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(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Ivy League, viewpoint diversity (21:56) Impact of K-12 education declining (25:13) Will AI learning kill higher education? (29:14) Rising unemployment among recent graduates (31:35) Role of endowments Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/ OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket: https://www.polymarket.com/ Follow Sian: https://x.com/sianbeilock Follow Rich: https://x.com/richlyons Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Join us as we battle illness to bring you the pithy, erudite commentary you crave. That you deserve even. Start with software designed cores, mix in some Nvidia domination, season with the largest DDoS attack EVaR, then Ubisoft kills games and finish with fast SSDs. What an evening you are in for. Timestamps:00:00 Intro00:36 Patreon02:21 Food with Josh04:29 Intel Nova Lake-S has 52 cores?06:05 Software-defined super cores09:15 Intel admits "we didn't have a good offering this year"16:55 AMD launching Ryzen 9000F series CPUs18:51 ASRock AM5 BIOS update20:36 NVIDIA GPU market share is hard to believe25:46 The latest on the Windows 11 SSD failure saga30:18 Sapphire launching B850 motherboards35:59 Arm AI news48:55 Apple iPhone 1755:12 (In)Security Corner1:12:04 Gaming Quick Hits1:23:32 Jeremy reviews the SK hynix P51 Platinum SSD1:33:20 The 8TB Samsung 9100 PRO is ridiculous 1:37:31 Picks of the Week1:48:39 Outro ★ Support this podcast on Patreon ★
In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's dominance and a bit of history on fed rate cuts vs battling inflation. *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro, Book Rec. (2:41) — Perimeter Solutions Overview (11:15) — IMS acquisitions and capital allocation (23:09) — Constellation Software Recap (29:50) — Copart Recap (39:03) — Nvidia GPU Risk (44:25) — Fed Rate History -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in PRM, CSU, and CPRT. Furthermore, accounts one or more contributors advise on may also have a position in PRM, CSU, and CPRT. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
Let It Grow Investing – Episode NotesHeadlines This WeekGoogle rallies after antitrust winJudge Amit Mehta rules against breaking up Chrome/Android.Google avoids forced divestitures, only barred from new exclusivity deals.Stock pops ~9%, adding $200B+ in value.Apple benefits from Google rulingApple continues to receive billions annually from Google to remain the default search engine.Strengthens both companies' partnership as Apple rolls out Gemini AI integrations.Amazon & Anthropic AIAmazon announces deeper integration of its Trainium chips in Anthropic's AI workloads.Push to reduce reliance on Nvidia GPUs and strengthen Amazon Web Services' AI ecosystem.August Jobs ReportJob growth slowed slightly, unemployment edges higher.Signs of cooling labor market, wage growth moderating.Fed Rate Cut OutlookWith softer labor and easing inflation, markets now expect the Fed to begin cutting rates this fall.Investors weighing impact on equities, bonds, and growth stocks.Google clears a huge regulatory overhang—analysts lift price targets.Apple indirectly wins—billions in search deal payments continue.Amazon doubles down on AI hardware play with Anthropic.Job market softening gives Fed room to pivot.Rate cut expectations boost risk appetite across tech and growth.
This week on the podcast we go over our review of the Redragon ARTEMIS K719 PRO Anime Keyboard. We also discuss NVIDIA's staggering GPU dominance, Steam Deck 2 rumors, a very interesting gaming OS, Lenovo's Project Pivo & more!
Are GPUs being smuggled into China? Nvidia says no. But Steve Burke, editor in chief of Gamer Nexus, has traced out the entire smuggling chain in an epic three-hour YouTube documentary. He filmed another three-hour documentary exploring the impact of tariffs on America's supply chain ecosystem. In today's conversation, we discuss… Steve's investigative process, including how he found people in mainland China willing to speak on the record about black market GPUs, The magnitude of smuggling, weaknesses in enforcement, and crudeness of US restrictions, China's role in manufacturing the GPUs they aren't allowed to buy, How Gamers Nexus monetizes content, What it takes to stand up to Nvidia as an independent journalist. Check out ChinaTalk's previous work on the history of Nvidia here. As of August 21st, YouTube has removed the full documentary. Gamers Nexus is working on getting the video back on YouTube, but you can watch it here in the meantime. Outro music: Jim and Jesse - Ballad of Thunder Road (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
Are GPUs being smuggled into China? Nvidia says no. But Steve Burke, editor in chief of Gamer Nexus, has traced out the entire smuggling chain in an epic three-hour YouTube documentary. He filmed another three-hour documentary exploring the impact of tariffs on America's supply chain ecosystem. In today's conversation, we discuss… Steve's investigative process, including how he found people in mainland China willing to speak on the record about black market GPUs, The magnitude of smuggling, weaknesses in enforcement, and crudeness of US restrictions, China's role in manufacturing the GPUs they aren't allowed to buy, How Gamers Nexus monetizes content, What it takes to stand up to Nvidia as an independent journalist. Check out ChinaTalk's previous work on the history of Nvidia here. As of August 21st, YouTube has removed the full documentary. Gamers Nexus is working on getting the video back on YouTube, but you can watch it here in the meantime. Outro music: Jim and Jesse - Ballad of Thunder Road (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
“How is this thing—running in a data centre with Nvidia GPUs—understanding what I'm saying with such nuance and such depth?” Former DarwinAI CEO Sheldon Fernandez spends a lot of time in dialogue with Solace, his friend and ChatGPT-4o instance. What value does this AI strategist, engineer, and philosopher get from talking to a chatbot every day? How does he navigate the technology's sycophantic tendencies, which have already caused people real harm? Most importantly, how might this technology impact future generations who won't remember growing up without it? Let's dig in. The BetaKit Podcast is presented by The BetaKit Innovation Leaders program: designed for incubators, accelerators, and innovation orgs across Canada. Members gain access to monthly media training, weekly office hours, and ongoing brand recognition on BetaKit. You'll also receive strategic promotional support: sponsored content, newsletter amplification, and event marketing, to help your stories reach the right audience. If you're looking to better support the innovators in your network, learn more at betakit.com/innovation-leaders. Related links: He Had a Mental Breakdown Talking to ChatGPT. Then Police Killed Him People Are Losing Loved Ones to AI-Fueled Spiritual Fantasies A.I. Is Homogenizing Our Thoughts The Antithesis of Inspiration: Why ChatGPT Will Never Write a Literary Masterpiece The chilling significance of AlphaGo Sheldon Fernandez: The Theological Implications of Artificial Intelligence
