Podcasts about Nvidia

Pre-show: Marco joins team snow tires i3: 155/70R19 XC90: 275/40R21 Molex F-150 Lightning’s demise

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan hosts Dan Niles, founder and portfolio manager at Niles Investment Management, on the Risk Reversal Podcast. They review market trends from 2025 and look ahead to 2026, discussing the implications of AI, potential market bubbles, and macroeconomic factors. They examine the challenges for companies like OpenAI, which faces funding and competition issues, and explore the broader market impact of AI and tech investments. They also touch on China's tech advancements, U.S.-China trade dynamics, and specific company performances including Nvidia, Oracle, Cisco, and Palantir. The conversation concludes with insights into the economic outlook for 2026 in light of inflation trends, fiscal policies, and potential market volatility. Show Notes OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (The Information) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Episode 93: A rumor and news episode to round out 2025. We chat a bit more about 9850X3D expectations, the current and future state of Intel CPUs following some 225F testing, Nvidia cutting GPU supply, potential new GPUs and Steve kills some hardware.CHAPTERS00:00 - Intro02:33 - More Thoughts on the 9850X3D06:13 - Where is Intel at With Their CPUs?24:42 - Nvidia Cutting GPU Supply?37:38 - AMD Launches Radeon RX 9060 XT LP43:22 - More Intel Arc B770 Rumors49:12 - Updates From Our Boring LivesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.

This week, we discuss Oracle's AI vibes, Chainguard's EmeritOSS, and GitHub's pricing U-turn. Plus, a robust robot vacuum debate. Watch the YouTube Live Recording of Episode 551 (https://youtube.com/live/TpDLcvAXrqo?feature=share) Runner-up Titles It has CarPlay iPad Range Anxiety an Australian documentary Oracle got popped Intentions I don't feel bad for them Open Source old folks home Spreadsheets love it Robots are going to take care of us The Median User Nobody feels bad for the whales I have a dog I have a Korean microwave We're the Neal Stephenson of podcasts Rundown Ford pulls the plug on the all-electric F-150 Lightning pickup truck (https://www.npr.org/2025/12/15/nx-s1-5645147/ford-discontinues-all-electric-f-150-lightning) AI Investment Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave (https://www.cnbc.com/2025/12/10/oracle-orcl-q2-earnings-report-2026.html) Oracle Shares Drop the Most Since 2001 on Mounting AI Spending (https://www.bloomberg.com/news/articles/2025-12-10/oracle-posts-weak-cloud-sales-raising-fear-of-delayed-payoff) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (http://1 https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chips) S&P 500 falls after nearing record as Oracle disappointment drags down AI stocks (https://www.cnbc.com/2025/12/10/stock-market-today-live-updates.html) Inside The $1T AI Economy (https://x.com/StockSavvyShay/status/2000920959000445220?s=20) Introducing Chainguard EmeritOSS: Sustainable stewardship for mature open source (https://www.chainguard.dev/unchained/introducing-chainguard-emeritoss) Runners Announcing powerful upgrades & a new pricing model for self-hosted runners (https://www.atlassian.com/blog/bitbucket/announcing-v5-self-hosted-runners) GitHub to charge for self-hosted runners from March 2026 (https://devclass.com/2025/12/17/github-to-charge-for-self-hosted-runners-from-march-2026/) GitHub postpones changes to self-hosted runners pricing plans (https://x.com/github/status/2001372894882918548?s=46) Why Git (https://www.youtube.com/watch?v=E3_95BZYIVs)H (https://www.youtube.com/watch?v=E3_95BZYIVs)ub Why? (https://www.youtube.com/watch?v=E3_95BZYIVs) Coursera to buy Udemy, creating $2.5 billion firm to target AI training (https://www.reuters.com/business/coursera-udemy-merge-deal-valuing-combined-firm-25-billion-2025-12-17/) Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control (https://www.nytimes.com/2025/12/15/business/roomba-irobot-bankruptcy.html) Relevant to your Interests Harness raises a $240M Series E at a $5.5B valuation (https://www.axios.com/pro/enterprise-software-deals/2025/12/11/harness-goldman-sachs-series-e-software) A great platform as a product paper, and a fun platform philosophy thereof (https://cote.io/2025/12/12/a-great-platform-as-a.html) Google Launches Managed Remote MCP Servers for Its Cloud Services (https://thenewstack.io/google-launches-managed-remote-mcp-servers-for-its-cloud-services/) Fake Leonardo DiCaprio Movie Torrent Drops Agent Tesla Through Layered PowerShell Chain (https://www.bitdefender.com/en-us/blog/labs/fake-leonardo-dicaprio-movie-torrent-agent-tesla-powershell) Useful patterns for building HTML tools (https://simonwillison.net/2025/Dec/10/html-tools/) Waymo Seeking Over $15 Billion Near $100 Billion Valuation (https://www.bloomberg.com/news/articles/2025-12-16/waymo-seeks-to-raise-funds-at-valuation-near-100-billion) Write your CV or resume as YAML, then run RenderCV, (https://github.com/rendercv/rendercv) (https://github.com/rendercv/rendercv)and get a PDF with perfect typography. No template wrestling. No broken layouts. Consistent spacing, every time (https://github.com/rendercv/rendercv) Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control (https://www.nytimes.com/2025/12/15/business/roomba-irobot-bankruptcy.html) Nonsense The Full Text of Marco Rubio's Directive on State Department Typography, Re-Establishing Times New Roman (https://daringfireball.net/2025/12/full_text_of_marco_rubio_state_dept_directive_times_new_roman) Listener Feedback Sent stickers to Jelle in Belgium Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI (https://www.softwaredefinedinterviews.com) with John Willis. DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. Whole bunch of VMUGs, mostly in the US. The CFPs are open (https://app.sessionboard.com/submit/vmug-call-for-content-2026/ae1c7013-8b85-427c-9c21-7d35f8701bbe?utm_campaign=5766542-VMUG%20Voice&utm_medium=email&_hsenc=p2ANqtz-_YREN7dr6p3KSQPYkFSN5K85A-pIVYZ03ZhKZOV0O3t3h0XHdDHethhx5O8gBFguyT5mZ3n3q-ZnPKvjllFXYfWV3thg&_hsmi=393690000&utm_content=393685389&utm_source=hs_email), go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Humble Audiobook Bundle: Shadows, Stars & Screams: Epic Audiobooks (https://www.humblebundle.com/books/shadows-stars-screams-epic-audiobooks-dramas-realm-books) Matt: Termination Shock (https://www.goodreads.com/book/show/57094295-termination-shock) - Neal Stephenson Photo Credits Header (https://unsplash.com/s/photos/electric-vehicle?orientation=landscape&license=free)

US equity futures point to a modestly firmer open, while Asian markets traded broadly higher and European equities edged up. Today focus is on disinflation momentum and central bank cross-currents, after a softer-than-expected US core CPI reinforced the dovish Fed narrative and helped drive a rebound in technology and AI-linked stocks; Attention remains on Japan after the Bank of Japan delivered a widely expected rate hike while maintaining accommodative guidance, weakening the yen and pushing JGB yields above 2%; AI sentiment remains a key driver following Micron's upbeat outlook and renewed optimism around AI funding and capex, even as markets continue to reassess the durability and monetization path of the AI trade.Companies Mentioned: OpenAI, TikTok, NVIDIA

Is the US really in an AI race with China—or are we racing toward completely different finish lines?In this episode, Tristan Harris sits down with China experts Selina Xu and Matt Sheehan to separate fact from fiction about China's AI development. They explore fundamental questions about how the Chinese government and public approach AI, the most persistent misconceptions in the West, and whether cooperation between rivals is actually possible. From the streets of Shanghai to high-level policy discussions, Xu and Sheehan paint a nuanced portrait of AI in China that defies both hawkish fears and naive optimism.If we're going to avoid a catastrophic AI arms race, we first need to understand what race we're actually in—and whether we're even running toward the same finish line.Note: On December 8, after this recording took place, the Trump administration announced that the Commerce Department would allow American semiconductor companies, including Nvidia, to sell their most powerful chips to China in exchange for a 25 percent cut of the revenue.RECOMMENDED MEDIA“China's Big AI Diffusion Plan is Here. Will it Work?” by Matt SheehanSelina's blogFurther reading on China's AI+ PlanFurther reading on the Gaither Report and the missile gapFurther Reading on involution in ChinaThe consensus from the international dialogues on AI safety in ShanghaiRECOMMENDED YUA EPISODESThe Narrow Path: Sam Hammond on AI, Institutions, and the Fragile FutureAI Is Moving Fast. We Need Laws that Will Too.The AI ‘Race': China vs. the US with Jeffrey Ding and Karen Hao Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Adam Haman returns to discuss an intriguing panel featuring Elon Musk and Nvidia's Jensen Huang as they announced a business deal with Saudi Arabia.Mentioned in the Episode and Other Links of Interest:The YouTube version of this conversation.This episode's sponsor, the Scott Horton Academy.The panel featuring Elon and Jensen Huang.The HamanNature substack.Help support the Bob Murphy Show.

