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On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
Register here to join Founder University Japan's kickoff: https://luma.com/cm0x90mkToday's show:Google and Meta had their cases dismissed (or received a slap on the wrist)… Despite all the backlash and cynicism, AI companies continue making bank and releasing hot new products… What does it all mean?For Jason Calacanis, the signs are pointing to a “major M&A moment,” with huge opportunities for increased efficiency and consolidation among America's favorite brands and largest companies?Who will it be? Join Jason and Alex for a round of hot speculation.PLUS why Jason thinks Michael Burry is both right and wrong about GPU depreciation, why NOTHING is certain about these OpenAI mega-deals, Google's Nano Banana Pro can make infographics and they're VERY impressive… and much more.Timestamps:(1:54) Jason's calling in from Vegas… He's doing a hot lap at F1!(3:18) How restaurants are becoming the new Hot IP(6:50) Founder University is heading to TOKYO!(9:27) Why Jason thinks the future of startups is truly global(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist(11:39) Nvidia killed it on the numbers… but what are the vibes around AI? Jason sounds off.(13:05) Why nothing is certain when it comes to the Nvidia/OpenAI deal(19:40) Is Google now WINNING consumer adoption of AI? How did it get this close?(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(26:07) Meanwhile, AI apps are still dominating the iOS Store(27:09) Why Jason and Alex think Michael Burry's both right and wrong about GPU depreciation(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(37:46) We're testing out Nano Banana Pro on a BBQ infographic challenge(43:42) What a week for AI models! It doesn't seem like things are slowing down…(46:12) Kalshi is growing fast, but can it catch Polymarket?(47:50) Is a rate cut coming? Jason and Alex read the tea leaves.(50:13) Why Jason predicts a “major M&A moment” in the next six months(52:09) VIEWER QUESTION: What should a software engineer be working on RIGHT NOW.(54:02) Founder Friday is now… STARTUP SUPPER CLUBSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:06) Pipedrive - Bring your entire sales process into one elegant space. Get started with a 30 day free trial at pipedrive.com/twist(19:57) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(30:13) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
The US economy depends on an unsustainable stock market bubble driven by AI companies that are almost all losing money. Nvidia seems healthier, but serious red flags explain why its stock price is extremely volatile, and why its market capitalization dropped $600 billion in just one day. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=JAZqYQBwWNY Topics 0:00 AI bubble & Nvidia 2:40 Magnificent Seven (Mag7) Big Tech stocks 4:01 US GDP growth depends on AI capex 5:01 AI circular financing scheme 6:28 OpenAI is losing money, but owes $1.4 trillion 7:38 Nvidia profits rise in earnings report 9:27 US investor madness 12:04 China challenges Nvidia's chip monopoly 13:43 Crazy volatility in Nvidia stock 15:08 CEO Jensen Huang's private comments 17:11 $600 billion drop in one day 18:13 Four customers make up 61% of Nvidia revenue 20:25 IOUs: Nvidia's accounts receivable rises 21:43 GPU demand? Nvidia inventories surge 22:37 S&P 500 falls $2 trillion in 5 hours 24:12 US economy built on financial house of cards 26:13 Markets can remain irrational... 27:01 Dangers of a recession or depression 28:13 Outro
Aujourd'hui dans Silicon Carne, on plonge dans le nerf de la guerre technologique :
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about Advance Course (Master the Art of End-to-End AI Automation): https://multiplai.ai/advance-course/Learn more about AI Business Transformation Course: https://multiplai.ai/ai-course/Are you prepared for the moment when your AI tools fail—and take 20% of the internet with them?This week was one of the most explosive in recent AI history. From Google's jaw-dropping Gemini 3 release to a stealth drop of Grok 4.1, plus the Cloudflare crash that wiped out access to ChatGPT for hours — the implications for business leaders are massive.In this episode of the Leveraging AI Podcast, Isar Matis unpacks the seismic shifts that happened across the AI landscape this week—and what they mean for your business. If you're leading a team, scaling a company, or just trying to stay ahead of disruption, this is your AI cheat sheet.Bottom line: Ignore this week's AI developments, and you risk falling behind. Fast.
Brian Balfour, Founder & CEO of Reforge and former VP of Growth at HubSpot, joins Mostly Growth to explore why product-market fit is a moving target. He introduces the concept of the Product-Market Fit Treadmill, a state where rising customer expectations and competitive pressure make it harder than ever to stay ahead. Brian breaks down how AI has accelerated PMF collapse, explains the hidden costs of product adoption, and shares how Reforge shipped five AI-native products with a team of just 20 people. Packed with frameworks, strategic insight, and startup realism, this episode is essential listening for product leaders, operators, and founders navigating the next wave of GTM.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Brian Balfour: brianbalfour.comBrian on LinkedIn: https://www.linkedin.com/in/bbalfour/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/https://brianbalfour.com/four-fits-growth-frameworkhttps://x.com/amasad/status/1981201454032703662?s=46https://getlatka.com/companies/firefliesaihttps://x.com/rowancheung/status/1988218743952916537?https://gamma.app/insights/how-we-built-a-usd100m-business-differently—RELATED EPISODES:When the marketing math doesn't math | with Emily Kramerhttps://youtu.be/sSuoV_YSrlwWhy Founders Are Posting Sad Dinnershttps://youtu.be/Zl6NSIHF2Gk—TIMESTAMPS:00:00:00 Preview and Intro00:01:51 Sponsors – Pulley, Metronome00:04:11 Introducing Brian Balfour & Reforge background00:07:22 Evergreen frameworks & Four Fits resurgence00:11:01 PMF treadmill and rising expectations00:14:26 AI shocks and PMF collapse (Chegg)00:16:43 CRM expectations & AI-native workflows00:20:44 R&D as ongoing cost to serve00:22:26 Customers buying based on future product velocity00:24:32 Communicating rapid releases & driving adoption00:25:17 Reforge's expanding AI product suite00:27:52 Product delivery vs. product adoption bottlenecks00:29:32 Platform distribution shifts introduction00:30:51 Evaluating emerging platforms00:32:04 The open → close platform cycle00:33:31 Moats, escape velocity & platform dominance00:36:32 Choosing major vs. emerging platforms00:40:22 ChatGPT dominance in AI discovery00:42:16 Hiring, resumes & filtering AI-generated applications00:43:30 AI note-taking market & “Flintstoning”00:47:03 Trying Gamma & AI-generated presentation tools00:50:08 AI onboarding innovations (WhatsApp agent)#MostlyGrowthPodcast #ProductMarketFit #BrianBalfour #StartupStrategy #Reforge This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
On today's episode host Kate Lindsay is joined by porn historian Noelle Perdue, author of the Porn World newsletter. OpenAI announced that they'd allow adult users to have erotic conversations with ChatGPT, just one more way AI and porn are becoming intertwined. As sex becomes more online, not only does it become more solitary, but also more surveilled. Both of these things are intended to divide us, but Noelle is confident that AI's attempted sex-takeover will fail. This podcast is produced by Vic Whitley-Berry, Daisy Rosario, and Kate Lindsay. Learn more about your ad choices. Visit megaphone.fm/adchoices
