Podcasts about nvidia gpus

Arena CEO Anastasios Angelopoulos talks about Moonshot Kimi K3 beating Claude Fable 5 in coding with TITV Host Akash Pasricha. We also talk with Co-Executive Editor Martin Peers about Netflix's post-earnings drop and Stripe's proposed buyout of PayPal and Co-Executive Editor Amir Efrati about Google using backstop deals to pitch TPUs over Nvidia GPUs. Lastly, we get into Beehiiv's new community features with CEO Tyler Denk.Articles discussed on this episode: https://www.theinformation.com/briefings/moonshot-ais-new-kimi-k3-challenges-u-s-frontier-modelshttps://www.theinformation.com/newsletters/applied-ai/nobody-immune-nvidia-gpu-crunchhttps://www.theinformation.com/briefings/netflix-reports-slowing-revenue-growth-second-quarterSubscribe: 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-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - China's Kimi K3 Tops Coding Benchmarks20:51 - Netflix Growth Crunch & Stripe's $53B PayPal Bid30:16 - Inside Google's TPU War Against Nvidia44:50 - Beehiiv CEO Tyler Denk on Social & AI Copilots

Episode 106: We chat about Sony ending production of physical games in 2028, and the implications that has for game ownership. Plus we talk about the challenges Nvidia faces with improving GPU performance, and the future of gaming as a result.CHAPTERS00:00 - Intro00:30 - Life Update02:35 - A chat about recent content06:00 - Playstation ending disc support32:06 - Has GPU performance really hit a ceiling?44:00 - The future of gaming?53:34 - Is Radeon in the same boat as Nvidia?01:01:03 - Why games aren't getting better?01:19:36 - 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.

“A place that doesn't have great philosophers will not have great technologists either.” — Mehran Gul on Europe's inexplicable underperformance The digital revolution, we were promised, would mean the end of geography. From Beijing to Birmingham to Berlin to Barcelona, anyone could invent anything anywhere, and so the geography of innovation would no longer matter. But that's not the way it has worked out. At least according to the Geneva-based innovation geographer Mehran Gul. Gul's acclaimed The New Geography of Innovation is a travelogue of innovation. But what he finds on his journey around the world in search of innovation is the end of the end of geography. Yes, Gul reports, there's innovation in Beijing and in Birmingham (USA) — but not in Birmingham (England), Berlin or Barcelona. All the important invention is in China and the US. There simply isn't much radical stuff going on anywhere else. Gul began his journey expecting to find ten or twelve countries able to innovate competitively with the United States and China. But what he discovered is either niche players or, in the case of South Korea, Israel, and India, just an extension of the US-centric system. Europe — as renters rather than owners of American technology — comes off worst. When PayPal went public, it minted 160 millionaires who went on to help build SpaceX, Tesla, LinkedIn and Palantir; when Skype exited at about the same value, it minted 11. And if you put London aside, the rest of the UK is now poorer per capita than Mississippi. And the AI boom has only compounded all this, with half of last year's key research papers coming from China, 40% from America, and just 4% from Europe. So really the new geography of innovation is the old geography. Only with China replacing Europe as the only serious competitor to American innovation. Oh lord, oh lord. As a Mississippi bluesman might summarize Europe's predicament. Five Takeaways •       Golden Shares: The Two Systems Are Converging. OpenAI offering Washington a 5% stake, the US government owning Intel — these are Chinese moves, and Gul argues the two models are becoming more alike than either admits. But he pushes back on the lazy version of the China story: its tech sector rose despite the state, not because of it. Jack Ma exiled to Japan, Didi hit with a billion in fines, entire sectors decapitated overnight in 2021 under the banner of common prosperity. In a country with no independent media and no opposition parties, the only rival to centralized power is the tech sector — and the party knows it. •       Two Countries — and Everyone Else. Gul started writing expecting to find ten or twelve countries punching at America's level; the honest answer turned out to be two. Only China has broad-based competence across technologies and a genuinely competitive relationship with the US. The middle powers — South Korea, Israel, India — are extensions of the American system, not rivals to it. That finding surprised the author as much as anyone: it's not the book he set out to write. •       Europe: Renters, Not Owners. After the Fable 5 and Mythos bans, Europe woke up to being a renter of American technology — foundation models, NVIDIA GPUs, all of it. Its best companies keep leaving: DeepMind to Google, Arm to a New York listing, Hugging Face from Paris to Manhattan — while Volvo, Supercell, and KUKA sold to China. Gul's diagnosis is institutional, not cultural: European employees own half as much of their startups as American ones, so there is no European PayPal mafia. His fixes: a European Nasdaq to replace 41 competing capital markets, and pension funds unleashed into venture capital. •       The Question Nobody Is Asking. Since 1990, America's share of global GDP has held at 25% while China's multiplied tenfold — the loser is Europe. The top ten American tech companies are worth $27 trillion, more than the GDP of every country on earth except America itself. Tech is not one industry among many; it is the foundation of all of them — the new cars came from Tesla, not GM. Gul's message to the skeptical Spaniard enjoying long lunches: the last sixty years of American platform dominance skewed power across the Atlantic, and the next sixty will add China to the bill. •       The Rest of the Map: Anti Case Studies. Japan tops the freedom indexes, has the technical schools, and still never escaped the keiretsu — disproving Matt Ridley's claim that innovation is simply the child of freedom. Taiwan's relevance comes down to one company and Morris Chang's missed promotion at Texas Instruments. Singapore is an inspiration, not a model — a one-party city-state that invoices NVIDIA's chips and banks ASEAN's venture capital. India underperforms while Indians excel — 56 notable American foundation models last year, 35 Chinese, barely one Indian. And Switzerland reminds us innovation isn't only venture-backed: a train network running on renewables since the 1960s. About the Guest Mehran Gul writes about technology and business. He is the winner of the Financial Times/McKinsey Bracken Bower Prize, from which The New Geography of Innovation grew. He attended Yale as a Fulbright Scholar, Fox International Fellow, and Teaching Fellow, has been a Lead for the Digital Transformation of Industries at the World Economic Forum in Geneva, and served as an expert on entrepreneurship and industrial policy at the United Nations Industrial Development Organization in Vienna. Born in Pakistan, he lives in Switzerland. The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Avid Reader Press/Simon & Schuster), a Financial Times Book of the Year, is his first book, out in paperback this month in the US and UK. References: •       The New Geography of Innovation: The Global Contest for Breakthrough Technologies by Mehran Gul (Avid Reader Press/Simon & Schuster). The Wall Street Journal: “An ambitious tour of technological innovation.” •       Sebastian Mallaby — author of The Power Law, which argues China's tech rise owes more to American-style risk capital arriving in Shanghai and Shenzhen than to the state; recently on the show discussing his biography of Demis Hassabis. •       Kai-Fu Lee — author of AI Superpowers, cited by Gul as the classic account of tech written through a Chinese lens. •       Matt Ridley — author of How Innovation Works, whose thesis that innovation is “the child of freedom and the parent of prosperity” Gul tests against the anti case study of Japan. •       Andrew Keen — author of How t...

