturer to a lead architect of the global AI factory. Join us as we break down how giants like Foxconn, Quanta, and Delta Electronics are weaving silicon and light into the very fabric of our future, proving that the road to global AI intelligence runs directly through the heart of Taiwan's engineering prowess.我們將帶領各位深入 2026 年 NVIDIA GTC 大會的核心,探索黃仁勳口中那款「震驚世界」的新晶片。從 Blackwell 到 Rubin 架構的跨越,不僅是規格的升級,更是運算邏輯的徹底重塑。這場被譽為 AI 界超級盃的盛會,將揭示 Vera CPU 與 HBM4 如何聯手推升推論效能,讓我們正式告別純粹的生成式 AI,步入具備複雜推理能力與物理感知的實體 AI 新紀元。 在這場科技風暴的中心,台灣扮演了不可或缺的共生角色。從台積電最先進的 2 奈米與 A16 製程,到矽光子技術與液冷散熱的關鍵突破,台灣供應鏈正從幕後的製造者轉型為 AI 未來的共同建築師。本集將剖析鴻海、廣達、台達電等鑽石級合作夥伴如何與 NVIDIA 攜手,將矽、光與數據交織成改變世界的能量,帶你預見這場由台灣製造所支撐的全球運算革命。 Powered by Firstory Hosting

The 7investing Podcast
Feb 18, 2026: Is AI a Bubble? $364 Billion in Data Center Spending Says Otherwise

The 7investing Podcast

Play Episode Listen Later Feb 28, 2026 44:55


Feb 18, 2026: What's Next for AI AcceleratorsAMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and NVIDIA's CEO Jensen Huang (who happens to be Lisa's cousin once-removed) believes AI infrastructure spend will total $4 trillion during the next five years.If those forecasts are even directionally correct, both AMD and NVIDIA will still have quite an extended growth runway in this red hot semiconductor sector.But are these admittedly self-serving forecasts actually realistic?Or is AI hardware likely to become commoditized and lower-priced during that timeframe?And are there other competitors who might also pose a challenge in this two-horse race?On Wednesday's show, I was joined by Chip Stock Investor founder Nick Rossolillo to describe what lies ahead for both NVIDIA and AMD.We also discussed why Apple is spending significantly on CapEx less than its other Big Tech peers, whether Moore's Law is actually dead, and the role of newcomers like Cerebras Systems and IonQ.#NVIDIA #AMD #semiconductors #AIchips #JensenHuang #LisaSu #chipstocks #datacenter #investing #Broadcom #Apple #TSMC #Cerebras #quantumcomputing #7investing #chipstockinvestor #techinvesting #AIinfrastructure #hyperscalers #GPUvsCPU #waferschale #FormulaOne #poleposition #techanalysis #stockmarket2026

Danny In The Valley
Inside Nvidia: The company powering the AI gold rush

Danny In The Valley

Play Episode Listen Later Feb 27, 2026 35:31


Do Nvidia's latest results confirm a tech boom or signal the makings of a bubble? Danny Fortson and Katie Prescott ask how a once-niche graphics chipmaker ended up at the centre of global tech, geopolitics and the stock market. Author Stephen Witt joins them to explain Jensen Huang's rise and the company's extraordinary dominance.Guest: Stephen Witt, Author of The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted MicrochipImage: Getty Hosted on Acast. See acast.com/privacy for more information.

Beurswatch | BNR
Netflix creëert (met weglopen) z'n eigen superconcurrent

Beurswatch | BNR

Play Episode Listen Later Feb 27, 2026 23:10


Het is de dag van de bizarre plottwist. De dag dat de overnamesoap van Warner Bros. Discovery tot een einde kwam. Niet Netflix (dat al een deal had gesloten), maar Paramount gaat er met het bedrijf vandoor. Hun bod is 'superieur' en Netflix heeft geen trek om hun bod te verhogen. Netflix verliest, maar wint tegelijkertijd. Daar hebben we het deze aflevering over. Aandeelhouders van Netflix zijn blij dat ze de overname niet doen, maar is dat terecht? Creëren ze nu niet een monster van een concurrent? Hebben we het ook over Amerikaanse aandelen. Die zijn ineens een stuk minder populair bij Nederlandse, particuliere beleggers. Bij jou dus. Uit onderzoek van ING blijkt een derde van de Nederlandse beleggers minder belegt in de VS. En steeds meer kiest voor Europese aandelen.Ook hoor je deze aflevering over de kwartaalcijfers van Fugro en het verrassende vertrek van de CFO. Anthropic komt voorbij, dat overhoop ligt met de Amerikaanse overheid én we bespreken de enorme faal van SAP. Dat heeft geblunderd met bonussen. Te gast: Bob Homan, van ING Investment Office. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Listen to Full Audio at https://podcasts.apple.com/us/podcast/nvidias-exponential-peak-perplexitys-digital-worker/id1684415169?i=1000751842884

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Listen to Full Audio at https://podcasts.apple.com/us/podcast/nvidias-exponential-peak-perplexitys-digital-worker/id1684415169?i=1000751842884

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Listen to Full Audio at https://podcasts.apple.com/us/podcast/nvidias-exponential-peak-perplexitys-digital-worker/id1684415169?i=1000751842884

AEX Factor | BNR
Netflix creëert (met weglopen) z'n eigen superconcurrent

AEX Factor | BNR

Play Episode Listen Later Feb 27, 2026 23:10


Het is de dag van de bizarre plottwist. De dag dat de overnamesoap van Warner Bros. Discovery tot een einde kwam. Niet Netflix (dat al een deal had gesloten), maar Paramount gaat er met het bedrijf vandoor. Hun bod is 'superieur' en Netflix heeft geen trek om hun bod te verhogen. Netflix verliest, maar wint tegelijkertijd. Daar hebben we het deze aflevering over. Aandeelhouders van Netflix zijn blij dat ze de overname niet doen, maar is dat terecht? Creëren ze nu niet een monster van een concurrent? Hebben we het ook over Amerikaanse aandelen. Die zijn ineens een stuk minder populair bij Nederlandse, particuliere beleggers. Bij jou dus. Uit onderzoek van ING blijkt een derde van de Nederlandse beleggers minder belegt in de VS. En steeds meer kiest voor Europese aandelen.Ook hoor je deze aflevering over de kwartaalcijfers van Fugro en het verrassende vertrek van de CFO. Anthropic komt voorbij, dat overhoop ligt met de Amerikaanse overheid én we bespreken de enorme faal van SAP. Dat heeft geblunderd met bonussen. Te gast: Bob Homan, van ING Investment Office. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Lenny's Podcast: Product | Growth | Career
AI is critical for humanity's survival: Cisco president on the AI revolution | Jeetu Patel

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Feb 26, 2026 87:23


Jeetu Patel is the president and chief product officer at Cisco, where he leads a team of 30,000 people and is playing a central role in the massive AI infrastructure buildout happening right now. Previously, he spent five years as CPO at Box and 17 years running his own startup. Recently Jeetu organized an AI summit featuring industry leaders like Jensen Huang, Sam Altman, Marc Andreessen, and Fei-Fei Li.We discuss:1. How Cisco went AI-first across 90,000 employees2. His six-part framework for building great companies: timing, market, team, product, brand, distribution3. Why he says he couldn't have done this job without AI4. His “right to win” strategic framework5. His communication framework for preventing “packet loss” across an organization6. Why he flips “praise in public, criticize in private” and does the exact opposite7. The important communication lesson his mother taught him—Brought to you by:Sentry—Code breaks, fix it faster: https://sentry.io/lennyFramer—Build better websites faster: https://framer.com/lennySamsara—Saving lives with AI built for physical operations: https://samsara.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/ai-is-critical-for-humanitys-survival—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Jeetu Patel:• X: https://x.com/jpatel41• LinkedIn: https://www.linkedin.com/in/jeetupatel• Website: https://blogs.cisco.com/author/jeetupatel—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction and welcome(04:15) Insights from Cisco's Al summit(08:45) Transforming Cisco into an Al-first company(15:33) What Cisco actually does in the Al infrastructure stack(19:09) The future of Al(24:36) Raising kids in the AI era(29:46) “Permission to play” framework(36:50) Lessons from great CEOs(42:02) Leading at scale(50:54) Why Jeetu inverts the ‘praise in public, criticize in private' rule(57:45) Surrounding yourself with good human beings(58:35) Lessons from loss(01:03:21) Career advice: platforms, hunger, and preparation(01:10:21) The six-part framework for building great companies(01:19:05) Lightning round and final thoughts—Resources and episode mentions: https://www.lennysnewsletter.com/p/ai-is-critical-for-humanitys-survival—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Squawk Pod
Jensen Huang, FDA Commissioner Makary, & Beast Industries CEO 2/26/26

Squawk Pod

Play Episode Listen Later Feb 26, 2026 39:19


After reporting a strong quarter, Nvidia CEO Jensen Huang speaks to Becky Quick about his company's future and the future of the AI landscape–including the ongoing standoff between Anthropic and the Pentagon. FDA Commissioner Dr. Marty Makary discusses the agency's push for reforms and expedited drug approvals, particularly for rare disease therapies. Plus, Beast Games Season 2 finale is out on Amazon Prime, and season three is already in preproduction. Beast Industries CEO Jeff Housenbold discusses his ambitions of building another Disney while producing the most-followed person on the internet, Mr. Beast.    Dr. Marty Makary - 17:16 Jeff Housenbold - 33:30   In this episode: Dr. Marty Makary, @DrMakaryFDA Jeff Housenbold, @jtbold Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin,  @andrewrsorkin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
Tech Earnings Reaction: A Wild Ride for Nvidia and Salesforce 2/26/26

Squawk on the Street

Play Episode Listen Later Feb 26, 2026 42:32


Carl Quintanilla, Jim Cramer and David Faber delved into Nvidia's blowout quarter and upbeat guidance fueled by the AI boom — plus why the stock swung into negative territory at the opening bell. It was a different story for Salesforce, which posted better-than-expected Q4 results and erased its pre-market losses at the open. The CEOs of both companies spoke to CNBC: Nvidia's Jensen Huang on what the market got "wrong" — and Salesforce's Marc Benioff on the "SaaS-pocalypse" that has sent shares of the company and its software rivals tumbling. Also in focus: Snowflake heats up, the earnings chapter in the battle for Warner Bros. Discovery, the automaker that posted its first-ever annual loss, robots in China. 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.