We open by tracking our video money and mocking the chef who quit Elon's "epic" bacon diner, before diving into the IN THE NEWS segment where plummeting crypto and Nvidia stocks confirm everything is a sham; we cover Bezos's new $6.2 billion AI flop, a sleeping Tesla Robotaxi driver, and why OpenAI's new school tools are a Recipe for Idiocracy with students who can't read; in MEDIA CANDY, we tear apart Disney's lazy Moana remake; THE DARK SIDE WITH DAVE we discuss Zork going open source and why movies just don't feel real anymore before CLOSING SHOUT-OUTS where we are mourning Mani from the Stone Roses, and wishing Bjork a very metal 60th.We start with a FOLLOW UP on our channel's performance, wading through the garbage pile of Monetization questions and Stats, including the scourge of Shorts—because apparently, that's what we do now. Speaking of people running from trouble, former Treasury Secretary Larry Summers is ditching his OpenAI board seat after a fresh batch of cringey Jeffrey Epstein emails surfaced. Meanwhile, the financial world is having a meltdown: Nvidia's Stock is Falling Again after its earnings report, exposing the fact that almost Yet Another Study Shows That Most Companies Aren't Making Any Money Off AI, and Bitcoin is Getting Absolutely Crushed Right Now, which we happily remind you will Trigger the Next Financial Crisis. Don't worry, Jeff Bezos will head a new engineering-focused AI startup because the world clearly needs more tech billionaires throwing money at things they don't understand, while Apple is reportedly getting ready to replace Tim Cook.The tech-bro corruption parade continues as a former DOJ official points out that Trump's Crypto Pardon of the Binance co-founder is exactly what it looks like, and Elon's pet AI, Grok Insists That Elon Musk Is More Physically Fit Than LeBron James and better at everything else, proving the bot has been sampling its boss's Adderall. Even though ChatGPT Achieves a New Level of Intelligence by finally letting you disable its em-dash addiction, companies like Intuit are integrating its tax and accounting products with ChatGPT—because who doesn't want an AI-powered tax audit? This all dovetails nicely with the news that OpenAI is launching ChatGPT for Teachers' right as students' math skills hit a low, leading to a literal Recipe for Idiocracy where elite college students Can't Read Books. The whole thing is broken, including Tesla's so-called Robotaxi, where a Passenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the Wheel. On a lighter note, we check out the new trailers for The Witcher S4, Frankenstein, and Project Hail Mary in MEDIA CANDY, and tear apart the absolutely unnecessary live-action Moana teaser, before mentioning the biggest drama launch on Apple TV, Pluribus.Next up is THE DARK SIDE WITH DAVE, where our tireless security guru Dave Bittner throws in some random facts, like Microsoft making Zork I, II, and III open source and videos on why the iOS Keyboard is Broken and Why Movies Just Don't Feel "Real” Anymore, and we discuss Thanksgiving plans. Finally, in CLOSING SHOUT-OUTS, we end with a shout-out to our generous PATREON supporters and PAYPAL/STRIPE donors, mourn the passing of Stone Roses and Primal Scream bassist Mani, and wish the incomparable Bjork a milestone 60th birthday.Watch on YouTube: https://youtu.be/tWM83ra7Qp8Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/723FOLLOW UPTesla Diner Chef and Co-Operator Quits to Open a Jewish DeliLarry Summers leaves OpenAI board, Harvard instructor role as scrutiny over Epstein emails intensifiesIN THE NEWSOops! Nvidia's Stock Is Falling Again After Its “Blowout” Earnings ReportBitcoin Is Getting Absolutely Crushed Right NowHow Crypto Could Trigger the Next Financial CrisisJeff Bezos will head a new engineering-focused AI startup called Project PrometheusYet Another Study Shows That Most Companies Aren't Making Any Money Off AIPassenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the WheelMeta wins antitrust trial as judge denies that it's a monopolyApple is reportedly getting ready to replace Tim Cook as early as next yearFormer DOJ Official: Trump's Crypto Pardon Is Unprecedented CorruptionChatGPT Achieves a New Level of Intelligence: Not Using the Em DashGrok Insists That Elon Musk Is More Physically Fit Than LeBron James11 Things Grok Says Elon Musk Does Better Than AnyoneIntuit is integrating its tax and accounting products with ChatGPTOpenAI Introduces ‘ChatGPT for Teachers' to Further Destroy the Minds of Our Youth‘A Recipe for Idiocracy'The Elite College Students Who Can't Read BooksPornhub Begs Tech Giants to Verify User Ages on Their Device: ReportLondon thieves gave stolen phones back when they weren't iPhonesMEDIA CANDYThe Witcher S4FrankensteinPluribus is Apple TV's biggest drama series launch everSquid Game: The Challenge Season 2Mr. ScorseseThe American RevolutionMoana | Official TeaserProject Hail Mary | Official Trailer 2Goo Goo Dolls: NPR Tiny Desk ConcertTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingRIHC: Disney's Legacy, with Bob IgerMicrosoft makes Zork I, II, and III open source under MIT LicenseIt's Not Just You - The iOS Keyboard is BrokenWhy Movies Just Don't Feel "Real" AnymoreThe greatest space battle in Cinema history, and my personal favorite VFX shot. @ 7:07CLOSING SHOUT-OUTSStone Roses and Primal Scream bassist Mani dies at 63See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today, we're diving headfirst into the cesspool of corruption that defines the elite club you and I were never invited to join. President Trump signed the Epstein Files Transparency Act, a 421-1 House vote forcing the Justice Department to unleash the unclassified horrors of Jeffrey Epstein and Ghislaine Maxwell's world—flight logs, trafficking networks, immunity deals, and the names of the powerful who danced with devils. But Mike Johnson's sudden “national security” excuse? Who's he protecting? Victims are screaming for justice, Trump flip-flopped from “hoax” to “nothing to hide,” and Larry Summers just quit OpenAI after admitting he's in the files. Megyn Kelly's calling out media complicity, and survivors like Jena-Lisa Jones are begging Trump to invite them to the Oval. This isn't transparency—it's a cover-up.Then there's Kristi Noem, the DHS secretary who allegedly funneled $220 million to a firm tied to her own campaign, bypassing every rule in the book. ProPublica's got the receipts, and Jasmine Crockett's not mincing words—corruption's the name of the game. Noem's not alone; the swamp is a hydra, and every head we cut off reveals another. It's the club of the elite, where money and power reign, and we're left holding the bill.Patriots, the Republic's on life support, and the stench of the swamp is choking us out. From Epstein's shadow to Noem's graft, it's everywhere, and they're not even trying to hide it anymore. George Carlin said it best: “It's a big club, and you ain't in it.” Well, today we're crashing the party. Lock in, bring the rage, or watch your country turn into their playground. This isn't a show—it's a declaration of war.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