Thu, 18 Dec 2025 22:45:00 GMT http://relay.fm/connected/583 http://relay.fm/connected/583 The 2025 Annies 583 Federico Viticci, Stephen Hackett, and Myke Hurley The year is coming to an end, and to celebrate, Federico, Stephen, and Myke score each month with the only unit of measurement that matters: the Ticci Scale. The year is coming to an end, and to celebrate, Federico, Stephen, and Myke score each month with the only unit of measurement that matters: the Ticci Scale. clean 6789 Subtitle: We Swam Hundreds of MilesThe year is coming to an end, and to celebrate, Federico, Stephen, and Myke score each month with the only unit of measurement that matters: the Ticci Scale. This episode of Connected is sponsored by: Ecamm: Powerful live streaming platform for Mac. Get a free month with code connected. Squarespace: Save 10% off your first purchase of a website or domain using code CONNECTED. Links and Show Notes: Get Connected Pro: Preshow, postshow, no ads. Submit Feedback Give the Gift of Relay The Ticci Scale Quokka - Wikipedia Opossum - Wikipedia Four Winners and Losers of Apple's 2025 - 512 Pixels Nintendo Switch 2 – First-look trailer - YouTube A New Look for 2025 and Beyond — Relay Why everyone is freaking out about DeepSeek | The Verge Apple Intelligence summaries might get warning labels. That's not enough. – Six Colors TikTok is partially back online in the US, but it's not back in the App Store yet | The Verge Trump signs order refusing to enforce TikTok ban for 75 days | The Verge This is the Samsung Galaxy S25 Edge | The Verge Tech billionaires Bezos and Zuckerberg attend Trump inauguration - BBC News Apple Enlists Company Veteran Kim Vorrath to Help Fix AI, Siri - Bloomberg UK government demands access to Apple users' encrypted data - BBC News Apple's Invites invites you to send invitations – Six Colors Netflix says its brief Apple TV app integration was a mistake | The Verge Sophia Hurley. Born Feb 22, 2025 – Instagram Apple will spend more than $500 billion in the U.S. over the next four years - Apple Some first thoughts about the iPhone 16e – Six Colors Apple buys Intel's modem business for $1B – here's why – Six Colors Daring Fireball: Apple Is Delaying the ‘More Personalized Siri' Apple Intelligence Features Daring Fireball: Something Is Rotten in the State of Cupertino New Mac Studio spans the generations with M4 Max, M3 Ultra chips – Six Colors Apple did what NVIDIA wouldn't - YouTubeA look at chaining Mac Studios together for running AI models. M4 MacBook Air review: Am I blue? – Six Colors Apple updates iPad Air and iPad, revamps Magic Keyboard for iPad Air – Six Colors Apple's Siri Chief Calls AI Delays Ugly and Embarrassing, Promises Fixes - Bloomberg Apple Vision Pro Chief Mike Rockwell Named Siri Head; Giannandrea Keeps AI Role - Bloomberg EU Fines Apple €500 Million for Digital Markets Act Violations - MacStories Updates for apps in the European Union - Latest News - Apple Developer Trade, Tariffs, and Tech – Stratechery by Ben Thompson A judge just blew up Apple's control of the App Store | The Verge Apple files appeal to wrest back control of its App Store | The Verge Apple updates App Store Guidelines to allow links to external payments - 9to5Mac “Apple is fully capable of resolving this issue without further briefing or a hearing.” | The Verge Apple's Eddy Cue: ‘You may not need an iPhone 10 years from now' | The Verge Apple rolls out rebranded “CarPlay Ultra” three years after its unveiling – Six Colors A letter from Sam & Jony | OpenAI OpenAI to Buy Apple Veteran Jony Ive's AI Device Startup in $6.5 Billion Deal - Bloomberg Connected #553: We Have Jony Ive at Home - Relay From the Creators of Shortcuts, Sky Extends AI Integration and Automation to Your Entire Mac - MacStories WWDC25 - Apple Developer Interview: Craig Federighi Opens Up About iPadOS, Its Multitasking Journey, and the iPad's Essence - MacStories WWDC25: macOS Tahoe Breaks Decades of Finder History - 512 Pixels macOS Tahoe Beta 2 Fixes the Finder Icon - 512 Pixels Apple Debates a Deal With Perplexity in Pursuit of AI Talent - Bloomberg New MacBook With A18 Pro Chip Spotted in Apple Code - MacRumors Box Office: 'F1' $144 Million Opening, Apple & Brad Pitt Record; 'M3GAN 2.0' Bombs 'F1' Overtakes 'Napoleon' as Apple's Highest-Grossing Film – Variety Apple announces chief operating officer transition - Apple Meta Hires Apple Top AI Models Executive - Bloomberg Apple expands U.S. supply chain with $500 million commitment - Apple Apple sues leaker Jon Prosser for stealing iOS secrets | The Verge Ted Lasso' Season 4 Cast Set As Production Begins: First Photo – Deadline iOS 26 beta 4 adds more ‘liquid' back to Liquid Glass design - 9to5Mac Apple shipped its 3 billionth iPhone | The Verge Apple increases U.S. commitment to $600 billion, announces ambitious program - Apple Apple made a 24k gold and glass statue for Donald Trump | The Verge Apple launching ‘redesigned Blood Oxygen feature' on Apple Watch in the U.S. today - 9to5Mac UK drops demand for backdoor into Apple encryption | The Verge September 2025 Event Archives - MacStories We Tried to Break the iPhone Air | Interview with Apple's Joz & John Ternus - YouTube iPhone Air Durability test -- I AM SHOCKED - YouTube Google and Apple's $20 billion search deal survives | The Verge Instagram Launches an iPad App - MacStories Relay for St. Jude 2025: $753,756 Raised - 512 Pixels $753,756 - The Enthusiast Apple's ICEblock capitulation is business as usual – Six Colors UK government resumes row with Apple by demanding access to British users' data | Data protection | The Guardian Immersive live NBA games coming to Vision Pro – Six Colors iPadOS 26.1 beta brings back Slide Over, adds microphone adjustments – Six Colors Apple Reorganization: Services Gets Health, Fitness; WatchOS to Craig Federighi - Bloomberg M5 MacBook Pro review: The ultimate computer? – Six Colors M5 iPad Pro Review: An AI and Gaming Upgrade for AI and Games That Aren't There Yet - MacStories M5 Vision Pro, Dual Knit Band, PSVR2 controller review: Apple's experiment continues – Six Colors Apple is the exclusive new broadcast partner for Formula 1® in the U.S. - Apple Jon Prosser says he's been in ‘active communication' with Apple over lawsuit | The Verge Apple Said to Cut iPhone Air Production Amid Underwhelming Sales - MacRumors iOS 26.1 Beta 4 Lets Users Control Liquid Glass Transparency with New Toggle - MacRumors This is just the beginning. - YouTube Daring Fireball: Apple TV's New Fanfare Building Apple TV's New Logo | TBWAMedia Arts Lab Major League Soccer is coming to Apple TV starting in 2026 - Apple Introducing iPhone Pocket: a beautiful way to wear and carry iPhone - Apple Apple hit with $634 million verdict in Apple Watch patent fight with Masimo - 9to5Mac Apple intensifies succession planning for CEO Tim Cook – FT Daring Fireball: Financial Times: 'Apple Intensifies Succession Planning for CEO Tim Cook' Google cracked Apple's AirDrop and is adding it to Pixel phones | The Verge Use Quick Share on your Android device - Android Help Apple might turn to Intel for its upcoming M-series chips, per report - 9to5Mac Apple Fitness+ expands to 28 new markets - Apple Apple's Top Designer Alan Dye Poached by Meta in Major Coup - Bloomberg John Giannandrea to retire from Apple - Apple Apple announces executive transitions - Apple Apple Chip Chief Tells Staff He's Not Leaving ‘Anytime Soon' - Bloomberg Apple announces changes to iOS in Japan - Apple Apple Music in ChatGPT – Viticci – Bluesky

Forget the "AI is killing the planet" panic—this episode unpacks what's actually driving tech's power grab, the financial bubble no one wants to talk about, and why the big models are starting to look eerily similar. CJ Trowbridge - cjtrowbridge.com - https://www.tiktok.com/@cjtrowbridge Gemini 3 Flash: frontier intelligence built for speed The new ChatGPT Images is here | OpenAI Last Week on My Mac: How good is AI at solving Mac problems? Time Magazine's 'Person of the Year': the Architects of AI - Slashdot OpenAI are quietly adopting skills, now available in ChatGPT and Codex CLI "I was forced to use AI until the day I was laid off." Copywriters reveal how AI has decimated their industry Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control Coursera to buy Udemy, creating $2.5 billion firm to target AI training Purdue University Approves New AI Requirement For All Undergrads It's beginning to look a lot like (AI) Christmas Trump Pretends To Block State AI Laws; Media Pretends That's Legal This major cruise line just banned Meta Ray-Ban and other smart glasses — is this category already doomed? Woman Hailed as Hero for Smashing Man's Meta Smart Glasses on Subway Oscars Bolts from ABC to YouTube Starting in 2029 When AI Takes the Couch: Psychometric Jailbreaks Reveal Internal Conflict in Frontier Models Simulating Life Paths with Digital Twins: AI-Generated Future Selves Influence Decision-Making and Expand Human Choice The worst person in tech bracket Banned fonts Subway bagel rats Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: CJ Trowbridge 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: agntcy.org auraframes.com/ink

Forget the "AI is killing the planet" panic—this episode unpacks what's actually driving tech's power grab, the financial bubble no one wants to talk about, and why the big models are starting to look eerily similar. CJ Trowbridge - cjtrowbridge.com - https://www.tiktok.com/@cjtrowbridge Gemini 3 Flash: frontier intelligence built for speed The new ChatGPT Images is here | OpenAI Last Week on My Mac: How good is AI at solving Mac problems? Time Magazine's 'Person of the Year': the Architects of AI - Slashdot OpenAI are quietly adopting skills, now available in ChatGPT and Codex CLI "I was forced to use AI until the day I was laid off." Copywriters reveal how AI has decimated their industry Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control Coursera to buy Udemy, creating $2.5 billion firm to target AI training Purdue University Approves New AI Requirement For All Undergrads It's beginning to look a lot like (AI) Christmas Trump Pretends To Block State AI Laws; Media Pretends That's Legal This major cruise line just banned Meta Ray-Ban and other smart glasses — is this category already doomed? Woman Hailed as Hero for Smashing Man's Meta Smart Glasses on Subway Oscars Bolts from ABC to YouTube Starting in 2029 When AI Takes the Couch: Psychometric Jailbreaks Reveal Internal Conflict in Frontier Models Simulating Life Paths with Digital Twins: AI-Generated Future Selves Influence Decision-Making and Expand Human Choice The worst person in tech bracket Banned fonts Subway bagel rats Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: CJ Trowbridge 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: agntcy.org auraframes.com/ink

Timestamps: 0:00 thank you for coming to this meeting 0:13 Firefox, AI, Larian, and impulsive backlash 3:22 Nvidia's rumored GPU production cuts 4:28 War Thunder! 5:11 QUICK BITS INTRO 5:20 Ford batteries for data centers 6:05 700Credit data breach 6:43 AppX high CPU usage on W11 7:29 Apple helping businesses with manufacturing 8:16 Twitter (X) sues Operation Bluebird 8:55 YouTube Playables AI games, Google '6 7' meme NEWS SOURCES: https://lmg.gg/s83nI Learn more about your ad choices. Visit megaphone.fm/adchoices

Forget the "AI is killing the planet" panic—this episode unpacks what's actually driving tech's power grab, the financial bubble no one wants to talk about, and why the big models are starting to look eerily similar. CJ Trowbridge - cjtrowbridge.com - https://www.tiktok.com/@cjtrowbridge Gemini 3 Flash: frontier intelligence built for speed The new ChatGPT Images is here | OpenAI Last Week on My Mac: How good is AI at solving Mac problems? Time Magazine's 'Person of the Year': the Architects of AI - Slashdot OpenAI are quietly adopting skills, now available in ChatGPT and Codex CLI "I was forced to use AI until the day I was laid off." Copywriters reveal how AI has decimated their industry Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control Coursera to buy Udemy, creating $2.5 billion firm to target AI training Purdue University Approves New AI Requirement For All Undergrads It's beginning to look a lot like (AI) Christmas Trump Pretends To Block State AI Laws; Media Pretends That's Legal This major cruise line just banned Meta Ray-Ban and other smart glasses — is this category already doomed? Woman Hailed as Hero for Smashing Man's Meta Smart Glasses on Subway Oscars Bolts from ABC to YouTube Starting in 2029 When AI Takes the Couch: Psychometric Jailbreaks Reveal Internal Conflict in Frontier Models Simulating Life Paths with Digital Twins: AI-Generated Future Selves Influence Decision-Making and Expand Human Choice The worst person in tech bracket Banned fonts Subway bagel rats Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: CJ Trowbridge 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: agntcy.org auraframes.com/ink

SpaceX, Amazon, Microsoft, Google, NVIDIA ... EVERYONE is talking about datacenters in space. Well one little startup based in Redmond, WA beat them all to the punch, it's Starcloud who just launched an NVIDIA H100 into space and ran gemini on it successfully! The datacenter in space era is upon us! With a valuation likely in the hundreds of millions this is a prime buyout candidate for any of the major tech giants. Sundar Pichai, Satya, Sam Altman at OpenAI even Elon Musk at SpaceX, will all be using Space datacenters and launching them soon. Why not jump ahead and acquire the 20 smartest satellite engineers in the world by swooping up Starcloud? I think it makes a ton of sense.IMPORTANT: Starcloud did not pay me for this episode and has nothing to do with this content. It was my idea for a good moonshot monday episode.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm a biased investor in Starcloud and this episode is not financial advice.