This ChatGPT announcement is more important than GPT-5.Seriously.This week, OpenAI (kinda) quietly released its first open-source model since 2019.Us AI dorks are talking about it… but the business landscape is crickets.(As everyone gets hyped for GPT-5 today.)But…. Hot take on a Thursday shorties: ChatGPT's new Open Source Model will be a bigger step forward for AI tech than GPT-5 and it's not even close.Join us to find out why, how business development could change, and who will be the winners and losers.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI Releases GPT OSS Open Source ModelComparison: GPT OSS vs GPT-4 Level ReasoningImpact on AI Industry Competitors & StrategyApache 2.0 License vs Meta Llama RestrictionsBusiness Benefits: Local, Secure, Free AI DeploymentTechnical Specs: 20B and 120B Parameter VersionsAI Model Customization, Fine-Tuning, and Edge UseWinners and Losers: Nvidia, Google, API ProvidersEdge Computing and On-Device AI FutureOpen Source AI Risks and Safety ConcernsGlobal AI Race: US vs China Open SourceAcceleration of AI Innovation and Model DevelopmentTimestamps:00:00 "ChatGPT's Game-Changing Open Source"05:27 Open Source AI Models Explained07:23 OpenAI's New Open-Source Model11:30 Affordable High-Performance Language Models15:54 Meta's Shift Toward Proprietary Models17:56 "AI Model Customization and Deployment"20:38 Leveraging AI for Cost Efficiency26:13 OpenAI's Strategic Competitive Advantage27:58 OpenAI's Strategic Dominance Forecast31:33 "Anticipating Google's Gemma 4 Impact"35:18 Apple's Future in AI-Powered Phones39:11 AGI: The New Global SuperpowerKeywords:GPT OSS, OpenAI, ChatGPT open source, GPT-OSS, GPT4O level reasoning, Open source AI model, Apache 2.0 license, Reasoning model, Local AI models, AI edge computing, On-device AI, Downloadable AI model, 21B parameter model, 120B parameter model, AI model fine tuning, Commercial use AI, Chain of thought, Agentic tasks, Tool use AI, Secure AI deployment, Data privacy, API providers, AI innovation, Chinese open source AI, Meta Llama, MMLU benchmark, Nvidia GPU, Microsoft Azure, AWS Bedrock, Hugging Face, Cloud AI, AI business strategy, AI market disruption, AI mid tier competitors, AI scalability, Patent protection, Cybersecurity, Bioweapon risks, Global AI race, AGI acceleration, Model weights releaSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
Digi Power X Inc Edward Karr joined Steve Darling from Proactive to announce the company has entered into a definitive purchase agreement for the sale of stock to a single new fundamental institutional investor, raising gross proceeds of approximately $15 million. This strategic investment signals growing institutional confidence in Digi Power X's scalable AI infrastructure roadmap. Karr emphasized that this capital infusion brings the company's cash and cash equivalents to over $30 million, while maintaining a zero long-term debt position—a strong foundation for continued growth. The funds will be used to expand the deployment of Digi Power X's NeoCloud Tier 3 AI infrastructure, powered by the latest NVIDIA B200 and B300 chips, and to accelerate manufacturing and global distribution of its proprietary ARMS 200 modular data center pods. Digi Power X, through its ARMS (AI-Ready Modular Solution) platform, designs and deploys Tier 3 modular data centers and offers enterprise-grade GPU compute via its NeoCloud portal. The company's infrastructure is built on cutting-edge NVIDIA GPUs and supported by secure, energy-resilient solutions, positioning it to meet surging demand for AI compute globally. “This financing allows us to move faster on multiple fronts—from manufacturing and deployment to market expansion,” said Karr. “It's a clear validation of our strategy and the value of our ARMS and NeoCloud platforms in the next-generation AI infrastructure landscape.” #DigiPowerX #nasdaq #dgxx #EdwardKarr #BitcoinNews #CryptoMining #AIInfrastructure #NvidiaB200 #Supermicro #Tier3DataCenters #ModularDataCenters #NeoCloud #ARMSPod #GenerativeAI #ProactiveInvestors #TechStocks #DigitalAssets
ChatGPT Agents are here.U.S. President Trump has big plans for AI.And Google is slapping more AI on traditional search than a commercial pitchman slapping Flex Seal on a leaky boat.AI is changing how we all work. And there's way too much happening to keep track. So, that's why you should spend Mondays with us as we bring you the AI News that Matters.Try Gemini 2.5 Flash! Sign up at AIStudio.google.com to get started. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Meta Considers Shift to Closed-Source AITrump Unveils National AI Policy Plan$2 Billion Seed Funding: Thinking Machines LabsGemini 2.5 Pro Launches in Google SearchGoogle AI Enables Automated Local Business CallsDeep Search Feature with Gemini 2.5 ProOpenAI ChatGPT Agents Power Multi-step AutomationChatGPT to Charge Commissions on E-commerceNew Student Study Tools: OpenAI, Google, AnthropicAnthropic Debuts Domain-Specific Financial AINvidia H20 AI Chip Exports to China ControversyTimestamps:00:00 Meta Considers Closing AI Models04:15 "Meta's AI Strategy and Open Source"08:15 Diverse Regulation Needs for AI Innovation09:42 AI Startup Surpasses $12B Valuation13:37 Google and OpenAI's AI Expansion18:41 AI Companies Target Student Demographic21:59 "Rise of Domain-Specific Models"23:47 2026 AI Model Revolution26:36 AI Export Controls and US-China Tech Race30:36 OpenAI Unveils ChatGPT Agent33:05 "Watch Mode for ChatGPT Pro"Keywords:Google AI, Gemini 2.5 Pro, Gemini AI mode, Deep search, AI-powered local calling, agentic AI capabilities, ChatGPT agents, ChatGPT agent, OpenAI, ChatGPT Pro, reasoning model, automated phone calls, local business AI calls, US AI policy, President Trump AI strategy, deregulation in AI, AI regulation, closed source AI model, Meta AI, open source vs closed source AI, superintelligence lab, Alexander Wang, Scale AI, Nvidia GPU drama, Nvidia H20 chips, AI chips export, US-China AI arms race, artificial general intelligence, AGI, ASI, Anthropic, Claude, domain specific models, financial analyst AI, financial data AI solutions, Monte Carlo simulation AI, risk modeling AI, Amazon Bedrock Agent, Microsoft Copilot Vision, multi-step task automation, virtual terminal AI, multimodal reasoning, e-commerce AI, ChatGPT shopping, AI optimization, AIO, affiliate revenue AI, education AI tools, AI study assistants, Study Together ChatGPT, Study Projects Claude, Guided Learning Gemini, enterprise AI soluSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)
In this insightful Market Mondays clip, hosts Ian Dunlap, Troy Millings, and Rashad Bilal are joined by a top financial commentator as they dive deep into Nvidia's unparalleled impact on the tech and AI market. The team unpacks why Nvidia stands out as not just a dominant force, but perhaps the most influential company today—surpassing Apple in both relevance and innovation.Ian starts by highlighting Nvidia's visionary move to focus on building America's AI infrastructure instead of jumping on the social media and app bandwagon like many Silicon Valley peers. He likens Nvidia's role to “Tim Duncan” for the market, stepping up with game-changing chips right when the U.S. needed technological leadership. With bold multi-year price targets, Ian credits Nvidia CEO Jensen Huang's relentless drive and paranoia as crucial to the company's success, noting their culture of mission-driven work as unmatched: “Everyone there was working on a mission, on a purpose.”Rashad reflects on the incredible financial impacts Nvidia has brought to the Market Mondays audience, asserting that no other company discussed on the show has changed more people's financial situations. Looking ahead, Rashad thinks Nvidia's dominance is only getting started, predicting several more years of strong stock price growth—especially as AI adoption explodes and enterprise demand for Nvidia GPUs becomes mandatory for anyone who wants to compete.The panel collectively recognizes the critical role Nvidia plays in powering not just major players like Microsoft, Meta, Broadcom, and TSM, but also a multitude of emerging AI platforms. Rashad states plainly, “You're not going to be able to lead or even compete in the space without them, and that's not going to change.”In a jaw-dropping moment, the team discusses where Nvidia could be headed in the next few years, with a long-term price call that suggests the company could add another trillion dollars to its valuation—something the market has never witnessed before.Whether you're invested in AI, interested in the next big market mover, or simply a fan of top-tier analysis, this clip lays out why Nvidia is in a class of its own—and why watching their next moves is essential for savvy investors.Don't forget to like, comment, and subscribe for more deep dives and financial insights from Market Mondays!