OpenAI followed Gemini 3 with a major one-two punch, dropping both GPT-5.1 Pro and the new Codex Max coding model, while NVIDIA's blockbuster earnings smashed lingering AI bubble talk and reinforced the sense that capability curves are still accelerating across the stack. Today's episode breaks down what the new models actually do, why compaction matters, how early testers are reacting, how NVIDIA reframed the entire AI market in a single earnings call, and why this entire week may mark an inflection point in the narrative around AI progress.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings don't save the market 10) Oracle's rough few months 11) Jeff Bezos is a startup co-CEO again 12) Grok glazes Elon 13) AI music is... good? 14) May I meet you?? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Gemini Pro 3 and Nano Banana Pro push Google into the lead in the race for AGI. Meanwhile, OpenAI isn't far behind with GPT-5.1 Pro & Codex Max. The AI news is relentless! Nano Banana Pro's ability to make infographics and edit images is nearly unprecedented and, combined with Gemini 3's analytical abilities, makes us feel all tingly inside. Web design, vibe coded games, there is so much cool stuff to get into. Plus, OpenAI's updates GPT-5.1 and a cool new tool from Meta called Segment Anything 3. And, of course, who could forget the cutest lil robots. No terminators today folks! TIME TO NANO BANANA OURSELVES INTO OBLIVION. WAIT, THAT SOUNDED BAD. Come to our Discord: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow Show Links Google Nano Banana Pro https://blog.google/technology/ai/nano-banana-pro/ Gavin's Futurama-style Image https://x.com/gavinpurcell/status/1991525928049230170?s=20 14 Inputs on Nano Banana Pro Image https://x.com/nickfloats/status/1991531506397741156 Sims Expansion Packs https://x.com/sinanhelv/status/1991530277974253871 Rowan Atkinson (Mr. Bean) in Total Recall https://x.com/TomLikesRobots/status/1991548219428663586 Gemini 3 Pro https://youtu.be/98DcoXwGX6I?si=Fwd83wo5vRHPb78d https://blog.google/products/gemini/gemini-3/#note-from-ceo Demis Hassabis Talks About Trajectory on Hard Fork https://x.com/slow_developer/status/1990998467611705344?s=20 Crazy Gemini 3 Pro benchmarks https://x.com/OfficialLoganK/status/1990813077172822143?s=20 Google AntiGravity https://x.com/antigravity/status/1990813606217236828?s=20 3js interactive webdesign https://x.com/EHuanglu/status/1990967259775570262?s=20 Huge improvements on DesignArena benchmark: https://x.com/grx_xce/status/1990815340893245481?s=20 Replit's new tool for webdesign powered by Gemini 3.0 https://x.com/amasad/status/1990859423942893816?s=20 Gavin's quick website test https://gemini.google.com/share/a1e8d50a3d69 Bouncing Ball Test https://x.com/OfficialLoganK/status/1990819310072443340?s=20 Voxel Art https://x.com/goodfellow_ian/status/1990839056331337797?s=20 Demis Recreates ThemePark https://x.com/demishassabis/status/1990818894177513831?s=20 Playables on YouTube: https://x.com/GoogleDeepMind/status/1991192012691808472?s=20 Updating My Bear Jump Game https://x.com/gavinpurcell/status/1990832098131763340?s=20 OpenAI: GPT-5.1 Codex MAX https://x.com/polynoamial/status/1991212955250327768?s=20 https://openai.com/index/gpt-5-1-codex-max/ GPT 5.1 Pro https://x.com/OpenAI/status/1991266192905179613?s=20 Matt Shumer GPT-5.1 Pro Review https://x.com/mattshumer_/status/1991263717820948651?s=20 Meta Segment Anything 3 Playground https://aidemos.meta.com/segment-anything Sunday Robotic's Memo Robot https://www.sunday.ai/ Gemini 3 Pro 3D Lego Editor https://x.com/skirano/status/1990813093727789486?s=20 Realistic Water Test From MattVideoPro https://x.com/MattVidPro/status/1990880204760252834?s=20 Power Plant Recreation https://x.com/sebkrier/status/1990814567820058641?s=20 Sourcey: Open Source Robot https://x.com/sourccey/status/1990903761187828199
Join Simtheory for Gemini 3 & Nano Banana Pro: https://simtheory.ai----CHAPTERS:00:00 - Gemini 3 Pro Impressions & Thoughts33:34 - xAI Releases Grok 4.1 Fast40:09 - More on Gemini 3 Pro: What We Want Improved45:46 - Gemini 3 Pro Dis Track51:16 - Thoughts on Nano Banana Pro And What It Means1:12:49 - Does Nano Banana Disrupt Design Software Like Canva? Where is This Going?1:26:20 - OpenAI's Reaction to Gemini 3 Pro & Nano Banana with GPT-5.1-Pro and Codex model updates1:32:38 - Final Thoughts & Sam Altman Sad Song1:38:41 - FATAL PATRICIA SONG1:42:12 - Gemini 3.0 Pro Diss Track----Thanks for your support plz like and sub xoxo
In today's episode, Zoë is joined by WIRED's Max Zeff to discuss five stories you need to know about this week — from the political fallout after the release of the Epstein files, to why two young mormon men created an app to help men stop "gooning". Then, we dive into Gemini 3's release and how companies like Google and OpenAI are honing in on AI profitability. Please help us improve Uncanny Valley by filling out our listener survey: https://panel2058.na2.panelpulse.com/rsp/b2f5609b-7cf6-ec95-283c-98b22c15c925 Join WIRED's best and brightest on Uncanny Valley as they dissect the collision of tech, politics, finance, and business, from Alexis Ohanian's newest tech venture to the effects of inaccurate information from artificial intelligence (AI) chatbots on social protests. Learn about your ad choices: dovetail.prx.org/ad-choices
Cyberattacks against U.S. government employees surged by 85% during the recent government shutdown, with projections estimating over 555 million attacks by the end of November 2025. These attacks, characterized as targeted digital assaults rather than generic phishing attempts, exploit vulnerabilities during periods of financial stress, particularly affecting essential employees in agencies like the Department of Veterans Affairs and the Department of Justice. Experts warn that the implications of these cyber threats extend beyond immediate breaches, potentially undermining recruitment and trust in government institutions.In a related development, the Federal Communications Commission (FCC) voted to remove several cybersecurity regulations established after breaches by Chinese hackers targeting major telecommunications companies. This decision, made along party lines, reverses requirements for telecoms to enhance cybersecurity measures and submit annual risk management certifications. FCC Chairman Brendan Carr argued that voluntary efforts from carriers would be more effective, despite concerns from Democratic lawmakers about increased public vulnerability. Additionally, the U.S. Securities and Exchange Commission dismissed its case against SolarWinds Corporation, which had been accused of failing to disclose vulnerabilities related to the 2020 Sunburst attack.The episode also highlights the growing complexity in the technology landscape, with vendors rolling out new identity tools and autonomous agents that increase operational challenges for Managed Service Providers (MSPs). OpenAI introduced group chats in ChatGPT, enhancing collaborative capabilities, while RSA launched RSA ID Plus for Microsoft, aimed at improving security in regulated sectors. TeamViewer unveiled TIA, an intelligent agent for autonomous IT support, and Sophos integrated its services with Microsoft Security Suite, further complicating the identity management landscape.For MSPs and IT service leaders, the key takeaway is the need to establish a clear identity baseline and governance model amidst a rapidly evolving threat landscape and regulatory environment. As cyber threats become more targeted and regulations loosen, MSPs must proactively define their security standards and operational strategies. The increasing fragmentation of identity solutions and the rise of autonomous agents necessitate a focus on risk management and operational clarity to maintain client trust and ensure effective service delivery. Three things to know today 00:00 Targeted Federal Cyberattacks Surge as FCC Rolls Back Telecom Rules and SEC Ends SolarWinds Case, Leaving MSPs to Fill the Governance Gap05:42 Identity Wars, Agent Sprawl, and Rising Collaboration Expectations Put New Pressure on MSP Governance10:42 AI Isn't Just a Tool Anymore — It's Reshaping MSPs, Risk Strategy, and the Future of Agent MarketplacesThis is the Business of Tech. Supported by: https://saasalerts.com/mspradio/