Forget the "AI is killing the planet" panic—this episode unpacks what's actually driving tech's power grab, the financial bubble no one wants to talk about, and why the big models are starting to look eerily similar. CJ Trowbridge - cjtrowbridge.com - https://www.tiktok.com/@cjtrowbridge Gemini 3 Flash: frontier intelligence built for speed The new ChatGPT Images is here | OpenAI Last Week on My Mac: How good is AI at solving Mac problems? Time Magazine's 'Person of the Year': the Architects of AI - Slashdot OpenAI are quietly adopting skills, now available in ChatGPT and Codex CLI "I was forced to use AI until the day I was laid off." Copywriters reveal how AI has decimated their industry Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control Coursera to buy Udemy, creating $2.5 billion firm to target AI training Purdue University Approves New AI Requirement For All Undergrads It's beginning to look a lot like (AI) Christmas Trump Pretends To Block State AI Laws; Media Pretends That's Legal This major cruise line just banned Meta Ray-Ban and other smart glasses — is this category already doomed? Woman Hailed as Hero for Smashing Man's Meta Smart Glasses on Subway Oscars Bolts from ABC to YouTube Starting in 2029 When AI Takes the Couch: Psychometric Jailbreaks Reveal Internal Conflict in Frontier Models Simulating Life Paths with Digital Twins: AI-Generated Future Selves Influence Decision-Making and Expand Human Choice The worst person in tech bracket Banned fonts Subway bagel rats Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: CJ Trowbridge 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: agntcy.org auraframes.com/ink

Thu, 18 Dec 2025 22:45:00 GMT http://relay.fm/connected/583 http://relay.fm/connected/583 Federico Viticci, Stephen Hackett, and Myke Hurley The year is coming to an end, and to celebrate, Federico, Stephen, and Myke score each month with the only unit of measurement that matters: the Ticci Scale. The year is coming to an end, and to celebrate, Federico, Stephen, and Myke score each month with the only unit of measurement that matters: the Ticci Scale. clean 6789 Subtitle: We Swam Hundreds of MilesThe year is coming to an end, and to celebrate, Federico, Stephen, and Myke score each month with the only unit of measurement that matters: the Ticci Scale. This episode of Connected is sponsored by: Ecamm: Powerful live streaming platform for Mac. Get a free month with code connected. Squarespace: Save 10% off your first purchase of a website or domain using code CONNECTED. Links and Show Notes: Get Connected Pro: Preshow, postshow, no ads. Submit Feedback Give the Gift of Relay The Ticci Scale Quokka - Wikipedia Opossum - Wikipedia Four Winners and Losers of Apple's 2025 - 512 Pixels Nintendo Switch 2 – First-look trailer - YouTube A New Look for 2025 and Beyond — Relay Why everyone is freaking out about DeepSeek | The Verge Apple Intelligence summaries might get warning labels. That's not enough. – Six Colors TikTok is partially back online in the US, but it's not back in the App Store yet | The Verge Trump signs order refusing to enforce TikTok ban for 75 days | The Verge This is the Samsung Galaxy S25 Edge | The Verge Tech billionaires Bezos and Zuckerberg attend Trump inauguration - BBC News Apple Enlists Company Veteran Kim Vorrath to Help Fix AI, Siri - Bloomberg UK government demands access to Apple users' encrypted data - BBC News Apple's Invites invites you to send invitations – Six Colors Netflix says its brief Apple TV app integration was a mistake | The Verge Sophia Hurley. Born Feb 22, 2025 – Instagram Apple will spend more than $500 billion in the U.S. over the next four years - Apple Some first thoughts about the iPhone 16e – Six Colors Apple buys Intel's modem business for $1B – here's why – Six Colors Daring Fireball: Apple Is Delaying the ‘More Personalized Siri' Apple Intelligence Features Daring Fireball: Something Is Rotten in the State of Cupertino New Mac Studio spans the generations with M4 Max, M3 Ultra chips – Six Colors Apple did what NVIDIA wouldn't - YouTubeA look at chaining Mac Studios together for running AI models. M4 MacBook Air review: Am I blue? – Six Colors Apple updates iPad Air and iPad, revamps Magic Keyboard for iPad Air – Six Colors Apple's Siri Chief Calls AI Delays Ugly and Embarrassing, Promises Fixes - Bloomberg Apple Vision Pro Chief Mike Rockwell Named Siri Head; Giannandrea Keeps AI Role - Bloomberg EU Fines Apple €500 Million for Digital Markets Act Violations - MacStories Updates for apps in the European Union - Latest News - Apple Developer Trade, Tariffs, and Tech – Stratechery by Ben Thompson A judge just blew up Apple's control of the App Store | The Verge Apple files appeal to wrest back control of its App Store | The Verge Apple updates App Store Guidelines to allow links to external payments - 9to5Mac “Apple is fully capable of resolving this issue without further briefing or a hearing.” | The Verge Apple's Eddy Cue: ‘You may not need an iPhone 10 years from now' | The Verge Apple rolls out rebranded “CarPlay Ultra” three years after its unveiling – Six Colors A letter from Sam & Jony | OpenAI OpenAI to Buy Apple Veteran Jony Ive's AI Device Startup in $6.5 Billion Deal - Bloomberg Connected #553: We Have Jony Ive at Home - Relay From the Creators of Shortcuts, Sky Extends AI Integration and Automation to Your Entire Mac - MacStories WWDC25 - Apple Developer Interview: Craig Federighi Opens Up About iPadOS, Its Multitasking Journey, and the iPad's Essence - MacStories WWDC25: macOS Tahoe Breaks Decades of Finder History - 512 Pixels macOS Tahoe Beta 2 Fixes the Finder Icon - 512 Pixels Apple Debates a Deal With Perplexity in Pursuit of AI Talent - Bloomberg New MacBook With A18 Pro Chip Spotted in Apple Code - MacRumors Box Office: 'F1' $144 Million Opening, Apple & Brad Pitt Record; 'M3GAN 2.0' Bombs 'F1' Overtakes 'Napoleon' as Apple's Highest-Grossing Film – Variety Apple announces chief operating officer transition - Apple Meta Hires Apple Top AI Models Executive - Bloomberg Apple expands U.S. supply chain with $500 million commitment - Apple Apple sues leaker Jon Prosser for stealing iOS secrets | The Verge Ted Lasso' Season 4 Cast Set As Production Begins: First Photo – Deadline iOS 26 beta 4 adds more ‘liquid' back to Liquid Glass design - 9to5Mac Apple shipped its 3 billionth iPhone | The Verge Apple increases U.S. commitment to $600 billion, announces ambitious program - Apple Apple made a 24k gold and glass statue for Donald Trump | The Verge Apple launching ‘redesigned Blood Oxygen feature' on Apple Watch in the U.S. today - 9to5Mac UK drops demand for backdoor into Apple encryption | The Verge September 2025 Event Archives - MacStories We Tried to Break the iPhone Air | Interview with Apple's Joz & John Ternus - YouTube iPhone Air Durability test -- I AM SHOCKED - YouTube Google and Apple's $20 billion search deal survives | The Verge Instagram Launches an iPad App - MacStories Relay for St. Jude 2025: $753,756 Raised - 512 Pixels $753,756 - The Enthusiast Apple's ICEblock capitulation is business as usual – Six Colors UK government resumes row with Apple by demanding access to British users' data | Data protection | The Guardian Immersive live NBA games coming to Vision Pro – Six Colors iPadOS 26.1 beta brings back Slide Over, adds microphone adjustments – Six Colors Apple Reorganization: Services Gets Health, Fitness; WatchOS to Craig Federighi - Bloomberg M5 MacBook Pro review: The ultimate computer? – Six Colors M5 iPad Pro Review: An AI and Gaming Upgrade for AI and Games That Aren't There Yet - MacStories M5 Vision Pro, Dual Knit Band, PSVR2 controller review: Apple's experiment continues – Six Colors Apple is the exclusive new broadcast partner for Formula 1® in the U.S. - Apple Jon Prosser says he's been in ‘active communication' with Apple over lawsuit | The Verge Apple Said to Cut iPhone Air Production Amid Underwhelming Sales - MacRumors iOS 26.1 Beta 4 Lets Users Control Liquid Glass Transparency with New Toggle - MacRumors This is just the beginning. - YouTube Daring Fireball: Apple TV's New Fanfare Building Apple TV's New Logo | TBWAMedia Arts Lab Major League Soccer is coming to Apple TV starting in 2026 - Apple Introducing iPhone Pocket: a beautiful way to wear and carry iPhone - Apple Apple hit with $634 million verdict in Apple Watch patent fight with Masimo - 9to5Mac Apple intensifies succession planning for CEO Tim Cook – FT Daring Fireball: Financial Times: 'Apple Intensifies Succession Planning for CEO Tim Cook' Google cracked Apple's AirDrop and is adding it to Pixel phones | The Verge Use Quick Share on your Android device - Android Help Apple might turn to Intel for its upcoming M-series chips, per report - 9to5Mac Apple Fitness+ expands to 28 new markets - Apple Apple's Top Designer Alan Dye Poached by Meta in Major Coup - Bloomberg John Giannandrea to retire from Apple - Apple Apple announces executive transitions - Apple Apple Chip Chief Tells Staff He's Not Leaving ‘Anytime Soon' - Bloomberg Apple announces changes to iOS in Japan - Apple Apple Music in ChatGPT – Viticci – Bluesky

James Anderson, former Senior Partner of Baillie Gifford and early backer of Elon Musk, now runs the Lingotto Innovation Strategy with Morgan Samet. I interviewed them in front of a live audience at Italian Tech Week, hence this shorter than usual episode. We discussed AI of course, China's role in a portfolio as a leader in many areas of tech but with associated geopolitical risk, the future of autonomous driving, what it means to be a long term investor in innovation, investing in everything from start-ups to Nvidia and in between including Space X, flying cars and much more. I really enjoyed this conversation and I hope you will too – let me know if the shorter format is a better option for busy commuters.

Forget the "AI is killing the planet" panic—this episode unpacks what's actually driving tech's power grab, the financial bubble no one wants to talk about, and why the big models are starting to look eerily similar. CJ Trowbridge - cjtrowbridge.com - https://www.tiktok.com/@cjtrowbridge Gemini 3 Flash: frontier intelligence built for speed The new ChatGPT Images is here | OpenAI Last Week on My Mac: How good is AI at solving Mac problems? Time Magazine's 'Person of the Year': the Architects of AI - Slashdot OpenAI are quietly adopting skills, now available in ChatGPT and Codex CLI "I was forced to use AI until the day I was laid off." Copywriters reveal how AI has decimated their industry Roomba Maker iRobot Files for Bankruptcy, With Chinese Supplier Taking Control Coursera to buy Udemy, creating $2.5 billion firm to target AI training Purdue University Approves New AI Requirement For All Undergrads It's beginning to look a lot like (AI) Christmas Trump Pretends To Block State AI Laws; Media Pretends That's Legal This major cruise line just banned Meta Ray-Ban and other smart glasses — is this category already doomed? Woman Hailed as Hero for Smashing Man's Meta Smart Glasses on Subway Oscars Bolts from ABC to YouTube Starting in 2029 When AI Takes the Couch: Psychometric Jailbreaks Reveal Internal Conflict in Frontier Models Simulating Life Paths with Digital Twins: AI-Generated Future Selves Influence Decision-Making and Expand Human Choice The worst person in tech bracket Banned fonts Subway bagel rats Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: CJ Trowbridge 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: agntcy.org auraframes.com/ink

