Podcasts about tpu

Hey all, Happy new year! This is Alex, writing to you for the very fresh start of this year, it's 2026 already, can you believe it? There was no live stream today, I figured the cohosts deserve a break and honestly it was a very slow week. Even the chinese labs who don't really celebrate X-mas and new years didn't come out with a banger AFAIK. ThursdAI - AI moves fast, we're here to make sure you never miss a thing! Subscribe :) Tho I thought it was an incredible opportunity to finally post the Will Brow interview I recorded in November during the AI Engineer conference. Will is a researcher at Prime Intellect (big fans on WandB btw!) and is very known on X as a hot takes ML person, often going viral for tons of memes! Will is the creator and maintainer of the Verifiers library (Github) and his talk at AI Engineer was all about RL Environments (what they are, you can hear in the interview, I asked him!) TL;DR last week of 2025 in AIBesides this, my job here is to keep you up to date, and honestly this was very easy this week, as… almost nothing has happened, but here we go: Meta buys ManusThe year ended with 2 huge acquisitions / aquihires. First we got the news from Alex Wang that Meta has bought Manus.ai which is an agentic AI startup we covered back in March for an undisclosed amount (folks claim $2-3B) The most interesting thing here is that Manus is a Chinese company, and this deal requires very specific severance from Chinese operations.Jensen goes on a new years spending spree, Nvidia buys Groq (not GROK) for $20BGroq which we covered often here, and are great friends, is going to NVIDIA, in a… very interesting acqui-hire, which is a “non binding license” + most of Groq top employees apparently are going to NVIDIA. Jonathan Ross the CEO of Groq, was the co-creator of the TPU chips at Google before founding Groq, so this seems like a very strategic aquihire for NVIDIA! Congrats to our friends from Groq on this amazing news for the new year! Tencent open-sources HY-MT1.5 translation models with 1.8B edge-deployable and 7B cloud variants supporting 33 languages (X, HF, HF, GitHub)It seems that everyone's is trying to de-throne whisper and this latest attempt from Tencent is a interesting one. a 1.8B and 7B translation models with very interesting stats. Alibaba's Qwen-Image-2512 drops on New Year's Eve as strongest open-source text-to-image model, topping AI Arena with photorealistic humans and sharper textures (X, HF, Arxiv)Our friends in Tongyi decided to give is a new years present in the form of an updated Qwen-image, with much improved realismThat's it folks, this was a quick one, hopefully you all had an amazing new year celebration, and are gearing up to an eventful and crazy 2026. I wish you all happiness, excitement and energy to keep up with everything in the new year, and will make sure that we're here to keep you up to date as always! P.S - I got a little news of my own this yesterday, not related to AI. She said yes

In this final part of our series meeting with brands to highlight their updates in the next year, Andrea is joined by Russ Stevens & Carolyn Todd from Topo Athletic. They highlight the big redesign to the Specter 3 featuring an all new A-TPU midsole. They'r also bringing updates to the Atmos, Ultrafly, trail favorites like the Terraventure, and many more. Get your DOR Merch: https://doctors-of-running.myspreadshop.com/Get 20% off your first order from Skratch with code: DOCTORSOFRUNNING! https://www.skratchlabs.comChapters0:00 - Intro2:28 - What makes Topo tick6:08 - Specter 310:47 - Atmos 215:34 - Ultrafly 619:12 - Aura 222:48 - Connect28:28 - Ultraventure 531:18 - Terraventure 533:56 - Future Cyclone updates38:45 - What the next couple years have in store for Topo43:54 - Wrap-up