Beurswatch | BNR
Nvidia stunt voor 14e (!!) keer op rij. En toch is 't niet genoeg...

Beurswatch | BNR

Play Episode Listen Later Feb 26, 2026 23:18


Nvidia heeft vorig kwartaal weer alle verwachtingen overtroffen. Op een omzet van 68 miljard een winst van 43 miljard dollar. Dat is al ongekend, helemaal dat het bedrijf met gigantische cijfers blijft groeien. Een omzetstijging van tientallen procenten. Het is alweer de 14e keer dat het bedrijf analisten aftroeft.En dan komt Nvidia óók nog eens met goed nieuws over de komende maanden. Ook dat ziet er super uit. Al nemen aandeelhouders dat niet helemaal van Nvidia aan: het aandeel gaat fors onderuit. Is die reactie terecht of stellen beleggers zich aan? Deze aflevering nemen we ruim de tijd voor alle vragen die er over Nvidia (en de kwartaalcijfers) zijn.Hebben we het ook over de topman van Ahold Delhaize, Frans Muller. Die kan een hele lekker bonus tegemoet zien. Als het plan van de raad van commissarissen wordt goedgekeurd. Ze willen namelijk dat Muller beter beloond wordt. Als dat plan er doorheen komt, dan kan hij zo'n 10 miljoen bonus krijgen. Per jaar! Verder hebben we het over de cijfers van Paramount én het bezoekje dat de baas van Netflix aan het Witte Huis moet brengen. Allemaal vanwege de overname van Warner Bros, waar beide bedrijven achteraan zitten.Schakelen we ook de hulp in van Noud Broekhof. De man achter de Nationale Autoshow vertelt alles over het historische verlies van autobouwer Stellantis en een lichtpuntje. Of is dat lichtpuntje er toch niet? Te gast: Marc Langeveld van Antaurus BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: Asia Edition
Nvidia Outlook Tops Estimates

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Feb 26, 2026 18:23 Transcription Available


Nvidia gave another bullish forecast for quarterly revenue. CEO Jensen Huang said the enterprise adoption of AI agents is skyrocketing. That suggests it's not just hyperscalers buying Nvidia's products, corporations are as well. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. Though the average Wall Street estimate was $72.8 billion, some analysts had projected numbers approaching $80 billion, according to data compiled by Bloomberg. To break down the latest earnings, we spoke to Daniel Newman, CEO at the Futurum Group. Plus - Asian shares climbed for a fourth day as recent turmoil sparked by concerns over the impact of artificial intelligence subsided, though gains were tempered by a muted response to Nvidia Corp.'s upbeat sales forecast. We heard from Kieran Calder, Head of Equity Research for Asia at UBP. He spoke to Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn.See omnystudio.com/listener for privacy information.

De Ochtendspits | BNR
Ochtendnieuws: Kamerdebat toont verschuiving naar rechts rond AOW-plan

De Ochtendspits | BNR

Play Episode Listen Later Feb 26, 2026 25:43


Het Tweede Kamerdebat over de regeringsverklaring is een zoektocht naar nieuwe verhoudingen. De Kamer probeert de balans te vinden tussen minderheidskabinet, coalitie en oppositie. De coalitie laat een duidelijke beweging naar rechts zien. En sluit een deal met SGP en groep Markuszower, waardoor GroenLinks-PvdA buitenspel wordt gezet. Premier Jetten moet vandaag bewijzen dat zijn ploeg schouder aan schouder staat, terwijl Jesse Klaver de nieuwe AOW-plannen een ‘lakmoesproef' noemt voor samenwerking.NVIDIA heeft de verwachtingen in hun kwartaalcijfers overtroffen met een omzet van 68,1 miljard dollar, een stijging van 73%. De winst steeg naar 43 miljard dollar, waarbij topman Jensen Huang spreekt van een ‘kantelpunt' omdat de AI-revolutie volgens hem is begonnen. Het bedrijf profiteert sterk van massale investeringen van grote techbedrijven in datacenterchips.Hillary Clinton moet vandaag voor een Amerikaanse onderzoekscommissie getuigen in de Epsteinzaak, maar het verhoor vindt achter gesloten deuren plaats. Morgen volgt oud-president Bill Clinton, terwijl Republikeinen proberen hen in het nauw te brengen en Democraten hopen dat de hoorzitting nieuw licht werpt op de zaak Trump. Ondertussen stopt voormalig minister Larry Summers met lesgeven aan Harvard vanwege zijn banden met Epstein.Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur.Over deze podcastBNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt 's ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

Daybreak en Español
EE.UU. investiga ataque mortal de Cuba a lancha; Nvidia no logra disipar dudas sobre auge de la IA

Daybreak en Español

Play Episode Listen Later Feb 26, 2026 4:08 Transcription Available



Fuerzas cubanas mataron a cuatro personas e hirieron a otras seis que iban a bordo de una lancha rápida registrada en Florida. EE.UU. informó que está investigando el incidente, mientras que La Habana afirmó que los 10 tripulantes planeaban ingresar al país para luchar contra el gobierno; los futuros de los índices de Wall Street oscilaban después de que el sólido pronóstico de Nvidia no convenciera a inversionistas que aún cuestionan el impacto más amplio de la IA. El director ejecutivo Jensen Huang rechazó las preocupaciones y las acciones se recuperaban en el premercado; y EE.UU. e Irán iniciaron conversaciones nucleares en Ginebra, a pocos días de que venza el plazo fijado por Donald Trump para alcanzar un acuerdo. Imágenes satelitales muestran que Irán está reconstruyendo instalaciones nucleares dañadas por ataques estadounidenses e israelíes el pasado junio.Newsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Ivana Bargues y Stephen WicarySee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: AI Titans, Dividend Kings & Turbulent Skies

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Feb 26, 2026 21:18


Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen Huang’s bold pushback against fears of an AI threat to software firms. We examine why Salesforce is leaning on a US$50 billion buyback as shares slide - and what that signals about SaaS sentiment. Closer to home, we explore how OCBC is prioritising special dividends over buybacks as Singapore payouts surge to multi-year highs. In UP or DOWN, we look at diverging fortunes across Air New Zealand, Qantas, Axon Enterprise and Lynas Rare Earths. We also check in on the Straits Times Index after Genting Singapore’s sharp drop. Finally, Malaysia’s durian-fuelled tourism push rounds out today’s Last Word.See omnystudio.com/listener for privacy information.

De 7
26/02 | Nvidia overtreft opnieuw torenhoge verwachtingen | 70.000 Vlamingen riskeren boete voor thuislaadpaal | Ook Engie lanceert 'happy hour'-tarief

De 7

Play Episode Listen Later Feb 26, 2026 15:50


Wat zit er vandaag in De 7? Nvidia overtreft opnieuw de torenhoge verwachtingen met zijn kwartaalresultaten. CEO Jensen Huang probeert beleggers gerust te stellen over de gepercipieerde AI-dreiging. Maar werkt dat ook? 70.000 Vlamingen hebben hun thuislaadpaal nog niet aangegeven bij Fluvius en riskeren een boete. Zo'n aanmelding is wettelijk verplicht. De Belgische Karen Baert haalt met haar start-up kapitaal op bij opvallend grote namen als Shell en Chevron. Ze wil ammoniak goedkoper én groener maken. We praten met haar in deze podcast. Host: Roan Van EyckProductie: Lara Droessaert Hoe moeten onze website, app, podcasts, video’s of nieuwsbrieven er in de toekomst uitzien? Vul onze vragenlijst in See omnystudio.com/listener for privacy information.

Investissement et Trading au quotidien
NVIDIA sauve le game & le réveil des Cryptos

Investissement et Trading au quotidien

Play Episode Listen Later Feb 26, 2026 22:56


On nous avait promis l'apocalypse, on a eu une leçon de force. Ce matin, le marché respire après le verdict du King de l'IA et une résilience surprenante des actifs à risque.Au programme de ce débrief :NVIDIA (L'Intouchable) : $67 Mds de CA, des marges indécentes et un carnet de commandes Blackwell plein jusqu'en 2027. On analyse pourquoi Jensen Huang vient de balayer d'un revers de main toutes les craintes de bulle.CRYPTO (The Undead) : Pour tous ceux qui ont enterré le Bitcoin et l'Ether trop vite : désolé, mais le rebond est là. On décortique pourquoi la liquidité revient et pourquoi la "mort" des cryptos n'était qu'une fake news de plus.TRUMP & TAXES : La Section 122 est activée, les 15% de taxes sont là. Comment le marché encaisse-t-il ce choc protectionniste sans flancher ?PSYCHO : Pourquoi la réussite, c'est savoir rester dans le train quand tout le monde veut sauter. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

AEX Factor | BNR
Nvidia stunt voor 14e (!!) keer op rij. En toch is 't niet genoeg...