Generative AI features are pushing startups from fixed compute costs to variable per-token billing, which pressures margins and complicates pricing. Public 2024 price sheets listed OpenAI's GPT-4o at about $5 per 1 million input tokens and $15 per 1 million output tokens, Anthropic's Claude 3 Opus at about $15 and $75, and Google's Gemini 1.5 Pro at about $7 and $21. Larger context windows and multimodal inputs increase consumption, and enterprise access through Azure OpenAI Service, AWS Bedrock, and Google Vertex AI consolidates procurement while preserving token costs. Margin outcomes hinge on usage patterns, with document-heavy workflows potentially exceeding $90 per seat per month at premium rates. Teams manage spend through prompt compression, retrieval augmented generation, model routing, caching, and embeddings. Some evaluate self-hosted inference on Nvidia GPUs at scale, while many adopt pricing that combines per-seat plans with metered AI allowances and caps to protect gross margins.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

AI-driven automation of cognitive labour is not merely another technological transition but a structural discontinuity that will end, sooner or later, the central role of wages in how society operates. This discontinuity can be called “The End of Postwar Capitalism”. That's the conclusion of a tightly argued set of essays, “The Discontinuity Thesis”, written by our guest in this episode, Ben Luong.The essays look at a range of arguments that all try to make the case that wages paid for cognitive labour will remain significant for the majority of people, so that capitalism can continue in place, even with AI having greatly expanded capabilities. According to Ben, each of these arguments fail. These back-and-forth debates are what we explore in this episode.Selected follow-ups:"The Discontinuity Thesis: A Sequence of Seven Essays on Why Postwar Capitalism Ends" by Ben Luong"Mark Zuckerberg just declared war on the entire advertising industry" - The Verge"P versus NP problem" - Wikipedia"KPMG Pulls AI Report After Hallucinated Claims About Major Organisations" - AI Insider "GDPval-AA v2 Leaderboard" - Artificial Analysis"OSWorld: 369 real computer tasks across Windows, macOS, and Ubuntu requiring GUI interaction... Much harder than web-only benchmarks""Sorites paradox" - Wikipedia"Young people not in education, employment or training (NEET), UK: May 2026" - Office of National Statistics"Five Years" - Song by David Bowie"How ZEISS and ASML Enable the Modern Chip Industry" - Rob Hoeijmakers"Mistral AI's $830 Million Debt Financing: Inside the European Bet on 13,800 Nvidia GPUs and a Paris AI Data Center" - Marcus Chen"Colossus (data center)" - Wikipedia"Canaries in the Coal Mine? Six Facts about the Recent Employment Effects of Artificial Intelligence" - Stanford Digital Economy Lab"Appendix I: What Would Refute the Thesis" - by Ben Luong"The Cope Index: Tracking who's coping hardest about the end of work" - by Ben Luong"The AI Alignment Problem" - from "The Singularity Principles"Music: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain DeclarationC-Suite PerspectivesElevate how you lead with insight from today's most influential executives.Listen on: Apple Podcasts Spotify

“The frontier AI companies invited the government into the room. Now the government is beginning to behave as if it owns the door, the guest list, the schedule, and the product roadmap.” — Keith Teare Last week, I was away in Europe. So Keith Teare ran our That Was The Week show solo — with a chillingly authentic Andrew Keen bot. So realistic, in fact, that the fake version sounds (to me, at least) more interesting than the real one. The bad news is that I'm back. The good news is it's been an interesting week in tech. That was the week in which the US Commerce Department told both OpenAI and Anthropic that they now need government approval for whom they can sell their frontier AI models. This is supposedly “voluntary” — for now, at least. Keith's TWTW editorial argues that Dario Amodei and Sam Altman have spent over a year crying wolf about the dangers of their own technology, supposedly deliberately seeking government involvement as a regulatory moat against competitors. And now the government has walked through the door that Sam and Dario left ajar. Now, Keith argues, the US government is behaving as if it owns not just the door and the guest list, but the entire product roadmap. “Payback's a bitch,” Keith bristles in his editorial. The other major news this week is the rumour (via David Sacks) that OpenAI has offered the US government a 50% stake in a sovereign wealth fund. If true, this would change everything — not just in Silicon Valley, but in the political debate about public ownership of our AI economy. It's not just tech insiders like Sacks and Altman who are on board the sovereign wealth fund express, but also Bernie Sanders and other leftist critics of Big Tech. So maybe payback, at least when it comes to public investment in AI, isn't always such a bitch. Five Takeaways •       The Fake Andrew Keen: An Hour of Work on a Local Nvidia Card: Keith ran last week's show solo with an AI-generated Andrew Keen: trained on a few episodes of the show, animated from a YouTube still, scripted from Keith's newsletter. No third-party service. Just a local PC with an Nvidia GPU, about an hour of work, three attempts. Andrew, listening back, second-guessed whether he was actually there. The result was “pretty bad compared to our normal actual live shows,” Keith says. But also: really good. The question hanging over this episode and every future one: which Andrew are you listening to? •       Payback's a Bitch: How AI Companies Created Their Own Regulatory Trap: The US Commerce Department has told OpenAI and Anthropic they need government permission for who gets to use their latest models. Voluntary, for now. Keith's diagnosis: AI leadership spent more than a year crying wolf about existential risk — not because they believed it, but because government regulation creates a moat against competitors. Now the government has taken them at their word. Dario and Sam Altman wanted to be wrapped in government clothing. They are. The government now owns the door. They asked for this. They got it. •       American and Chinese State Capitalism: Converging Models: Andrew raises the macro argument: what we're watching is the convergence of American and Chinese models of capitalism toward a more state-centric model. China has always been explicit about state control. America has prided itself on free enterprise — even when the internet, atomic technology, and now AI were all substantially government-funded or government-shaped. Keith agrees at this level: all governments seek to control things they frame as dangerous. The difference is the framing. The direction of travel is the same. •       OpenAI's Rumoured 50% Stake Offer to the Government: Keith has heard — from sources including David Sacks, who should know — that OpenAI has offered the US government a very large stake, potentially 50%, in a sovereign wealth fund that would then distribute dividends to citizens. Sacks is not only unsurprised but in favour: he thinks 50% is too small. Andrew's question: why would OpenAI give away 50% of the company? Keith's answer: because it's the price of the regulatory moat. The government as partner rather than the government as regulator. A company that once aspired to “open” AI is now offering the state a controlling interest in its future. •       Paul Kennedy and America's Inevitable Decline: Keith has Paul Kennedy's Rise and Fall of the Great Powers on his shelf. His conclusion from it: it is historically impossible for America to retain its first-place status. No country ever has. Newly capitalised countries produce things more cheaply; China, India, and large parts of Asia are where most future growth will be. Does the AI boom change this? Keith's honest answer: no. It may slow the decline. It will not reverse it. America will, like an older gentleman on a rocking chair outside the house, accept its fate. Europe won't even be in the rocking chair. About the Guest Keith Teare is a British-American entrepreneur, investor, and publisher of the That Was the Week newsletter. He is a co-founder of TechCrunch and Andrew's regular TWTW co-host. References: •       That Was the Week by Keith Teare — the newsletter on which this episode is based. •       Azeem Azhar, The Exponential View — his report quantifying the AI economy at roughly $175 billion, referenced in the closing section. •       Alex Lazarow, 99%Tech — referenced for his piece on the emergence of an AI trust layer, the “Lloyds of AI.” •       Paul Kennedy, The Rise and Fall of the Great Powers — on Keith's shelf; referenced in the America-China decline section. •       David Sacks — referenced as the source for the OpenAI sovereign wealth fund rumour. About Keen On America Nobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 3,000 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting. WebsiteSubstackYouTubeApple PodcastsSpotify Chapters: (00:38) - Introduction: the fake Andrew Keen from last week (01:14) - Keith explains how he did it: local Nvidia card, one hour, three attempts (02:11) - The big story: Commerce Department tells OpenAI and Anthropic they need permission ...

On today's show: how many newton meters do you really need?, a Nvidia GPU upgrade guide, Coke Series drama from Dover, multiclass starts…soon?, Watkins Glen 6 Hour mayhem, do you need an iRacing plugin for your Stream Deck?, what happened with the Simagic Zeus launch? and why was iRacing crucial for last weeks NASCAR race. So sit back, relax and join us on the iRacers Lounge Podcast. iRacers Lounge Podcast is available on iTunes and Apple's Podcasts app, Stitcher, TuneIn, Google Play Music, Spotify, Soundcloud, Podbean, Spreaker, Podbay, PodFanatic, Overcast, Amazon, and other podcast players. Sponsors: Hosts: Mike Ellis – https://x.com/mikedeanellis David Hall – https://x.com/dmixmage Greg Hecktus – twitter.com/froozenkaktus Donnie Spiker – https://www.instagram.com/spikerman19/ Brad Wrenn – https://x.com/bradwrenn John Kerley – https://x.com/KerleyJohnE Justin Pearson – https://www.facebook.com/justin.pearson.5811 Bobby Jonas – https://x.com/bjonas71 William Westbrook – https://www.facebook.com/william.westbrook.35 Kris Randall – https://www.signalcraftstudio.com/ https://www.facebook.com/profile.php?id=61579217706429 Links: Facebook – www.facebook.com/iRacersLounge/ Twitter – twitter.com/iracerslounge Instagram – instagram.com/iracersloungepodcast/ Web (Show Notes) – iracerslounge.com/

HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) CEO Aydin Kilic joined Proactive's Stephen Gunnion to discuss the company's upsized US$115 million zero-coupon exchangeable note offering and how it will accelerate HIVE's AI infrastructure, GPU cloud and HPC ambitions. Kilic explained that the financing, originally launched at US$100 million before being upsized, offers a low-cost source of capital to support HIVE's scaling strategy, with room for further expansion. He pointed to the company's recent agreement with Cohere involving around 2,300 NVIDIA GPUs, plus another significant GPU opportunity in the pipeline, with proceeds earmarked to help finance future GPU acquisitions. The discussion also covered HIVE's Boden, Sweden facility, where municipal approval to purchase the land marks a major milestone in converting the site into a Tier III HPC data centre. Kilic said the financing will help fund the long-lead equipment needed for that upgrade. On demand, Kilic said: "People always value time and money, and that applies in the world of AI and compute. Everybody wants compute now." He also highlighted the appeal of long-term HPC contracts over the cyclical nature of crypto mining, pointing to the potential for stable cash flows and long-term value creation. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #HIVE #HIVEDigitalTechnologies #AydinKilic #AIInfrastructure #DataCenters #GPUCloud #HPC #ArtificialIntelligence #NVIDIA #Cohere #AICompute #HighPerformanceComputing #TechStocks #NASDAQ #TSXV #DigitalInfrastructure #SwedenDataCenter #BitcoinMining #CloudComputing #ProactiveInvestors

The Wall Street Journal reported on June 24, 2026, that former Anthropic employees launched a startup aimed at helping scientists develop their own AI systems. Anthropic, led by CEO Dario Amodei and President Daniela Amodei, received up to $4 billion from Amazon in 2023 and at least $300 million plus additional financing reported as up to $2 billion from Google. The new venture targets researcher needs around data control, reproducibility, and deployment. Alternatives include closed APIs from OpenAI, Anthropic, and Google DeepMind, and open-source options from Meta and Mistral with tooling from Hugging Face, Databricks, and Weights & Biases. Compute considerations center on Nvidia GPUs via AWS, Google Cloud, and Azure. Sales into universities and pharma will require compliance, security reviews, and marketplace channels. Founders should watch for product details, partnerships, and pricing as indicators of viability.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

當地球上不斷興建 AI 數據中心，Elon Musk 卻說，真正的算力戰場在太空。SpaceX 的核心邏輯是卡爾達舍夫指數。人類尚在 Type I 掙扎，而 SpaceX 正在鋪路邁向Type II。未來幾年 SpaceX 將以戰養戰：以 Starlink 的技術為基礎，大量將以太陽能直接供電、以真空輻射散熱的 AI-1 衛星搬上低軌道；中長期是透過 TeraFab 晶片廠和長期軌道計劃，以成為世界最主要的 AI 運算力。相關風險就是：算力需求出現S曲線放緩、AI泡沫爆破、以及中國不計成本的競爭。不過，SpaceX 行者的垂直整合優勢目前仍難以複製。問：卡爾達舍夫指數如何理解人類文明的現狀？答：卡爾達舍夫指數以文明能夠駕馭的能量規模為單位，分為Type I（行星級）、Type II（恆星級）、Type III（星系級）三個階段。人類目前尚未達到Type I的完善狀態——使用的化石能源只是億萬年前儲存的陽光殘存，可再生能源的轉換效率亦相對低下。按Elon Musk的形容，人類現在處於Type II的初階起點，距離充分利用太陽系能量輸出還差極遠。問：SpaceX在全球航天市場擁有什麼結構性優勢？答：SpaceX透過火箭回收重用技術大幅壓低了發射成本，目前承攬全球約八至九成的入軌有效載重量。這種成本優勢構成了全球壟斷地位：剩餘約一成的市場主要是中國等因地緣政治原因不使用SpaceX的國家。成本護城河，而非技術獨特性，是SpaceX壟斷地位的根基。問：為何太空是部署AI運算力的理想場所？答：地面AI數據中心面臨兩大挑戰：能源供應和散熱冷卻。太空環境天然解決兩者——衛星可直接採集未經地球大氣衰減的太陽能，散熱可透過輻射向真空直接散逸，無需額外能耗。此外，在太空建設數據中心不佔用地面土地、不拉高當地電費，也不受地方社區反對，規避了地面部署的種種政治阻力。問：AI-1衛星的技術規格如何？3毫秒延遲有多大影響？答：AI-1衛星設計功率約150千瓦，相當於地面一個NVIDIA GPU機架，翼展約70米。運行在600至800公里低軌道，傳輸延遲約3毫秒。由於AI訓練和推論的計算大多在衛星本身完成、傳輸的實際數據量有限，這3毫秒延遲在工程上是可以接受的代價，不構成根本性障礙。問：TeraFab計劃的意義是什麼？答：TeraFab是SpaceX計劃在美國建立的超大型晶片工廠，面積約1億平方呎，目標是最終達到每年1太瓦（TeraWatt）的AI算力產量。這意味著SpaceX將自行生產晶片，從硬件製造到衛星發射形成垂直整合一條龍，減少對NVIDIA等外部供應商的依賴，並大幅壓低單位算力成本。問：SpaceX上市融資與AI策略有何關係？答：SpaceX以「以戰養戰」方式推進上市：以現有火箭發射和Starlink業務產生的穩定收入，支撐軌道AI算力這一高度資本密集的長期計劃。上市的核心敘事是：Google等科技巨頭已向軌道算力下注，SpaceX作為唯一能把太空發射、衛星製造、晶片生產集於一身的公司，理應以更高估值來反映這個整合價值。問：SpaceX面臨哪三大主要風險？答：第一，AI對算力的需求可能在推論（inferencing）應用階段增長放緩，遠低於訓練階段的消耗規模；第二，AI投資週期存在S形曲線，高速增長後可能減速，市場時機難以預判；第三，中國有能力以不計成本的方式進入太空發射市場，複製火箭回收重用技術，動搖SpaceX當前的成本優勢——正如電動車市場的故事已提供了先例。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

Hey folks, Alex here, and welcome to a BIG MODEL week! We finally got Mythos (well almost)! Let me catch you up! This week started with WWDC26 from Apple, and Max Weinbach, who was in the room at Apple Park and actually has access to some of the new features including an all new SIRI AI, joined us to break down what could be the most used AI in the world very soon. At first I was skeptical, but he convinced me that the new Siri is actually good! Then, we saw the ultimate model drop: Anthropic finally shipped Mythos (X, my system card thread, benchmarks). Same weights, two names: Mythos 5 is the unrestricted version that only Project Glasswing partners get, Fable 5 is what the rest of us get, wrapped in the heaviest guardrails I've ever seen ship on a frontier model. It's state of the art on nearly every benchmarkThe model that was “too dangerous to release” is now... well, released, but with the heaviest guardrails we've seen. More on this later. Peter Gostev from Arena.ai joined us to break down the new model. Last but definitely not least, Google released a real-time translation model, that our friend Thor Schaeff from DeepMind demoed live, while we all spoke in different languages and it translated us in REAL TIME. It was really cool, definitely check that out. There's quite a few more things, like Loop Engineering Alpha, Swyx came by to talk about FrontierCode, OpenAI confirmed our suspicions that the anti-datacenter social media posts could be a concerted effort by groupds links to the Chinese government and much more. Let's dive in! ThursdAI - Let me catch you up, every week!