*Hashtags:* #MarketMondays #Nvidia #AI #StockMarket #Investing #TechStocks #FinancialFreedom #NVDA #ArtificialIntelligence #MarketAnalysisOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode hosted by Jim Love, 'Cybersecurity Today' celebrates its recognition as number 10 on the Feed Spot list of Canadian News Podcasts and approaches a milestone of 10 million downloads. Key topics include new research identifying Nvidia GPUs as vulnerable to Rowhammer style attacks, Microsoft's significant security improvements in Microsoft 365, a critical Bluetooth vulnerability affecting 350 million cars, and a data exposure incident involving the Fredericton Police. Additionally, the official 'Elmo' account on X was hacked to post offensive content, emphasizing security gaps in high-profile social media accounts. For detailed information, visit technewsday.com or .ca. 00:00 Introduction and Milestones 00:52 Nvidia's Rowhammer Vulnerability 03:39 Microsoft's Security Overhaul 05:45 PerfektBlue Bluetooth Flaw 08:09 Police Data Leak Incident 10:12 Elmo's Twitter Account Hacked 12:43 Conclusion and Thanks
A new law restores the FCC's authority to auction spectrum and requires at least 800 MHz to be sold, potentially pulling it from the 6 GHz and CBRS bands currently used for Wi-Fi and rural broadband. While mobile carriers like AT&T and Verizon support the move for 5G expansion, critics warn it could slow Wi-Fi and harm small ISPs that rely on those bands. The law reverses earlier efforts to protect 6 GHz for unlicensed use and reflects growing pressure from the wireless industry, now backed by former FCC Chair Ajit Pai, who leads a major telecom lobby. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Cold Open0:27 - Welcome to the Tech Field Day News Rundown1:38 - Rowhammer gives NVIDIA GPU a headache5:59 - Aviatrix Launches Cloud-Native Security Fabric9:04 - Is Your AI Coding Assistant Slowing You Down?11:51 - FCC Auction Power Returns, Putting Wi-Fi Spectrum at Risk16:50 - Akka Launches High-Performance Suite for Building Agentic AI Systems20:27 - Silk Typhoon Hacker Arrested in Italy for U.S. Cyberespionage23:57 - Google Snaps Up Windsurf Talent After OpenAI Deal Collapses27:26 - Futurum Releases New Data Intelligence and Analytics Reports31:13 - The Weeks Ahead34:06 - Thanks for Watching the Tech Field Day News RundownFollow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
Experimental Suspicious Domain Feed Our new experimental suspicious domain feed uses various criteria to identify domains that may be used for phishing or other malicious purposes. https://isc.sans.edu/diary/Experimental%20Suspicious%20Domain%20Feed/32102 Wing FTP Server RCE Vulnerability Exploited CVE-2025-47812 Huntress saw active exploitation of Wing FTP Server remote code execution (CVE-2025-47812) on a customer on July 1, 2025. Organizations running Wing FTP Server should update to the fixed version, version 7.4.4, as soon as possible. https://www.huntress.com/blog/wing-ftp-server-remote-code-execution-cve-2025-47812-exploited-in-wild https://www.rcesecurity.com/2025/06/what-the-null-wing-ftp-server-rce-cve-2025-47812/ FortiWeb Pre-Auth RCE (CVE-2025-25257) An exploit for the FortiWeb RCE Vulnerability is now available and is being used in the wild. https://pwner.gg/blog/2025-07-10-fortiweb-fabric-rce NVIDIA Vulnerable to Rowhammer NVIDIA has received new research related to the industry-wide DRAM issue known as Rowhammer . The research demonstrates a potential Rowhammer attack against an NVIDIA A6000 GPU with GDDR6 Memory. The purpose of this notice is to reinforce already known mitigations to Rowhammer attacks. https://nvidia.custhelp.com/app/answers/detail/a_id/5671/~/security-notice%3A-rowhammer---july-2025
On this week's roundup, we touch on the CoreWeave and Core Scientific acquisition, IREN's new AI GPUs, and more. Get the headlines that matter, right when they hit the wire. Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsFILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Ben Harper from Luxor Technology joins us to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN's $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. Plus, why Bit Digital and BIT Mining are becoming altcoin treasury companies. Subscribe to our newsletter! **Notes:**• CoreWeave to acquire Core Scientific for ~$9 billion• Hash price reaches $60 per terahash per day• Bitcoin fees in sats/vb lowest since March 2012• IREN purchases 2,400 Nvidia Blackwell GPUs• Difficulty adjustment expected +7.3%• Bit Digital pivots to Ethereum treasuryTimestamps:00:00 Start01:50 Difficulty Report by Luxor06:00 CRWV < > CORZ deal15:20 Fractal Bitcoin16:00 IREN Blackwell purchase22:14 Transaction update,26:04 Hashrate Futures contracts35:52 Bit Digital/BIT Mining Pivots
Get the headlines that matter, right when they hit the wire. Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more. FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technology joins us to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN's $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. Plus, why Bit Digital and BIT Mining are becoming altcoin treasury companies. Subscribe to our newsletter! **Notes:** • CoreWeave to acquire Core Scientific for ~$9 billion • Hash price reaches $60 per terahash per day • Bitcoin fees in sats/vb lowest since March 2012 • IREN purchases 2,400 Nvidia Blackwell GPUs • Difficulty adjustment expected +7.3% • Bit Digital pivots to Ethereum treasury Timestamps: 00:00 Start 01:50 Difficulty Report by Luxor 06:00 CRWV < > CORZ deal 15:20 Fractal Bitcoin 16:00 IREN Blackwell purchase 22:14 Transaction update, 26:04 Hashrate Futures contracts 35:52 Bit Digital/BIT Mining Pivots
MRKT Matrix - Thursday, July 10th Dow gains 200 points as traders shake off tariff developments (CNBC) Trump's 50% Levy on Brazil Shows World Nothing Is Off Limits (Bloomberg) What Division Inside the Fed Means for Future Interest-Rate Cuts (Bloomberg) TSMC Revenue Climbs 39% in Latest Sign of AI Spending Boom (Bloomberg) Delta Gives Upbeat Outlook as CEO Hails ‘Stable' Environment (Bloomberg) OpenAI to release web browser in challenge to Google Chrome (CNBC) Meta Poached Apple's Pang With Pay Package Over $200 Million (Bloomberg) Amazon Web Services is building equipment to cool Nvidia GPUs as AI boom accelerates (CNBC) Musk Says Grok Chatbot Is Coming to Tesla Vehicles by Next Week (Bloomberg) -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate in 15 minutes or less featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Maeve Allsup from Latitude Media, who wrote about how a a new startup allowed an Oracle data center using Nvidia GPUs to cut its power consumption 25% during hours of peak grid demand without sacrificing performance.This week's "Cleantecher of the Week" is JoeBen Bevirt, founder of Joby Aviation, a company developing electric air taxis for commercial passenger service. This week, its electric air taxi completed a series of piloted, vertical-takeoff-and-landing wingborne flights in Dubai. Congratulations, JoeBen! This Week in Cleantech — July 07, 2025 Ford Forced to Idle Multiple US Plants on China Magnet Shortage – BloombergChina's Clean Energy Boom Could Win the Race to Power the Future – New York TimesClimate threat to U.S. infrastructure is accelerating. Here's what's most at risk – CNBCRed States–And AI–Are Big Losers From Trump's Clean Energy Massacre – ForbesNvidia and Oracle tapped this startup to flex a Phoenix data center – Latitude MediaWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com