AEX Factor | BNR

Play Episode Listen Later Feb 26, 2026 23:18


Nvidia heeft vorig kwartaal weer alle verwachtingen overtroffen. Op een omzet van 68 miljard een winst van 43 miljard dollar. Dat is al ongekend, helemaal dat het bedrijf met gigantische cijfers blijft groeien. Een omzetstijging van tientallen procenten. Het is alweer de 14e keer dat het bedrijf analisten aftroeft.En dan komt Nvidia óók nog eens met goed nieuws over de komende maanden. Ook dat ziet er super uit. Al nemen aandeelhouders dat niet helemaal van Nvidia aan: het aandeel gaat fors onderuit. Is die reactie terecht of stellen beleggers zich aan? Deze aflevering nemen we ruim de tijd voor alle vragen die er over Nvidia (en de kwartaalcijfers) zijn.Hebben we het ook over de topman van Ahold Delhaize, Frans Muller. Die kan een hele lekker bonus tegemoet zien. Als het plan van de raad van commissarissen wordt goedgekeurd. Ze willen namelijk dat Muller beter beloond wordt. Als dat plan er doorheen komt, dan kan hij zo'n 10 miljoen bonus krijgen. Per jaar! Verder hebben we het over de cijfers van Paramount én het bezoekje dat de baas van Netflix aan het Witte Huis moet brengen. Allemaal vanwege de overname van Warner Bros, waar beide bedrijven achteraan zitten.Schakelen we ook de hulp in van Noud Broekhof. De man achter de Nationale Autoshow vertelt alles over het historische verlies van autobouwer Stellantis en een lichtpuntje. Of is dat lichtpuntje er toch niet? Te gast: Marc Langeveld van Antaurus BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Ochtendnieuws | BNR
Ochtendnieuws: Kamerdebat toont verschuiving naar rechts rond AOW-plan

Ochtendnieuws | BNR

Play Episode Listen Later Feb 26, 2026 25:43


Het Tweede Kamerdebat over de regeringsverklaring is een zoektocht naar nieuwe verhoudingen. De Kamer probeert de balans te vinden tussen minderheidskabinet, coalitie en oppositie. De coalitie laat een duidelijke beweging naar rechts zien. En sluit een deal met SGP en groep Markuszower, waardoor GroenLinks-PvdA buitenspel wordt gezet. Premier Jetten moet vandaag bewijzen dat zijn ploeg schouder aan schouder staat, terwijl Jesse Klaver de nieuwe AOW-plannen een ‘lakmoesproef' noemt voor samenwerking.NVIDIA heeft de verwachtingen in hun kwartaalcijfers overtroffen met een omzet van 68,1 miljard dollar, een stijging van 73%. De winst steeg naar 43 miljard dollar, waarbij topman Jensen Huang spreekt van een ‘kantelpunt' omdat de AI-revolutie volgens hem is begonnen. Het bedrijf profiteert sterk van massale investeringen van grote techbedrijven in datacenterchips.Hillary Clinton moet vandaag voor een Amerikaanse onderzoekscommissie getuigen in de Epsteinzaak, maar het verhoor vindt achter gesloten deuren plaats. Morgen volgt oud-president Bill Clinton, terwijl Republikeinen proberen hen in het nauw te brengen en Democraten hopen dat de hoorzitting nieuw licht werpt op de zaak Trump. Ondertussen stopt voormalig minister Larry Summers met lesgeven aan Harvard vanwege zijn banden met Epstein.Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur.Over deze podcastBNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt 's ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

TD Ameritrade Network
NVDA Earnings Preview: Jensen Huang's Commentary, China, Next-Gen Chips

TD Ameritrade Network

Play Episode Listen Later Feb 25, 2026 5:49


R. “Ray” Wang and Ryan Shrout preview what to watch in Nvidia (NVDA) earnings. Ray says this report could be a “reset” for the AI trade on both sides. Ryan is watching for comments around future products and next-gen chip specs. He's also looking for customer demand metrics for its Reuben chips. Ray comments on what China revenue could look like and Jensen Huang's plans for the future. ======== 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

TD Ameritrade Network
Chips, China & Clear Guidance: What NVDA Needs to Surge After Earnings

TD Ameritrade Network

Play Episode Listen Later Feb 25, 2026 7:18


"This is not just an important day for Nvidia, but an important day for the tech sector," says James Demmert. With Nvidia (NVDA) reporting earnings after Wednesday's closing bell, he believes CEO Jensen Huang needs to discuss a clear roadmap for the company that includes guidance and addressing a constrained supply chain. While China remains a key question mark, James calls the current stock price a "great opportunity" for buyers. Tom White turns to an example options trade for the Mag 7 leader. ======== 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

MorningBull
Panique, Rebond, Jugement Dernier — Nvidia peut tout faire basculer | Morningbull

MorningBull

Play Episode Listen Later Feb 25, 2026 9:53


Mardi, il achetait comme si l'IA allait sauver l'humanité. Et ce soir… tout repose sur une seule entreprise. Une seule. Si Nvidia déçoit, on plonge. Si Nvidia explose les attentes, on repart en orbite. Bienvenue dans le casino le plus cher du monde. Je suis debout depuis 3h30. J'ai lu tout ce qui était lisible. Et plus je lis… moins je comprends la logique du marché. On est devenus incapables de tenir une conviction plus de 12 heures. L'IA va tous nous remplacer ? Panique. L'IA va signer des contrats ? Euphorie. Même argument. Sens inverse. 24 heures d'écart. Dans cette vidéo, on décortique : La schizophrénie actuelle des marchés Le retournement narratif express sur l'IA Le deal AMD / Meta à 100 milliards Le rôle central d'Anthropic et du “AI scare trade” La macro qui ralentit pendant que les indices battent des records Le discours de Trump et les risques liés aux droits de douane Et surtout : ce que le marché attend VRAIMENT des chiffres de Nvidia

Investissement et Trading au quotidien
NVIDIA face au Mur de Trump

Investissement et Trading au quotidien

Play Episode Listen Later Feb 25, 2026 14:07


Bienvenue dans votre shot d'adrénaline financière. Ce matin, on est au cœur de la tempête. Entre un Président qui joue avec les nerfs de la Cour Suprême et une boîte qui porte à elle seule le poids du futur technologique, il n'y a pas de place pour le doute.Au programme ce matin :NVIDIA (Le Juge de Paix) : À 22h05, Jensen Huang va parler. $66 Mds de CA attendus. Le "Blackwell" est-il le sauveur du Nasdaq ou le premier signe d'un essoufflement ? On décortique les attentes.TRUMP SOTU : 1h48 de discours pour graver les 15% de taxes dans le marbre. On analyse la Section 122 du Trade Act et pourquoi la guerre douanière est désormais une réalité comptable pour vos portefeuilles.GENÈVE & PÉTROLE : À la veille de la réunion cruciale avec l'Iran, le pétrole est en apnée. Diplomatie ou capitulation ? On fait le point sur la prime de risque.PSYCHO & VALEURS : La Rolex à 50 ans ? On démonte ce cliché poussiéreux. Pourquoi la vraie réussite n'est pas dans l'avoir, mais dans l'être, l'intégrité et la transmission. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Techstorie - rozmowy o technologiach
153# Królowa Nvidia i jej wybuchowy król. A także laboratorium Azja oraz historia trzech geniuszy [BIBLIOTECHA]

Techstorie - rozmowy o technologiach

Play Episode Listen Later Feb 24, 2026 36:05


Macie mało czasu i chcecie poczytać coś technologicznego, co nie jest o AI? Tak, wciąż są takie książki. I choć w dzisiejszym odcinku podcastu "Techstorie" odrobinę o sztucznej inteligencji jednak będziemy mówić (nie da się od niej całkiem uciec), to jednak wszystkie trzy nasze tytuły są przede wszystkim o ludziach. Omawiamy więc analizę reportażowo-biznesową - książkę, która zabierze nas w długą podróż przez dalekie krainy, gdzie będziemy podziwiać niecodzienne dla nas rozwiązania. Druga to historia biznesowo-technologicznej królowej i jej wybuchowego króla. A trzecia to historia szaleństwa i geniuszu (z twistem!). KSIĄŻKI: - "2100. Jak Azja tworzy naszą przyszłość'” Simone Pieranni, w tłumaczeniu Anny Osmóskiej-Mątrak, Wydawnictwo Znak, 2026 - "Maszyna myśląca. Jensen Huang, Nvidia i najbardziej pożądany chip na świecie", Stephen Witt, tłumaczenie Michał Jóźwiak, wydawnictwo Insignis, 2026 - "Maniak", Benjamín Labatut, tłum. Jarek Westermark, Wyd. Czarne, 2025 Polecane odcinki: 150# Czy AI zabierze nam sztukę? Ten odcinek nagrałyśmy razem z Wami! 76# Nvidia. Jak stała się królową rewolucji AI. Czy coś może jej zagrozić?

Capital
Radar Empresarial: Nvidia podría invertir 30.000 millones de dólares en Open AI

Capital

Play Episode Listen Later Feb 20, 2026 3:39


En el Radar Empresarial de hoy ponemos el foco en la posible entrada de Nvidia en el capital de OpenAI. Según informaciones publicadas por CNBC y Financial Times, el fabricante de semiconductores estaría valorando una inversión de hasta 30.000 millones de dólares en la compañía dirigida por Sam Altman. Esta operación se integraría en la actual ronda de financiación que impulsa la creadora de ChatGPT y que podría situar su valoración por encima de los 800.000 millones de dólares, consolidándola como una de las empresas tecnológicas más valiosas del mundo. Gran parte de los fondos captados se destinarían previsiblemente a la adquisición de chips de Nvidia, pieza clave para el desarrollo y entrenamiento de modelos de inteligencia artificial. Sin embargo, el anuncio ha reavivado el debate sobre cómo encaja esta inversión con el acuerdo de infraestructura que ambas compañías firmaron en septiembre pasado. CNBC sostiene, citando fuentes cercanas a la operación, que la inversión sería independiente de aquel pacto y que incluso podría ampliarse en futuras rondas siempre que respete el marco previamente acordado. La versión del Financial Times es distinta: el diario británico apunta a que esta nueva operación podría reemplazar el acuerdo cerrado el año anterior. En aquel entendimiento histórico, ambas tecnológicas contemplaban movilizar hasta 100.000 millones de dólares y desplegar al menos 10 gigavatios de capacidad de computación para los centros de datos de OpenAI. En los últimos meses, el consejero delegado de Nvidia, Jensen Huang, habría tomado distancia. En noviembre, la empresa advirtió en sus resultados trimestrales que no existía garantía de alcanzar un acuerdo definitivo. Pese a las especulaciones, la ronda de financiación sigue adelante y podría estructurarse en dos fases. En la primera participarían gigantes como Microsoft, Amazon y SoftBank, mientras que en una segunda etapa se sumarían otros inversores. Todo ello ha intensificado el debate sobre la valoración real de OpenAI, una cuestión que Altman ha defendido públicamente. La relación entre Nvidia y OpenAI, en cualquier caso, se remonta a 2010, cuando el fabricante suministró uno de sus primeros sistemas DGX para entrenar grandes redes neuronales.