The Information's OpenAI reporter Erin Woo details the confidential IPO filings of OpenAI and Anthropic, highlighting how Anthropic has eclipsed OpenAI in enterprise revenue. Apple reporter Aaron Tilley and Constellation Research CEO Ray Wang break down Apple's WWDC announcements, evaluating its Siri reboot powered by Google's Gemini models and Nvidia GPUs. Finally, AI finance reporter Dakin Campbell joins to discuss how Wall Street titans Goldman Sachs and JPMorgan are exploring derivatives markets to trade the cost of GPU computing power.Articles discussed on this episode: https://www.theinformation.com/briefings/openai-confidentially-files-ipo-paperwork-plans-separate-employee-share-salehttps://www.theinformation.com/newsletters/the-briefing/apples-cautious-ai-overhaul-openais-ipo-filinghttps://www.theinformation.com/articles/goldman-jpmorgan-explore-new-ways-tame-ai-lending-risksSubscribe: 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-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Timestamps: 0:00 Microsoft 365 Update 1:02 GitHub Breach 1:58 Nvidia GPU Security Update 4:06 QUICK BITS INTRO 4:11 Meta Releases Reddit-like App 4:34 Riot's Vanguard Anti-Cheat Hits Cheaters Hard 5:05 Discord Enables End-to-End Encryption 5:31 Spotify and UMG Reach AI Deal 6:14 Pizza Hut Sued by Franchisee Over AI NEW SOURCES: https://lmg.gg/Bdpll Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailWhat's New in Cloud FinOps: May 2026 Monthly RecapIn this combined monthly recap for May 2026, Frank Contrepois and Stephen Old dive into a vast array of updates across AWS, Google Cloud, and Azure, with a special focus on the evolving landscape of AI FinOps, hybrid cloud challenges, and a barrage of storage news.The Expanding Scope of FinOps: From Data Centre to AIThe discussion opens by exploring the expansion of FinOps beyond the public cloud to encompass on-premise data centres, software, AI, and sustainability. A central theme is the application of the FinOps Open Cost and Usage Specification (FOCUS) to on-premise environments. Stephen shares firsthand experience transposing software data into FOCUS to create a converged platform, highlighting the fundamental data challenges, from ingesting contract data to managing the high velocity of cloud data.The conversation then shifts to the burgeoning role of AI, noting its inclusion alongside SaaS and professional services in the modern FinOps scope. This introduces new forecasting challenges, as traditional 18-month budget cycles clash with the rapid pace of weekly AI model releases.A critical point is also raised regarding sustainability. The hosts discuss Amazon's board rejecting a shareholder proposal for detailed climate disclosures, which poses a significant challenge for companies needing granular data for CSRD and SEC compliance.Major Cloud Updates: April 2026AI & FinOps Visibility:A major theme is the improvement in attributing AI spend. A game-changing update from AWS means Bedrock API calls now automatically record the IAM identity (user or role) of the caller directly into CUR 2.0 and Cost Explorer. This eliminates the complex need to reconcile CloudTrail logs to determine who is driving Bedrock costs.Similarly, Amazon Q is now embedded in the AWS Cost Explorer, allowing users to ask natural language questions about their spending (e.g., "Why did my RDS costs spike last month?"). This conversational analysis approach comes with a free tier of 50 queries per month.On the Google Cloud side, a new billing overview widget for Gemini and Vertex AI spend is now in preview. Google is also introducing a "FinOps Explainability Agent," an autonomous AI agent to investigate AI cost drivers, and "Spend Caps" (Private Preview) for services like AI Studio and Vertex AI, which provide crucial cost control by pausing API traffic when a budget is hit.For those managing GPU workloads, Amazon ECS managed instances now support NVIDIA GPU metrics in CloudWatch Container Insights, enabling real-time visibility into GPU utilisation and health to optimise expensive accelerated computing.Cost & Usage Reporting (CUR) Enhancements:There are hints of a potential enhancement to AWS CUR 2.0, which could see new columns added to directly link API calls with costs, revolutionising cost allocation. AWS has also introduced:Scheduled Email Delivery for Billing Dashboards: Securely send reports to stakeholders without console access.Billing Conductor Pass-Through Plan: Simplifies centralised billing for billing transfer users.Cost Optimization Hub CSV Downloads: Easily export savings recommendations.Find out how to leverage CUR for security: "Identifying security risks using AWS cost and usage report data"Compute & Database Innovations:AWS: Released a wave of 8th Generation Intel Instances (C8i, M8i, R8i and network-optimised versions) powered by custom 6th Gen Xeon processors. EC2 Capacity Manager also now supports tag-based dimensions, allowing for more granular capacity optimisation. Amazon Aurora Serverless now boasts up to 30% better performance and, crucially, scales down to zero, a cost-effective option for unpredictable agentic AI workloads.Google Cloud: At Google Cloud Next, they announced both ends of the performance spectrum. The 8th Generation TPUs (v8t for training, v8i for inference) offer massive scale and performance-per-dollar improvements. In a move to democratise access, Google also made fractional GPUs (1/2, 1/4, or 1/8) on the G4 series generally available, a game-changer for cost-effectively running smaller workloads. The GKE workload recommender is also now integrated into the FinOps Hub.Azure: Now supports NVIDIA's powerful H100 and H200 GPUs on Azure Red Hat OpenShift (ARO) for large-scale AI/HPC workloads. For database users, the GA of Premium SSD v2 for Azure Database for PostgreSQL promises significantly higher IOPS and better price-performance.A Deep Dive into Azure Storage:The episode covers an "overload" of Azure storage updates with significant FinOps implications:Minimum Billable Object Size: From 1st July 2026 for new accounts (and 2027 for all), objects smaller than 128KB in cool, cold, and archive tiers will be billed as if they are 128KB.Smart Tier for Azure Blob & ADLS (GA): To mitigate the above, this feature automatically tiers data based on access patterns but introduces a monitoring fee for objects over 128KB, creating a new optimisation puzzle.Azure NetApp Files (ANF) Ransomware Protection: Now GA and included as part of the service at no extra charge.Finally, the hosts tackle "The Big Silence on Memory Prices," noting that despite DDR memory prices soaring 300-400% from mid-2025 lows, the hyperscalers have remained silent, absorbing the cost and making it difficult for smaller providers to compete.Explore the official announcements:AI Bill of Materials Whitepaper: www.wiz.io/go/ai-security/ai-bill-of-materialsAWS Article on Amazon Q: https://aws.amazon.com/blogs/aws-cloud-financial-management/transforming-finops-with-the-latest-amazon-q-cost-capabilities/ 

AI infrastructure is evolving faster than ever, and this week's biggest tech stories could reshape the future of cloud, compute, and enterprise IT. This week on the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke disucss Mirantis being acquired by IREN to accelerate open AI infrastructure, Lumen's acquisition of Alkira to modernize hybrid networking, and Red Hat's push toward AI-driven automation across RHEL and Lightspeed.They also discuss Anthropic's massive SpaceX compute deal powered by over 220,000 NVIDIA GPUs, Apple's reported shift toward Intel manufacturing for select chips, China's new neutral atom quantum computer, and Span's ambitious plan to turn neighborhoods into distributed AI data centers. From enterprise AI and cloud networking to quantum computing and next-generation infrastructure, this episode covers the biggest trends shaping the future of technology.This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown 1:21 - Mirantis Has Been Acquired by IREN4:21 - Lumen to Acquire Alkira7:47 - Red Hat Embraces MCP to Drive AI Agents for IT Operations Automation in RHEL12:31 - Anthropic Secures Massive Compute Deal with SpaceX, Expands Toward Orbital AI Infrastructure16:16 - Intel to Manufacture Apple Chips in New Supply Chain Shift, Report Says19:47 - China Unveils Hanyuan-2, First Dual-Core Neutral Atom Quantum Computer23:16 - NVIDIA and Span Turn Suburbs Into Distributed AI Data Centers With Backyard Compute Nodes31:11 - The Weeks Ahead 33:01 - Thanks for Watching the Tech Field Day News RundownGuest Host: ⁠⁠⁠⁠⁠Vincent Celindro⁠, Director of Strategic Sales and Technology, Quantum Foundry Follow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Nearly a billion people will be using a new AI model this week, and hardly any of them will notice. Sheesh. That's how important it is to keep up with the latest in greatest in AI. Aside from OpenAI's new GPT-5.5 Instant release, this week we saw both AI drama and battles, as well as new capabilities and studies that detail it all. If you can't keep up with the daily breakneck speed of AI, make sure you join us weekly for our AI News That Matters where we keep you in the loop in a fraction of the time. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.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:SpaceX Leases Colossus Supercomputer to AnthropicCloudflare Restructures, Cuts 20% Jobs for AIApple Settles $250M AI Feature LawsuitOpenAI Releases GPT-5.5 Instant Model UpdateChatGPT Personalized Context and Memory FeaturesMicrosoft 2026 Work Trend Index on AI AdoptionWhite House Moves Toward Federal AI Model TestingOpenAI, Anthropic Launch AI Consulting ServicesOpenAI Voice Models, Real-Time Translation RolloutGoogle DeepMind Staff Unionize Against Military AIAnthropic Expands Claude to Office SuiteAdobe Launches AI-Powered PDF Collaboration ToolsTimestamps:00:00 Elon Musk leases supercomputer to Anthropic03:19 SpaceX's AI leasing deal08:10 Cloudflare revenue miss and job cuts09:43 AI job cuts and stock reactions13:00 Apple's class action settlement details18:48 OpenAI releases GPT 5.5 instant20:22 New memory features and GPT updates23:36 Microsoft AI adoption study findings28:40 New AI safety agreements30:20 OpenAI and Anthropic expansion plans33:38 AI adoption challenges for companies36:57 Tech company updates and product launches40:01 Focusing on trustworthy AI in financeKeywords: Anthropic, Anthropic Dev Day, Anthropic open source, Claude, Claude AI, Claude uptime, OpenAI, GPT-5.5, GPT-5.5 Instant, GPT-5.5 Pro, GPT-4.0, ChatGPT, OpenAI new model, OpenAI vs Anthropic, XAI, Elon Musk, SpaceX, Colossus 1 supercomputer, NVIDIA GPUs, AI compute,Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)

Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility." At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (NYT) Anthropic signs a deal with SpaceX for 300MW+ of compute from Colossus 1 in Memphis, accessing 220,000+ Nvidia GPUs within the month (Bloomberg) Musk says xAI will be "dissolved as a separate company" and will become "SpaceXAI, the AI products from SpaceX" (Spyglass) Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (Engadget) As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan) Learn more about your ad choices. Visit megaphone.fm/adchoices

This morning, Corning and NVIDIA announced a multiyear commercial and technology partnership to significantly scale U.S.-based optical connectivity manufacturing and fiber production. To meet accelerating demand for new AI factory buildouts (data centers), Corning will increase optical connectivity capacity by 10x and boost U.S. fiber production by more than 50%. These are the components NVIDIA needs to power next-generation AI infrastructure. To make it happen, Corning will build three new advanced manufacturing facilities in North Carolina and Texas, which are expected to create more than 3,000 new jobs.Corning will manufacture the optical connectivity new hyperscale data centers will use to deploy accelerated computing at scale. Modern AI workloads require thousands of NVIDIA GPUs which in turn demands unprecedented volumes of high-performance optical fiber, connectivity and photonics to move data at extraordinary speed and scale, according to the companies. #manufacturing, #AI, #datacenters, #opticalfiber, #photonics, #NVIDIA, #Corning, #advancedmanufacturing, #supplychain, #semiconductors, #infrastructure, #madeinusa, #factorybuildout, #techmanufacturing, #innovation, #industry40, #automation, #engineering, #futureofwork, #digitalinfrastructure

Steam releases Proton for ARM plus a native Linux client, Davinci Resolve bring professional photo editing to Linux, running NVIDIA GPUs on Rockchip SBCs, and Firefox get a native GTK emoji picker.Patreon: ⁠⁠⁠https://www.patreon.com/lwdw⁠⁠⁠⁠⁠⁠⁠Discord: ⁠⁠⁠⁠⁠⁠⁠https://discord.gg/uQVckr5gEZ⁠⁠⁠⁠⁠⁠⁠TOPICSResolve 21 Editor https://petapixel.com/2026/04/16/the-davinci-resolve-21-photo-editing-tools-show-promise-but-are-imperfect/ARMing Steam Protonhttps://www.techpowerup.com/348297/steams-proton-gets-wine-11-gaming-performance-improvements-valve-launches-arm64-compatibility-layerFirefox 150

“We keep getting wake-up calls and snoozing the alarm. Now is the time to actually get out of bed and confront this problem before it is too late.” — Eyck Freymann Forget Iran for a moment. The Hormuz crisis is a template for the bigger crisis of Taiwan. Eyck Freymann — Hoover Fellow at Stanford, author of the brand-new Defending Taiwan: A Strategy to Prevent War with China — believes that the fate of the 21st century may hinge on Taiwan. And he warns that if America can't handle Iran, it's certainly not ready for Beijing. Freymann argues that China doesn't need to invade Taiwan. Xi Jinping has watched Putin discover — with horror — what happens when you send unprepared forces into a country that fights back. China's lesson from Ukraine is a strategy of quarantine rather than invasion. The United States will then face a choice between accepting Chinese checkmate or escalating a crisis with no domestic or international support. Taiwan produces 90% of the world's advanced semiconductors and 99% of the cutting-edge NVIDIA GPUs used to train frontier AI models. If those chip factories shut, there will be an instantaneous global financial crisis. Forget today's Iranian theater. Taiwan will be the real existential show. Five Takeaways •       The Hormuz Alarm Bell: Iran has no navy, no air force, and supposedly no ballistic missile arsenal anymore — and yet it took 20% of global oil supply offline. The Trump administration went in thinking overwhelming military superiority would translate to political victory. It hasn't. Strategy, Freymann says, is the art of connecting ends to means. If you don't know your ends, you'll flail. China is watching every mistake: no plan for the economic shock, no domestic legitimacy for the war, excess pain falling on oil-importing US allies like Japan, South Korea, and Europe. Beijing's conclusion: we don't have to pick a military fight with the United States. Why would we? •       The Semiconductor Chokehold: Taiwan produces 90% of the world's advanced semiconductors and 99% of the cutting-edge NVIDIA GPUs used to train frontier AI models. The CHIPS Act has tried to change this. It hasn't. The Arizona facility is two generations behind Taiwan, commercially uncompetitive, and unable to scale. Taiwan is five years ahead now and will be five years ahead in five years. If the Taiwan fabs go offline, there is an instantaneous global financial crisis: the seven companies that account for roughly 40% of the S&P 500 are all essentially the AI trade. The hyperscalers are spending $600 billion in data centers this year — the only thing keeping the US economy out of recession. This is what's at stake, before you even get to the military question. •       The Quarantine: Winning Without Fighting: Xi Jinping's plan A is not invasion. It's the quarantine: seize control of who and what comes and goes to Taiwan by declaring that anyone flying to Taipei must first clear customs in Shanghai. Impound a United Airlines flight. Let the ambiguity do the work. If China can do that and get away with it, Taiwan can't rebuild its military, the US can't send more weapons, and Beijing controls the chips. It's checkmate — without a shot fired. The United States then has to accept it, or escalate in a way that has no domestic legitimacy and drives wedges between Washington and its allies. China has figured out how to extort the West with prolonged economic pain. The alarm bells keep ringing. America keeps snoozing. •       What a Taiwan War Would Actually Look Like: It would be a war at sea — fundamentally unlike anything America has fought or prepared for in eighty years. China would need to simultaneously control the skies, the undersea, and the surface on all sides of the Taiwan Strait, then send tens of thousands of men 80 miles across in amphibious vessels to storm beaches in a Normandy-style assault. The first engagements would be decided in minutes to hours by long-range precision munitions. America's operational capabilities are exceptional: the cyber assassinations, the special forces raid, the continuous bomber sorties from the continental United States. But China has home-field advantage. And it has been building systematically for this scenario for years. We could probably win if we fought today. We need to make investments for tomorrow. •       The Four-Pillar Strategy: Freymann's integrated answer: diplomacy, military deterrence, economic resilience, and allied coordination — all working together, not in separate silos. On diplomacy: maintain the principled position that Taiwan's status must be resolved peacefully and democratically. On military: show China it can't win if it escalates to war, while keeping conventional forces credible. On economics: build enough allied resilience that authoritarian powers can't extort the West by threatening prolonged economic pain. On allies: coordinate with Japan, South Korea, the Europeans on a shared plan for what happens if things collapse. This is doable. It's been done for fifty years. We just need the resolve to keep doing it. About the Guest Eyck Freymann is a Hoover Fellow at Stanford University and a Non-Resident Research Fellow at the US Naval War College's China Maritime Studies Institute. He is the author of Defending Taiwan: A Strategy to Prevent War with China (Oxford University Press, 2026), The Arsenal of Democracy: Technology, Industry, and Deterrence in an Age of Hard Choices (Hoover, 2025), and One Belt One Road: Chinese Power Meets the World (Harvard, 2021). References: •       Defending Taiwan: A Strategy to Prevent War with China by Eyck Freymann (Oxford University Press, 2026). •       “The Strait of Hormuz as a Template for Taiwan,” Financial Times, April 2026. By Eyck Freymann. •       Episode 2862: Truth Is Dead — on AI, disinformation, and American strategic confusion. About Keen On America Nobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting. WebsiteSubstackYouTubeApple PodcastsSpotify 