Sports Geek - A look into the world of Sports Marketing, Sports Business and Digital Marketing
Sports Geek Rapid Rundown is a daily sports business podcast curated by Sports Geek Reads. We publish it on Sports Geek twice per week. In this episode: Today's episode covers MLB's groundbreaking media rights deals with NBC, ESPN and Netflix, how stadiums are becoming digital destinations, AI-powered sports marketing insights from Zoomph, Amazon Prime's AI video recaps, Cloudflare's global outage lessons, and OpenAI's new coding breakthrough - all curated by Sports Geek Reads. Subscribe at https://sportsgeekhq.com/rapidrundown
Our 225th episode with a summary and discussion of last week's big AI news!Recorded on 11/16/2025Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:New AI model releases include GPT-5.1 from OpenAI and Ernie 5.0 from Baidu, each with updated features and capabilities.Self-driving technology advancements from Baidu's Apollo Go and Pony AI's IPO highlight significant progress in the automotive sector.Startup funding updates include Incept taking $50M for diffusion models, while Cursor and Gamma secure significant valuations for coding and presentation tools respectively.AI-generated content is gaining traction with songs topping charts and new marketplaces for AI-generated voices, indicating evolving trends in synthetic media.Timestamps:(00:01:19) News PreviewTools & Apps(00:02:13) OpenAI says the brand-new GPT-5.1 is ‘warmer' and has more ‘personality' options | The Verge(00:04:51) Baidu Unveils ERNIE 5.0 and a Series of AI Applications at Baidu World 2025, Ramps Up Global Push(00:07:00) ByteDance's Volcano Engine debuts coding agent at $1.3 promo price(00:08:04) Google will let users call stores, browse products, and check out using AI | The Verge(00:10:41) Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product | TechCrunch(00:13:30) OpenAI says it's fixed ChatGPT's em dash problem | TechCrunchApplications & Business(00:16:01) Anthropic announces $50 billion data center plan | TechCrunch(00:18:06) Baidu teases next-gen AI training, inference accelerators • The Register(00:20:50) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up(00:24:41) Amazon Demands Perplexity Stop AI Tool From Making Purchases - Bloomberg(00:27:32) AI PowerPoint-killer Gamma hits $2.1B valuation, $100M ARR, founder says | TechCrunch(00:29:33) Inception raises $50 million to build diffusion models for code and text | TechCrunch(00:31:14) Coding assistant Cursor raises $2.3B 5 months after its previous round | TechCrunch(00:33:56) China's Baidu says it's running 250,000 robotaxi rides a week — same as Alphabet's Waymo(00:35:26) Driverless Tech Firm Pony AI Raises $863 Million in HK ListingProjects & Open Source(00:36:30) Moonshot's Kimi K2 Thinking emerges as leading open source AIResearch & Advancements(00:39:22) [2510.26787] Remote Labor Index: Measuring AI Automation of Remote Work(00:45:21) OpenAI Researchers Train Weight Sparse Transformers to Expose Interpretable Circuits - MarkTechPost(00:49:34) Kimi Linear: An Expressive, Efficient Attention Architecture(00:53:33) Watch Google DeepMind's new AI agent learn to play video games | The Verge(00:57:34) arXiv Changes Rules After Getting Spammed With AI-Generated 'Research' PapersPolicy & Safety(00:59:35) Stability AI largely wins UK court battle against Getty Images over copyright and trademark | AP News(01:01:48) Court rules that OpenAI violated German copyright law; orders it to pay damages | TechCrunch(01:03:48) Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy | TechCrunchSynthetic Media & Art(01:06:39) An AI-Generated Country Song Is Topping A Billboard Chart, And That Should Infuriate Us All | Whiskey Riff(01:10:59) Xania Monet is the first AI-powered artist to debut on a Billboard airplay chart, but she likely won't be the last | CNN(01:13:34) ElevenLabs' new AI marketplace lets brands use famous voices for ads | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Defense Department's Blue UAS program maintains an ever-expanding index of commercial drones that are meant to be devoid of components from adversary nations including China, Russia, Iran, or North Korea, and endorsed for speedier purchasing by U.S. military buyers. This list of compliant options is growing rapidly in late 2025 as the government moves to incentivize the adoption of more affordable U.S.-made drone products for modern military operations, and simultaneously reduce the nation's reliance on foreign supply chains. Blue UAS also marks a key feature of the second Trump administration's plan for “unleashing American drone dominance.” However, multiple sources told DefenseScoop this month that the majority of the unmanned aerial systems cleared through this effort have motors that are sourced in China. One former senior defense official who was granted anonymity to speak freely said: “It's a big enough problem that we should do something. If you don't have motors, you can't fly a drone.” They added: “And I think if you had to pick the top three [Chinese components that are currently in Blue UAS-approved platforms], it would be the motors, the batteries and the electric speed controllers — if you want to call them, like, ‘dumb' parts.” Sen. Elizabeth Warren, D-Mass., is asking the Trump administration to detail any plans it has to subsidize AI companies, alleging that OpenAI might be positioning itself for such relief, despite denials by its leadership. Warren's Tuesday letter comes as the ChatGPT owner has faced questions in recent weeks about the health of its finances and whether it's becoming so enmeshed in the U.S. economy that the federal government should or would prevent its failure — in other words, whether it's become “too big to fail.” The speculation was enough to elicit a response from OpenAI CEO Sam Altman, who earlier this month pushed back on the theories in a social media post and said the company should not be bailed out in the event of failure. Yet, Warren is still seeking information about any potential plans by the government to “prop up” the company, arguing OpenAI's decisions paint a different picture. Warrend wrote: “While Mr. Altman has claimed that the company is not looking for a ‘bail out,' OpenAI's actions suggest that it may be pursuing a deliberate strategy to entangle itself with the federal government and the broader economy so the government has no choice but to step in with public funds. We have seen this before: take on enough debt, make enough risky bets, and then demand a taxpayer bailout when those bets go south so the economy does not crash.” The letter was addressed to White House AI and crypto czar David Sacks and Office of Science and Technology Policy Director Michael Kratsios, and asks for assurances that the administration will not bail out OpenAI or any of its competitors should they fail. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast on Apple Podcasts, Soundcloud, Spotify and YouTube.