Podcast Notes Playlist: Latest Episodes
Sequoia CEO coach: Why it's never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot)

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Feb 19, 2026


Lenny's Podcast: Product | Growth | Career ✓ Claim : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Brian Halligan co-founded HubSpot, ran it as CEO for about 15 years, and now coaches Sequoia's fastest-growing founders as their in-house CEO coach.We discuss:1. His LOCKS framework for evaluating founders2. Why you should build your team like the 2004 Red Sox3. Why hiring “spicy” candidates beats consensus picks4. Why enterprise sales will be the last white-collar job AI replaces5. Some of my favorite “Halliganisms”—Brought to you by:Sentry—Code breaks, fix it faster: http://sentry.io/lennyDatadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyWorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs: https://workos.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/sequoia-ceo-coach-why-its-never-been—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Brian Halligan• X: https://x.com/bhalligan• LinkedIn: linkedin.com/in/brianhalligan• Delphi: https://www.delphi.ai/bhalligan• Podcast: https://sequoiacap.com/series/long-strange-trip—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Brian Halligan(03:56) The perpetual state of constructive dissatisfaction(05:25) Coaching CEOs(07:49) The art of interviewing and hiring(11:21) Getting the most out of reference calls(13:10) Homegrown talent vs. big company hires(16:31) Traits of successful CEOs(19:40) Brian's LOCKS framework for evaluating founders(21:34) Are great CEO's born or made?(23:41) Giving effective feedback(25:54) The future of go-to-market strategies(31:56) Understanding forward deployed engineers(34:17) How the CEO role has evolved over the last 20 years(38:10) Halliganisms(01:01:18) The CEO's role in scaling a company(01:02:41) Lightning round and final thoughts—Referenced:• Dev Ittycheria on LinkedIn: https://www.linkedin.com/in/dittycheria• HubSpot: https://www.hubspot.com• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• McKinsey & Company: https://www.mckinsey.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Jensen Huang on LinkedIn: https://www.linkedin.com/in/jenhsunhuang• Winston Weinberg on LinkedIn: https://www.linkedin.com/in/winston-weinberg• James Cadwallader on LinkedIn: https://www.linkedin.com/in/jsca• Gabriel Stengel on LinkedIn: https://www.linkedin.com/in/gabestengel• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• Scaling Entrepreneurial Ventures: https://orbit.mit.edu/classes/scaling-entrepreneurial-ventures-15.392• OpenClaw: https://openclaw.ai• Ruth Porat on LinkedIn: https://www.linkedin.com/in/ruth-porat• Mike Krzyzewski: https://goduke.com/sports/mens-basketball/roster/coaches/mike-krzyzewski/4159• Dalai Lama's 18 Rules for Living: https://www.prm.nau.edu/prm205/Dalai-Lama-18-rules-for-living.htm• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Kareem Amin on LinkedIn: https://www.linkedin.com/in/kareemamin• Glassdoor: https://www.glassdoor.com• Tobi Lütke's leadership playbook: Playing infinite games, operating from first principles, and maximizing human potential (founder and CEO of Shopify): https://www.lennysnewsletter.com/p/tobi-lutkes-leadership-playbook• Katie Burke on LinkedIn: https://www.linkedin.com/in/katie-burke-965767a• Jerry Garcia: https://en.wikipedia.org/wiki/Jerry_Garcia• Bob Weir: https://en.wikipedia.org/wiki/Bob_Weir• Phil Lesh: https://en.wikipedia.org/wiki/Phil_Lesh• Ron “Pigpen” McKernan: https://en.wikipedia.org/wiki/Ron_%22Pigpen%22_McKernan• Marc Andreessen: The real AI boom hasn't even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom• The American Revolution: https://www.pbs.org/kenburns/the-american-revolution• Delphi: https://www.delphi.ai• Sonos: https://www.sonos.com• Yamini Rangan on LinkedIn: https://www.linkedin.com/in/yaminirangan• The Boston Red Sox: https://www.mlb.com/redsox—Recommended book:• Marketing Lessons from the Grateful Dead: What Every Business Can Learn from the Most Iconic Band in History: https://www.amazon.com/Marketing-Lessons-Grateful-Dead-Business/dp/0470900520—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Effective Altruism Forum Podcast
“Our Levels of Ambition Should Match The Problems We're Solving” by Matt Beard

Effective Altruism Forum Podcast

Play Episode Listen Later Feb 19, 2026 26:29


[I am a career advisor at 80,000 Hours. I've been thinking about something Will MacAskill said recently in an interview with my shrimp-friend Matt: "should people be more ambitious? I genuinely think yes. I think people systematically aren't ambitious enough, so the answer is almost always yes. Again, the ambition you have should match the scale of the problems that we're facing—and the scale of those problems is very large indeed." This post is my reflection on these ideas.] ************ My last post argued that if you want to have a great career, your goal should not be to get a job. Instead, you should choose an important problem to work on, then “get good and be known.” Building skills will allow you to solve problems and reap the benefits. In the ~500 career advising calls I've hosted in the past year, the most common response I've heard has been: “Okay, how good? How well known? How many hours of practice will get me there?” Most people want to calibrate their ambitions so that the time and energy they invest feels worth it to them. I empathize with this, but when I'm honest– with myself for my own [...] ---Outline:(06:28) Jensen Huang is more ambitious than you(12:58) Most extreme ambition is misplaced(17:45) Okay, how can altruistic people aim higher and work harder?(21:17) Ambition at the End of the Human Era(24:03) Closing Caveats - Efficiency, Burnout, and Choosing What Matters --- First published: February 12th, 2026 Source: https://forum.effectivealtruism.org/posts/7qsisgX3cwETJuPNz/our-levels-of-ambition-should-match-the-problems-we-re --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

Common Denominator
What Made NVIDIA a $4.5T Company? Jensen Huang's Leadership | NVIDIA, AI & Long-Term Thinking

Common Denominator

Play Episode Listen Later Feb 16, 2026 5:06


In this episode of Common Denominator, I break down one of the most extraordinary leadership stories of our time: Jensen Huang and NVIDIA.Over the last 36 months, NVIDIA has added roughly $100 billion in market cap per month, growing from a $300 billion company to nearly $4.5 trillion. But numbers like that don't happen by accident. They're the result of leadership.In this episode, I explore what kind of leadership it actually takes to build a company like NVIDIA — and what we can all learn from Jensen Huang's 32-year tenure as CEO.Here's what I dive into:- Why leadership compounds over time- The power of thinking in decades, not quarters- Why betting early on AI, GPUs, and CUDA looked irrational — but wasn't- How staying technically fluent at scale protects standards and speed- Why calm is one of the most underrated leadership traits- The difference between managing outcomes and managing direction- How great companies become infrastructure the world can't function withoutOn Common Denominator, I always ask: what's the real force behind extraordinary outcomes? More often than not, it's leadership. Not the title — the substance.Whether you're building a startup, leading a team, investing, or simply trying to lead yourself better, the lessons are the same:Think longer.Stay close to the work.Build for where the world is going.Don't let success dilute conviction.Jensen Huang didn't just build NVIDIA. He demonstrated what leadership looks like in an era of exponential change.And to me, that's the real common denominator.Like this episode? Leave a review here:https://ratethispodcast.com/commondenominator

Modern CTO with Joel Beasley
How Jensen Huang Built the World's Most Valuable Company with Stephen Witt, Author of "The Thinking Machine"

Modern CTO with Joel Beasley

Play Episode Listen Later Feb 16, 2026 51:36


The man behind NVIDIA is unlike any other leader today. Today, we're talking to Stephen Witt, author of The Thinking Machine. We discuss how he lied his way into six interviews with Jensen Huang, why NVIDIA operates like a company that's thirty days from bankruptcy despite being worth trillions, and how Jensen's decade-long bet on the $0 market created the backbone of the AI revolution. All of this right here, right now, on the Modern CTO Podcast!  To learn more about Stephen Witt and to buy his book, check out his website here.

Lenny's Podcast: Product | Growth | Career
Sequoia CEO coach: Why it's never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Feb 15, 2026 74:37


Brian Halligan co-founded HubSpot, ran it as CEO for about 15 years, and now coaches Sequoia's fastest-growing founders as their in-house CEO coach.We discuss:1. His LOCKS framework for evaluating founders2. Why you should build your team like the 2004 Red Sox3. Why hiring “spicy” candidates beats consensus picks4. Why enterprise sales will be the last white-collar job AI replaces5. Some of my favorite “Halliganisms”—Brought to you by:Sentry—Code breaks, fix it faster: http://sentry.io/lennyDatadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyWorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs: https://workos.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/sequoia-ceo-coach-why-its-never-been—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Brian Halligan• X: https://x.com/bhalligan• LinkedIn: linkedin.com/in/brianhalligan• Delphi: https://www.delphi.ai/bhalligan• Podcast: https://sequoiacap.com/series/long-strange-trip—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Brian Halligan(03:56) The perpetual state of constructive dissatisfaction(05:25) Coaching CEOs(07:49) The art of interviewing and hiring(11:21) Getting the most out of reference calls(13:10) Homegrown talent vs. big company hires(16:31) Traits of successful CEOs(19:40) Brian's LOCKS framework for evaluating founders(21:34) Are great CEO's born or made?(23:41) Giving effective feedback(25:54) The future of go-to-market strategies(31:56) Understanding forward deployed engineers(34:17) How the CEO role has evolved over the last 20 years(38:10) Halliganisms(01:01:18) The CEO's role in scaling a company(01:02:41) Lightning round and final thoughts—Referenced:• Dev Ittycheria on LinkedIn: https://www.linkedin.com/in/dittycheria• HubSpot: https://www.hubspot.com• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• McKinsey & Company: https://www.mckinsey.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Jensen Huang on LinkedIn: https://www.linkedin.com/in/jenhsunhuang• Winston Weinberg on LinkedIn: https://www.linkedin.com/in/winston-weinberg• James Cadwallader on LinkedIn: https://www.linkedin.com/in/jsca• Gabriel Stengel on LinkedIn: https://www.linkedin.com/in/gabestengel• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• Scaling Entrepreneurial Ventures: https://orbit.mit.edu/classes/scaling-entrepreneurial-ventures-15.392• OpenClaw: https://openclaw.ai• Ruth Porat on LinkedIn: https://www.linkedin.com/in/ruth-porat• Mike Krzyzewski: https://goduke.com/sports/mens-basketball/roster/coaches/mike-krzyzewski/4159• Dalai Lama's 18 Rules for Living: https://www.prm.nau.edu/prm205/Dalai-Lama-18-rules-for-living.htm• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Kareem Amin on LinkedIn: https://www.linkedin.com/in/kareemamin• Glassdoor: https://www.glassdoor.com• Tobi Lütke's leadership playbook: Playing infinite games, operating from first principles, and maximizing human potential (founder and CEO of Shopify): https://www.lennysnewsletter.com/p/tobi-lutkes-leadership-playbook• Katie Burke on LinkedIn: https://www.linkedin.com/in/katie-burke-965767a• Jerry Garcia: https://en.wikipedia.org/wiki/Jerry_Garcia• Bob Weir: https://en.wikipedia.org/wiki/Bob_Weir• Phil Lesh: https://en.wikipedia.org/wiki/Phil_Lesh• Ron “Pigpen” McKernan: https://en.wikipedia.org/wiki/Ron_%22Pigpen%22_McKernan• Marc Andreessen: The real AI boom hasn't even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom• The American Revolution: https://www.pbs.org/kenburns/the-american-revolution• Delphi: https://www.delphi.ai• Sonos: https://www.sonos.com• Yamini Rangan on LinkedIn: https://www.linkedin.com/in/yaminirangan• The Boston Red Sox: https://www.mlb.com/redsox—Recommended book:• Marketing Lessons from the Grateful Dead: What Every Business Can Learn from the Most Iconic Band in History: https://www.amazon.com/Marketing-Lessons-Grateful-Dead-Business/dp/0470900520—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Raw Data By P3
Jensen Huang's Reindeer Games, Agent Frameworks vs. Fully Custom, and Rapid Impact vs. Technical Debt