Aaron and Brian make some bold predictions for the 2026 Cloud and AI markets, as well as reviewing the biggest issues going into 2026.  SHOW: 989SHOW TRANSCRIPT: The Cloudcast #989 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:CLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)2026 CLOUD + AI PREDICTIONS (AND BIG ISSUES TO REVIEW)OpenAI Revenues and Focus AreasNVIDIA customer profitabilityCompanies moving to GOOG TPUsEnterprise success beyond CoPilot/GeminiEnterprise data+model trainabilityEnterprise price hikesBroadcom, AMD, Groq - alternative HW optionsData Center buildoutsDoes AI spending shiftWhat is Agentic AI?Long term spending + short term refocusesPREDICTIONS:At least one big AI IPO in 2026, and it won't go well. (Aaron says Anthropic)People will question whether Sam Altman is the right person to lead OpenAIAI will be a central issue in the 2026 US elections, either about job losses or electricity pricesOne major LPU/TPU/dedicated inference chip will break through in 2026Azure will be the Number One Cloud… (Aaron has to keep it going)We will start to see a shift in the Enterprise from big models in the sky (1+trillion parameters) to dedicated, purpose-built models of 500M or less in size for efficiency and securityGemini will dominate the consumer/prosumer space, OpenAI will go through the trough of disillusionmentThe industry will shift to a base/instruct and a reasoning split of modelsAWS and Azure will double down on being a solutions provider instead of a primitive supplier for AI and infrastructureFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Turns out when the lights go out, Waymo's don't handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it's 1999. And two deep-dive looks at whether or not Google's TPU's really are a threat to Nvidia and OpenAI. Waymo resumes robotaxi service in San Francisco after blackout chaos — Musk says Tesla car service unaffected (CNBC) Paramount guarantees Larry Ellison backing in amended WBD bid (CNBC) Instacart Scraps All Price Tests After Customer Pushback (WSJ) Spotify Music Library Scraped by Pirate Activist Group (Billboard) ChatGPT will now let you pick how nice it is (The Verge) TPU Mania (The Chip Letter) Why Nvidia maintains its moat and Gemini won't kill OpenAI (SiliconANGLE) Learn more about your ad choices. Visit megaphone.fm/adchoices

Here it is! We review the year where scaling large AI models hit its ceiling, Google reclaimed momentum with efficient vertical integration, and the market shifted from hype to viability. Join us as we talk about why human-in-the-loop is failing, why generative AI agents validating other agents compounds errors, and how small expert data quietly beat the big models.• Google's resurgence with Gemini 3.0 and TPU-driven efficiency• Monetization pressures and ads in co-pilot assistants• Diminishing returns from LLM scaling• Human-in-the-loop pitfalls and incentives• Agents vs validation and compounding error• Small, high-quality data outperforming synthetic• Expert systems, causality, and interpretability• Research trends return toward statistical rigor• 2026 outlook for ROI, governance, and trustWe remain focused on the responsible use of AI. And while the market continues to adjust expectations for return on investment from AI, we're excited to see companies exploring "return on purpose" as the new foray into transformative AI systems for their business. What are you excited about for AI in 2026? What did you think? Let us know.Do you have a question or a discussion topic for the AI Fundamentalists? Connect with them to comment on your favorite topics: LinkedIn - Episode summaries, shares of cited articles, and more. YouTube - Was it something that we said? Good. Share your favorite quotes. Visit our page - see past episodes and submit your feedback! It continues to inspire future episodes.

Hour 4 opens with a recap of Senator Josh Hawley's earlier interview, touching on the president's speech, border security, and Amendment 3. The hosts discuss rumors of the Chicago Bears relocating and St. Louis stadium politics, then move to national headlines, including Archbishop Ronald Hicks' appointment in New York and Candace Owens' comments on a TPU scandal. The segment highlights DEI and LGBTQ training being forced on Illinois State Police, sparking controversy. The next segment features Shannon Bream analyzing the president's speech, economic updates, and international policy, including potential Venezuela strikes. Griff Jenkins takes the spotlight in the third segment, sharing personal holiday stories, travel plans, and insights on New York politics and progressive candidates. The final segment covers Democratic criticism of ICE, portraying officers as “terrorists,” and transitions to Dan Bongino's FBI resignation, exploring implications for internal leadership and Andrew Bailey's potential role. The hour blends politics, law enforcement, and media commentary with personal and local stories.