In dieser Episode des Kassenzone.de-Podcasts betrachte ich gemeinsam mit Florian die faszinierenden Vorhersagen für das Jahr 2026. Wir beginnen mit einem Rückblick auf die Vorhersagen aus unserer vorherigen Episode, die wir Ende 2024 aufgenommen hatten, und analysieren, welche unserer Aussagen sich bewahrheitet haben und wo wir danebenlagen. Wir gehen auf Julians Gedanken ein, der bereits seine Prognosen für 2024 formuliert hatte und dessen Einschätzungen für 2026 ebenfalls zur Sprache kommen. Florian und ich reflektieren über unsere Wochenerlebnisse, wobei Florian stolz erwähnt, dass er auf der Midas-Liste, einer Rangliste von Investoren, gelandet ist, was seine aktuelle Relevanz in der Branche unterstreicht. Dieses Thema führt zu einer Diskussion über den Venture-Capital-Markt, den Kostendruck, der viele Unternehmen betrifft und die Veränderungen, die wir in den Geschäftsmodellen beobachten. Vor allem die Kostensenkungsstrategien in der IT-Branche werden zu einem zentralen Thema, da viele Unternehmen gezwungen sind, ihre Budgets neu zu evaluieren und effizientere Lösungen wie unsere Plattform anzunehmen. Ein weiterer wichtiger Punkt ist der zunehmende Druck des Agentic Commerce. Wir besprechen die Entwicklungen im E-Commerce-Bereich, insbesondere wie Unternehmen ihre Geschäftsmodelle anpassen müssen, um im aktuellen Markt wettbewerbsfähig zu bleiben. Die Rolle von AI und intelligenten Systemen wird entscheidend für den Erfolg in diesem Segment, und ich äußere meine Ansichten über die Herausforderungen und Chancen, die dies mit sich bringt. Als wir uns den Vorhersagen für 2026 zuwenden, bringe ich einige meiner eigenen Thesen ein. Ich erwarte, dass die Marktbedingungen sich verschärfen und es vermehrt zu Insolvenzen kommen wird, da viele Mittelständler nicht in der Lage sind, sich den neuen wirtschaftlichen Realitäten anzupassen. Die Diskrepanz zwischen großen Technologiefirmen und kleineren Unternehmen wird sich weiter vergrößern. Faszinierend ist auch Julians These, dass Agenten in Unternehmen, die zunehmend autonomer werden, ernsthafte Arbeitskräfte ersetzen könnten. Ich äußere meine Skepsis, ob dies in der Komplexität der Implementierung so schnell und reibungslos geschehen kann, jedoch erkenne ich das Potenzial, das sich hier befindet. Wir haben auch einen Blick auf die Werte und Aktien von großen Technologieunternehmen, insbesondere Google und Nvidia, und diskutieren darüber, wie sich die Marktdynamik in den kommenden Jahren entwickeln könnte. Dies unterstreicht die Tatsache, dass trotz unserer Überlegungen zur Zukunft, die Veränderungen in der technischen Landschaft rasant voranschreiten. Partner in der Folge: https://linktr.ee/kassenzone Community: https://kassenzone.de/discord Feedback zum Podcast? Mail an alex@kassenzone.de Disclaimer: https://www.kassenzone.de/disclaimer/ Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone Alexander Graf: https://www.linkedin.com/in/alexandergraf/ https://twitter.com/supergraf Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ E-Commerce Buch 2019: https://amzn.eu/d/5Adc1ZH Plattformbuch 2024: https://amzn.eu/d/1tAk82E

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über die Oracle-Panik – reloaded, Medlines Mega-Börsendebüt und Rheinmetalls neue Fokussierung. Außerdem geht es um iShares Core MSCI World ETF (WKN: A0RPWH), Oracle, Broadcom, Alphabet, Nvidia, Amazon, Micron, SK Hynix, Samsung, Bitcoin, Ethereum, Rivian, Uber Technologies, Lineage, Arm Holdings, CATL, Continental, Aumovio, Helsing, LVMH, Stellantis, Ferrari, Juventus Turin und Philips. Gestern haben wir vom iShares MSCI World Climate Transition Aware ETF mit der WKN: A406QC gesprochen. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

It's the early 1990s and video games are about to go 3D. And in a Denny's in Silicon Valley, three engineers are plotting to cash in on the transition with a startup called Nvidia. But when they misjudge the market, CEO Jensen Huang will have to pull off a multi-million dollar Hail Mary to save it from ruin.Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, Scott down with his Lawfare colleagues Alan Rozenshtein and Ari Tabatabai to talk through a few of the week's big national security news stories, including:“Once You Pop, You Can't Stop.” The Trump administration has given a green light to Nvidia to export its powerful H200 chips to China, opening a potentially significant new market while jumpstarting China's strategically significant AI industry—or, perhaps, making it reliant on U.S. technology. What explains this decision? And how does it align with the Trump administration's broader reframing of strategic competition with China as a primarily economic problem, as reflected in its recent National Security Strategy?“Lavatories of Democracy.” Late last week, President Trump signed an executive order setting up a number of mechanisms intended to assert federal preemption over and otherwise deter state efforts to regulate the development and use of AI—an executive branch-only effort that followed a failed push to insert a related legislative provision into year-end omnibus legislation. How effective is this measure likely to be? And how wise is it to try and bar the states from regulating AI development and use in the first place?“Some Things You Can't Make Light Of.” Over the weekend, a pair of gunmen inspired by the Islamic State executed a brutal massacre at a Hanukkah event on Australia's Bondi Beach, killing 15 people and injuring 40. The violence has shocked Australia, a country with strict gun control laws where incidents of anti-semitism have been on the rise, as in much of the world. What is there to learn from the attack and its aftermath? And what could its ramifications be, both in Australia and further abroad?In object lessons, Alan tells us what the buzz is—seeing Jesus Christ Superstar live. Scott, heavy with Christmas spirit, shares his grandmother's recipe for sour cream coffee cake (remember, during the holidays, dense=delicious). And Ari keeps us grounded with a recommendation of “Don't Let's Go To the Dogs Tonight,” a South African film about a White Zimbabwean family following the Rhodesian Bush War.Rational Security will be having its traditional end-of-year episode later this month, which will focus on listener-submitted topics and object lessons! If you have topics you want us to discuss and object lessons you want to share—whether serious or frivolous—be sure to send them to rationalsecurity@lawfaremedia.org by Dec. 21!To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

This week, Scott down with his Lawfare colleagues Alan Rozenshtein and Ari Tabatabai to talk through a few of the week's big national security news stories, including:“Once You Pop, You Can't Stop.” The Trump administration has given a green light to Nvidia to export its powerful H200 chips to China, opening a potentially significant new market while jumpstarting China's strategically significant AI industry—or, perhaps, making it reliant on U.S. technology. What explains this decision? And how does it align with the Trump administration's broader reframing of strategic competition with China as a primarily economic problem, as reflected in its recent National Security Strategy?“Lavatories of Democracy.” Late last week, President Trump signed an executive order setting up a number of mechanisms intended to assert federal preemption over and otherwise deter state efforts to regulate the development and use of AI—an executive branch-only effort that followed a failed push to insert a related legislative provision into year-end omnibus legislation. How effective is this measure likely to be? And how wise is it to try and bar the states from regulating AI development and use in the first place?“Some Things You Can't Make Light Of.” Over the weekend, a pair of gunmen inspired by the Islamic State executed a brutal massacre at a Hanukkah event on Australia's Bondi Beach, killing 15 people and injuring 40. The violence has shocked Australia, a country with strict gun control laws where incidents of anti-semitism have been on the rise, as in much of the world. What is there to learn from the attack and its aftermath? And what could its ramifications be, both in Australia and further abroad?In object lessons, Alan tells us what the buzz is—seeing Jesus Christ Superstar live. Scott, heavy with Christmas spirit, shares his grandmother's recipe for sour cream coffee cake (remember, during the holidays, dense=delicious). And Ari keeps us grounded with a recommendation of “Don't Let's Go To the Dogs Tonight,” a South African film about a White Zimbabwean family following the Rhodesian Bush War.Rational Security will be having its traditional end-of-year episode later this month, which will focus on listener-submitted topics and object lessons! If you have topics you want us to discuss and object lessons you want to share—whether serious or frivolous—be sure to send them to rationalsecurity@lawfaremedia.org by Dec. 21!To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute. Hosted on Acast. See acast.com/privacy for more information.

Jim Cramer is the host of CNBC's Mad Money and author of How To Make Money In Any Market. Cramer joins Big Technology Podcast to talk through hot takes the top tech names: Apple, Amazon, Meta, OpenAI, NVIDIA, Microsoft, Tesla, Coreweave, and more. We discuss whether NVIDIA can hit $10 trillion, whether Tesla needs self driving to work, whether OpenAI can make it, and much more. We talk why Cramer encourages looking at individual stocks vs. index funds and what money is for. Check out Jim's book here: https://www.amazon.com/How-Make-Money-Any-Market-ebook/dp/B0F4RGS9TF/ --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Our 228th episode with a summary and discussion of last week's big AI news!Recorded on 12/12/2025Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI's latest model GPT-5.2 demonstrates improved performance and enhanced multi-modal capabilities but comes with increased costs and a different knowledge cutoff date.Disney invests $1 billion in OpenAI to generate Disney character content, creating unique licensing agreements across characters from Marvel, Pixar, and Star Wars franchises.The U.S. government imposes new AI chip export rules involving security reviews, while simultaneously moving to prevent states from independently regulating AI.DeepMind releases a paper outlining the challenges and findings in scaling multi-agent systems, highlighting the complexities of tool coordination and task performance.Timestamps:(00:00:00) Intro / Banter(00:01:19) News PreviewTools & Apps(00:01:58) GPT-5.2 is OpenAI's latest move in the agentic AI battle | The Verge(00:08:48) Runway releases its first world model, adds native audio to latest video model | TechCrunch(00:11:51) Google says it will link to more sources in AI Mode | The Verge(00:12:24) ChatGPT can now use Adobe apps to edit your photos and PDFs for free | The Verge(00:13:05) Tencent releases Hunyuan 2.0 with 406B parametersApplications & Business(00:16:15) China set to limit access to Nvidia's H200 chips despite Trump export approval(00:21:02) Disney investing $1 billion in OpenAI, will allow characters on Sora(00:24:48) Unconventional AI confirms its massive $475M seed round(00:29:06) Slack CEO Denise Dresser to join OpenAI as chief revenue officer | TechCrunch(00:31:18) The state of enterprise AIProjects & Open Source(00:33:49) [2512.10791] The FACTS Leaderboard: A Comprehensive Benchmark for Large Language Model Factuality(00:36:27) Claude 4.5 Opus' Soul DocumentResearch & Advancements(00:43:49) [2512.08296] Towards a Science of Scaling Agent Systems(00:48:43) Evaluating Gemini Robotics Policies in a Veo World Simulator(00:52:10) Guided Self-Evolving LLMs with Minimal Human Supervision(00:56:08) Martingale Score: An Unsupervised Metric for Bayesian Rationality in LLM Reasoning(01:00:39) [2512.07783] On the Interplay of Pre-Training, Mid-Training, and RL on Reasoning Language Models(01:04:42) Stabilizing Reinforcement Learning with LLMs: Formulation and Practices(01:09:42) Google's AI unit DeepMind announces UK 'automated research lab'Policy & Safety(01:10:28) Trump Moves to Stop States From Regulating AI With a New Executive Order - The New York Times(01:13:54) [2512.09742] Weird Generalization and Inductive Backdoors: New Ways to Corrupt LLMs(01:17:57) Forecasting AI Time Horizon Under Compute Slowdowns(01:20:46) AI Security Institute focuses on AI measurements and evaluations(01:21:16) Nvidia AI Chips to Undergo Unusual U.S. Security Review Before Export to China(01:22:01) U.S. Authorities Shut Down Major China-Linked AI Tech Smuggling NetworkSynthetic Media & Art(01:24:01) RSL 1.0 has arrived, allowing publishers to ask AI companies pay to scrape content | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is sponsored by Your360 AI. Get 10% off through January 2026 at https://Your360.ai with code: INSIDE. Jason Howell and Jeff Jarvis unpack OpenAI's rapid GPT-5.2 release and Image 1.5 upgrade amid its Code Red push, contrasted by Google's faster Gemini 3 Flash challenging benchmarks in reasoning and speed. Nvidia's Slurm acquisition and Nemotron 3 open models are explored for their role in agentic AI, while Disney's $1 billion OpenAI deal licensing Sora IP is weighed against its Google cease-and-desist. President Trump's executive order centralizing AI regulation federally is analyzed for tensions with state protections. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. Chapters: 00:00 - Podcast begins 3:41 - Jeff on AI & APIs for news for NiemanLab 11:33 - Disney wants you to AI-generate yourself into your favorite Marvel movie 14:27 - Disney's OpenAI deal is exclusive for just one year — then it's open season 15:23 - Google Removes AI Videos of Disney Characters After Cease and Desist Letter 21:05 - OpenAI Launches GPT-5.2 as It Navigates ‘Code Red' 26:21 - OpenAI Just Dropped a New AI Image Model in ChatGPT to Rival Google's Nano Banana 30:20 - Google announces Gemini 3 Flash with Pro-level performance, rolling out now 33:03 - Nvidia bulks up open source offerings with an acquisition and new open AI models 33:44 - Nvidia Becomes a Major Model Maker With Nemotron 3 38:26 - Trump signs executive order blocking states from enforcing their own regulations around AI 39:13 - Masnick: Trump Pretends To Block State AI Laws; Media Pretends That's Legal 45:35 - A visual editor for the Cursor Browser 49:47 - Google testing Disco browser 52:10 - I Tried Google Maps' New Gemini Feature, and It Was a Surprisingly Helpful AI Assistant 53:31 - Google Translate brings real-time speech translations to any headphones 1:03:03 - Pew: Teen use of chatbots Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of China Decode, Alice Han and James Kynge break down a quieter but consequential shift in Washington's China strategy. They unpack Trump's new national security playbook, why Beijing is suddenly sounding upbeat, and whether this signals a real reset or just a tactical pause in U.S.-China tensions. They also dig into China's baby bust — and the backlash to a new tax on condoms — as policymakers search for answers to falling birth rates. Plus, Alice sits down with Chip War author Chris Miller to discuss Trump's surprise reversal on AI chip exports to China, what it means for NVIDIA, and why semiconductors are now at the center of global power politics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Scott Becker examines whether Nvidia may still be undervalued despite being the world's highest market cap company, strong free cash flow, and rapid revenue growth.