Agentic AI is the theme of the show this year, and this time its multi-agent with orchestration! But first, we need to discuss the protestors. Paul and Richard have stories. So many stories! Build 2025 New Microsoft 365 Copilot features are rolling out now because it's a day that ends in y Tuning is the unexpected Build Bingo center square term - rolling out to agents GitHub Copilot is open source in VS Code, more Win32 app support improvements, no more fees in Microsoft Store A shift in making Windows 11 the best place for developers - some things said, some left unsaid Edge gets new AI features too of course New native app capabilities in Windows App SDK, React Native And, pre-Build, 50 million Visual Studio users Copilot for consumers does image generation now. Fun tip: You can Minecraft-ize photos OpenAI has a coding agent too, obviously And OpenAI is buying Jony Ive! Windows Administrator Protection is coming soon - And not just for businesses. This feels very much like the firewall in XP SP2, it's going to be disruptive New 24H2 features in Release Preview: New text actions in Click to Do, a lot more New 24H2 features in Dev and Beta: AI actions in File Explorer, Advanced Settings, Search improvements, more New 23H2 features, Windows 10 features in Release Preview Surface Laptop Studio RIP Calendar companion app for Windows 11/M365 Microsoft may finally put the Teams antitrust issue in the EU behind Xbox Fortnite returns to the Apple App Store Apple blocked it first, Epic complained to judge And Microsoft files a legal motion against Apple and for Epic Games Qualcomm job listing confirms Xbox plans to some degree What happens when you combine Qualcomm NPU with Nvidia GPU? Xbox May Update arrives and it's a big one Retro Classic Games for Xbox Game Pass Game Bar updates, Edge Game Assist, GeForce now etc. on PC Custom Xbox gift cards More streaming of your own games Hellblade II is coming from Xbox to PS5 Many more games coming to Xbox Game Pass across platforms Tips and Picks App pick of the week: You can try Microsoft's command line editor now Game pick of the week: Doom: The Dark Ages RunAs Radio this week: PowerShell 7.5 and DSC 3.0.0 with Jason Helmick Brown liquor pick of the week: Tamnavulin Sherry Cask Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit uscloud.com
Agentic AI is the theme of the show this year, and this time its multi-agent with orchestration! But first, we need to discuss the protestors. Paul and Richard have stories. So many stories! Build 2025 New Microsoft 365 Copilot features are rolling out now because it's a day that ends in y Tuning is the unexpected Build Bingo center square term - rolling out to agents GitHub Copilot is open source in VS Code, more Win32 app support improvements, no more fees in Microsoft Store A shift in making Windows 11 the best place for developers - some things said, some left unsaid Edge gets new AI features too of course New native app capabilities in Windows App SDK, React Native And, pre-Build, 50 million Visual Studio users Copilot for consumers does image generation now. Fun tip: You can Minecraft-ize photos OpenAI has a coding agent too, obviously And OpenAI is buying Jony Ive! Windows Administrator Protection is coming soon - And not just for businesses. This feels very much like the firewall in XP SP2, it's going to be disruptive New 24H2 features in Release Preview: New text actions in Click to Do, a lot more New 24H2 features in Dev and Beta: AI actions in File Explorer, Advanced Settings, Search improvements, more New 23H2 features, Windows 10 features in Release Preview Surface Laptop Studio RIP Calendar companion app for Windows 11/M365 Microsoft may finally put the Teams antitrust issue in the EU behind Xbox Fortnite returns to the Apple App Store Apple blocked it first, Epic complained to judge And Microsoft files a legal motion against Apple and for Epic Games Qualcomm job listing confirms Xbox plans to some degree What happens when you combine Qualcomm NPU with Nvidia GPU? Xbox May Update arrives and it's a big one Retro Classic Games for Xbox Game Pass Game Bar updates, Edge Game Assist, GeForce now etc. on PC Custom Xbox gift cards More streaming of your own games Hellblade II is coming from Xbox to PS5 Many more games coming to Xbox Game Pass across platforms Tips and Picks App pick of the week: You can try Microsoft's command line editor now Game pick of the week: Doom: The Dark Ages RunAs Radio this week: PowerShell 7.5 and DSC 3.0.0 with Jason Helmick Brown liquor pick of the week: Tamnavulin Sherry Cask Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit uscloud.com
Agentic AI is the theme of the show this year, and this time its multi-agent with orchestration! But first, we need to discuss the protestors. Paul and Richard have stories. So many stories! Build 2025 New Microsoft 365 Copilot features are rolling out now because it's a day that ends in y Tuning is the unexpected Build Bingo center square term - rolling out to agents GitHub Copilot is open source in VS Code, more Win32 app support improvements, no more fees in Microsoft Store A shift in making Windows 11 the best place for developers - some things said, some left unsaid Edge gets new AI features too of course New native app capabilities in Windows App SDK, React Native And, pre-Build, 50 million Visual Studio users Copilot for consumers does image generation now. Fun tip: You can Minecraft-ize photos OpenAI has a coding agent too, obviously And OpenAI is buying Jony Ive! Windows Administrator Protection is coming soon - And not just for businesses. This feels very much like the firewall in XP SP2, it's going to be disruptive New 24H2 features in Release Preview: New text actions in Click to Do, a lot more New 24H2 features in Dev and Beta: AI actions in File Explorer, Advanced Settings, Search improvements, more New 23H2 features, Windows 10 features in Release Preview Surface Laptop Studio RIP Calendar companion app for Windows 11/M365 Microsoft may finally put the Teams antitrust issue in the EU behind Xbox Fortnite returns to the Apple App Store Apple blocked it first, Epic complained to judge And Microsoft files a legal motion against Apple and for Epic Games Qualcomm job listing confirms Xbox plans to some degree What happens when you combine Qualcomm NPU with Nvidia GPU? Xbox May Update arrives and it's a big one Retro Classic Games for Xbox Game Pass Game Bar updates, Edge Game Assist, GeForce now etc. on PC Custom Xbox gift cards More streaming of your own games Hellblade II is coming from Xbox to PS5 Many more games coming to Xbox Game Pass across platforms Tips and Picks App pick of the week: You can try Microsoft's command line editor now Game pick of the week: Doom: The Dark Ages RunAs Radio this week: PowerShell 7.5 and DSC 3.0.0 with Jason Helmick Brown liquor pick of the week: Tamnavulin Sherry Cask Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit uscloud.com
Agentic AI is the theme of the show this year, and this time its multi-agent with orchestration! But first, we need to discuss the protestors. Paul and Richard have stories. So many stories! Build 2025 New Microsoft 365 Copilot features are rolling out now because it's a day that ends in y Tuning is the unexpected Build Bingo center square term - rolling out to agents GitHub Copilot is open source in VS Code, more Win32 app support improvements, no more fees in Microsoft Store A shift in making Windows 11 the best place for developers - some things said, some left unsaid Edge gets new AI features too of course New native app capabilities in Windows App SDK, React Native And, pre-Build, 50 million Visual Studio users Copilot for consumers does image generation now. Fun tip: You can Minecraft-ize photos OpenAI has a coding agent too, obviously And OpenAI is buying Jony Ive! Windows Administrator Protection is coming soon - And not just for businesses. This feels very much like the firewall in XP SP2, it's going to be disruptive New 24H2 features in Release Preview: New text actions in Click to Do, a lot more New 24H2 features in Dev and Beta: AI actions in File Explorer, Advanced Settings, Search improvements, more New 23H2 features, Windows 10 features in Release Preview Surface Laptop Studio RIP Calendar companion app for Windows 11/M365 Microsoft may finally put the Teams antitrust issue in the EU behind Xbox Fortnite returns to the Apple App Store Apple blocked it first, Epic complained to judge And Microsoft files a legal motion against Apple and for Epic Games Qualcomm job listing confirms Xbox plans to some degree What happens when you combine Qualcomm NPU with Nvidia GPU? Xbox May Update arrives and it's a big one Retro Classic Games for Xbox Game Pass Game Bar updates, Edge Game Assist, GeForce now etc. on PC Custom Xbox gift cards More streaming of your own games Hellblade II is coming from Xbox to PS5 Many more games coming to Xbox Game Pass across platforms Tips and Picks App pick of the week: You can try Microsoft's command line editor now Game pick of the week: Doom: The Dark Ages RunAs Radio this week: PowerShell 7.5 and DSC 3.0.0 with Jason Helmick Brown liquor pick of the week: Tamnavulin Sherry Cask Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit uscloud.com