Elke maand verzorgen beursanalisten Jordy Beuving en Jean-Paul van Oudheusden een uitgebreide update over technologie aandelen. Deze keer ontvangen zij techbelegger en fondsmanager Marc Langeveld als extra gast in de uitzending. In deze aflevering komen onder andere NVIDIA, Alphabet, OpenAI, ASML, Broadcom, Microsoft, Salesforce, WoltersKluwer, Prosus, Adobe & SpaceX aan bod. Meer weten over het Antaurus AI Tech Fund? Ga dan naar: http://antaurus.nl/Tijdslijn:00:00 - 4:45 Introductie4:45 - 6:20 OpenAI vs Gemini6:20 - 9:30 Broadcom9:30 - 15:45 Verschillen in AI modellen15:45 - 21:12 TPU vs GPU21:12 - 30:31 Investeringsgolf Hyperscalers30:31 - 46:18 Vooruitblik Software: Adobe & Salesforce46:18 - 57:00 Vooruitblik Chipaandelen: ASML & TSMC57:00 - 1:01:00 NL Tech: Adyen, Wolters Kluwer, Prosus1:01:00 - 1:08:01 SpaceX1:08:01 Robotaxi'sOntvang al onze exclusieve analyses, video's en beurscontent: https://www.deaandeelhouder.nl/premium/ Benieuwd naar de portefeuilles van zowel Jordy, Marc als Jean-Paul? Ga naar: https://www.probeleggen.nl/aanmelden/...

※昨日アップロードしたデータが別番組のものだった為再度アップロードしました。 ◯iOS/iPadOS26.2とwatchOS26.2などがリリース https://iphone-mania.jp/ios-599370/ ◯衛星経由のメッセージが日本で利用可能に https://www.apple.com/jp/newsroom/2025/12/messages-via-satellite-is-now-available-in-japan/ ◯AppleやGoogleの反対を受けインド政府がスマホメーカーに発令した「国営セキュリティアプリのプリインストール義務化」を撤回 https://gigazine.net/news/20251204-india-revokes-order-preload-security-app/ ◯ついに「AirTag悪用」が法規制へ　これまでストーカー規制の対象外だったワケ https://japan.cnet.com/article/35241031/ ◯Apple Watchで利用可能になった「高血圧パターンの通知」　どんな人に便利なのか？ https://www.itmedia.co.jp/mobile/articles/2512/09/news112.html Apple Watch Series 11 Amazonでセール中 https://www.amazon.co.jp/dp/B0FQG2B81Z/?th=1 Apple Watchのモデルを比較する https://www.apple.com/jp/watch/compare/?modelList=watch-series-11,watch-series-10 リコレ：Apple Watch Series 10 GPS 46mm の中古価格 https://x.gd/kYTh9 Apple Watch ケース TPU素材 ガラスフィルム 一体型 46mm ブラック https://www.amazon.co.jp/dp/B0FWS4ZT64 【2025新型】apple watch 磁性シリコン バンド,簡単装着 N56強磁力 防汗 軽 交換ベルト https://www.amazon.co.jp/dp/B0FNWKKBWG?th=1&psc=1 ◯iPhone 15 Pro Max ラクウルで買取してもらった https://raku-uru.sofmap.com/application/raiten/reserve_single.aspx?tencd=637&counterno=01 ◯iPhoneの音量設定がボタンとコントロールセンターで連動しない https://x.gd/6Rlr3

◯iOS/iPadOS26.2とwatchOS26.2などがリリース https://iphone-mania.jp/ios-599370/ ◯衛星経由のメッセージが日本で利用可能に https://www.apple.com/jp/newsroom/2025/12/messages-via-satellite-is-now-available-in-japan/ ◯AppleやGoogleの反対を受けインド政府がスマホメーカーに発令した「国営セキュリティアプリのプリインストール義務化」を撤回 https://gigazine.net/news/20251204-india-revokes-order-preload-security-app/ ◯ついに「AirTag悪用」が法規制へ　これまでストーカー規制の対象外だったワケ https://japan.cnet.com/article/35241031/ ◯Apple Watchで利用可能になった「高血圧パターンの通知」　どんな人に便利なのか？ https://www.itmedia.co.jp/mobile/articles/2512/09/news112.html Apple Watch Series 11 Amazonでセール中 https://www.amazon.co.jp/dp/B0FQG2B81Z/?th=1 Apple Watchのモデルを比較する https://www.apple.com/jp/watch/compare/?modelList=watch-series-11,watch-series-10 リコレ：Apple Watch Series 10 GPS 46mm の中古価格 https://x.gd/kYTh9 Apple Watch ケース TPU素材 ガラスフィルム 一体型 46mm ブラック https://www.amazon.co.jp/dp/B0FWS4ZT64 【2025新型】apple watch 磁性シリコン バンド,簡単装着 N56強磁力 防汗 軽 交換ベルト https://www.amazon.co.jp/dp/B0FNWKKBWG?th=1&psc=1 ◯iPhone 15 Pro Max ラクウルで買取してもらった https://raku-uru.sofmap.com/application/raiten/reserve_single.aspx?tencd=637&counterno=01 ◯iPhoneの音量設定がボタンとコントロールセンターで連動しない https://x.gd/6Rlr3