Raw Data By P3

Play Episode Listen Later Feb 10, 2026 33:59


In this week's episode, Rob and Justin dig into the weird paralysis happening at enterprise scale. Fortune 500 companies are spending six months in high-level negotiations to build AI workflows that could be done in a week. IT departments, trained for decades to fear custom code, are watching their companies get lapped by competitors who just decided to turn the thing on. Everyone's releasing agent frameworks, every AI company's got one, some have more than one, and instead of clarifying things, it's freezing people up.. There's a massive gap between what AI can do right now and what most organizations are getting out of it. Justin calls it the capability overhang, and it's growing. Not because the technology isn't ready, but because of how businesses are approaching it. Rob's got stories from the field that'll make you feel like the guy in the manhole from Die Hard, waving his hands: "I can just do it right here. No really. Right here." You'll learn what it really means to unlock AI (spoiler: it's not about waiting for the tech to get better), why hoping for built-in solutions is a fantasy, and why Claude is now updating its own instructions when it screws up. If you've been wondering whether you're behind on AI or just appropriately skeptical of the hype, this one's for you. Also in this episode: Juan Garcia on Raw Data with Rob Collie Morpheus / The Matrix Die Hard Manhole scene

Ctrl-Alt-Speech
FAFO: Claude Goes High Brow With Its Super Bowl Ad & "Constitution"; OpenAI Scrambles

Ctrl-Alt-Speech

Play Episode Listen Later Feb 10, 2026 53:20 Transcription Available


In this special bonus for Ctrl-Alt-Speech listeners, we're cross-posting an episode from the Future Around And Find Out podcast hosted by Dan Blumberg with guest Kwaku Aning.This week Dan and Kwaku dig into: The uncanny valley that is AI agents and Moltbook—the "Reddit" that agents built for themselves to complain about humans, create a religion, and behave in ways that freak humans out Anthropic takes aim at OpenAI with a Super Bowl ad that's spicy (for cubs and cougars alike) We read Claude's "Constitution" and ask: Should AI do what you ask it to do—or what it thinks you really want long-term? Why Dan switched from OpenAI to Claude (and what he learned about tone, capability, and custom projects) OpenAI scrambles; the market stumbles; Jensen Huang acts like Sam Altman is "just someone I used to know" How AEO (AI Engine Optimization) becomes critical in an AI-agent world—and what that means for brand, marketing, and search Why social media is already past (dark social won) Elon's pivot to humanoid robots, data centers in space, and other cool things we definitely need Are we setting higher ethical standards for machines than for tech leaders? Subscribe to FAFO wherever you get your podcasts, or at futurearound.com Ctrl-Alt-Speech is a weekly podcast from Techdirt and Everything in Moderation. Send us your feedback at podcast@ctrlaltspeech.com and sponsorship enquiries to sponsorship@ctrlaltspeech.com. Thanks for listening.