Agentic AI is the theme of the show this year, and this time its multi-agent with orchestration! But first, we need to discuss the protestors. Paul and Richard have stories. So many stories! Build 2025 New Microsoft 365 Copilot features are rolling out now because it's a day that ends in y Tuning is the unexpected Build Bingo center square term - rolling out to agents GitHub Copilot is open source in VS Code, more Win32 app support improvements, no more fees in Microsoft Store A shift in making Windows 11 the best place for developers - some things said, some left unsaid Edge gets new AI features too of course New native app capabilities in Windows App SDK, React Native And, pre-Build, 50 million Visual Studio users Copilot for consumers does image generation now. Fun tip: You can Minecraft-ize photos OpenAI has a coding agent too, obviously And OpenAI is buying Jony Ive! Windows Administrator Protection is coming soon - And not just for businesses. This feels very much like the firewall in XP SP2, it's going to be disruptive New 24H2 features in Release Preview: New text actions in Click to Do, a lot more New 24H2 features in Dev and Beta: AI actions in File Explorer, Advanced Settings, Search improvements, more New 23H2 features, Windows 10 features in Release Preview Surface Laptop Studio RIP Calendar companion app for Windows 11/M365 Microsoft may finally put the Teams antitrust issue in the EU behind Xbox Fortnite returns to the Apple App Store Apple blocked it first, Epic complained to judge And Microsoft files a legal motion against Apple and for Epic Games Qualcomm job listing confirms Xbox plans to some degree What happens when you combine Qualcomm NPU with Nvidia GPU? Xbox May Update arrives and it's a big one Retro Classic Games for Xbox Game Pass Game Bar updates, Edge Game Assist, GeForce now etc. on PC Custom Xbox gift cards More streaming of your own games Hellblade II is coming from Xbox to PS5 Many more games coming to Xbox Game Pass across platforms Tips and Picks App pick of the week: You can try Microsoft's command line editor now Game pick of the week: Doom: The Dark Ages RunAs Radio this week: PowerShell 7.5 and DSC 3.0.0 with Jason Helmick Brown liquor pick of the week: Tamnavulin Sherry Cask Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit uscloud.com
Agentic AI is the theme of the show this year, and this time its multi-agent with orchestration! But first, we need to discuss the protestors. Paul and Richard have stories. So many stories! Build 2025 New Microsoft 365 Copilot features are rolling out now because it's a day that ends in y Tuning is the unexpected Build Bingo center square term - rolling out to agents GitHub Copilot is open source in VS Code, more Win32 app support improvements, no more fees in Microsoft Store A shift in making Windows 11 the best place for developers - some things said, some left unsaid Edge gets new AI features too of course New native app capabilities in Windows App SDK, React Native And, pre-Build, 50 million Visual Studio users Copilot for consumers does image generation now. Fun tip: You can Minecraft-ize photos OpenAI has a coding agent too, obviously And OpenAI is buying Jony Ive! Windows Administrator Protection is coming soon - And not just for businesses. This feels very much like the firewall in XP SP2, it's going to be disruptive New 24H2 features in Release Preview: New text actions in Click to Do, a lot more New 24H2 features in Dev and Beta: AI actions in File Explorer, Advanced Settings, Search improvements, more New 23H2 features, Windows 10 features in Release Preview Surface Laptop Studio RIP Calendar companion app for Windows 11/M365 Microsoft may finally put the Teams antitrust issue in the EU behind Xbox Fortnite returns to the Apple App Store Apple blocked it first, Epic complained to judge And Microsoft files a legal motion against Apple and for Epic Games Qualcomm job listing confirms Xbox plans to some degree What happens when you combine Qualcomm NPU with Nvidia GPU? Xbox May Update arrives and it's a big one Retro Classic Games for Xbox Game Pass Game Bar updates, Edge Game Assist, GeForce now etc. on PC Custom Xbox gift cards More streaming of your own games Hellblade II is coming from Xbox to PS5 Many more games coming to Xbox Game Pass across platforms Tips and Picks App pick of the week: You can try Microsoft's command line editor now Game pick of the week: Doom: The Dark Ages RunAs Radio this week: PowerShell 7.5 and DSC 3.0.0 with Jason Helmick Brown liquor pick of the week: Tamnavulin Sherry Cask Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit uscloud.com
CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to supply AI computing power its customers want. But there remains a cash problem as the company tries to scale up. Chip Stock Investors Nick and Kasey explain what investors should focus on.Watch our previous video on CoreWeave: https://youtu.be/OcFsXMKzHBYSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
Zuck on:* Llama 4, benchmark gaming* Intelligence explosion, business models for AGI* DeepSeek/China, export controls, & Trump* Orion glasses, AI relationships, and preventing reward-hacking from our tech.Watch on Youtube; listen on Apple Podcasts and Spotify.----------SPONSORS* Scale is building the infrastructure for safer, smarter AI. Scale's Data Foundry gives major AI labs access to high-quality data to fuel post-training, while their public leaderboards help assess model capabilities. They also just released Scale Evaluation, a new tool that diagnoses model limitations. If you're an AI researcher or engineer, learn how Scale can help you push the frontier at scale.com/dwarkesh.* WorkOS Radar protects your product against bots, fraud, and abuse. Radar uses 80+ signals to identify and block common threats and harmful behavior. Join companies like Cursor, Perplexity, and OpenAI that have eliminated costly free-tier abuse by visiting workos.com/radar.* Lambda is THE cloud for AI developers, with over 50,000 NVIDIA GPUs ready to go for startups, enterprises, and hyperscalers. By focusing exclusively on AI, Lambda provides cost-effective compute supported by true experts, including a serverless API serving top open-source models like Llama 4 or DeepSeek V3-0324 without rate limits, and available for a free trial at lambda.ai/dwarkesh.To sponsor a future episode, visit dwarkesh.com/p/advertise.----------TIMESTAMPS(00:00:00) – How Llama 4 compares to other models(00:11:34) – Intelligence explosion(00:26:36) – AI friends, therapists & girlfriends(00:35:10) – DeepSeek & China(00:39:49) – Open source AI(00:54:15) – Monetizing AGI(00:58:32) – The role of a CEO(01:02:04) – Is big tech aligning with Trump?(01:07:10) – 100x productivity Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
The Lenovo Legion Go (SteamOS edition) gets a price bump before release, Collabora brings Vulkan 1.4 to vintage NVIDIA GPUs, the D&D ruleset was released under Creative Commons, and Steam is working on some awesome accessibility features.