Follow Topline Coreweave shares popped 13% after announcing a deal with Anthropic on Friday to power its AI model Claude, following a $21 billion partnership with Meta announced Thursday. KEY FACTS Financial terms of the multi-year Anthropic agreement were not disclosed, though the deal marks the ninth of ten leading AI providers—including OpenAI, Google, Microsoft and Meta—using CoreWeave's platform, according to a Friday press release. The Anthropic news comes one day after CoreWeave announced a $21 billion deal to supply Meta with AI cloud capacity through December 2032, delivered from multiple data centers powered in part by Nvidia chips.  The back-to-back announcements pushed CoreWeave's total contracted commitments with Meta alone to $35 billion, with the new Meta pact building on a prior $14.2 billion arrangement. Anthropic is the latest AI model developer to become a customer, highlighting the scramble among tech companies to secure more hardware, processing power and energy—key for training and deploying increasingly complex AI models. KEY BACKGROUND CoreWeave primarily generates revenue by building and renting out data centers packed with Nvidia GPUs that provide the energy and processing power to train and run AI models. Demand for infrastructure to develop AI has exploded since the release of ChatGPT in 2022, with Alphabet, Microsoft, Meta and Amazon committing a combined $700 billion just this year in a race to build the most sophisticated and advanced models. On Tuesday, Anthropic announced that its leaked Mythos model was so powerful that they would be holding back from releasing it to the public because of its ability to find vulnerabilities in software programs. The Claude maker said it would instead provide the model to 40 select companies including Apple, Amazon, Google and Microsoft in a cybersecurity initiative dubbed Project Glasswing. Anthropic was founded in 2021 by siblings Dario and Daniela Amodei and several former OpenAI employees who departed the ChatGPT maker over concerns about the company's direction with AI safety. Anthropic is now valued at $380 billion and announced it had reached an annual revenue run rate of $30 billion Monday, surpassing OpenAI's $25 billion annualizedrevenue as of February. OpenAI is now valued at $852 billion.  BIG NUMBER $2.5 trillion. That's how much research firm Gartner expects global spend to build AI will reach in 2026, up 44% from last year. AI infrastructure will drive the spend, making up more than half of that figure, the firm estimates. TANGENT The deals come as CoreWeave is simultaneously on an aggressive financing spree. The company is targeting $30 billion to $35 billion in capital expenditures for 2026, up from roughly $15 billion in 2025. Billionaire CEO Mike Intrator defended the spending strategy after the company's February earnings report drew criticism for the increase. "I understand the concerns that people have as they see us allocating a massive scale of money to this market, but the truth of the matter is, our backlog is enormous," he told CNBC at the time. Since going public in March 2025, the stock is up 160%, but is down nearly 45% from its peak last June. This year, the stock has been volatile, up 30% since January. Read the full story on Forbes: By Alicia Park https://www.forbes.com/sites/aliciapark/2026/04/10/coreweave-stock-surges-13-on-anthropic-deal-a-day-after-21-billion-meta-partnership/ Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week in AI sneak peak! If you enjoy the episode find us on Spotify, Apple podcasts and YouTube by looking up "This Week in AI" or by going to thisweekinai.aiThis week Jason sat down with Jake Loosararian and Chris Lattner on Episode 6 of This Week in AI. Jake is the CEO and co-founder of Gecko Robotics, a company deploying purpose-built robots and AI for mission-critical infrastructure inspection across energy, defense, and manufacturing. Chris is the CEO and co-founder of Modular, building a universal software layer that lets developers run AI models across Nvidia, AMD, and Apple silicon without being locked into any single hardware vendor.We explore the GPU shortage, why China's chip smuggling reveals the stakes of the AI cold war, how purpose-built robotics are beating humanoids on ROI, the case for American reindustrialization, and why the next decade could be the best ever for private equity in capital-intensive industries.Purpose-Built Robots vs. Humanoids: Jake has been building mission-critical robots for 13 years. He explains why general-purpose humanoids still have too little ROI for industrial use, and why specialized robots that find and fix problems are winning in the field.The GPU Shortage Is Real: Chris breaks down why you can't just go buy 100 Blackwell chips today, why Nvidia's Cuda creates massive lock-in, and how Modular is building a unified software layer across all major chip architectures.Google TPUs Are the Sleeper: Chris ranks Google as the number one threat to Nvidia's dominance, ahead of Amazon's Trainium and AMD.China's Chip Smuggling & the AI Cold War: A Supermicro co-founder allegedly smuggled $2.5B in Nvidia chips to China using fake serial numbers and a hairdryer. The Best Decade for Private Equity: Jake makes the case that capital-intensive, commoditized infrastructure assets: waste-to-energy, water treatment, old power plants will all generate incredible returns.Self-Driving State of Play: Chris, a former Tesla Autopilot lead, gives his read on Waymo's lead, Tesla's small Austin pilot, and why the real signal is when Tesla starts filing for fully autonomous permits in California.Learn more about Gecko Robotics: https://www.geckorobotics.comLearn more about Modular: https://www.modular.com/This Week In AI is made possible by:*PayPalOpen* - One Platform for all Business: paypalopen.com*Timestamps:*00:00 Welcome & intro to Jake Lu (Gecko Robotics) and Chris Lattner (Modular)01:34 Gecko's 13-year journey & the Cantilever platform05:15 Chris Lattner on Modular: replacing Cuda & unifying AI hardware11:10 Nvidia lock-in, AMD's Rock & why the software stack is broken19:49 The GPU shortage: how real is it?22:13 Who challenges Nvidia? Google TPUs, Amazon Trainium & AMD ranked28:17 China chip smuggling: $2.5B in Nvidia GPUs & the AI cold war37:43 Self-driving update: Waymo, Tesla's Austin pilot & Chris's Tesla history42:20 Figure's humanoid package sorting — real or demo magic?43:47 The best decade for private equity in capital-intensive assets51:04 Reindustrialization, the trades boom & making manufacturing cool58:39 Building tech companies outside Silicon Valley1:06:46 Breaking news: Brett Adcock launches Hark from Figure1:10:15 Closing thoughts: grit over hype, customers over valuationsSubscribe to This Week in AI on Apple: https://thisweekinai.ai/spotifySubscribe to This Week in AI on Spotify: https://thisweekinai.ai/appleThanks for watching!

On this week's show, Patrick Gray, Adam Boileau and James WIlson discuss the week's cybersecurity news. They talk through: TeamPCP's supply chain attack on Github, and they threw in an anti-Iran wiper, because why not?! Anthropic hooks up its models to just… use your whole computer After Stryker's Very Bad Day, CISA says maybe add some more controls around your Intune? Another iOS exploit kit shows up in the cyber bargain-bin The FTC decides to ban… all new home routers?! U wot m8?! Supermicro founder was personally sanction-busting Nvidia GPUs into China?! This week's episode is sponsored by enterprise browser maker, Island. Chief Customer Officer Bradon Rogers joins Pat to explain how its customers are using Island to control the use of personal AI services in regulated industries. This episode is also available on Youtube. Show notes ‘CanisterWorm' Springs Wiper Attack Targeting Iran TeamPCP deploys CanisterWorm on NPM following Trivy compromise Andrej Karpathy on X: "Software horror: litellm PyPI supply chain" attack Checkmarx KICS GitHub Action Compromised: Malware Injected in All Git Tags Felix Rieseberg on X: "Today, we're releasing a feature that allows Claude to control your computer" A Top Google Search Result for Claude Plugins Was Planted by Hackers Lockheed Martin targeted in alleged breach by pro-Iran hacktivist CISA urges companies to secure Microsoft Intune systems after hackers mass-wipe Stryker devices FBI seems to seize website tied to Iranian cyberattack on Stryker Stryker confirms cyberattack is contained and restoration underway Hundreds of Millions of iPhones Can Be Hacked With a New Tool Found in the Wild Someone has publicly leaked an exploit kit that can hack millions of iPhones Russia-linked hackers use advanced iPhone exploit to target Ukrainians Apple rolls out first 'background security' update for iPhones, iPads, and Macs to fix Safari bug Post by @wartranslated.bsky.social — Bluesky Signal's Creator Is Helping Encrypt Meta AI Hacker says they compromised millions of confidential police tips held by US company Millions of 'anonymous' crime tips exposed in massive Crime Stoppers hack Feds Disrupt IoT Botnets Behind Huge DDoS Attacks FCC bans import of consumer-grade routers amid national security concerns White House pours cold water on cyber ‘letters of marque' speculation Google launches threat disruption unit, stops short of calling it ‘offensive' Supermicro's cofounder was just arrested for allegedly smuggling $2.5 billion in GPUs to China Cyberattack on vehicle breathalyzer company leaves drivers stranded across the US Man pleads guilty to $8 million AI-generated music scheme Two Israelis AI generated "intelligence" and sold it to Iran