This week we talk about NVIDIA, AI companies, and the US economy.We also discuss the US-China chip-gap, mixed-use technologies, and export bans.Recommended Book: Enshittification by Cory DoctorowTranscriptI've spoken about this a few times in recent months, but it's worth rehashing real quick because this collection of stories and entities are so central to what's happening across a lot of the global economy, and is also fundamental, in a very load-bearing way, to the US economy right now.As of November of 2025, around the same time that Nvidia, the maker of the world's best AI-optimized chips at the moment became the world's first company to achieve a $5 trillion market cap, the top seven highest-valued tech companies, including Nvidia, accounted for about 32% of the total value of the US stock market.That's an absolutely astonishing figure, as while Nvidia, Apple, Microsoft, Alphabet, Amazon, Broadcom, and Meta all have a fairly diverse footprint even beyond their AI efforts, a lot of that value for all of them is predicated on expected future income; which is to say, their market caps, their value according to that measure, is determined not by their current assets and revenue, but by what investors think or hope they'll pull in and be worth in the future.That's important to note because historically the sorts of companies that have market caps that are many multiples of their current, more concrete values are startups; companies in their hatchling phase that have a good idea and some kind of big potential, a big moat around what they're offering or a blue ocean sub-industry with little competition in which they can flourish, and investment is thus expected to help them grow fast.These top seven tech companies, in contrast, are all very mature, have been around for a while and have a lot of infrastructure, employees, expenses, and all the other things we typically associated with mature businesses, not flashy startups with their best days hopefully ahead of them.Some analysts have posited that part of why these companies are pushing the AI thing so hard, and in particular pushing the idea that they're headed toward some kind of generally useful AI, or AGI, or superhuman AI that can do everyone's jobs better and cheaper than humans can do them, is that in doing so, they're imagining a world in which they, and they alone, because of the costs associated with building the data centers required to train and run the best-quality AI right now, are capable of producing basically an economy's-worth of AI systems and bots and machines operated by those AI systems.In other words, they're creating, from whole cloth, an imagined scenario in which they're not just worthy of startup-like valuations, worthy of market caps that are tens or hundreds of times their actual concrete value, because of those possible futures they're imagining in public, but they're the only companies worthy of those valuation multiples; the only companies that matter anymore.It's likely that even if this is the case, that the folks in charge of these companies, and the investors who have money in them who are likely to profit when the companies grow and grow, actually do believe what they're telling everyone about the possibilities inherent in building these sorts of systems.But there also seems to be a purely economic motive for exaggerating a lot and clearing out as much of the competition as possible as they grow bigger and bigger. Because maybe they'll actually make what they're saying they can make as a result of all that investment, that exuberance, but maybe, failing that, they'll just be the last companies standing after the bubble bursts and an economic wildfire clears out all the smaller companies that couldn't get the political relationships and sustaining cash they needed to survive the clear-out, if and when reality strikes and everyone realizes that sci-fi outcome isn't gonna happen, or isn't gonna happen any time soon.What I'd like to talk about today is a recent decision by the US government to allow Nvidia to sell some of its high-powered chips to China, and why that decision is being near-universally derided by those in the know.—In early December 2025, after a lot of back-and-forthing on the matter, President Trump announced that the US government will allow Nvidia, which is a US-based company, to export its H200 processors to China. He also said that the US government will collect a 25% fee on these sales.The H200 is Nvidia's second-best chip for AI purposes, and it's about six-times as powerful as the H20, which is currently the most advanced Nvidia chip that's been cleared for sale to China. The Blackwell chip that is currently Nvidia's most powerful AI offering is about 1.5-times faster than the H200 for training purposes, and five-times faster for AI inferencing, which is what they're used for after a model is trained, and then it's used for predictions, decisions, and so on.The logic of keeping the highest-end chips from would-be competitors, especially military competitors like China, isn't new—this is something the US and other governments have pretty much always done, and historically even higher-end gaming systems like Playstation consoles have been banned for export in some cases because the chips they contained could be repurposed for military things, like plucking them out and using them to guide missiles—Sony was initially unable to sell the Playstation 2 outside of Japan because it needed special permits to sell something so militarily capable outside the country, and it remained unsellable in countries like Iraq, Iran, and North Korea throughout its production period.The concern with these Nvidia chips is that if China has access to the most powerful AI processors, it might be able to close the estimated 2-year gap between US companies and Chinese companies when it comes to the sophistication of their AI models and the power of their relevant chips. Beyond being potentially useful for productivity and other economic purposes, this hardware and software is broadly expected to shape the next generation of military hardware, and is already in use for all sorts of wartime and defense purposes, including sophisticated drones used by both sides in Ukraine. If the US loses this advantage, the thinking goes, China might step up its aggression in the South China Sea, potentially even moving up plans to invade Taiwan.Thus, one approach, which has been in place since the Biden administration, has been to do everything possible to keep the best chips out of Chinese hands, because that would ostensibly slow them down, make them less capable of just splurging on the best hardware, which they could then use to further develop their local AI capabilities.This approach, however, also incentivized the Chinese government to double-down on their own homegrown chip industry. Which again is still generally thought to be about 2-years behind the US industry, but it does seem to be closing the gap rapidly, mostly by copying designs and approaches used by companies around the world.An alternative theory, the one that seems to be at least partly responsible for Trump's about-face on this, is that if the US allows the sale of sufficiently powerful chips to China, the Chinese tech industry will become reliant on goods provided by US companies, and thus its own homegrown AI sector will shrivel and never fully close that gap. If necessary the US can then truncate or shut down those shipments, crippling the Chinese tech industry at a vital moment, and that would give the US the upper-hand in many future negotiations and scenarios.Most analysts in this space no longer think this is a smart approach, because the Chinese government is wise to this tactic, using it itself all the time. And even in spaces where they have plenty of incoming resources from elsewhere, they still try to shore-up their own homegrown versions of the same, copying those international inputs rather than relying on them, so that someday they won't need them anymore.The same is generally thought to be true, here. Ever since the first Trump administration, when the US government started its trade war with China, the Chinese government has not been keen on ever relying on external governments and economies again, and it looks a lot more likely, based on what the Chinese government has said, and based on investments across the Chinese market on Chinese AI and chip companies following this announcement, that they'll basically just scoop up as many Nvidia chips as they can, while they can, and primarily for the purpose of reverse-engineering those chips, speeding up their gap-closing with US companies, and then, as soon as possible, severing that tie, competing with Nvidia rather than relying on it.This is an especially pressing matter right now, then, because the US economy, and basically all of its growth, is so completely reliant on AI tech and the chips that are allowing that tech to move forward.If this plan by the US government doesn't pan out and ends up being a short-term gain situation, a little bit of money earned from that 25% cut the government takes, and Ndvidia temporarily enriching itself further through Chinese sales, but in exchange both entities give up their advantage, long term, to Chinese AI companies and the Chinese government, that could be bad not just for AI companies around the world, which could be rapidly outcompeted by Chinese alternatives, but also all economies exposed to the US economy, which could be in for a long term correction, slump, or full-on depression.Show Noteshttps://www.nytimes.com/2025/12/09/us/politics/trump-nvidia-ai-chips-china.htmlhttps://arstechnica.com/tech-policy/2025/12/us-taking-25-cut-of-nvidia-chip-sales-makes-no-sense-experts-say/https://www.pcmag.com/news/20-years-later-how-concerns-about-weaponized-consoles-almost-sunk-the-ps2https://archive.is/20251211090854/https://www.reuters.com/world/china/us-open-up-exports-nvidia-h200-chips-china-semafor-reports-2025-12-08/https://theconversation.com/with-nvidias-second-best-ai-chips-headed-for-china-the-us-shifts-priorities-from-security-to-trade-271831https://www.economist.com/business/2025/12/09/donald-trumps-flawed-plan-to-get-china-hooked-on-nvidia-chipshttps://www.scmp.com/tech/tech-trends/article/3335900/chinas-moore-threads-unveil-ai-chip-road-map-rival-nvidias-cuda-systemhttps://www.investopedia.com/nvidia-just-became-the-first-usd5-trillion-company-monitor-these-crucial-stock-price-levels-11839114https://aventis-advisors.com/ai-valuation-multiples/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