Management Blueprint
319: 3 Ways to Exit Your Business with Tim Martinez

Management Blueprint

Play Episode Listen Later Feb 9, 2026 30:55


Tim Martinez, Value Creation, Strategic, and Exit & Succession Planning Advisor—also known as “The Inside Man”—is on a mission to empower entrepreneurs and make the world a better place with his philosophy of “No entrepreneur left behind.”  In this episode, Tim shares how he evolved from starting small businesses as a teenager to advising founders on high-stakes growth and exit decisions. We explore Tim's 3 Exits Framework, which breaks exit planning into three critical phases: Mental Exit (separating identity from the business), Role Exit (building leadership and succession so the business can run without the owner), and Technical Exit (valuation, deal structure, and the formal sale process). Tim also explains why AI is accelerating business disruption, why minimalism is a competitive advantage, and what keeps so many businesses stuck at the $3M revenue ceiling. — 3 Ways to Exit Your Business with Tim Martinez Good day, dear listeners. Steve Preda here, the Founder of the Summit OS Group. And I have as my guest today Tim Martinez, who is a Value Creation, Strategic, and Exit & Succession Planning Advisor, also known as “The Inside Man.” Tim also has a successful Substack with lots of followers, which has a similar title, Inside Man. He's also built his own ChatGPT API, so he's running with the times. Tim, welcome to the show.  Thanks, Steve. Great to be here.  Finally, we have someone who is ahead of the curve on AI and the technological evolution that's part of this new industry revolution. So let’s start with my favorite question. What is your personal ‘Why’ and how are you manifesting it in your practice and in your business?  Yeah. My personal ‘Why’ is to make the world a better place and to empower entrepreneurs. “No entrepreneur left behind” has kind of been my motto. Since I was a kid—I started businesses very young, like 15 or 16—people would ask me, “How are you doing this?” And I would help however I could. And it was just always felt really good to help my fellow entrepreneurs, whether I was helping them in a small way or a big way. And there's nothing better than seeing some of the advice you're able to give someone actually get implemented.Share on X Then you see them go, “Wow, oh my gosh, this is great.” And again, sometimes it’s small, sometimes it’s big. But I believe entrepreneurs rule the world, and I do my part every day—whether it's writing my Substack, jumping on podcasts, or writing books. I'm always here just to share what I've learned, because I think that’s what makes the world go round.  Well, you have a boundless energy, because you are writing books, you are writing your blog, you are doing these podcasts. Then you also have to gather the information, right? You have to work with clients—otherwise there's no raw material. That is very impressive. So what took you to this point? How did you evolve? I mean, you started at 15, but surely you were not coaching or consulting people at 15.  Yeah, so I probably spent about 10 years just starting small businesses. I had the lemonade stand, then a coffee business and a silk-screen business. I had a DJ business, a retail store, a marketing and advertising agency, a small one, but I was able to sell it. And I got lucky and sold a couple of these small businesses. I built websites, built apps—I mean, anything you can do to make a buck. I was just kind of hustling and figuring it out on my own. And at a certain point in time, maybe like 10 years later, someone asked me to help them write their business plan. It was the first time I thought, “Huh, someone wants to pay me to help them write a business plan. That sounds interesting.” Okay. And I had written all of my own business plans for 10 years. I used to go to SCORE—the Senior Corps of Retired Executives, a division of the SBA—and they would consult for free. They still do, by the way. And I always said my long-term goal was to be an old advisor at SCORE, because they helped me so much when I was a kid.Share on X So I charged money for my first business plan. That person was able to raise money from their uncle. Then they said, “Well, hey, we got this money. What do we do now?” So I said, “Well, I think I can charge you. I think this is called consulting. Maybe I'll just charge you to help execute your business plan.” It was a small business, and I went to Barnes & Noble and bought a book that was like this big—How to Start a Consulting Business. I just sat there and highlighted the whole thing. It had CD-ROM forms in the back. I knew nothing about consulting. And probably for the next handful of years, I just focused on writing business plans and helping people. That's kind of what got me into consulting and working with bigger businesses. It really started with business plans and small businesses.Share on X  Yeah. I mean, business plans are great because you are envisioning the future of the business, crunching the numbers—what's going to happen with your top line, bottom line, costs, overhead, margins—and essentially it helps you visualize the skeleton of the business. Then you can put the meat on the bone, kind of thing.  Yeah. And I had worked on hundreds of business plans, and  pitch decks, financial models, and market research. That documentation aspect of a business, I had spent a good, let's say, 10 years working very heavily with clients as an analyst in consulting firms. And that’s really what got me into the game and got me into bigger and bigger businesses, because I got very good at doing that with no formal training—and we didn't really have what the internet is today. I remember going to the downtown library in Los Angeles, finding articles, and taking scanned copies of them. That’s how we did our market research. And business plans used to be like a dictionary. The SBA would require business plans to meet all these requirements, so we ended up with huge business plans. Now people want a one-pager, maybe a 10-slide deck, and call it a day. Where I got my chops was from understanding every imaginable nuance of every business in all verticals. I worked around the world with businesses, and I guess I was in the right place at the right time for it.Share on X  Yeah, that’s very humble. So one of the things that you do is you help people prepare for exit, and you came up with this framework called The 3 Exits Framework. I thought it was fascinating to think about exits from different perspectives and to have different mental models for them. How did you come up with this, and can you explain to the audience what it looks like, how it works, and how it helps entrepreneurs? Yeah. And it’s important to note that I started my career starting businesses, helping people get the start. And as I got older, the businesses I worked with were also getting older. And as I got a little more gray hair and a few more wrinkles, people would take me more seriously at the later stages of the business, when they maybe wouldn’t take me so seriously when I was in my early twenties. So my business had evolved from starting to growing and then eventually to exiting, and that’s where most of my clients are now. What I’ve discovered is most people enter the exit planning conversation at the very end, asking, “What is my business worth? Who wants to buy it?” Needing a business valuation is the most common first question: “Whoa, what's it worth?” But after working with a handful of companies through this whole exit process, you start to realize that there’s far more than just the numbers. The 3 Exits Framework says there are three exits that need to occur before you're out and on your yacht, sailing into the sunset.Share on X The first exit is the mental exit, which we can talk about at length. It's your role—your identity in the business. Who am I if I'm not the CEO? What am I going to do with my time if I'm not running this business? Who am I if people can't come to me with their every burning question? It’s this piece, it’s so important. And a lot of people don’t want to give up control. They don’t even know they’re control freaks, which I'll call them for lack of a better term. But they don’t even know that they are that. You have to help them through that.  The second exit is really your role exit, because eventually someone needs to run this business in your absence. The whole tenant of selling a business is that you're not going to be in it. You might have earnouts or some transitional involvement, but eventually, you will not run this business. So you have to replicate yourself. Most people say, “I've tried, but it hasn't worked.” Well, you know what? Now’s the time for this to work. It's time to build SOPs, standards of excellence, and get someone who could be better than you ever were in that seat. So that role exit is a big part, and that would be true succession. The other part of that is it’s not just the CEO or the owner. A lot of times it’s them and they’re number one, or they’re number two, or number three, because in many cases those people also have equity and ownership in the companies in some cases. So we need to get succession in line for multiple roles.  And then the third exit is your technical exit. It’s the one piece everyone feels like they start with that is your valuation, getting your documentation together, running a formal auction process, making sure that you’re looking at multiple buyers, whether strategic or financial. And just running a very thorough, formal process that’s going to get you the highest valuation possible. And structuring a deal that there’s going to be a little bit of give and take. Most deals die because of misaligned expectations. And they’re usually misaligned expectations on that final exit. So when you put those three things together and someone says, I want to sell my business, or we're thinking about exiting in the next couple years, I just start first with the identity part.Share on X Yeah. And people underestimate the significance of that. It can sound touchy-feely and like an afterthought in most cases. And people think that just by earning a sack of money, their life will be solved and all problems will disappear. But actually, problems exist at all levels. Elon Musk probably has more problems than most listeners here.  Sure.  So, it's not going to solve your problems, and identity is huge. I talk to people—I was also an M&A advisor for over 10 years, sold many businesses, visited former clients, and went out on their boats on the lake. Often, that was the one time they actually used the boat, because they didn't really need it. They thought they did, but they didn't. Next time, the engine wouldn't start, or the boat was full of water. Or they'd go out on the golf course, meet new people, and ask, “Who are they?” It turned out they were just retired rich people—not interesting entrepreneurs or CEO. That's a huge change. And with the Great Wealth Transfer and the aging Baby Boomer population, there's a statistic that says 50% of business owners are forced into an exit—meaning there’s some life event that occurs that says you now need to sell your business and get out. And you and I both know that if you’re forced to an exit, you’re going to be taking a major discount. But those forces can happen when you have a heart attack, or someone in your family has a health issue, or your grandkids and everybody moves multiple states and you want to go with them. All these things happen. So our recommendation is just start having the conversation now.  Yeah. And so I think it's a little bit like saving for retirement. A lot of people keep putting it off, and eventually there's no time left to do it, and then they’re in trouble. So how do you even raise awareness with people about this? How do you work with them to prepare this? Can you actually raise awareness and make them feel this is a real issue? How do you raise awareness?  Well, I have my blog, and that’s probably where I do most of my conversations. I wrote about the 3 Exits Framework. Any chance I get to speak, I always use it to raise awareness around the subject. In my consulting practice, I work with a handful of consulting firms and investment banks. Anytime I get pulled into a conversation about exit planning, I usually just pause for a second and just talk about their life goals.Share on X Like, what do you really want this exit to do for you? Because there are so many things you can do and a million ways to do it. So, what do you really want this exit to mean for you? Also, remember, Uncle Sam is going to take his cut—so not everyone gets the biggest check possible. Usually, what we hear is people say, “I'm just so exhausted. I don't have anything left in me for this thing, and anything I can get for it, I'd be happy to take, as long as it means I don't have to put out every single fire.” And this usually happens because they didn't build good systems to remove themselves from the business.  Otherwise, they would've been the chairman, and just meeting with their CEO, who's running the business. That’s usually not the case with these owner-operator businesses. And that doesn't mean they're small, by the way. I mean, they could be running a $50 million business and still the choke point where everything has to run through them and they’re just exhausted and burnt out.  Do you think that this AI revolution is going to change things? Is it going to make more people exit-ready because it's easier to create systems?  Perhaps. Yeah, I think it's helping the service provider world be more efficient. In my world as a management consultant, I'm 10 times more efficient. I’m sure you’re 10 times more efficient with tools like the one we’re using here, and it just helps us speed things up. I've noticed people use it as a thought partner, as a psychiatrist, even as a best friend. I've seen people go into deep dialogue like, “Should I sell my business? Give me five factors.” The ones who are aware of this are using it fully. The people who aren't are a little behind the times. And then from an operational standpoint, yeah, I mean with the bots and all the many things you could put in your business to make you more efficient, but that doesn’t apply to everybody. I would say there’s going to be a 10 to 20% group of people that are already on it, making it work for them, and then there are the laggards who will probably never touch it.  Or is it that—okay, maybe we can be more efficient with AI, but we'll have the appetite to do more, and there will be more complexity? Some things we'll simplify, but we'll create other complexities that replace the previous ones. What do you think about it?  Yes. So businesses typically have cycles. There's usually a five- to seven-year cycle where a business hits its peak, and then it starts to trend down. And they usually have some level of innovation that has to reoccur for it to hit another up cycle, and then there will be a down cycle and so on and so forth. So it's always like an up slope after an up slope. When you've been in business for 30 or 40 years, you've gone through multiple rounds of these cycles—three or four rounds of those cycles. What I’m hearing right now is business owners that are, let’s say, at retirement age, they’re saying, “I don't know if I have what it takes to go through this AI cycle. Maybe I had what it took to make it through the eighties, nineties, and two thousands, but now we're in 2026. I’m not sure I’m equipped, or my team who’s also very senior, they don’t feel like they have what it takes to get through that next cycle without hiring young talent. But even then, they don’t really understand what they’re talking about. So there’s this gap. And again, I’m hearing it more and more of people saying, I think now’s the time to get out and let some other company that has gas in the tank, vision, and capacity to come in and do that thing.  Yeah, that's interesting. Do you think a multiple-AI–enabled company versus a post-AI company is going to be markedly different?  Maybe. Because it all comes down to revenue—it comes down to the revenue story. I'll give you a perfect example. You have a very profitable company, but they're using an old CRM. A new company comes in and says, “Hey, you're already profitable. If we buy you and put in a new CRM, maybe we could be even more profitable.” That’s cool. So we don’t really need you to put in all the tech. We’ll come in and do all that, and then we’ll get the upside on that. Just as long as you’re profitable, as long as you’re profitable, yet you don’t have major client concentration, your business has all the components. A new company with new vision could come in. That would largely be a strategic buyer. The PE buyer, the financial buyer, most likely is going to want to inject capital into your business so you can go and reinvest, and build new tech, or become a platform, whatever you’re going to be. But that would be a different arrangement. So it's basically a numbers issue. It doesn't matter your technological evolution. And maybe it’s even worse if you've already implemented AI and that only allows you to make five million dollars—there's less upside for the buyer.  Yeah. The bigger concern is: Is your industry at risk because of AI? Is your particular business at risk? And that's why I think people need to adopt it—so they can say, “No, we're not at risk. We've adopted it, we're applying it in whatever fashion we're doing it, and we're going to see the results.” We've already seen a major downswing in a handful of industries because of AI. I mean, advertising agencies are getting hit really hard. People used to be able to charge for writing press releases, to write blogs, to write social, to do video editing on social media. A lot of that's gone, so the bottom tier of those agencies is just gone—there's no need for them anymore.  