В этом выпуске мы вместе с Даулетом Жангузиным - инженером из Кремниевой долины с 15-летним опытом (NVIDIA, Groq, Cohere, Lyft, Google, Microsoft) - говорим о карьере в BigTech и о том, что происходит под капотом современного AI. Обсуждаем практичную сторону работы с большими моделями: как выжимать максимум из Nvidia GPU, чем полезен Claude в реальных задачах, и какие курсы/ресурсы действительно помогают расти инженеру, как пишут код в 2026 лучшие программисты Кремниевой Долине. Эпизод будет интересен тем, кто строит карьеру в разработке/ML, хочет понять трек BigTech (Microsoft → Google → Lyft), интересуется LLM-инфраструктурой и оптимизацией вычислений, а также ищет советы по обучению и прохождению технических собеседований в ведущие tech-компании.  Арман Сулейменов: https://www.instagram.com/armansu/ Даулет Жангузин: https://www.instagram.com/daulet/ Продюсер и режиссёр: Данияр Ахметжанов: https://www.instagram.com/good.years/ Наш Instagram: https://www.instagram.com/nfactorialpodcast/ Получите одну из самых востребованных профессий в мире - ИИ-разработчик - вместе с nFactorial School - https://www.nfactorial.school/courses_new/llm-engineer

I break down Andrej Karpathy's new open-source project, Autoresearch: what it is, how it works, and why some of the smartest people in tech are losing their minds over it. I walk through 10 concrete business ideas you can build on top of Autoresearch loops, from niche agent-in-a-box products to always-on A/B testing agencies. I also cover Karpathy's companion launch, Agent Hub, share community reactions, and show you step by step how to get started using Claude Code and a Colab GPU. I'm hosting a free workshop so you can build your business in the age of AI. Sign up here: https://startup-ideas-pod.link/build-with-ai-2026 Links Mentioned: Autoresearch Github: https://startup-ideas-pod.link/autoresearch Timestamps 00:00 – Intro 00:45 – How Autoresearch Actually Works 02:40 – Visual Walkthrough of the Autoresearch Loop 03:37 – Mental Model: Your Research Bot That Runs While You Sleep 05:26 – Idea 1: Niche Agent-in-a-Box Products 06:48 – Idea 2: A/B Testing for Marketing (Landing Pages & Ads) 08:45 – Idea 3: Research as a Service 09:43 – Idea 4: Power Tool Inside Your Own SaaS 10:49 – Idea 5: Agency That Runs 100× More Tests 12:05 – Idea 6: Auto Quant for Trading Ideas 13:44 – Idea 7: Always-On Lead Qualification & Follow-Up 14:21 – Idea 8: Finance Ops Autopilot for Businesses 15:09 – Idea 9: Internal Productivity Lab for Your Org 15:53 – Idea 10: Done-for-You Research & Due Diligence Shop 16:41 – Non business use cases 18:27 – Karpathy's Agent Hub Announcement 19:50 – How to Get Started with Autoresearch 22:21 – Final Thoughts Key Points Autoresearch is an open-source AI agent that sets a goal, runs experiments in a loop on a GPU, keeps the winners, and discards the rest — all while you sleep. You need an NVIDIA GPU to run it (tested on H100), but you can rent one cheaply through Lambda Labs, Vast AI, RunPod, Google Cloud, or Google Colab. The fastest way to get started is to use Claude Code to walk you through installation, then run it on Google Colab with a T4 GPU runtime. Ten business ideas built on Autoresearch span niches like SaaS optimization, A/B testing agencies, trading backtests, CRM lead scoring, and done-for-you due diligence. Karpathy also launched Agent Hub — essentially a GitHub designed for agent swarms to collaborate on the same codebase. The project already has 25,000+ GitHub stars and is growing fast; early movers who tinker now build an unfair advantage. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: https://www.thevibemarketer.com/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

Timestamps: 0:00 why? is a good question 0:09 Nvidia GPU monopoly 2:04 Anthropic to fight Pentagon 4:51 QUICK BITS INTRO 5:33 QUICK BITS INTRO 5:46 Apple blocks ByteDance-owned apps 6:29 Apple Music adds AI music tags 7:00 Macbook Neo benchmarks 7:40 Wikipedia AI translation issues 8:19 Roblox AI re-phrases bad chats NEWS SOURCES: https://lmg.gg/HpyUt Learn more about your ad choices. Visit megaphone.fm/adchoices

Timestamps: 0:00 it's like it never ends! 0:09 Lenovo Legion Go Fold 1:39 Anthropic rejects Pentagon 3:04 Meta AI Safety head gets OpenClaw'd 5:51 QUICK BITS INTRO 6:04 Nvidia SHIELD TV gets another update 6:43 Nvidia GPU driver causes fan issues 7:24 Block cuts nearly half workforce 8:07 Tecno modular phone conccept 8:38 Burger King AI headsets NEWS SOURCES: https://lmg.gg/BaEmc Learn more about your ad choices. Visit megaphone.fm/adchoices

March 3rd, Computer History Museum CODING AGENTS CONFERENCE, come join us while there are still tickets left.https://luma.com/codingagentsChris Fregly is currently focused on building and scaling high-performance AI systems, writing and teaching about AI infrastructure, helping organizations adopt generative AI and performance engineering principles on AWS, and fostering large developer communities around these topics.Performance Optimization and Software/Hardware Co-design across PyTorch, CUDA, and NVIDIA GPUs // MLOps Podcast #363 with Chris Fregly, Founder, AI Performance Engineer, and InvestorJoin the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletterMLOps GPU Guide: https://go.mlops.community/gpuguide// AbstractIn today's era of massive generative models, it's important to understand the full scope of AI systems' performance engineering. This talk discusses the new O'Reilly book, AI Systems Performance Engineering, and the accompanying GitHub repo (https://github.com/cfregly/ai-performance-engineering). This talk provides engineers, researchers, and developers with a set of actionable optimization strategies. You'll learn techniques to co-design and co-optimize hardware, software, and algorithms to build resilient, scalable, and cost-effective AI systems for both training and inference. // BioChris Fregly is an AI performance engineer and startup founder with experience at AWS, Databricks, and Netflix. He's the author of three (3) O'Reilly books, including Data Science on AWS (2021), Generative AI on AWS (2023), and AI Systems Performance Engineering (2025). He also runs the global AI Performance Engineering meetup and speaks at many AI-related conferences, including Nvidia GTC, ODSC, Big Data London, and more.// Related LinksAI Systems Performance Engineering: Optimizing Model Training and Inference Workloads with GPUs, CUDA, and PyTorch 1st Edition by Chris Fregly: https://www.amazon.com/Systems-Performance-Engineering-Optimizing-Algorithms/dp/B0F47689K8/Coding Agents Conference: https://luma.com/codingagents~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Chris on LinkedIn: /cfreglyTimestamps:[00:00] SageMaker HyperPod Resilience[00:27] Book Creation and Software Engineering[04:57] Software Engineers and Maintenance[11:49] AI Systems Performance Engineering[22:03] Cognitive Biases and Optimization / "Mechanical Sympathy"[29:36] GPU Rack-Scale Architecture[33:58] Data Center Reliability Issues[43:52] AI Compute Platforms[49:05] Hardware vs Ecosystem Choice[1:00:05] Claude vs Codex vs Gemini[1:14:53] Kernel Budget Allocation[1:18:49] Steerable Reasoning Challenges[1:24:18] Data Chain Value Awareness