It's Tuesday, December 16th, A.D. 2025. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Kevin Swanson Chinese Communists arrested 18 pastors over evangelism online Chinese Pastor Ezra Jin and 17 other pastors have been arrested by Chinese Communist authorities on charges of using illegal information networks. Translation? Putting the Gospel message on Zoom is now illegal in China.   The pastors are facing three years in prison.   A pastor's wife described the situation on the Christian Broadcasting Network. WIFE: “China opened the door for the Western society and then grow their economy. I grew up from that period of time. So, I thought we weren't gonna be put in jail because of our Christianity or our faith.” Chinese officials convicted liberty advocate Jimmy Lai Not surprisingly, those Chinese communists have convicted Hong Kong's pro-liberty advocate, Jimmy Lai, with conspiracy to collude with foreign forces. It's a charge that could put him in prison for life. This was the highest profile case since Hong Kong was turned over to the communists in 1997, and Hong Kong's democratic elections halted in 2020. China to eliminate out-of-pocket expenses for childbirth China is planning to eliminate all out-of-pocket medical costs for childbirth with the hopes of encouraging more births. China's fertility rate is dismal, hovering around 1.0. In fact, Chinese deaths have outnumbered births for three years in a row now. The countries with the lowest fertility rates in the world are Hong Kong, China, Taiwan, South Korea, Singapore, Ukraine, and Chile. Two Muslim men killed 16 Jews in Sydney, Australia On Sunday, two Muslim men, a father and son, have been identified as suspects in the killings of 16 people at a Jewish celebration of Hannukah in Sydney, Australia on Bondi Beach, reports the Associated Press. That's the worst mass shooting in Australia since the Port Arthur massacre of 1996 where 35 people were killed and 23 were injured. Providentially, a bystander of Muslim background, 43-year-old Syrian fruit shop owner, Ahmed Al-Ahmed, happened on the scene. He tackled and disarmed one of the gunmen during the deadly massacre, preventing further carnage.  Ahmed was shot in the shoulder and arm while hiding behind a tree after confronting the gunman. Australia's Prime Minister Anthony Albanese is promising “tougher gun laws” in response. Actor Rob Reiner and wife allegedly killed by son Director and actor Rob Reiner and his wife Michele were found dead Sunday, apparent victims of foul play at their home in Los Angeles, reports The L.A. Times. Sadly, Rob Reiner was an atheist, as was his father, Carl Reiner — another famous movie director.   Rob Reiner will be best remembered in the political realm for his leftist views, especially in his opposition to California's Proposition 8, and efforts to introduce homosexual marriage to the state and the country. At last report, Rob and Michele's son Nick, age 32, has been taken into custody by the Los Angeles Police Department, charged with the murder of his parents. He has a long history of drug addiction. Exodus 21:15 speaks to this sort of crime, as do Jesus's words in Matthew 15:4: “And he who strikes his father or his mother shall surely be put to death.” Little Sisters of the Poor vs. Obamacare continues After 14 years, Little Sisters of the Poor, comprised of Roman Catholic nuns, continues to object to the Obamacare mandate to provide coverage for abortifacients for their organization.    Back on July 8, 2020, the Supreme Court ruled 7–2 in favor of the Little Sisters, upholding federal rules that exempted religious organizations from the contraceptive mandate. But now, Pennsylvania and New Jersey have refused to drop their efforts to take away the Little Sisters' protection in the lower courts. Last August, a rogue federal district court in Philadelphia ruled against the Little Sisters and vacated the religious exemption rules that had protected them.  The case is in appeal to the Third Circuit Court. Bill Clinton unresponsive to Congressional subpoena over Epstein GOP House Oversight Committee Chairman James Comer announced he will initiate contempt of Congress proceedings against Bill and Hillary Clinton. At issue is the Clintons' decision to ignore the committee's subpoenas issued back in August, in relation to investigations of the Jeffrey Epstein sex trafficking scandal. Epstein visited the White House 17 times in 1993 after Bill Clinton's inauguration. Artificial Intelligence: Time Magazine's “Person of the Year” Time Magazine's Person of the Year goes to Artificial Intelligence or rather, the architects of AI. Spending on Artificial Intelligence development has increased from $40 billion to $400 billion in just the last ten years.  Nvidia's stock has increased 60-fold, while Microsoft and Alphabet, Inc. have increased 7-fold over the same timeframe. Kirk Cameron advocates unbiblical theology of annihilationism Actor and Christian celebrity Kirk Cameron suggested in his recent podcast that hell is not forever — a departure from the long-held position of an eternal punishment for those who do not trust Christ, reports The Christian Post. CAMERON: “Eternal judgment or eternal punishment doesn't necessarily mean that we are being tormented and punished forever and ever, every moment for eternity. It means that the punishment we deserve is irreversible. It's permanent; it's eternal. You're dead. You've been destroyed. You have perished. You're gone, and you're never coming back.” This theological position is called annihilationism, a belief that all damned humans and fallen angels – including demons and Satan -- will be totally destroyed and their consciousness extinguished. CAMERON: “I actually think this is a really good argument for annihilationism. Just because the righteous go to eternal life, which is the gift of God, not that the wicked are granted an eternity of punishment. The punishment of the wicked is final. It is irreversible.” Rev. Al Mohler, President of Southern Baptist Theological Seminary in Louisville, Kentucky, called the admission “sad.” And in his words: “The admonition to confess Christ or risk non-existence just doesn't pass the New Testament test, and there is a good reason it doesn't work in a sermon either. The stakes are just too low, and the fires of hell hold no eternal consequence.” At the final judgment, as recorded in Matthew 25: 41-43, Jesus said to those on His left hand: “Depart from Me, you cursed, into the everlasting fire prepared for the devil and his angels: for I was hungry and you gave Me no food; I was thirsty and you gave Me no drink; I was a stranger and you did not take Me in, naked and you did not clothe Me, sick and in prison and you did not visit Me.' … And these will go away into everlasting punishment, but the righteous into eternal life.” Imprisoned fathers reunited with daughters at dance And finally, the “God Behind Bars” organization links local churches to prisons, and reunites families, especially children with their incarcerated parents or grandparents.   This Christmas season, the organization sponsored its first Father-Daughter Dance at the Angola Louisiana State Penitentiary.    Twenty-nine fathers were reunited with their daughters that night, many of whom had not seen their daughters for years — some over a decade. The ministry calls these events "moments of restoration … and the Gospel in motion." Close And that's The Worldview on this Tuesday, December 16th, in the year of our Lord 2025. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Join host Lisa as she dives deep with Chartered Financial Analyst Cern Basher from Brilliant Advice on Tesla's cutting-edge innovations, Elon Musk's bold visions for space tech and AI, MicroStrategy's Bitcoin treasury plays, and the evolving world of finance in an energy-based economy. From factory tours to market volatility, get insider insights on investing in Tesla, Bitcoin, NVIDIA, and more. Don't miss this timely discussion on automation's societal impacts, free speech via X (formerly Twitter), and the race for AI supremacy. Guest Bio: Cern Basher is a Chartered Financial Analyst (CFA) at Brilliant Advice, specializing in investment strategies, Bitcoin, and emerging tech. With a growing online presence, Cern shares expert insights on financial markets and innovation. Connect with Cern: Website: Brilliant Advice X: Cern Basher Youtube: Cern Basher

Is an Acme-Gridley the mink coat of machine tools? A well made product that still does a great job, but nobody wants another one. In 2025? No. Not yet. On today's podcast, Lloyd and I talk about our used machinery business over the last year. We saw one customer drop 20 million for five INDEXs to replace every cam screw machine in their shop. At the same time we sold machines to a multinational automotive supplier who is buying hundreds of Davenport screw machines—many older than me—I'm 45 by the way. ************* Listen on your favorite podcast app using pod.link.     . View the podcast at the bottom of this post or on our YouTube Channel. Follow us on Social and never miss an update! Facebook: https://www.facebook.com/swarfcast Instagram: https://www.instagram.com/swarfcast/ LinkedIn: https://www.linkedin.com/company/todays-machining-world Twitter: https://twitter.com/tmwswarfblog ************* Link to Graff-Pinkert's Acquisitions and Sales promotion! ************* Interview Highlights The Mink Coat Discovery This Thanksgiving, while going through my mother’s closet, my dad found her 40-year-old mink coat in perfect condition. Once worth $10,000, ChatGPT now values it at maybe $250 to a dealer. The discovery sparked an uncomfortable comparison to the cam screw machines in our stock. “Of course, mink means Acmes to me because Acmes helped pay for the mink,” Lloyd reflects. “These are very functional, valuable machines that were running good parts where we bought them and we feel they have value, however… we have to doubt ourselves.” He poses the question that haunts our business: “Let’s say it is 1-5/8” RB-8 Acme. How much money could somebody potentially make on that machine over the course of one year?” He figures $25,000 to $50,000, maybe more with the right job. “We would sell that machine in that price range. Yet we find no buyers. From an economic standpoint, to me that makes no sense.” A Brutal Year The machinery dealing business has been tough this year. While many of our customers’ businesses remained steady, indecision paralyzed buying decisions—particularly around tariffs. “One of the polls I did on LinkedIn asked if indecision because of tariffs caused them to not buy equipment this year.” Fifty percent said that was one reason why they had not bought equipment. And I will never forget this year's deal from hell. ”We bought a machine in Germany, sold it to a company in the United States, and then BOOM—tariff. We went from an amazing deal to… I’m amazed we didn’t lose money.” I hate tariffs for a lot of reasons. This one was extra personal. The $20 Million Paradox The market presents striking contradictions. One of our customers recently got rid of 30 cam screw machines, selling them for “$2,000, $3,000, $4,000, $5,000 a piece,” then spent over $3 million each on INDEX CNC multi-spindles—$20 million total to replace their entire shop floor. “I was shocked,” Lloyd admits. “The question was, are they that much better than a 1” Acme?” I explain the economics: “They make an entirely different kind of part. They make a part that you could make a dollar from where you make 10 cents from an Acme part. Or they’re making $10 on that part, and on the Acme, they were making a quarter.” The new machines can handle medical parts, complex geometries—the kinds of high-margin work that justifies the investment. The Davenport Bet Meanwhile, another customer is betting the opposite way, buying hundreds of Davenports for facilities in Mexico and China. Today's Davenports have a similar design to their original one from 115 years ago. The company is buying so many they’ve ordered Davenport’s entire production capacity for new machines while simultaneously buying used ones. Good ones, bad ones, anything they can find to rebuild. “There are many uses for small parts as bushings or as inserts or pins,” Lloyd explains. “And if you’re catering to a world market… they’re saying to themselves, we want to tremendously expand our capacity because we believe there is a market there and people have abandoned this market.” The China Question Lloyd sees a broader pattern: “The Chinese appear to be able to make good product, not maybe the quality of product being made in the United States or in Europe, but close to it at a fraction of the price.” He worries about Chinese companies producing chips “90 to 95% as good” as NVIDIA’s but selling for 30% less. “They’re able to make an electric car now in China and sell it in the Chinese market for under $10,000, and they’re selling them now in Germany for as low as $16,000.” “In my mind, we’re in a war with China—an economic war.” Gratitude We end where we began—with gratitude. “I get the privilege of working with you,” Lloyd tells me. And I tell him that I have a gratitude list every day in the morning, and he's on it. Readers, listeners out there—In an industry facing profound disruption, all I can say is adapt, keep picking up the phone and stay grateful. Even if you’re selling machines that might be the mink coats of manufacturing. Question: What machines did you purchase or get rid of in 2025?

Episode SummaryThe future of cyber resilience lies at the intersection of data protection, security, and AI. In this conversation, Cohesity CEO Sanjay Poonen joins Danny Allan to explore how organisations can unlock new value by unifying these domains. Sanjay outlines Cohesity's evolution from data protection to security in the ransomware era, to today's AI-focused capabilities, and explains why the company's vast secondary data platform is becoming a foundation for next-generation analytics.Show NotesIn this episode, Sanjay Poonen shares his journey from SAP and VMware to leading Cohesity, highlighting the company's mission to protect, secure, and provide insights on the world's data. He explains the concept of the "data iceberg," where visible production data represents only a small fraction of enterprise assets, while vast amounts of "dark" secondary data remain locked in backups and archives. Poonen discusses how Cohesity is transforming this secondary data from a storage efficiency problem into a source of business intelligence using generative AI and RAG, particularly for unstructured data like documents and images.The conversation delves into the technical integration of Veritas' NetBackup data mover onto Cohesity's file system, creating a unified platform for security scanning and AI analytics. Poonen also elaborates on Cohesity's collaboration with NVIDIA, explaining how they are building AI applications like Gaia on the NVIDIA stack to enable on-premises and sovereign cloud deployments. This approach allows highly regulated industries, such as banking and the public sector, to utilize advanced AI capabilities without exposing sensitive data to public clouds.Looking toward the future, Poonen outlines Cohesity's "three acts": data protection, security (ransomware resilience), and AI-driven insights. He and Danny Allan discuss the critical importance of identity resilience, noting that in an AI-driven world, the security perimeter shifts from network boundaries to the identities of both human users and autonomous AI agents.LinksCohesityNvidiaSnyk - The Developer Security Company Follow UsOur WebsiteOur LinkedIn

Émission du 16/12/2025 présentée par Amaury de Tonquédec avec Clément Renault, Cofondateur de Louve Invest et Frédéric Puzin, Président et fondateur du groupe CORUM. En France, l'assurance-vie c'est 19 millions de détenteurs pour 56 millions de contrats. C'est le placement préféré des français, mais c'est aussi le plus mal compris. Alors on vous propose un épisode spécial pour tout savoir sur l'assurance-vie. Au programme : À quoi sert vraiment une assurance-vie aujourd'hui ?Que peut-on mettre à l'intérieur ? Qui peut en ouvrir une ? Comment choisir son assurance-vie ? Assurance-vie VS PEAEt les questions CASH !