Do you see people proactively working on making themselves AI-resilient? Everyone knows that they need to do it. Nobody is unaware that today, it’s like websites. There was a time when everyone knew they needed a website. They just didn’t really know how they were going to build it or who was going to build it. They knew it was going to be expensive. It’s kind of where we’re at right now. Everybody knows they need AI. They’re just not exactly sure how they need AI, what it can actually, literally do for them.I think for some people, that big dream that it was going to do everything quickly got taken off the tableShare on X and they say, okay, we could do this much, but even this much is make me very effective.  But it’s just not going to do everything. Like, I still need an accountant. I still need an account manager. I still need someone to do these things, but maybe I don’t need as many people as I once did. So we’re seeing kind of some leveling off there. But I would say largely most people don’t know what AI can do for them, and they’re not really prepared to make those investments. We have a client right now that just made a half million dollar investment into an RFP tool that’s going to help them move faster than their competitors, submit more on RFPs, build everything out in a very complicated way, but they’re making a half million dollar investment. How many companies out there are saying, let’s go, give me the invoice. I’m ready to roll. There’s still a lot of pause there.  What you're describing feels more like a defensive play—okay, we know AI is coming, so we have to implement some AI tools. But I’m thinking more about the big picture. Is my industry going to be disrupted by AI? And how do I pivot my business before I lose momentum, so I become like Netflix—going from a video rental company to a streaming company? Yep.  Do you see companies rethinking their business model?  I think from what I’ve seen, people are rethinking everything—top to bottom. Because you have to start with labor. That’s usually where people start. “AI can do all these things—do I need less talent on the deck?” And if I do, then what can AI do so I don’t have such heavy overhead? Because overhead is also liability, and it has this employment risk behind it. So if you can go from a thousand staff to 800 or 750, great, let’s do it—why wouldn't you do it? Most people are saying, “Let's figure that part out first.” The next thing is the industry disruption, which is what’s our competitors doing to service clients better, manufacture faster, or do things cheaper, so then we’re not left in the dust. So from a production standpoint, we need to figure this out quickly. What I'd say—what I do—is, as an analyst, as a consultant and advisor coming in, that's why I built my AI. I built my AI to fire myself. I basically said, “What I used to do as a management consultant is now irrelevant, because AI is better than me.” So let me just build the digital me and not worry about that side of my business anymore. So I just don’t worry about that anymore. I don’t even really take on assignments that I used to, because AI can do it better and faster. Now, if you want to hire me and allow me to use my AI tool to handle the technical work, I'm more than happy to do that. But I'll tell you firsthand—save your money.  So you're giving it away, or are you selling it?  Yeah, it's free. It's free. It's on ChatGPT. What people can’t do is sit down and have an honest, sincere conversation and ask them the hard questions and challenge them. That's where AI still lacks the human component. I can take a client and say, “Hey, let's hang out. Let's get lunch. Let's go play golf. Let's bring in your kids. Let's talk to your kids. Let's talk about the family dynamic.” Let’s just have a sincere conversation. Let me hold space and create a forum where I can hear people. And that human component is the only thing that I’m worried, like I’m working on now. I'm out of the technical side, because that part of my job is gone.  So fascinating. So does it mean you have to be more of a social animal?  I think so. If you're not going to be a social animal and you're just going to sit at your desk, you should probably be building software using tools like Replit, n8n, or any of these different software tools and just go all in.Share on X But the way we used to do it—you probably see this on LinkedIn, with all the bots on LinkedIn, it’s not what it used to be. It used to be a place where you had a handful of connections and actually met people. Now it’s just so overrun with the bots. It’s like I don’t even want to accept connections anymore. I'd much rather have a conversation like this. To me, this is the future.  Yeah. But maybe we connected originally through LinkedIn. I don’t know where, how we connected, but we may have have connected through a bot—actually.  It’s possible.  Yeah.  It’s possible. But I'll tell you, I connect with maybe one or two percent of people now. Previously, because I didn't get so many inbound inquiries, I would connect with more, because I felt like there was a sincere person on the other end. Now, I really don't know. I've become very skeptical.  Yeah, I'm with you. Let's switch gears, because our time is running out. And there are a couple of things that in our pre-interview you talked about, and one was minimalism. Yeah.  What is minimalism? How do you do it? And what’s a low-hanging way to start to become a minimalist?  It's kind of like that first-principles idea of what really matters. It’s essentialism. It’s kind of getting down to the one thing, that was my recent blog, if there was only one thing you could do this year, but it would make all the difference, what would it be? And anything that gets in the way of that one thing is just noise. For me, minimalism is really about reduction, and kind of getting rid, and being aware and cognizant of things that really shouldn't be on your desk, on your to-do list.Share on X And using AI tools and assistance to get rid of everything that’s low-level activity. If you think of a pyramid, at the very top is where the most value that you can add would be. But yet we spend all of our time, if this is a time pyramid, most of our time is spent at the bottom, the wide part that pretty much anyone can do. So we kind of got to invert the pyramid. To get there, you have to reduce and extract. To protect your time, you have to treat it as very precious and focus only on the most important thing at all times. It is a very hard thing for all professionals to do, and it’s always been a hard thing, but I just take it upon myself and say, okay, well, as a minimalist, I mean, if you were to come to my house and see how sparse my furniture is on purpose. How sparse my closet is on purpose. I’m trying to get rid of options. It's like Steve Jobs and the black turtleneck—if I have one less thing, because I can only make so many choices and decisions in a given day, let me spend my time on the things that are the most important and most impactful.Share on X And that’s not always, because it’s going to put millions of dollars in my bank account. Sometimes it’s just helps me sleep better at night. So I don’t need 50 clients. If I’m going to have 50 headaches. What if I just have five clients? And every one of those was one that I felt very good about, and that would allowed me to charge more. It allowed me to go deeper with them. It's that concept—then you're free to see where your scalable opportunities are. It's the story I told you about a monk who was carving away at this beautiful elephant. Someone walks up and asks, “How did you learn to do this, carving away this elephant in the stone? And he says, Oh, I just chip away everything that's not the elephant. So for me, I have to have a very clear picture of what the elephant is. I have to see the picture in my brain first—like what my life is, what I’m trying to build, how good of a dad I’m trying to be, how good of a husband I’m trying to be, how good of a business partner or a service provider, an advisor. This is my life’s work as a masterpiece, so let me just get rid of anything that doesn’t belong as part of that picture. So that, to me, is kind of how I would explain it. And my approach toward it is I just get rid of everything. It’s not about accumulation. I don't really need more information, because AI already has all the information. Anything I'm going to absorb, I have to be very intentional about—why am I reading it? I see all the books on your shelf. I could show you my bookshelf—tons of books, right? I feel like I've read them all. Am I going to learn anything new? I could also just go back to the books I've already read. I try to highlight them and stuff, but it's like, what more do I need at this point?  Yeah. So I’m wondering about this idea of a lifestyle business versus a growth business. Because what I see is that people who are building a lifestyle business, it’s easier for them to be a minimalist. Because you just do this most valuable thing. You don’t have to build the business. You don’t have to worry about necessarily all the other people, systems, and processes, or making sure of quality control. You just do your high-value work, and at the end of the day, you can put things down and relax. Whereas a growth business, it's different.  I would say with the clients that I have—some have thousands of employees, some have hundreds—I still encourage them to reduce and subtract. Even though they're in high-growth, highly scalable businesses, sometimes the conversation is: How many direct reports do you have, and why do you have that many direct reports? How are you delegating? How are you giving authority? How are you limiting all the inputs? Because a lot of it is noise in your given day. So how do I make your day a little more silent so you can have a little more peace to make better decisions while you run this highly scalable business? Just because you're scaling doesn't mean it needs to be pure chaos. That's what people think—they think, “Oh, if I scale, that means chaos.” I'm anti-chaos.  Okay. But let me ask you this: Two of the most successful entrepreneurs of our time are Elon Musk and Jensen Huang. Elon Musk runs six companies, so he's got a lot of direct reports and goes deep in each of them. And then Jensen Huang has, I don't know, 20, 30, or 40 direct reports—he basically has a million direct reports as well. And that actually allows them to be closer to decisions and make sure things don't go off the rails and their vision gets manifested. So that's what I'm kind of wondering—whether minimalism means you're going to, maybe the flip side is you have to accept less growth, or maybe not.  So I’ve met with a lot of entrepreneurs in my life. Not one of them has been Elon Musk. So I would say we’re looking at the median of entrepreneurs, the average entrepreneur. Those are the people I deal with. I’m not dealing with Elon Musk. I would love to, but I don’t have those types. I have the family-owned business who took it over from their dad and they’ve been running it for 50 years, and he has 250 employees, and he’s got pure chaos, and I’m getting the call to go in and try to sort him out. These are not always the highly sophisticated Steve Jobs types of the world. If you really take a look under the hood with Elon—I read his book and listened to the audiobook with my kids, so I'm very familiar with his story, because I've heard it twice now—what they don't really mention is all the heroes underneath Elon. He wouldn't be who he is without all the many heroes, all the systems, and the Six Sigma and other processes and procedures. That's not to say he doesn't take a deep analytical look at everything, but who are those heroes and what are the processes? I'm far more interested in hearing about his VP of Operations than about Elon. Because what has his VP of Operations worked out? What systems have they implemented that allow him to scale and build a Tesla? Or his COO, like, what do they have going on? Elon's a face. Elon's a madman. He creates all this momentum and chaos, and then he has teams of people behind him who make sense and order out of that chaos. That's why you have what you have with Tesla. If he were just Elon Chaos, without that, I don't believe he would be where he is. But he had people that wanted to get in line. He had a lot of people that wanted to get in line. They believed in his vision. He had huge visions, and it's very inspiring to get behind those visions. Then they say, “Okay, give me the ball. We'll create the infrastructure that allows this thing to take off.” So I'm far more interested in the infrastructure that allows for that scale.  I agree. I'm just thinking whether there is this kind of dichotomy. Because I see that many entrepreneurs—when I was an investment banker—until they sold their business, they were not able to have that simple lifestyle they perhaps desired, because they were building, they were reinvesting. And it wasn't just reinvesting their cash—they were reinvesting their time. So every time they simplified, that was the opportunity cost of not using that time to improve their business. So they plowed it back in, plowed it back in.  Well, it's kind of like the E-Myth is a bit skewed. It's almost like the E-Myth is a myth. E-Myth is a dream—a dream that you can work on your business, step out completely, and everything about it runs itself. It doesn't really work that way. If you're going to be a successful entrepreneur, you're going to have late nights, long weekends, and you're going to feel like every major problem is your own because you're taking all the legal risks. I'm not telling people not to scale. I'm not telling them not to have chaos. What I'm trying to help them do is get clear on what they consider to be important.  And not get killed in the process, and not get divorced.  Statistically, that can happen—the more successful someone gets.  Yeah, it does. Because our time becomes much more valuable, and at some point, it's really hard to say no to the million-dollar hour—to spend that hour watching Netflix with your spouse, right? Exactly. Just feels harder to do.  Exactly.  Yeah.  That was good.  Alright, well, I enjoyed this tremendously. So one more question, one more question that I have to ask you. You talk about this $3 million rule—what do you mean by that? That’s a really interesting concept.  Yeah. So most small businesses get stuck around $3 million, statistically. The question is, why? Why do they get stuck there? A large majority gets stuck and it’s because they create a lifestyle for themself around $3 million. They’re taking enough off the table that they would never be able to find a job that would be able to replace that type of income. So they've made their small business their sole business, their job, and they say, “This is good enough for me,” because let's say half a million dollars, more or less, is going into their bank. They're filling up their 401(k), sending their kids to private school, giving themselves big bonuses. If they're profitable, they don't really see the need to take more risks or double down to go past that wall. I've seen many businesses kind of stay there. They’ll go fluctuate up and down through the years, but more or less they’ll hit that wall. They could stay there for 20 years and never make any progress. It’s not until they put on new thinking and say, we’re going to grow through acquisitions, we’re going to target a different market, new products, we’re going to innovate in some way. But that takes extra gas in the tank. Sometimes, a lot of entrepreneurs, once they hit that first level of success, say, “This is good enough for me,” because it usually takes them about five to seven years to get to that first major breathing point.  They're not hungry enough anymore.  Exactly.  Does someone has to be a little crazy to still want to eat more, even though they're already full?  Yeah. Some people are just wired that way. Some people just more and more, and that's no slight against them. They're never satisfied. They always want more—another dollar, another nickel. If they saw a nickel on the floor, they would stop and pick it up. They want every piece of everything. And those people usually are the ones that go and go and go and go. They’re usually the ones that just keep going because it’s an insatiable appetite. I'm not talking about people who get—well, I don't want to call it lucky—but sometimes things do fall out of the sky. Sometimes a big client falls out of the sky, or an opportunity opens up, and people are smart enough to buy their competitor when the competitor approaches them. Or sometimes they make these little moves, and that gives them a leap. I’m not talking about those people. Those are outliers to me. I’m talking about your average entrepreneur that built a $3 million business on his own with no major clients falling, just hard work, blood, sweat in tears. The average Joe typically gets stuck around that $3 million.  Yeah, that’s interesting. Fascinating. Alright, well, if you don't want to be stuck around $3 million, or if you want to get to the next level, then reach out to Tim and check out what he’s doing. So where can our listeners find you? Where can our listeners find you if they want to learn with you, learn about you, read your Substack, read your books? Where should they go?  Just go to Google or AI and type in Tim “The Inside Man” Martinez. The Inside Man is an acronym for Tim. You'll find my LinkedIn—happy to connect with you, just tell me you heard me on Steve's podcast. You can also check out my blog: it's Tim “The Inside Man” on Substack, or go to www.theinsideman.biz, my website. I'd love to connect with anyone. Well, do check out Tim's Substack—it's awesome. You're going to get more of what you heard on this podcast. And if you enjoy listening, make sure you follow us. Subscribe on YouTube, LinkedIn, Apple Podcasts, or wherever else you get your podcasts, because every week I'm inviting—and luckily more and more people want to come on the show—to have a conversation. So thank you, Tim, for coming, and thank you for listening. Important Links: Tim's LinkedIn Tim's website