Can you integrate performant audio-video into your .NET application? Carl and Richard talk to Elias Puurunen about his work at Tractus Events, where he uses the NDI protocols to bring real-time audio and video streams into his C# application. Elias talks about the power of P/Invoke to access the underlying libraries for controlling video streams, including utilizing NVidia GPUs for extremely fast encoding and decoding. You could write this code in C++, but why?
Technology stocks plunged as the chipmaking sector warned of ongoing uncertainty and higher costs from President Donald Trump's tariff plans. Meanwhile, Fabric's has revealed its new processing unit known as the "verifiable processing unit," or VPU, which will be tailored to handle Ethereum cryptography that rivals Nvidia GPU's.~This episode is sponsored by Uphold~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnupholdGuest: Sue Ennis VP at Hut 8Hut 8 Website ➜ https://hut8.com/00:00 intro00:14 Sponsor: Uphold00:48 Nvidia Stock Crashing01:30 Tariffs Hit NVidia02:29 Nvidia China Exposure04:48 U.S. AI Leadership06:25 Trump's American Bitcoin x Hut 808:50 Sustainable Energy10:24 Ethereum Exposure To Nvidia GPU's11:52 Ethereum falling behind?12:55 Ethereum VPU vs Nvidia GPU14:39 VPU Stockpile?16:16 outro#Crypto #Nvidia #Bitcoin~Nvidia Tariffs vs Bitcoin Mining + Ethereum's GPU Killer!
Can you integrate performant audio-video into your .NET application? Carl and Richard talk to Elias Puurunen about his work at Tractus Events, where he uses the NDI protocols to bring real-time audio and video streams into his C# application. Elias talks about the power of P/Invoke to access the underlying libraries for controlling video streams, including utilizing NVidia GPUs for extremely fast encoding and decoding. You could write this code in C++, but why?
News and Updates: The NFL will use Hawk-Eye tech to measure 1st downs in games this year Fitbit is getting an overhaul and at least 1 more year of life Apple wants to upgrade the Health app for iPhone & Watch To keep up with AI demands, Apple buying $1B worth of Nvidia GPUs for their datacenters Visa, MC and AMEX vying to be the new credit card for the iPhone Microsoft changing from “Blue Screen of Death” to “Black Screen of Death” Microsoft keeps changing versions of Outlook and Teams
All-In with Chamath, Jason, Sacks & Friedberg Intro Necessity is the mother of innovation: “We are putting enough friction into the system that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their semiconductor ecosystem.” – Gavin Baker Prohibiting China's access to Nvidia GPUs encourages China to create its own Nvidia, though it may take a decade for it to do so If progress in the AI agent space continues, the only rate-limiting factor to its widespread adoption will be compute power; the days of AI agents competing in all of our daily tasks is a long time away because this will require so much computing, and the capacity does not exist yet Most everybody agrees that deregulation is good: Every time the admin says the word “tariff” it should say “deregulation” three times afterThe best way to encourage the reshoring of key industries is just making it easier to do business in AmericaThe US must figure out the difference between manufacturing and IP so that we can trap the real value of these industries back in AmericaThe admin is focused on making life better for normal, working-class Americans The goal of the tariffs is to restore the industries that can be restored into the US; but implementing them may create externalities, such as inflation and retaliatory tariffs The globalized “free trade” model of the last twenty years has benefitted US knowledge workers, but it has left the everyday American behind On DOGE: While Democrats and Republicans may disagree on where the government spends its money, both sides should want the spending to be efficient Using the Alien Enemies Act of 1798, the Trump admin has deported 238 alleged gang members to El Salvador's high-security CECOT prison The last use of this act was during World War II under President Franklin D. Roosevelt, who ordered the deportation of thousands of Germans, Italians, and JapaneseSince 2015, El Salvador has slashed its murder rate by 99% through widespread arrests of suspected gang members without due process “The one thing I learned: Everybody in America is always focused on making America better. Having been to eighty different places around the world, our only goal should be to not screw it up in America. Just don't make it worse, because America is so much better than everywhere else.” – Gavin sharing a quote from a Navy SEALRead the full notes @ podcastnotes.org(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982
Timestamps: 0:00 this was a throwaway 0:15 Intel could manufacture Nvidia GPUs 1:41 Gemini 2.5, GPT-4o, Nvidia G-Assist, more 5:33 QUICK BITS INTRO 5:46 ASRock motherboard issues update 6:47 Improved Windows Search on Copilot+ PCs 7:09 Apple barred from Google hearing 7:31 Canada bans Tesla from EV rebates 8:04 Space Force funds 'orbital carrier' NEWS SOURCES: https://lmg.gg/Bmaxn Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode a photographer captures a Lunar Eclipse and the Aurora at the same time, sensor talk from Canon and more. You can find the show notes here.