Most enterprises have roadmaps stretching 3-5 years out. What if you could compress that to 1-2 years? Brian Elliot is the Co-Founder and CEO of Blitzy, an enterprise-focused autonomous software development platform tackling one of technology's toughest problems: how do you modernize 20-100 million lines of legacy code when the developers who wrote it retired 15 years ago?In this episode, Brian explores:Why orchestrated AI agents can handle 80% of transformation work autonomously (and why humans still matter for the other 20%)The realities of enterprise buying cycles and why embedded on-site teams accelerate change managementWhy documentation and test coverage are the unsexy first steps that make everything else possibleAbout the Guest: Brian Elliott is CEO and Co-founder of Blitzy. A serial entrepreneur, former Infantry Officer with the 1st Ranger Battalion, and West Point graduate in Systems Engineering with a Harvard MBA, Brian brings a unique blend of military precision, engineering expertise, and entrepreneurial vision to transforming enterprise software development.As CEO, Brian leads Blitzy's mission to empower systematic AI adoption across enterprises, transforming traditional development lifecycles into AI-native workflows. Under his leadership, Blitzy has developed an agentic platform where thousands of specialized AI Agents cooperate at inference to autonomously deliver enterprise-scale code that is tested, validated, and compiled.Focused on operational deployment at scale, Brian architected the company's proven Agentic SDLC Accelerator—a structured methodology that systematically guides engineering organizations from technical validation to full-scale enterprise adoption. This framework unlocks autonomous capabilities across the complete software development lifecycle.Timestamps:01:25 – Understanding Blitzy's AI Capabilities03:25 – Challenges and Solutions in Enterprise Software06:00 – The Genesis of Blitzy07:30 – Insights from Nvidia and AI Development11:00 – Implementing AI in Enterprise Systems18:00 – Change Management and Customer Collaboration20:30 – Understanding Enterprise Security Needs25:10 – Improving Code Quality and Test Coverage28:15 – Blitzy's Mission and Market Direction30:10 – Challenges and Opportunities in Enterprise SoftwareGuest Highlight:"Code is beautiful in that it's verifiable. We're following enterprise best practices—everything goes to a dev branch where a human can look at it, review it, go through a typical QA process. The first thing we're gonna do is document their code so they know what's going on, then add test cases, then develop software at scale that's highly verifiable."Get Connected:Brian Elliot on LinkedInYousuf Kahn on LinkedInIan Faison on LinkedInHungry for more tech talk? Check out past episodes at ciopod.com: Ep 62 - Running IT Like a Growth EngineEp 61 - What Manufacturing Can Teach You About Scaling Enterprise AIEp 60 - Why the Smartest CIOs Are Becoming Business StrategistsLearn more about Caspian Studios: caspianstudios.comOur Sponsor: This episode is brought to you by Blitzy, the Enterprise Autonomous Software Development Platform with Infinite Code Context. Blitzy uses thousands of specialized AI agents that think for hours to understand enterprise scale codebases with millions of lines of code.Enterprise Engineering leaders start every development sprint with the Blitzy platform, bringing in their development requirements. The Blitzy platform provides a plan, then generates and pre-compiles code for each task. Blitzy delivers 80%+ of the development work autonomously, while providing a guide for the final 20% of human development work required to complete the sprint.Public companies are achieving a 5x engineering velocity increase when incorporating Blitzy as their Pre-IDE development tool, pairing it with their coding co-pilot of choice to bring an AI-Native SDLC into their org.Visit Blitzy.com and press book demo to learn how Blitzy transforms your SDLC from AI Assisted to AI Native. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Uptime Institute research analyst Max Smolaks about the infrastructure forces reshaping AI data centers from power and racks to cooling, economics, and the question of whether the boom is sustainable. Smolaks unpacks a surprising on-ramp to today's AI buildout: former cryptocurrency mining operators that “discovered” underutilized pockets of power in nontraditional locations—and are now pivoting into AI campuses as GPU demand strains conventional markets. The conversation then turns to what OCP 2025 revealed about rack-scale AI: heavier, taller, more specialized racks; disaggregated “compute/power/network” rack groupings; and a white space that increasingly looks purpose-built for extreme density. From there, Vincent and Smolaks explore why liquid cooling is both inevitable and still resisted by many operators—along with the software, digital twins, CFD modeling, and new commissioning approaches emerging to manage the added complexity. On the power side, they discuss the industry's growing alignment around 800V DC distribution and what it signals about Nvidia's outsized influence on next-gen data center design. Finally, the conversation widens into load volatility and the economics of AI infrastructure: why “spiky” AI power profiles are driving changes in UPS systems and rack-level smoothing, and why long-term growth may hinge less on demand (which remains strong) than on whether AI profits broaden beyond a few major buyers—especially as GPU hardware depreciates far faster than the long-lived fiber built during past tech booms. A sharp, grounded look at the AI factory era—and the engineering and business realities behind the headlines.

Our guest in this episode is Stephen Witt, an American journalist and author who writes about the people driving the technological revolutions. He is a regular contributor to The New Yorker, and is famous for deep-dive investigations.Stephen's new book is "The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip", which has just won the 2025 Financial Times and Schroders Business Book of the Year Award. It is a definitive account of the rise of Nvidia, from its foundation in a Denny's restaurant in 1993 as a video game component manufacturer, to becoming the world's most valuable company, and the hardware provider for the current AI boom.Stephen's previous book, “How Music Got Free”, is a history of music piracy and the MP3, and was also a finalist for the FT Business Book of the Year.Selected follow-ups:Stephen Witt - personal siteArticles by Stephen Witt on The New YorkerThe Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip - book siteStephen Witt wins FT and Schroders Business Book of the Year - Financial TimesNvidia ExecutivesBattle Royale (Japanese film) - IMDbThe Economic Singularity - book by Calum ChaceA Cubic Millimeter of a Human Brain Has Been Mapped in Spectacular Detail - NatureNotebookLM - by GoogleMusic: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain DeclarationHow Hacks HappenHacks, scams, cyber crimes, and other shenanigans explored and explained. Presented...Listen on: Apple Podcasts Spotify PodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For Interviews

The Information's Kevin McLaughlin breaks down Databricks' massive $4 billion funding round and the growing liability of corporate chatbots. We also talk with Crypto Reporter Yueqi Yang about Lead Bank tightening its grip on the stablecoin industry and Sapphire Ventures' Rajeev Dham about his enterprise AI predictions for 2026. Finally, we look at whether NVIDIA's Jensen Huang will fund AI-powered alien hunting with AI Reporter Rocket Drew and discuss the future of humanoid robots and their role in the AI boom with Centific SVP Prithivi Pradeep.Articles discussed on this episode: https://www.theinformation.com/articles/small-bank-critical-stablecoin-payments-tightens-risk-controlshttps://www.theinformation.com/articles/corporate-chatbots-gone-wildhttps://www.theinformation.com/articles/alien-hunters-want-jensen-huang-fund-ai-telescopehttps://www.theinformation.com/articles/servicenow-sell-highlights-jittery-marketTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore whether we’re living through another tech bubble — this time fueled by artificial intelligence. Is the massive investment in AI setting us up for a painful correction in 2026? They dig into market concentration, inflated valuations, and why companies like Nvidia, Oracle, and OpenAI are raising red flags for some investors. You’ll also hear why now is a smart time to rebalance your portfolio — but not the old way — and how high-net-worth investors are using buffered ETFs and direct indexing to level up their financial strategy. Plus, estate planning mistakes that can cost your heirs big time, and real answers in the Ask the Advisor segment — from embedded portfolio risk to downsizing dilemmas.See omnystudio.com/listener for privacy information.

December 16, 2025 - Zach and Chase discuss the current state of the market, focusing on major stocks like Tesla, Nvidia, and Palantir. They analyze market trends, valuation discrepancies, and the inefficiencies present in the market. The conversation delves into investment strategies in a volatile environment, the role of narratives in stock movements, and the importance of identifying undervalued stocks. They also touch on market sentiment and investor behavior, emphasizing the need for thorough research and understanding of market dynamics.

In this episode, Scott Becker examines whether Nvidia may still be undervalued despite being the world's highest market cap company, strong free cash flow, and rapid revenue growth.

In this episode, we explore the frontiers of multimodal AI with Richard Whitcomb, CTO of Osmo, a company pioneering AI technology that understands and generates scents.Richard, a former engineer at Twitter, Spotify, and Nvidia, delves into the intricacies of teaching machines to smell, explaining the challenges and breakthroughs in digitizing smell and chemical sensing.From designing personalized fragrances and mosquito repellents to detecting counterfeit items and diseases, Osmo's advancements promise a fascinating future where AI seamlessly integrates with our physical and chemical world.The discussion also highlights potential applications in robotics, health, and daily life, envisioning a platform where sensors can identify and recreate smells easily.--Key Moments:00:56 The Journey to Digitizing Smell03:15 Challenges in Teaching AI to Smell06:13 Generative AI and Fragrance Creation08:34 Osmo Studio: Custom Fragrance Creation12:34 Beyond Fragrances: Mosquito Repellent and More16:17 Counterfeit Detection Using Scent18:49 Future Applications and Vision--Key Links:OsmoConnect with Richard on LinkedInMentioned in this episode:AI Opportunity FinderFeeling overwhelmed by all the AI noise out there? The AI Opportunity Finder from HatchWorks cuts through the hype and gives you a clear starting point. In less than 5 minutes, you'll get tailored, high-impact AI use cases specific to your business—scored by ROI so you know exactly where to start. Whether you're looking to cut costs, automate tasks, or grow faster, this free tool gives you a personalized roadmap built for action.

En el podcast de hoy hablamos sobre esas acciones, empresas y sectores que se ven beneficiadas por la IA pero que, a la vez, todavía no cotizan a valoraciones tan elevadas como si lo hacen compañías como Nvidia, Google, Palantir etc etc. Inscríbete al webinar en Directo del 27 de Diciembre a las 17:00 hora

In this episode, Brandon and James recap the market as we head toward the end of the year and discuss overall investor sentiment going into 2026. They break down what the S&P 500 has done over the past year, explain the idea behind the Santa Claus rally, and talk about what to realistically expect from the market and the economy next year.The conversation also covers tariffs and why their impact often shows up months after the initial shock, how the threat of tariffs can be used as a negotiating tool, and what recent market behavior may be telling us.They dive into the ongoing debate around the AI bubble, Michael Burry closing his firm and betting against companies like Nvidia and Palantir, and what Warren Buffett's large cash position at Berkshire Hathaway is actually meant for.Finally, they emphasize why boring investment plans and dollar cost averaging tend to work over time, discuss how AI is likely to integrate into nearly every business, and wrap up with three stocks James is watching for 2026: CrowdStrike, Lumen, and Nebius.

In this week's Stansberry Investor Hour, Dan and Corey welcome Luke Lango to the show. Luke is the senior investment analyst at our corporate affiliate InvestorPlace. He has built a reputation for spotting tech stocks on the verge of major market breakouts.   Luke kicks things off by sharing his thoughts on what many consider to be the current "AI bubble." He follows that up with how the jobs market is going to transition as AI continues to develop and how the economy will fare during that period. And he provides data for how the AI data-center epicenter has impacted the housing market. (0:00)   Next, Luke discusses the shift from companies using graphics processing units ("GPUs") to tensor processing units ("TPUs") for their data centers and why this is taking place. He then gives his thoughts on whether Intel can become a viable competitor again in this market. And he highlights the risks around the AI companies being interconnected and feeding into each other. (18:53)   Finally, Luke expresses why he's pleased that Alphabet has begun to act as a competitor to Nvidia with its own TPUs. He also covers AI being used in ads and how companies like Meta Platforms have seen success with utilizing it in that area. The three all share how they're all using AI in their personal use cases. And Luke gives his thoughts on what the big investment themes are going to be for 2026. (39:01)

Carl Quintanilla, Jim Cramer and David Faber set the stage for what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments.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.