Anthropic drops Sonnet 4.6 with a million-token context window and major gains in computer use, coding, and agentic workflows at a dramatically lower price point—immediately reshaping the economics of OpenClaw-style agents. Meanwhile, Grok 4.2 enters public beta with a multi-agent debate system and promises rapid weekly improvement, and Apple ramps up AI wearables. In the headlines: Apple's AI glasses push, Spotify engineers stop writing code by hand, Meta commits to millions of Nvidia GPUs, Chinese AI price wars, and a possible SaaS rebound. Want to build with OpenClaw?LEARN MORE ABOUT CLAW CAMP: ⁠⁠https://campclaw.ai/⁠⁠Or for enterprises, check out: ⁠⁠https://enterpriseclaw.ai/⁠⁠Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rackspace Technology - Build, test and scale intelligent workloads faster with Rackspace AI Launchpad - ⁠⁠⁠⁠⁠⁠http://rackspace.com/ailaunchpad⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠https://blitzy.com/⁠⁠⁠Optimizely Agents in Action - Join the virtual event (with me!) free March 4 - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/insights/agents-in-action/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Timestamps: 0:00 WHALE LAN, TICKETS AVAILABLE NOW 0:19 No new Nvidia GPUs until 2028 - report 1:46 iPhone Lockdown mode stops FBI 3:33 EU vs TikTok over addictive design 6:41 QUICK BITS INTRO 6:58 Wayback Machine fights link rot 7:43 Windows 11 update drops frames 8:19 NASA allows smartphones in space 9:02 Substack data breach 9:43 Questions about Gemini shopping NEWS SOURCES: https://lmg.gg/wZ98Z Learn more about your ad choices. Visit megaphone.fm/adchoices

It's not a conspiracy. We don't think anyway. Plus, RAMageddon expands to take down the Steam Machine and NVIDIA GPUs.Starring Tom Merritt and Huyen Tue DaoShow notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

Timestamps: 0:00 i am one wild and crazy guy!! 0:11 Microsoft promises to fix Windows 2:30 Annie's Archive sued for 13 TRILLION 4:22 Moltbook, social network for AI agents 7:34 QUICK BITS INTRO 7:47 Nvidia GPU prices are out of control 8:26 Tesla discontinues Model S and Model X 9:22 US cyber security chief uses ChatGPT 10:39 Google Project Genie, GFiber 3Gig 11:37 Custom lung machine on demand NEWS SOURCES: https://lmg.gg/AMloV Learn more about your ad choices. Visit megaphone.fm/adchoices

Alyss Noland, who works on Cloud Dev Ecosystem at Nvidia, is back on the show to talk about building software with AI when you're not a real developer. Alyss runs a program that gives AI startups access to Nvidia GPUs and uses AI tools herself to build production software at Nvidia. Corey and Alyss discuss using AI to help curate newsletters without actually writing them, why humans still need to check everything, and the weird reality of people developing relationships with chatbots. Show Highlights: (01:34) What Alyss Does at Nvidia(05:44) When AI First Worked for Corey(07:34) Building Internal Tools vs Using AI(10:39) Using AI to Help Write Last Week in AWS (13:43) DGX Cloud Innovation Lab (17:11) Building Production Software with AI (20:48) The Future of SEO (25:24) Using AI as a Writing Assistant (29:51) closing remarksLinks:Alyss's LinkedIn: https://www.linkedin.com/in/alyssnoland/Alyss's Personal Website: https://dev.to/preciselyalyssSponsored by: duckbillhq.com

Producing the highest performance, lowest power, and best total cost of ownership solution for AI transformer model inference.

What happens when Kent decides to use the podcast as an SFF build livestream? What about a build using DDR4 memory?? It probably doesn't get more exciting than this.  Unless you count discussing the impending pricing DOOM for SSDs and the Google enabled bluetooth security flaw.So much more fun in the timestamps below!Timestamps:0:00 Intro00:41 Patreon01:29 Food with Josh03:03 Checking in on Kent04:42 RIP cheap SSDs06:07 Samsung and SK hynix reportedly cut NAND supply to drive profits07:00 Checking in on Kent again07:38 NVIDIA GPU prices are probably going up soon12:27 RTX 5070 Ti and 5060 Ti 16GB are not EOL after all14:18 NVIDIA releasing Arm-based chips for Windows laptops this year?17:33 Micron acquires PSMC fab to expand memory operations19:38 Dev patches WINE to make Photoshop 2021, 2025 run on Linux21:35 Josh checks in on Kent25:32 (In)Security Corner35:34 Another check on Kent's build progress36:38 Gaming Quick Hits40:24 Kent makes more progress41:36 Picks of the Week55:34 Outro ★ Support this podcast on Patreon ★

Timestamps: 0:00 'tech' - he's saying 'tech' 0:06 Nvidia GPUs possible price hike 1:55 GameSir Swift Drive, OneXSugar Wallet 4:26 QUICK BITS INTRO 4:37 RX 9070 XT connector burned 5:22 GOG acquired by original co-founder 6:09 China's 50% rule for chip equipment 6:52 Florida's chargin' freakin' roadways 7:34 Wireless brain "implant" 8:02 First scalable DNA data storage NEWS SOURCES: https://lmg.gg/p0WaI Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we celebrate the announcement of the new Mozilla CEO, cover the news in that GPL lawsuit that's been slowly making progress, and talk about what's new in OpenZFS. There's an AMD vs NVIDIA GPU showdown, we cover the Linux Foundation's annual report, and Plasma 6.6 is promising some late Christmas presents for us all. For tips, we cover sot for system observation, a quick primer on moving between the desktop and command line, and dog/doge for a better DNS tool. You can find the show notes at https://bit.ly/4b0mImI and Merry Christmas! Host: Jonathan Bennett Co-Hosts: Jeff Massie and Rob Campbell Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show 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 Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

So a lot of people think AI is a bubble. So we sent Verge senior reporter Liz Lopatto out to report on the AI bubble  — whether it's real, how it might pop, and what all of this means.She's joining the show today to talk about a particular company that sits right in the middle of all of it. That company is called CoreWeave, and Liz has spent considerable time diving into its history, its financials, and the truly fascinating story that all of that tells us about the modern AI boom. Links:  CoreWeave CEO plays down concerns about AI-spending bubble | WSJ Why debt funding is ratcheting up the risks of the AI boom | NYT Inside the data centers that train AI and drain the electrical grid | The New Yorker How a crypto miner transformed Into the multibillion-dollar backbone of AI | Wired CoreWeave signs $14 billion AI infrastructure deal with Meta | Reuters CoreWeave, Nvidia sign $6.3 billion cloud computing capacity order | Reuters Nvidia turned CoreWeave into major player in AI years before saving its IPO | CNBC CoreWeave inks $6.5 billion deal with OpenAI | CNBC ‘Project Osprey:' How Nvidia seeded CoreWeave's rise | The Information For this startup, Nvidia GPUs are currency | The Verge Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his brothers and Elon Musk 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Ari: https://x.com/AriEmanuel 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

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Tareq: https://x.com/TareqAmin_ 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

(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America's youth via physical fitness (23:35) How the internet forced wrestlers to blend their in ring personas with real-life 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Triple H: https://x.com/TripleH 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

(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Jan: https://x.com/jansramek 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

(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Orlando Bravo: https://x.com/orlandobravotb 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

(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Bryan Johnson: https://x.com/bryan_johnson 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

(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Cathie Wood: https://x.com/cathiedwood 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

(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Investing in biotech, importance of expertise in VC 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 - The world's largest prediction market. https://www.polymarket.com/ Follow Roelof: https://x.com/roelofbotha 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

(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 Neal: https://x.com/nealmohan 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

(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing corporate culture at Alibaba's scale, Nets predictions (23:17) AI adoption, job anxiety, and AGI views in China 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: https://solana.com/breakpoint 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/artificial-intelligence/data-ai-events/ 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 Joe Tsai: https://x.com/joetsai1999 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