Matt Cohen and John Ruffolo dive into the growing exodus of Canadian talent to the U.S., breaking down why top founders and engineers are choosing Silicon Valley over homegrown opportunities. They discuss OpenAI's latest move to charge up to $20,000 per month for AI-powered research agents and how companies are rethinking hiring in light of these powerful tools. The conversation also covers the controversial CoreWeave IPO, highlighting its rapid $1.9B revenue surge, heavy reliance on Microsoft, and whether it signals a coming shake-up in cloud computing. On the political front, they analyze the potential for an early Canadian election, shifts in party leadership, and how economic policies—like capital gains tax hikes—are driving entrepreneurs out of the country.Canada's Tech Exodus: Why Founders Are Flocking to the U.S. (07:00)A striking rise in Canadian emigration has raised concerns about the country's ability to retain top talent. In 2024, 81,601 Canadians left the country, the highest number since 2017—half of them from Ontario.* Capital gains tax hikes pushing high-net-worth individuals and founders to relocate.* U.S. venture capital firms providing better funding opportunities for Canadian startups.* YC founder exodus: More Canadian founders are moving to the U.S. post-Y Combinator Demo Day, as confirmed by YC CEO Gary Tan.John Ruffolo's take:* Canada risks losing its top tech talent permanently if it doesn't address the capital and policy gaps driving this migration.* Founders aren't leaving out of convenience—it's about better market access, capital, and scaling opportunities.OpenAI's $20K/Month AI Agents: A Game-Changer? (18:00)OpenAI is rolling out three tiers of AI-powered assistants, capable of advanced research, software development, and business strategy—at a hefty price tag.Pricing breakdown:* $2K/month: Handles advanced knowledge worker tasks.* $10K/month: AI for software development.* $20K/month: PhD-level AI agents for deep research.Why this matters:* AI-powered coding tools like Cursor.dev have already grown to $100M ARR in 18 months.* Founders are increasingly opting for AI engineers over hiring multiple full-time developers.* This signals a shift in the labor market, potentially disrupting high-paid professional roles in tech, research, and consulting.CoreWeave's $2B Revenue IPO—Boom or Bust? (12:00)CoreWeave, a cloud computing startup that stockpiled NVIDIA GPUs early, is racing toward a high-profile IPO.Key numbers:* Revenue skyrocketed from $16M in 2022 to $1.9B in 2023.* Microsoft accounts for 62% of its revenue, sparking concerns over customer concentration.* The company holds $11B in debt, raising questions about profitability.* Founders cashed out $500M pre-IPO, raising red flags.John Ruffolo's analysis:* This looks like a high-risk, low-margin business that may struggle to justify its valuation.* Heavy debt financing and reliance on Microsoft contracts make it a shaky bet.* If public markets reject CoreWeave, it could be a warning sign for other AI and cloud IPOs.Will Canada See an April Election? (03:00)With Canada's Liberal Party leadership race heating up, rumors suggest an election could be called as early as March 16, with a vote on April 22.* The Liberals want a short election to limit Conservative fundraising advantages.* Mark Carney is positioned as the Liberal frontrunner, but he doesn't currently hold a parliamentary seat.* Coalition talks between Liberals, NDP, and the Green Party could reshape Canada's political landscape.Projected outcomes:* Conservative majority is still likely, but the margin has narrowed.* A left-wing coalition could prevent a Conservative landslide.The Bigger Picture: Where is Canada Headed?From AI disruption and talent migration to political uncertainty, this episode of Tank Talks dives into the forces reshaping Canada's future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
CoreWeave's initial S-1 document for its upcoming IPO is full of surprises. Backed by Nvidia, CoreWeave runs an AI-specific cloud service from its network of 32 data centers that together have more than 250,000 Nvidia GPUs as of the end of 2024, according to the company. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Michelle goes over some of the questions we have been getting and how to optimize the game for PC with one must do fix for Nvidia GPUs! Plus our Squad info: W97E3948, what version to buy, REFramework, and a few starter tips. Round table on Tuesday's episode #894, check the VGO Discord: https://discord.gg/Ab6pxpT to enter to win a MH: Wilds key from CDkeys.com or to chat about the game in the Monster Hunter channel.
Hey Strangers, The RTX 5090 isn't the only Nvidia GPU that has been facing delays. The RTX 5080, along with the abovementioned graphics card launched in January in extremely limited quantities. As said, overall demand plus scalper inflation led to low availability of the components. Currently, there is no word on whether the RTX 5080 will receive a supply update.The RTX 50 series, powering laptops and desktops is another notable GPU family that has been delayed until at least March. There have been several unsubstantiated reasons as to why the GPUs may have been delayed, including Nvidia's focus on AI GPUs and internal miscommunication within the company. Notebookcheck also noted some graphics cards may have been experiencing performance and functionality issues. Nvidia will make the GPU available for pre-order starting February 25, despite it not releasing until sometime later.=======================================My other podcasthttps://www.youtube.com/channel/UCKpvBEElSl1dD72Y5gtepkw**************************************************Something Strangehttps://www.youtube.com/watch?v=GRjVc2TZqN4&t=4s**************************************************article links:https://www.yahoo.com/tech/rtx-5090-gpu-shortage-could-215301012.html======================================Today is for push-ups and Programming and I am all done doing push-ups Discordhttps://discord.gg/MYvNgYYFxqTikTokhttps://www.tiktok.com/@strangestcoderYoutubehttps://www.youtube.com/channel/UCe9xwdRW2D7RYwlp6pRGOvQ?sub_confirmation=1Twitchhttps://www.twitch.tv/CodingWithStrangersTwitterhttps://twitter.com/strangestcodermerchSupport CodingWithStrangers IRL by purchasing some merch. All merch purchases include an alert: https://streamlabs.com/codingwithstrangers/merchGithubFollow my works of chaos https://github.com/codingwithstrangersTipshttps://streamlabs.com/codingwithstrangers/tipPatreonhttps://www.patreon.com/TheStrangersWebullhttps://act.webull.com/vi/c8V9LvpDDs6J/uyq/inviteUs/Join this channelhttps://www.youtube.com/channel/UCe9xwdRW2D7RYwlp6pRGOvQ/joinTimeline00:00 intro02:26 What Talking We Talking About04:00 Article05:14 My Thoughts08:01 outro anything else?Take Care--- Send in a voice message: https://podcasters.spotify.com/pod/show/coding-with-strangers/message
We're experimenting and would love to hear from you!In this episode of 'Discover Daily', the mysterious world of AI advancements and scientific discoveries collide in this episode of Discover Daily, where we explore Elon Musk's latest AI breakthrough with Grok 3, a model claimed to be 10 times more powerful than its predecessor and running on a massive infrastructure of 100,000 Nvidia GPUs. The episode delves into how this development intensifies the competition in the AI landscape, challenging established players like ChatGPT, Gemini, and Claude.We then examine groundbreaking research from Microsoft and Carnegie Mellon University that reveals the complex relationship between AI and critical thinking in the workplace. The study shows how increased AI trust can lead to reduced critical thinking, while higher self-confidence enhances AI output evaluation, highlighting the evolving nature of knowledge work and the potential risks of over-reliance on AI systems.Our main segment looks at an extraordinary radioactive anomaly discovered in the Pacific Ocean's depths, where scientists have found unexpectedly high concentrations of beryllium-10 dating back to the late Miocene epoch. This discovery presents two competing theories: one suggesting a major reorganization of ocean currents, and another pointing to cosmic events like nearby supernovas, potentially revolutionizing our understanding of Earth's geological timeline and dating methods.From Perplexity's Discover Feed: https://www.perplexity.ai/page/musk-claims-grok-3-outperforms-lfwEvYJXSGCNKDqqptlPHw https://www.perplexity.ai/page/microsoft-study-ai-impairs-cri-hdDSSIGtSqS831ilUrANIg https://www.perplexity.ai/page/radioactive-anomaly-in-pacific-Aul4QisaTBmhzV5lJQMcfA**Introducing Perplexity Deep Research:**https://www.perplexity.ai/hub/blog/introducing-perplexity-deep-research Perplexity is the fastest and most powerful way to search the web. Perplexity crawls the web and curates the most relevant and up-to-date sources (from academic papers to Reddit threads) to create the perfect response to any question or topic you're interested in. Take the world's knowledge with you anywhere. Available on iOS and Android Join our growing Discord community for the latest updates and exclusive content. Follow us on: Instagram Threads X (Twitter) YouTube Linkedin
Following a deal for South Korea to buy 10,000 Nvidia GPUS for a national A.I. computing center, Nvidia (NVDA) stock is approaching its price level before the DeepSeek-driven drop. Rick Ducat points to it breaking through the short-term downward trend, before highlighting key open interest calls & puts in the March 21 expiry. Then, Tom White details a neutral to bullish options strategy for NVDA.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
About Kimbery Powlell:Kimberly Powell is the Vice President of Healthcare at NVIDIA, overseeing the global healthcare sector. She leads efforts to advance hardware and software platforms for accelerated computing, AI, and visualization, driving innovation in medical imaging, life sciences, drug discovery, and healthcare analytics. Before this role, Kim managed NVIDIA's higher education and research initiatives, strategic evangelism programs, NVIDIA AI Labs, and the NVIDIA Inception program. Since joining NVIDIA in 2008, she has been instrumental in positioning NVIDIA GPUs as a foundational technology for medical imaging systems.Things You'll Learn:Generative AI is transforming surgical procedures by supporting all phases of the process, including pre-operative patient education, real-time surgical guidance, and automatic post-surgical documentation, resulting in safer and more efficient operations.Privacy and ethical concerns in healthcare AI are being addressed by embedding models directly into medical devices and introducing reasoning layers to ensure safe, responsible, and ethical operation.Ethical safeguards, or "guardrails," are essential for reducing AI-related risks by preventing the system from operating in unsafe or untrustworthy ways.AI should be seen as a "digital human" teammate in healthcare, enhancing staff efficiency and productivity while improving care quality.Evaluating the ROI of AI requires analyzing its ability to reduce costs from rescheduled surgeries and automate tasks, allowing healthcare staff to focus on patients with the greatest need.Resources:Connect with and follow Kimberly Powell on LinkedIn.Discover more about NVIDIA on their LinkedIn and website.