In this episode of Do The Work | Mindset Mastery I found myself reflecting on how much can shift in a single weekend. What started as a quick one day trip to see a UFC fight with my daughters turned into a reminder of why I do what I do and why the pressure I carry matters. Being in that arena, watching my girls take it all in, seeing their excitement, their curiosity, and their joy brought me right back to when they were little and would sit next to me watching fights on television. Those were our moments. And now to experience it at this level with them reminding me of our past and showing me what is possible in our future felt powerful. That moment became the backdrop for what hit me on Monday morning. The anxiety. The pressure. The feeling that everything I have built could fall apart in a single moment. It is a feeling I know well, and one that most business owners know too. It shows up even when your life feels like it is firing on all cylinders. It shows up even when everything is going right. And it hit me hard. It was one of those mornings where the weight felt heavier than usual, and even though I pushed through, I had to acknowledge that it was real. What I know now is that this feeling never fully goes away. It is part of the territory when you are building something meaningful. It is part of being a small business owner, a leader, a provider, a person with visions that reach far beyond where you stand today. The fear and anxiety are not signs that something is wrong. They are reminders that growth requires courage. They are reminders that expansion always demands more from you than the last season did. So I journaled, I prayed, I meditated, and I pushed my morning meeting back. Not to avoid it, but to acknowledge it and move through it. Because as uncomfortable as it is, it does not stop me. In fact, it forces me to move. The effort is what makes all the difference. Some days the effort flows effortlessly, and other days it drags. The point is that I keep showing up. What shifted everything for me was hearing Jensen Huang, CEO of Nvidia, speak openly about waking up with fear every single day. He talked about knowing that he must face it head on and take action anyway. Here is a man leading one of the most successful companies in history, speaking the same language that so many of us whisper to ourselves in silence. That interview hit me hard. It reminded me that none of us are broken for feeling fear. We are human. And the people who rise are the ones who continue to move despite it. And it reminded me of why I never let myself forget the lowest points of my life. The years where I felt like I failed my family. Where I felt less than. Where I struggled to see any progress at all. I keep those memories close not because they define me, but because they drive me. They remind me that I never want to go back. They keep me sharp. They keep me aware. They keep me grateful for the chance to lead, to grow, and to build. Everything we experience is part of a never ending story. The fear. The doubt. The breakthroughs. The wins. The losses. It all plays a role in shaping who we are and who we are becoming. And even though it is uncomfortable, I now understand that these feelings are gifts. They create the environment that forces us to expand and forces us to pay attention. They create the space where we learn to respond instead of collapse. As we approach the new year, many people treat December 31 as the finish line and January 1 as the beginning. But it is not. Life and business do not reset. They continue. Your momentum does not disappear because the calendar flips. Your fear does not disappear either. But neither does your grit. Neither does your ability to rise. And when you consistently take the right actions, the results always follow. I believe 2026 is going to require more from all of us. More courage. More effort. More discipline. More vision. And while that is intimidating, it is also exciting. Because everything I have ever wanted has always been on the other side of the unknown. And this next season is no different. The anxiety I felt this morning is slowly shifting into excitement, because I know what we have built, and I know what we can create when we move with purpose. Every time I put my effort into something, I get what I want. That has always been true. And I am leaning into that once again. It is time to rise into the next level of who we are becoming. Reader Reflection Questions Where in your life are you allowing fear or anxiety to slow your momentum instead of using it as a signal to take action What memories or past struggles do you need to revisit so you can use them as fuel rather than as anchors How can you shift your current pressure into purpose and use it to build the next version of your life or business Notable Quotes Everything has a beginning point and a storyline of what it is you want out of every situation The only way to resolve this is through sheer effort and taking action I will never forget how I felt during my hardest moments because those memories keep me sharp and keep me moving Follow A.Z. Araujo on Social Media: Instagram: @azaraujo Facebook: A.Z. Araujo TikTok: A.Z. Araujo YouTube: Do The Work Podcast   For Real Estate Agents in AZ: Learn more about Do The Work Coaching and A.Z. & Associates: dothework.com/azaa   Upcoming Events: If you're a real estate brokerage owner, sign up for one of our upcoming events. Visit: dothework.com bigmoneybrokerage.com Join my mailing list for updates!   New Do The Work Gear: Check out the latest DTW and Do The Work Gear! Hats, shirts, journals, and more: • • shop.dothework.com

It's our most anticipated episode of the year! Stephen Barnett returns to grade our 2025 predictions and lay out the playbook for 2026.We break down the massive $4.2 Trillion year in M&A, analysing why deal volume dropped while deal value skyrocketed. We also do a deep dive into the "Indigestion" facing Private Equity, with 50,000 businesses owned and nowhere to sell them, and why Private Credit is starting to look dangerously like the "Big Short" era of 2008.Plus, we reveal our Company of the Year (hint: it's a comeback story) and our Person of the Year (is it Jensen Huang or... Michael Burry?).(00:00) Grading our 2025 Predictions (S&P, Nvidia, Bitcoin)(04:58) $4.2 Trillion in Deals (Goldman vs. J.P. Morgan)(09:38) The Rise of Boutique Banks & Size Matters(14:25) Private Equity "Indigestion"(17:52) Will Lower Rates Save Private Equity?(21:05) Is Private Credit a Bubble?(25:20) "Rating Shopping" & The Cockroach Theory(31:10) 2026 Crystal Ball: Tailwinds vs. Headwinds(35:05) Company of the Year: Google goes "Beast Mode"(40:58) Person of the Year: Jensen Huang vs. Michael Burry(44:53) The 2026 Prediction: OpenAI Gets Acquired?

Join Mark Longo for the Hot Options Report as he breaks down the final full trading week of the year. This episode tracks the flow in the single-name equity options market, dominated by a massive Tesla rally and surprising downside action in several key tech stocks. Learn which strikes were hottest and what the implied sentiment suggests for year-end trading. Today's Top Options Trading Stories Tesla (TSLA) Roars Back: A huge rally on Monday drives Tesla to the number one spot in volume, fueled by a massive amount of activity in the TSLA 500 Calls expiring this week. The question remains: can the stock hit that key par strike by Friday? The Tech Titan Tumble: Major names like Apple (AAPL), Broadcom (AVGO), Oracle (ORCL), and the "Widowmaker" Netflix (NFLX) all finished the day in the red, seeing significant volume as they slipped from recent highs. Nvidia (NVDA) Bucks the Trend: Despite overall market weakness in large-cap tech, Nvidia managed a gain, placing second in volume with heavy interest in the NVDA 180 Calls. Hot Trade Insights SoFi (SOFI): Continued weakness drives interest in the 28 Calls, possibly indicating traders using an attractive one-week Covered Call strategy. MicroStrategy (MSTR): The massive sell-off led to heavy trading in the 165 Puts for over $5.00, suggesting traders are either buying protection or betting on continued downside. Covered Calls: A significant theme emerges with high volume in out-of-the-money calls for weekly expiration across multiple names (AAPL, NFLX, AMZN, etc.), suggesting traders are willing to sell premium or expect a limited rally this week. For more options data, go to TheHotOptionsReport.com

SHOW 12-12-2025 THE SHOW BEGINS IN DOUBTS ABOUT 2026.2 Las Vegas Venues, California Rail, and Disney's AI Investment: Colleague Jeff Bliss reports that Las Vegas's Allegiant Stadium is now a top-grossing venue while many resorts are dropping unpopular fees, discussing California's new rail line to Anaheim, mismanagement of the Pacific Palisades fire, and high gas prices, additionally covering Disney's investment in OpenAI and its new luxury community, Cotino. Nvidia's Jensen Huang and the AI Revolution: Colleague Brandon Weichert praises Nvidia's Jensen Huang as a pivotal geopolitical figure driving the AI revolution, comparing AI's growth to the railroad boom and predicting long-term economic benefits and massive opportunities for construction and energy sectors as the US builds infrastructure to support data centers. Business Resilience and AI Tools in Construction: Colleague Gene Marks reports on business resilience in Austin despite tariff concerns and describes a safety conference in Fargo where AI tools were a focus, explaining that AI and robotics like Boston Dynamics' Spot are supplementing rather than replacing workers in construction, helping address severe labor shortages. Health Reimbursement Arrangements and AI's Economic Potential: Colleague Gene Marks advocates for Health Reimbursement Arrangements, noting they allow small businesses to control costs while employees buy their own insurance tax-free, also discussing AI's potential to double economic growth and advising businesses to ignore doomsday predictions and embrace tools that enhance productivity and daily life. Lancaster County's Economic Divide and Holiday Retail: Colleague Jim McTague reports from Lancaster County, highlighting the economic divide between flush Baby Boomers and struggling younger generations, observing strong holiday retail activity exemplified by crowded venues like Shady Maple and a proliferation of Amazon delivery trucks, suggesting the economy remains afloat despite challenges. La Scala's Season Opening and Milan's Christmas Atmosphere: Colleague Lorenzo Fiori describes attending the season opening at La Scala, featuring a dramatic Russian opera that audiences connected to current geopolitical tensions, also noting the festive Christmas atmosphere in Milan and Prime Minister Meloni's continued, albeit non-military, support for Ukraine. SpaceX IPO Rumors and EU Space Regulations: Colleague Bob Zimmerman discusses rumors of a SpaceX IPO and new scientific strategies for using Starship for Mars exploration, reporting on the Pentagon's certification requirements for Blue Origin's New Glenn and critiquing proposed EU space laws that could impose bureaucratic hurdles on international private space companies. Mapping the Sun's Corona and Rethinking Ice Giants: Colleague Bob Zimmerman details scientific advances including mapping the sun's corona and rethinking Uranus and Neptune as having rocky interiors rather than just ice, mentioning discoveries regarding supernova composition, the lack of supermassive black holes in small galaxies, and new images of Mars' polar ice layers. "The Incident" of 1641 and Charles I's Failed Plot: Colleague Jonathan Healey narrates "The Incident" of 1641, a failed plot by Charles I to arrest Scottish Covenanter leaders, explaining that the conspiracy's exposure and Charles's subsequent denial destroyed his political standing in Scotland, forcing him to concede power to the Scottish Parliament and weakening his position before the English Civil War. The Prelude to the English Civil War: Colleague Jonathan Healey discusses the prelude to the English Civil War, detailing the power struggles between Charles I and the Commons and Lords, explaining the execution of the King's advisor Strafford, noting Charles's regret and the rising influence of reformists who feared royal tyranny and supported impeachment. The Junto and Puritan Influence in Parliament: Colleague Jonathan Healey describes the political geography of London, introducing the "Junto," a reformist party coordinating between Parliament's houses, analyzing the influence of Puritans and key opposition figures like John Pym and Mandeville who strategically challenged Charles I's authority regarding church reform and arbitrary taxation. The Grand Remonstrance and Popular Politics: Colleague Jonathan Healey explains the "Grand Remonstrance," a document used by the Junto to rally public support against the King, highlighting how rising literacy and the printing press fueled popular politics in London, while also discussing Queen Henrietta Maria's political acumen and Catholic faith amidst the growing conflict. Critiquing Isolationism and the Risks of Disengagement: Colleague Henry Sokolski critiques isolationist arguments, comparing current sentiments to pre-WWII attitudes, warning against relying solely on missile defense bubbles and discussing the distinct threats posed by Russia and China, emphasizing that US disengagement could lead to global instability and unchecked nuclear proliferation. Saudi Uranium Enrichment and Proliferation Risks: Colleague Henry Sokolski discusses the risks of allowing Saudi Arabia to enrich uranium, fearing it creates a bomb-making option, warning that making exceptions for Saudi Arabia could trigger a proliferation cascade among neighbors like Turkey and Egypt, undermining global non-proliferation efforts amidst rising tensions involving Russia and NATO. The Historical Context of Humphrey's Executor: Colleague Richard Epstein analyzes the historical context of Humphrey's Executor, explaining how the administrative state grew from the 1930s, detailing FDR's attempt to politicize independent commissions and the Supreme Court's justification, arguing that while constitutionally questionable, long-standing prescription has solidified these agencies' legal status over time. Presidential Power and Independent Agency Dismissals: Colleague Richard Epstein discusses current Supreme Court arguments regarding presidential power to fire independent board members, referencing actions by both Trump and Biden, critiquing the politicization of agencies like the FTC under Lina Khan and warning that unchecked executive authority to dismiss advisory boards undermines necessary checks and balances.