Halftime Report
Brad Gerstner, Jensen Huang and Treasury Secretary Scott Bessent join us live 2/6/26

Halftime Report

Play Episode Listen Later Feb 6, 2026 55:53


Scott Wapner and the Investment Committee are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday.  Altimeter Capital's Brad Gerstner joins us for the hour to discuss the tech & software selloff, the markets and more. Plus, Nvidia CEO Jensen Huang gives us his view of the AI trade, competition with China, and where he sees tech going from here. And later, Treasury Secretary Scott Bessent joins us to discuss the Kevin Warsh nomination to Fed Chair, Trump accounts, the dollar and the markets.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Conversations with Mike Milken
Milken Institute Fireside Chats: Nvidia CEO Jensen Huang

Conversations with Mike Milken

Play Episode Listen Later Feb 6, 2026 28:33


Milken Institute Fireside Chats features candid conversations with global leaders across business, finance, health, philanthropy, and public policy. Recorded live at Milken Institute events around the world, each episode offers insight into the ideas, innovations, and leadership shaping economies and improving lives.“You won't lose your job to AI — you'll lose it to someone who knows how to use it.”At the Milken Institute Global Conference 2025, Nvidia CEO Jensen Huang sits down with Milken Institute Chairman Michael Milken to deliver a reality check on artificial intelligence. Huang explains why every job will be affected by AI, how productivity—not replacement—is the real disruption, and why adapting now is the difference between staying competitive and falling behind. This conversation cuts through the hype to focus on what AI actually means for workers, companies, and the future of the global economy.

Crafted
Claude Goes High Brow With Its Super Bowl Ad and "Constitution"; OpenAI Scrambles | It's FAFO Friday!

Crafted

Play Episode Listen Later Feb 6, 2026 51:27


Welcome to the first FAFO Friday!This week Dan and Kwaku dig into:- The uncanny valley that is AI agents and Moltbook—the "Reddit" that agents built for themselves to complain about humans, create a religion, and behave in ways that freak humans out- Anthropic takes aim at OpenAI with a Super Bowl ad that's spicy (for cubs and cougars alike)- We read Claude's "Constitution" and ask: Should AI do what you ask it to do—or what it thinks you _really_ want long-term?- Why Dan switched from OpenAI to Claude (and what he learned about tone, capability, and custom projects)- OpenAI scrambles; the market stumbles; Jensen Huang acts like Sam Altman is "just someone I used to know"- How AEO (AI Engine Optimization) becomes critical in an AI-agent world—and what that means for brand, marketing, and search- Why social media is already past (dark social won)- Elon's pivot to humanoid robots, data centers in space, and other cool things we definitely need- Are we setting higher ethical standards for machines than for tech leaders?Plus: Friendster, TiVo, Pee-wee's Playhouse, and other asides that we hope you get, but maybe you won't ¯_(ツ)_/¯---Support Future Around & Find Out- Subscribe to the newsletter and support: https://www.futurearound.com- Support the media — support the future — you hope to see. Please consider a paid subscription to Future Around & Find Out. You'll also get access to exclusive events and the ability to ask questions of upcoming guests. Learn more: https://www.futurearound.com/upgrade

This Week in Google (MP3)
IM 856: SecretlyBriti.sh - From Humans to Hive Minds

This Week in Google (MP3)

Play Episode Listen Later Feb 5, 2026 165:19 Transcription Available


he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

All TWiT.tv Shows (MP3)
Intelligent Machines 856: SecretlyBriti.sh

All TWiT.tv Shows (MP3)

Play Episode Listen Later Feb 5, 2026 165:19


he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

Radio Leo (Audio)
Intelligent Machines 856: SecretlyBriti.sh

Radio Leo (Audio)

Play Episode Listen Later Feb 5, 2026 165:19 Transcription Available


he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

This Week in Google (Video HI)
IM 856: SecretlyBriti.sh - From Humans to Hive Minds

This Week in Google (Video HI)

Play Episode Listen Later Feb 5, 2026


he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

All TWiT.tv Shows (Video LO)
Intelligent Machines 856: SecretlyBriti.sh

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Feb 5, 2026 165:19 Transcription Available


The podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

People Solve Problems
Steve Brown of Google DeepMind fame on Leading AI Transformation

People Solve Problems

Play Episode Listen Later Feb 4, 2026 27:13


Steve Brown has spent years helping organizations see around corners. As a former executive at both Intel Labs and Google DeepMind, where he served as their in-house futurist, Steve brings a unique perspective on what happens when rapid technological change collides with practical business reality. In this conversation, he challenges leaders to move beyond fear and cost-cutting mentality to embrace AI as a tool for genuine value creation. Steve explains that being a futurist isn't about making predictions—that's for fortune tellers. Instead, it's a discipline of examining trends, understanding how they intersect over time, and mapping possible futures. But the landscape has grown increasingly complex. The pace of AI development has accelerated so dramatically that projecting even six months ahead has become challenging. What makes AI particularly difficult to forecast isn't just the technology itself, but the ripple effects of having powerful intelligence available on demand at low cost. As Steve puts it, this changes everything about everything. When it comes to implementation, Steve grounds his approach in a framework he calls "possibility and purpose." He sees AI creating an enormous landscape of what's possible, but warns that the real leadership challenge is figuring out what not to do. By finding the intersection between corporate purpose and this expanded possibility space, organizations can focus their efforts where they'll create the most value. Steve offers a fresh perspective on AI's relationship with human qualities, such as empathy. While acknowledging that AI simulates rather than truly experiences emotions, he points to promising applications like AI therapists that can reach people who would never seek human help. The key is understanding when simulation serves a genuine need versus when it creates friction in developing essential human skills—like learning to navigate relationships and failures. The heart of Steve's message centers on reimagining AI not as a replacement for humans, but as a collaborative teammate. He describes three types of AI agents organizations should consider: offload agents that handle boring repetitive work, elevate agents that amplify human capabilities, and extend agents that enable people to do things they couldn't do before. This framework transforms workforce planning from a zero-sum game into an expansion strategy. Steve points to Jensen Huang's vision at NVIDIA—growing from 30,000 employees to 50,000, supported by 100 million AI assistants—as an example of thinking about amplification rather than reduction. Steve argues that AI project failures typically stem from three core issues: immature technology, poor change management, and messy data. Organizations succeed when they start small with bounded projects, balance short-term wins with medium and long-term initiatives, and treat AI implementation as fundamentally a change management challenge rather than just a technology deployment. He emphasizes that everyone owns the AI transition—from line of business to HR to IT—though having a Chief AI Officer can help drive the organizational transformation required. Rather than obsessing over traditional ROI calculations, Steve encourages leaders to focus on the human challenges that AI can solve. When the average knowledge worker spends 32 days per year just searching for information, cutting that time in half represents massive value that goes beyond simple efficiency metrics. Learn more about Steve's work and access his several resources: AI Resources https://beacons.ai/aifuturist AI Course https://www.stevebrown.ai/ai-course AI Workshops https://www.stevebrown.ai/workshop Keynotes https://www.stevebrown.ai/keynotes YouTube www.youtube.com/@futureofai Amazon book “The AI Ultimatum: Preparing for a World of Intelligent Machines and Radical Transformation.” https://a.co/d/1YoFV5C Connect with him on LinkedIn at https://www.linkedin.com/in/futuresteve/

TD Ameritrade Network
Bear Market Potential Driven by Commodities, Inflation Bump

TD Ameritrade Network

Play Episode Listen Later Feb 2, 2026 7:14


Larry Donald calls Jensen Huang “slippery as a Mississippi eel” as he tries to keep Nvidia (NVDA) stock high. He looks at the commodities trade, including memory for AI, and says a run up in prices can eventually create a bear market. He's “oversold” right now and believes we are 2-3 years into an “8-year” bear market for the dollar. The amount of capital leaving the U.S. is making the White House nervous, he believes. Larry argues that inflation will return in 2026.======== 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

Azeem Azhar's Exponential View
Davos 2026 and the end of the rules-based order

Azeem Azhar's Exponential View

Play Episode Listen Later Jan 29, 2026 16:23


Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/-----At Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting, tracking the seismic shifts in global order alongside the practical realities of AI adoption in the enterprise.Skip to the best bits:(00:38) Day one at Davos(02:10) Three recurring themes through the week(03:55) Day three at Davos(05:12) Mark Carney's stirring speech(05:52) Why European leaders are sounding the alarm(06:51) Why technological sovereignty just became urgent(09:31) Day four at Davos(12:59) What leaders really have to say on AI adoption(14:07) The case for only using open source modelsWhere to find me:Exponential View newsletter: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azhar/Twitter/X: https://x.com/azeemProduction by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intelligence Squared
Can Britain Become an AI Superpower? The Intelligence Squared Economic Outlook (Part Two)

Intelligence Squared

Play Episode Listen Later Jan 26, 2026 35:13


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

Intelligence Squared
Can Britain Become an AI Superpower? The Intelligence Squared Economic Outlook (Part One)

Intelligence Squared

Play Episode Listen Later Jan 25, 2026 36:01


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