After 20+ years as a software developer, AI coding assistants revealed a shocking truth: I never actually loved coding—I loved what code could accomplish. In this episode, I explore how transitioning from hand-crafting every line at Podscan to orchestrating AI-generated code exposed the fundamental difference between developers who cherish solving technical puzzles and entrepreneurs who prioritize shipping features that drive business value. This shift from programmer to orchestrator isn't just about tools; it's about letting go of a carefully constructed identity and embracing that for software entrepreneurs, pristine code was never the goal—rapid deployment, customer value, and business growth always were. If you're struggling with AI coding tools or clinging to perfectionist coding standards, this perspective might fundamentally change how you view your role as a technical founder.This episode of The Bootstraped Founder is sponsored by Paddle.comYou'll find the Black Friday Guide here: https://www.paddle.com/learn/grow-beyond-black-fridayThe blog post: https://thebootstrappedfounder.com/i-never-really-loved-coding-and-only-ai-made-me-realize-it/ The podcast episode: https://tbf.fm/episodes/424-i-never-really-loved-coding-and-only-ai-made-me-realize-it Check out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw
Grok and AIGolfClick StickFull Swing Golf MonitorFairway ~60%, 8ft putt 50%, green in Regulation: 175-200yds = 50%. 150-175yds = 63%TrumpBig Dinner with Trump and moguls. Ronaldo. Elon. Crown Prince Mohammed bin Salman of Saudi ArabiaTrump with Mamdani“Shared purpose of serving New Yorkers and how to help with affordability”Fascist? INSPIRINGPolitical AbsurdityMy Post on X. Politicians and Investing"They've got the WORST policies. But I don't talk about them. Because if I talk about it, they might change." Larry Summers - Secretary of Treasury. Summers resigned his seat on the OpenAI board. Then Harvard announced it would take a fresh look at his and other faculty members' ties to Epstein.The immediate cause of Summers's undoing was the release of a passel of messages in which he asked advice from his friend Epstein on “getting horizontal” with a woman he was pursuing.“She's already beginning to sound needy :) nice,” Epstein notedMarketsBought: Tesla Down 20% Meta Down 26% VOO Down ~5%Bitcoin$125,000 in October$87,000 todayDown $38k or 30%My Financial AcronymsFATMAANN. Up 160% (85% without Nvidia), compared to S&P 57%Facebook, Amazon, Tesla, Microsoft, Alphabet, Apple, Netflix, NvidiaTAMPANBorn: Nov 6, 2025Tesla, Amazon, Meta, Palantir, Apple, NvidiaNVIDIANVIDIA Earnings Q3 2025Record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.AI Build, Tesla, NvidiaUS Saudi Investment Forum. Full interview here. Elon and Jensen Huang. Play at 7.37Work will be optional. Elon Musk says if current AI and robotics trends continue "money will stop being relevant in the future." Then to Jensen. HahahaPlay at 14.50. Elon and Jenson announcing 500 mw or gw? Gazillion $'s. HaHaHa Play at 18.35. AI in Space. Netflix Per WSJ Bids for Warner Brothers. At the same time, Warner Discovery continues to move forward with plans to separate its assets into two companies: one to house its studios and streaming business, and the other comprising its cable networksStock Split. 10:1RecommendationsGet a hobbyRestrung my guitarWriting a rhythm, lead and lyrics to a song
AI Reporters Stephanie Palazzolo and Erin Woo talk with TITV Host Akash Pasricha about OpenAI CEO Sam Altman's internal warning to employees about Google's rising Gemini model and the narrowing lead in the frontier AI race. We also talk with Redpoint Ventures' Erica Brescia about investing in commoditized models, cybersecurity, and accelerators; and Booking Holdings CEO Glenn Fogel discusses how AI is transforming the travel industry. Next, Co-Executive Editors Martin Peers and Amir Efrati debate which of the five frontier AI companies (OpenAI, Anthropic, Google, Meta, XAI) will ultimately succeed. Lastly, reporter Rocket Drew details the current high-stakes status of the Elon Musk OpenAI lawsuit.Articles discussed on this episode:https://www.theinformation.com/articles/openai-ceo-braces-possible-economic-headwinds-catching-resurgent-googlehttps://www.theinformation.com/briefings/openai-ceo-googles-ai-breakthrough-cause-headwinds-openaiTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
-At some point in the last couple days, Grok began to offer extremely over the top opinions about Musk. The bot claimed that Musk is the "undisputed pinnacle of holistic fitness" and that he is more fitter than LeBron James, smarter than Albert Einstein, better fighter than Mike Tyson, morally superior to Jesus, and a better communist than Joseph Stalin. -FoloToy, a company selling AI-enabled toys, suspended sales of its products after a consumer safety report showed there were few restrictions around what its toys would talk about. -After what was apparently a successful testing period, OpenAI has announced that it is rolling out group chats in ChatGPT to "all logged-in users on ChatGPT Free, Go, Plus and Pro plans globally over the coming days." Learn more about your ad choices. Visit podcastchoices.com/adchoices
While the Fear and Greed Index just hit "Extreme Fear" territory, Spectra Markets president Brent Donnelly says we're in more of a rotation than a panic. Brent and I talk about the AI trade—why Meta's earnings marked a shift, whether OpenAI's $500 billion valuation is defensible, and why 65% of respondents would short it. Plus, why Buffett just bet on Google.
Curious about OAuth, MCP servers, and building cool ChatGPT apps? Hear from Max of Stytch as we dive deep, break down the tech, and build a Tamagotchi together! Drop your thoughts and share if you enjoyed it.https://codingcat.dev/podcast/how-oauth-mcp-and-the-openai-apps-sdk-power-the-next-generation-of-interactive-ai-experiences00:00 Meet Stytch & Max01:20 Consumer Identity07:04 Deep Dive OAuth09:37 MCP Explained17:59 Security Risks19:59 Next-Gen Apps24:37 Building Chatagotchi34:09 MCP Code Walkthrough51:52 Future Predictions53:02 Closing Thoughts
之前我们讲美国数据中心基建 (https://www.xiaoyuzhoufm.com/episode/6903fc896e241a8dee4a7f8e?s=eyJ1IjogIjVlYjNlZGMwOWM3MzVmOWNmNGY3ZmVhNCJ9)时,嘉宾很多观点和数据都在播客发出来之后一一被市场验证,比如微软CEO萨提亚·纳德拉称,AI缺的不是GPU是电力。 那期节目中我们梳理了AI巨头们各自找电的路径,最早转型AI的矿工CoreWeave,不仅崛起为云算力租赁的龙头,更将一种高杠杆、高风险的金融玩法带入这个赛道。本期节目我们将关注AI基建的四种常规路径与两种非常规路径,以及一股潜伏已久的关键力量——加密矿工。 另外,我们也会从资本市场的角度,聊聊AI基建的钱从哪儿来,是否正在酝酿一场席卷整个行业的投资泡沫? 本期节目为《硅谷101 (https://www.xiaoyuzhoufm.com/podcast/5e5c52c9418a84a04625e6cc)》与《Web3 101》串台节目。 【主播】 泓君,硅谷101创始人,播客主理人 【嘉宾】 郑迪,前沿科技投资人(知识星球:22136749) 【赞助商】 本期节目由开源硬件钱包OneKey赞助播出。硬件钱包是保护加密资产最有效的方式之一。加密世界是黑暗森林,每个人都该为自己的资产负责。物理隔离的硬件钱包,能更好保护助记词不被盗窃。 访问OneKey官网 (https://shop.onekey.so/discount/web3101)购买开源硬件钱包,使用折扣码「web3101」可享受95折优惠。 【你将听到】 能源危机下的电力绿洲 03:04 摩根士丹利估算,比特币矿工转产可在未来的两年释放15Gw 05:08 另外三条解决AI能源问题的常规路径(核能,燃气,储能) 10:05 两条有难度的“非常规”路径(训练外迁,柴油) 12:19 市场疑问:“挖矿电”能变成稳定可靠的“AIDC电”吗? 14:34 未来两年能否攻克B端,成为AI大基建能否持续的关键 16:43 1Gw数据中心500亿美元成本拆解 19:23 当前估值低于建造成本,矿工转型缺乏动力 复刻地产融资游戏 22:54 矿工转AI的两种模式:“卖电/租场地”和“买GPU卖算力” 24:58 Iris Energy:举债买卡的冒险家,困于“重资产”估值陷阱 29:34 生态为王:英伟达的“总包”霸权与AMD的“付费入场” 31:29 未来收益证券化+滚动开发,AI基建越来越像房地产 25:54 GPU证券化:底层资产是“AI金矿”还是“科技次贷”? 37:03 诺贝尔经济理论也出错?亲历者复盘当年的金融理论失误 40:17 AI产业链已经形成了“铁锁连环”的金融风险 42:47 大厂策略:在高评级市场发债+打造“大而不能倒”格局+与国家战略捆绑 44:10 AI大基建的“终极买单者”——全球债券市场 浪潮中的转型博弈 48:31 行为金融学的囚徒困境:不惜代价搏一张AI船票 52:37 OpenAI的黄金上市时机:2026年上半年 56:34 加密矿场转AI,缺电及算力闲置仍是最大风险 62:24 比特小鹿:处于地缘政治的“灰色地带” 69:19 挖矿转AI成功的公司,都不是挖矿赛道的“优等生” 70:30 两种矿工:囤算力的(如Mara)vs 囤电力的(Iris) 74:43 矿工转型的最优解:挖矿保现金流,闲置电力滚动开发AIDC 76:49 比特币价格与AIDC转型,并非简单的线性关系 【节目中提到的相关公司和术语】 播客中提到的加密矿工: Applied Digital Core Scientific CleanSpark Riot Platforms Cipher Mining Galaxy Digital IREN 比特小鹿/Bitdeer Hut 8 Marathon Digital(MARA) Crusoe Energy Wulf 其他公司: CoreWeave Nebius Oklo GE Vernova (GEV) Blue Energy Anthropic Blue Owl Capital 金融术语: ATM(At-the-Market Offering ,按市价发行/增发) ABS(Asset Backed Securitization,资产支持证券) CDO(Collateralized Debt Obligation,担保债务凭证) REIT(Real Estate Investment,房地产投资信托) 【风险声明】 本期节目不构成任何投资建议,投资有风险,入市需谨慎。 本期节目参与者也均不持有节目中提到的股票。 【后期】 AMEI 【运营】 朱婕 【BGM】 Mumbai - Ooyy First Horizon - ELFL 【在这里找到我们】 收听渠道:苹果|小宇宙 海外用户:Apple Podcast|Spotify|Google Podcast|Amazon Music 联系我们:podcast@sv101.net Special Guest: 郑迪.