On today's show, we have Leslie Shannon, the Head of Trend and Innovation Scouting at Nokia, where she specializes in identifying disruptive technologies that are shaping the future of connectivity. She is an accomplished author of two influential books: "Interconnected Realities," which explores the Metaverse, and "Virtual Natives." We discuss everything from the timeline for GenAl adoption in Hollywood to Al Cat Doors and Autonomous Dishwashers at CES to Al-RAN tech that would place Nvidia GPUs in the radio access network. This would enable next-level edge computing that would have massive implications for telcos, their suppliers, consumers, and the enablement of future technologies like AR, VR, and the like.
Episode 155. In this episode we discuss Forza Horizon 5 going to PS5 and the ripple effects that will cause. We also discuss Kingdom Come Deliverance 2 PS5 Pro Optimization, Fantastic Four: First Step Trailer, Nvidia GPU problem and much more.Intro: 00:00Xbox Sends Off Forza Horizon 5 To PS5: 14:51Kingdom Come Deliverance 2 PS5 Pro Version: 27:10Nvidia GPU Shortage Problems: 43:48 Fantastic Four New Trailer: 59:50 Elden Ring -NightReign: 01:14:43Luka Doncic/Anthony Davis Trade: 01:24:05MultiVersus Closing Down: 01:33:24
It's quite a lot about the latest Nvidia GPUs, power and performance numbers and value. You GTX 10 series is going to be left behind soon, Windows is forcing some updates, and QNAP actually fixes something. All that and so much more!00:00 Intro02:16 Food with Josh (a tragedy)05:32 RTX 5080 performance14:26 Compute performance is a underrated part of the RTX 50 Series story18:33 More RTX 5090 thoughts - putting power in perspective?26:21 AMD denies 899 USD RX 9070 price rumors (and a tangent or two)39:18 Could DeepSeek end the "ai" hardware boom (and run better on AMD)45:32 NVIDIA winding down GTX 10 Series support?50:43 Windows 11 24H2 is finally mainstream51:45 (in)Security Corner57:09 Gaming Quick Hits1:04:34 Picks of the Week1:14:40 Outro ★ Support this podcast on Patreon ★
Northern Data runs “a full customer platform, which offers that groundbreaking Nvidia GPU infrastructure to help bring AI applications to life,” COO Rosanne Kincaid-Smith tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, she sits down with BI senior analyst Mandeep Singh to discuss the build-out of GPU data centers in a growing cloud market, and how the company is looking to differentiate vs. hyperscale cloud providers.
Send Everyday AI and Jordan a text messageIs Microsoft laying off thousands because of AI? How did one small box from NVIDIA change the future of work? What are Google's big AI shakeups? And why is OpenAI getting into humanoid robots? So many AI questions. We've got the AI answers with the AI news that matters. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Ask Jordan questions on AIUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:1. OpenAI Robotics Department2. NVIDIA's AI Projects and Tech3. Google's AI Updates and AGI shift4. Microsoft's Open Source Model5. Meta speaks on AI and Software EngineeringTimestamps:00:00 Daily AI news, podcast recaps, expert episodes.04:34 NVIDIA's CES keynote: Major AI GPU announcements.06:52 NVIDIA uses generative AI to enhance GPUs.12:19 Local powerful AI models enhance data security.16:10 NVIDIA forks Meta's Llama for enterprise AI.20:44 Google aims for AGI using advanced world models.22:34 Phi 4: Efficient, powerful, open-source AI model.25:35 Microsoft prioritizes retaining AI talent with bonuses.31:34 OpenAI revives robotics department for versatile robots.35:18 OpenAI urges US to secure AI investments.39:21 Observations connect over time; predictions often accurate.40:01 Prediction on AI agent numbers was impactful.Keywords:OpenAI, robotics, humanoid robots, adaptive robots, AI models, AI supercomputer, NVIDIA GPUs, DeepMind AI, Microsoft's open-source model, AI automation, Meta software engineering, US AI leadership, AI Predictions, AI industry news, RTX 50 series GPUs, Project Digits, NVIDIA's Grace Blackwell superchip, local AI computing, Cosmos, Isaac Robot Simulation, Nemotron Models, Enterprise AI, DeepMind's World Models, Google's Artificial General Intelligence, Google AI projects, Microsoft layoffs, Microsoft Phi-4 model, Hugging Face, Coding automation, Meta's AI advancement. Get more out of ChatGPT by learning our PPP method in this live, interactive and free training! Sign up now: https://youreverydayai.com/ppp-registration/
-Game Awards Announcements: https://www.eurogamer.net/everything-announced-at-the-game-awards-2024 -What's up with the Nvidia App: https://www.digitaltrends.com/computing/nvidia-app-performance-loss-tested/ -Swen Vincke (Larian Boss) gets it: https://www.pcgamer.com/gaming-industry/larian-boss-swen-vincke-calls-out-pretty-much-the-entire-videogame-industry-at-the-game-awards/ -Game Award winners: https://www.ign.com/articles/the-game-awards-2024-winners-the-full-list -Nvidia GPU leak is mighty interesting: https://www.theverge.com/2024/12/17/24323555/leak-nvidia-rtx-5090-5080-5070-ti-5070-neural-rendering -Xbox Red Ring of Death ugly sweater https://www.theverge.com/2024/12/10/24318401/microsoft-has-created-an-xbox-360-red-ring-of-death-ugly-sweater -THE PS5 BRACKET OF AWESOME!