A Nvidia voltou a surpreender o mercado com mais um resultado explosivo — mas, curiosamente, a reação das bolsas contou outra história. Enquanto o lucro e a receita seguem escalando como nunca, a volatilidade disparou e o clima mudou de repente. Estamos diante de uma nova era tecnológica… ou prestes a descobrir que o boom da IA pode ter limites bem claros?Neste vídeo, analisamos os números da Nvidia, o comportamento dos grandes hyperscalers e o papel decisivo da OpenAI nesse ciclo de investimentos. Há sinais de euforia, alertas ignorados e perguntas importantes sobre sustentabilidade, demanda real e riscos que podem afetar não apenas as big techs, mas toda a economia americana.
De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.
Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza el momento del mercado. En la sesión del jueves vimos fuertes caídas en los índices, arrastrados por el comportamiento de las tecnológicas y sobre todo de Nvidia. Llegó a subir casi un 6% en las operaciones posteriores al cierre, cayó más de un 3% al final de la sesión. Al mercado le preocupa sus cuentas por cobrar y los acuerdos que hay entre las grandes corporaciones, ya que para algunos tienen un carácter especulativo. “La caída del mercado no es por culpa de Nvidia”, asegura el invitado. Además, destaca que sus cuentas lo que implica es “cuánta demanda hay de la demanda de la inteligencia artificial y que convicción tienen sus clientes”. El miedo a la burbuja sigue latente. A pesar de ello, el analista destaca que “hay burbuja o ciertas valoraciones exageradas en muchos valores”. Uno de estos valores es Oracle, ya que su deuda neta se sitúa en 2,5 veces su ebitda. Después de dos meses de su acuerdo con Open AI, ha perdido en Bolsa más de 315.000 millones de dólares. A pesar de esto, el experto piensa que es más importante “seleccionar qué valores o sectores queremos estar y lo hemos visto”. Pone el ejemplo de Warren Buffet, que ha adquirido una participación de 4.900 millones de dólares en Alphabet el trimestre pasado. En el mercado también pesa el informe de empleo de septiembre, que sorprendió de forma positiva con la creación de 119.000 nuevos puestos de trabajo. Esto complica la decisión de tipos de la Reserva Federal, ya que da la razón a los miembros que quieren apostar por no bajar los tipos en la próxima reunión de diciembre. “Cada vez va a haber más disensión dentro de la Fed para poder bajar esos tipos como quiere Trump”, asegura el country manager en Iberia de Leverage Shares.
En el Radar Empresarial de hoy examinamos las enormes sumas que están destinando los principales gigantes tecnológicos a fortalecer su posición en el terreno de la inteligencia artificial. Las compañías más influyentes del sector se están moviendo mediante acuerdos de dimensiones históricas y alianzas estratégicas con las que buscan mantenerse a la cabeza en una competencia cada vez más intensa. Uno de los convenios más recientes involucra a tres actores clave: Nvidia, Anthropic y Microsoft. Tanto el fabricante de chips como la empresa fundada por Bill Gates han pactado una inversión conjunta de 15.000 millones de dólares en Anthropic, una de las start-ups más prometedoras y considerada rival directa de OpenAI. Nvidia aportará 10.000 millones, mientras que Microsoft cubrirá el resto, a cambio de que Anthropic destine 30.000 millones a tecnologías desarrolladas por ambas. Este movimiento, sin embargo, ha despertado inquietudes entre parte del mercado. Diversas voces especializadas advierten que la demanda de soluciones de inteligencia artificial crece a un ritmo multimillonario, pero aseguran que aún no existe suficiente infraestructura tecnológica para respaldar acuerdos tan colosales. Entre los críticos destaca Michael Burry, conocido por anticipar la crisis de 2008. En redes sociales compartió una imagen con los principales pactos empresariales de este año acompañada del mensaje: “Con el tiempo, esto será visto como un fraude, no como un simple fenómeno pasajero”. Sea o no una burbuja, el 2025 se ha convertido en el año de las grandes alianzas en IA. En apenas unas semanas, OpenAI firmó un acuerdo de 38.000 millones de dólares con Amazon para potenciar Amazon Web Services, y meses antes selló un pacto con Broadcom para desarrollar sus propios chips de inteligencia artificial. Otro movimiento relevante fue la inversión de 5.000 millones de dólares de Nvidia en Intel, con la que adquirió el 5% de la compañía. Pero el proyecto más ambicioso sigue siendo Stargate, impulsado por Oracle, OpenAI y SoftBank, que prevé destinar 500.000 millones de dólares en Estados Unidos para acelerar el avance de la inteligencia artificial. Solo el tiempo mostrará si estas apuestas derivarán en una crisis global o en una revolución tecnológica sin precedentes. Por ahora, lo indiscutible es que los grandes magnates del sector se están enriqueciendo rápidamente: según Forbes, veinte multimillonarios —entre ellos Mark Zuckerberg, Michael Dell y Steve Ballmer— han incrementado sus fortunas colectivamente en más de 450.000 millones de dólares desde comienzos de año.
Der amerikanische Chip-Konzern Nvidia meldet einen Milliardengewinn nach dem anderen. Hatten auch professionelle Anleger zunehmen gedacht, das Unternehmen werde nicht wie bislang weiter wachsen und Geld verdienen, belehrte sie Nvidia-Konzernchef Jensen Huang abermals eines besseren vor wenigen Tagen: Die Zahlen stimmen, der Umsatz wächst schneller als gedacht, der Gewinn ebenfalls, die Marge ist beeindruckend hoch. Waren und sind die Warnungen vor einer KI-Blase doch übertrieben? Klar ist: Die Nervosität der Anleger ist hoch. Die Euphorie nach den neuen Geschäftsergebnissen dauerte nicht lange an. Und dann wachsen die Zweifel, ob die vielen Deals zwischen den Tech-Unternehmen wirklich so wertsteigernd sind, wie sie daherkommen. Etwa wenn es um das KI-Unternehmen OpenAI geht, das viel Geld von Nvidia bekommt und dafür eben Nvidia-Chips in nicht unbeträchtlichem Umfang erwirbt. Huang hob wiederum das Geschäft mit Nvidias jüngster Chipgeneration Blackwell hervor und sagte, dessen Umsätze gingen „durch die Decke“. Schwierig bleibt indessen der chinesische Markt, wo Nvidia sich Exportbeschränkungen gegenübersieht. Schon unter dem früheren US-Präsidenten Joe Biden wurden Restriktionen beschlossen, die dem Unternehmen den Verkauf seiner fortschrittlichsten Chips in China untersagten. Darauf reagierte Nvidia mit der Entwicklung der weniger leistungsstarken Chipreihe H20 speziell für China. Im April dieses Jahres hat der jetzige Präsident Donald Trump auch für diese Chips Exportbeschränkungen verhängt. Im Sommer hat er sie wieder aufgehoben, dabei allerdings ausgehandelt, dass Nvidia künftig 15 Prozent seiner Umsätze in China an die US-Regierung abführen muss. In der Zwischenzeit kam auch aus China selbst Gegenwind, und die dortige Regierung hat Unternehmen aufgefordert, keine Nvidia-Chips zu kaufen. Unter dem Strich bedeutet all das, dass Nvidias Geschäft in China einen Kollaps erlebt hat. Die Umsätze mit der H20-Reihe waren nach Darstellung des Unternehmens im vergangenen Quartal „unerheblich“. Finanzchefin Colette Kress sagte in einer Telefonkonferenz, Nvidia sei „enttäuscht“ über diese Entwicklung, bleibe aber weiter in Gesprächen mit den Regierungen in China und den USA. Im Quartalsbericht wies das Unternehmen derweil auch darauf hin, dass die Abmachung mit der US-Regierung über den Exportzoll von 15 Prozent noch immer nicht festgezurrt sei. Im vergangenen Geschäftsjahr hat Nvidia in China noch einen Umsatz von 17 Milliarden Dollar erzielt. Wie geht es nun weiter? Wie schlagen sich eigentlich die übrigen Tech-Unternehmen? Und kommt KI inzwischen in der Breite so an, wie sich das die Tech-Manager im Silicon Valley erhoffen? Über all das sprechen wir in dieser Episode.
En este episodio de Insights, profundizamos en el impresionante desempeño reciente de Amazon y su papel creciente dentro del ecosistema de la inteligencia artificial. Aunque la empresa es reconocida principalmente por su masivo negocio de comercio electrónico, la conversación muestra cómo Amazon se ha transformado en un gigante tecnológico altamente diversificado. Analizamos los más recientes resultados financieros de la compañía, su ritmo de crecimiento en áreas clave y su rol dominante en el mercado de la nube. También abordamos la millonaria inversión en centros de datos, la creación de chips propios y el reciente acuerdo con OpenAI para proveer servicios de cómputo por 38 mil millones de dólares.
Para más información vaya a: https://chatgpt.com/atlas/ La inteligencia artificial se combina con el explorador. Ahora este nuevo explorador de la gente de OpenAI integra inteligencia artificial al buscar o manejar páginas de Internet.
Google doorbreekt een hardnekkige barrière tussen iPhone en Android: Quick Share werkt nu samen met AirDrop, waardoor gebruikers voor het eerst rechtstreeks bestanden kunnen uitwisselen tussen beide ecosystemen. De functie start op de Pixel 10 maar wordt in de toekomst mogelijk breder beschikbaar. Jarenlang werkte AirDrop alleen tussen Apple-apparaten, terwijl Android-gebruikers Quick Share hadden. Onderling bestanden delen bleef omslachtig, vaak wordt Whatsapp gebruikt. Google zegt de compatibiliteitslaag zelf te hebben gebouwd en uitgebreid te hebben getest op privacy en beveiliging. De koppeling werkt twee kanten op, van Android naar iPhone en andersom. Google werkte niet samen met Apple bij de ontwikkeling. Apple heeft nog niet gereageerd, maar werd eerder dit jaar door de EU al gedwongen om AirDrop open te stellen voor andere apparaten. Verder in deze Tech Update: Foxconn zet zwaar in op AI-datacenters en kan inmiddels 1000 AI-serverracks per week produceren. Het bedrijf werkt nauwer samen met Nvidia en OpenAI en wil jaarlijks tot 3 miljard dollar investeren in nieuwe AI-productiecapaciteit. KPMG en de Universiteit van Amsterdam experimenteren met een bedrijf zonder mensen, volledig gerund door AI-agents. Na problemen met een AI-CEO stapten onderzoekers over op honderden kleine ‘wegwerp-agents’ om te testen welke processen AI zelfstandig kan uitvoeren. Zometeen in De Schaal van Hebben: De EufyCam S4 2-cam See omnystudio.com/listener for privacy information.
TikTok's parent company is now one of the world's most successful 'startups' A recent funding round has valued Bytedance, the company behind TikTok, at $480 billion, which is only just behind OpenAI's $500 billion valuation. Even though the US company may be sold or transferred, Bloomberg reports there was fierce interest in the stock sale with seven companies bidding, driving the valuation from $360 billion. Perplexity is bringing its AI browser to Android and beyond The underdog AI company and the first to make an AI enabled browser is expanding to take on Google directly. The Android app is now available, the iOS version is days away from launch, and it's also available for Mac and Windows making it much more widely available than the ChatGPT browser. Perplexity's goal is to be your go to search engine, trying to break Google's 20 year dominance. WhatsApp is getting the Instagram Notes feature You'll now be able to set a 'status' message that can either be seen publicly or just by your contacts. Just like Instagram Notes, the message only stays up for a day by default, but you can set it for longer or shorter if you want. It's another step to seemingly align all the Meta-owned messaging services – Instagram, Facebook and WhatsApp. LISTEN ABOVE See omnystudio.com/listener for privacy information.
After years of soaring optimism and colossal investment, Wall Street has begun to seriously question whether the frenzy for A.I. is justified.Cade Metz, who covers technology for The New York Times, explains why Silicon Valley companies believe so fervently in A.I. and why they're willing to take enormous risks to deliver on its promise.Guest: Cade Metz, a technology reporter for The New York Times.Background reading: Why debt funding is ratcheting up the risks of the A.I. boom.Amazon, Google, Meta, Microsoft and OpenAI plan to spend at least $325 billion by the end of the year in pursuit of A.I.Photo: Scott Ball for The New York TimesFor more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
Dave Rubin of "The Rubin Report" talks about CNN's Kaitlan Collins grilling Jasmine Crockett live on-air about how she misled people by lying to try to make it sound like Lee Zeldin had taken money from Jeffrey Epstein when it was someone else who had the same name; Democrat Stacey Plaskett desperately trying to explain to CNN's Pamela Brown and Wolf Blitzer why she was texting with Jeffrey Epstein during a house testimony hearing; Democrat Ayanna Pressley getting annoyed when a BBC News host repeatedly points out that Democrats didn't seem to care about Jeffrey Epstein during the 4 years that Joe Biden was president; hidden camera footage of Larry Summers awkwardly explaining to his class his shame regarding his past associations with Jeffrey Epstein and why will be stepping down from the OpenAi board but continuing to teach courses at Harvard University; Scott Jennings explaining to Newsmax's Rob Schmitt why Democrats sudden desire to get the Epstein files is more likely to hurt Democrats than Donald Trump and the Republicans; Zohran Mamdani telling PIX11 News' Dan Mannarino how he plans to prevent any future ICE raids from happening in NYC; and much more. Dave also does a special "ask me anything" question-and-answer session on a wide-ranging host of topics, answering questions from the Rubin Report Locals community. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: Noble Gold Investments - Whether you're looking to roll over an old 401(k) into a Gold IRA or you want physical gold delivered right to your home Noble Gold makes the process simple. Download the free wealth protection kit and open a new qualified account and get a FREE 10-ounce Silver Flag Bar plus a Silver American Eagle Proof Coin. Go to http://DaveRubinGold.com Juvent - Stop joint pain and stiffness with the Juvent Micro-Impact Platform. In the US, the Juvent device is considered investigational for the treatment of osteoporosis or improvement/maintenance of bone mineral density. Our claims have not been reviewed or cleared by the FDA to treat any disease or condition. The JUVENT® Micro-Impact Platform® is registered as a Class I medical device for exercise and rehabilitation." Go to http://Juvent.com/RUBIN and use the code RUBIN to save $300 on your own Juvent. Brickhouse Nutrition - The most impressive health and nutrition products in the industry are like LEAN, CreaTone and Field of Greens are now 30% off. But hurry, because these Black Friday deals go fast. Go to: http://BrickhouseSale.com to get 30% off!
In episode 1967, Jack and Miles are joined by comedian, Zahra Noorbakhsh, to discuss… Insurance Lawyer Lady F**ked Up Big Time? Being Epstein’s “Wingman” Isn’t Helping Larry Summers’ Career, Billionaire Out Here Telling Us How To Make Life Better, This Warner Bros. Discovery Sale Is A Disaster In The Making and more! Disability rights activist and author Alice Wong dies at 51 Judge says possible errors by Lindsey Halligan could imperil Comey case Lindsey Halligan says full grand jury never saw final indictment it handed up against Comey Harvard professor cozied up to his 'wingman' Epstein to get sex tips, emails reveal Larry Summers resigns from OpenAI board as scrutiny over Jeffrey Epstein emails intensifies New York Times cuts ties with Larry Summers over Epstein emails How Could Larry Summers Be So Stupid? Larry Summers began his class yesterday by expressing the shame he feels over his past involvement with Jeffery Epstein VIDEO: Harvard Student Records Larry Summers Addressing Epstein Link Before Class Harvard to investigate Larry Summers’s Epstein ties as he exits OpenAI board Billionaire Out Here Telling Us How To Make Life Better Warner Bros. Discovery Bids Are Due This Week. How Do Paramount, Netflix, Comcast Stack Up? As Warner Bros Goes Up for Sale, Where Would Hollywood Be Without the Iconic Studio? Warner Bros. Discovery officially hangs a ‘for sale’ sign around company Who Will Win Hollywood’s Big Prize? Netflix stock falls amid scrutiny of potential Warner Bros. Discovery bid Paramount Skydance prepares $71bn bid for Warner Bros Discovery: Report Senators Ask DOJ for “Non-Biased” Review of Any Deal for Warner Bros. Discovery Amid “Cloud of Political Favoritism and Corruption” (Exclusive) Trump Throws Support Behind Paramount’s Warner Bros. Discovery Bid | Report Bari Weiss named editor-in-chief of CBS News under Free Press-Paramount deal Warner Bros.’ Sale Is a ‘Red Alert’ Moment for Theaters LISTEN: Earthshaker by PhantogramSee omnystudio.com/listener for privacy information.
Today's show:The race for more compute gets all the headlines, but Mistral AI CEO Arthur Mensch tells us the REAL danger is running out of data!On TWiST, Jason and Alex are chatting with the head of France's largest foundation AI company, Mistral AI, about how enterprises can get more out of their AI pilots, whether the West is lacking leadership on open-source, why Mistral AI isn't pursuing every possible kind of AI application, and optimizing your models for performance rather than benchmarks (aka benchmaxxing). Find out what it's like to run a huge AI company in today's intense environment!PLUS… why everyone made the wrong call on OpenAI vs. Google… Kraken's fresh $20 billion valuation… Jason's urgent message to every company thinking about M&A… and much more!Timestamps:(3:35) Why did everyone get it wrong on Google vs. OpenAI?(10:51) Why Jason thinks drone delivery will make everyone safer(9:52) SQUARESPACE: Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:26) Mistral AI CEO Arthur Mensch joins us! What's it like to run a foundation model AI company in this intense environment?(14:50) Why enterprises aren't getting enough value out of AI and how Mistral AI aims to correct this(18:45) Why Mistral AI's goal is, ultimately, to disappear…(20:19) LinkedIn Ads: Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://linkedin.com/thisweekinstartups to claim your credit.(22:49) Are Europe and the US lacking leadership on open source AI?(24:53) Mistral AI doesn't need to compete in every category... how big of an advantage is focus?(27:05) The “two bottlenecks” in Machine Learning: Compute and Data(29:01) How Mistral AI works with human experts to annotate their models, and where they source them from(30:06) Nexos.ai: Stop Shadow AI in its tracks with the unified platform for secure AI adoption and productivity. Try it with a free 14-day trial at https://nexos.ai/twist.(34:24) Is optimizing your model for benchmark tests (aka benchmaxxing) like cheating?(40:08) Will we ever be able to run smaller AI models on our phones?(44:21) When does Arthur think we'll have truly helpful humanoid robots in our lives?(49:42) Suno lawsuits and why Jason says you should NEVER break the rules, ESPECIALLY with the music industry(54:28) Release the Kraken! They're now worth $20 billion.(56:48) Jason is going to F1… should he take up the offer and do a dry run?(58:30) How Meta beat the FTC and why Jason is so excited about it(1:01:37) Who should buy Crunchbase?
Nvidia reported revenue of $57bn in the third quarter—up 62% on a year earlier—surpassing analysts' estimates, and forecast higher-than-expected fourth-quarter revenue of around $65bn. Hosted on Acast. See acast.com/privacy for more information.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
An in-depth look at how Gemini 3 reshapes the AI landscape. The episode breaks down which companies gained momentum, which ones face new pressure, and what the launch signals for the broader market. Topics include the Microsoft–Nvidia–Anthropic mega-deal, Bezos's return with Project Prometheus, the latest on Grok 4.1, the state of OpenAI, and Google's full-stack advantage. A clear map of the new frontier after the Gemini 3 release.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
In this FOMO Sapiens episode, Patrick McGinnis speaks with Byron Lofflin, Global Head of Board Advisory at NASDAQ and co-author of CEO Ready, about how to build better boards, smarter leaders, and more resilient organizations. Lofflin's career was shaped by the 2008 financial crisis, when he saw firsthand the cost of poor governance and weak risk oversight. Since then, he's made it his mission to elevate board standards and prepare future CEOs for the realities of leadership.He argues that true readiness goes beyond qualifications; it's about humility, process, and the courage to ask the right questions. Lofflin explains how succession planning should be a continuous improvement cycle, not a last-minute search, and why boards must proactively manage stakeholder dynamics to avoid surprises like the OpenAI leadership crisis. Through case studies and practical frameworks, Lofflin offers a playbook for leaders who want to build excellence at every level, from boardrooms to executive suites. Learn more about your ad choices. Visit megaphone.fm/adchoices