NEW THEME SONG VERSION - Thanks ClaytonThis episode has some of the best information I've put out there and how I compare stocks - but I used several AI agents to figure out strategies too! $TSLA vs. $RIVN and what do you think of $BAC? THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 68% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - ALPHA PICKS AND PREMIUM Save over $200⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Send us a textWe explore how foaming TPU, belt printers, and clinician-led automation can bring custom foot orthoses in-house, cut costs, and reduce lead times from weeks to hours. Fredrik from CADmed shares what actually works, what doesn't, and how remote design plus per-pair pricing changes the game.• why automation increases clinician control rather than removes it• carving versus printing tradeoffs on speed, finish, and cost• foaming TPU benefits including smoother surfaces and less waste• belt printers for continuous TPU production and better surface feel• FDM advantages over powder bed fusion for insoles• practical lattices and gradients without overengineering• decentralizing production to clinics for faster delivery• remote design, slicing, and printer control with per-pair pricing• scaling systems for reliability, repeatability, and low frictionSpecial thanks to Advanced 3D for sponsoring this episode.Support the show

Entre la sortie de son nouveau modèle Gemini 3 qui met OpenAI en alerte rouge, et sa percée sur le marché des puces dominé par Nvidia, Google revient au premier plan de la bataille mondiale de l'intelligence artificielle. Moins chères, moins énergivores, ses TPU pourraient rebattre les cartes d'un secteur en pleine effervescence. Alors, fin du monopole de Nvidia, montée en puissance de Google, et quelles perspectives pour l'Europe ? Réponse avec Vincent Luciani, cofondateur et PDG d'Artefact. Ecorama Tic Tech du 5 décembre 2025, présenté par David Jacquot et Julien Khaski, rédacteur en chef de Maddyness sur Boursorama.com. Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

Derniers modèles d’intelligence artificielle et outils comme Captain Safari et Anytalker qui transforment la production de contenu vidéo. Nous discutons également de l’état des travaux de George R. R. Martin sur « A Song of Ice and Fire » et des implications de l’IA dans la créativité littéraire. Défis liés à la fabrication de matériel informatique, notamment l’impact environnemental croissant des data centers.  Patreon YouTube Discord Modèles et idioties de la semaine Captain Safari, Any talker, VR Bench et Gen VIRE. L'IA se normalisera… doucement. Et en attendant, attention… Une moitié des nouveaux textes ne sont pas synthétiques. Est-ce encore trop ? C'est officiel, le DOGE a été une calamité et Elon en est toujours une. Georges RR Martin ne veut pas utiliser l'IA, donc c'est foutu. Explosion des datacenters : au moins les saumons seront contents. C'est Métal Dell sauvé par l'IA, pas par Windows 11. Partage de “talents” entre Intel et TSMC, Rapidus accélère. Partage de GPU avec la Chine. Et les TPU ? La DDR7 arrive ! Ça tombe bien, toutes les autres sont parties. Black Sky vous a à l'oeil et les magnétomètres quantiques. Bientôt un téléphone qui voit comme un dinosaure. C'est nickel : Google passe du Chrome à l'Aluminium. Y'a qu'une télé, c’est Telehack… Bonus : les beaux arts ASCII. Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé

In this episode, we welcome Joel Elconin, co-host of PreMarket Prep and founder of the Stock Trader Network, to break down the market's steady rebound, shifting sector leadership, and what to watch as we approach year-end. Key Discussion Highlights Market Grind Higher The S&P and Nasdaq continue a slow climb toward all-time highs, with day-to-day rotation across tech, value, and retail. AI Trade Reset META cost cuts, Oracle's struggles, and Google's new TPU chips highlight a more competitive, and more selective, AI environment. Seasonality & Fed Expectations Santa Claus rally patterns, tax-loss selling, and shifting rate-cut odds are shaping year-end behavior. 2026 Themes Guests on Joel's shows continue to flag healthcare strength, selective value opportunities, and resilient retail trends. Stocks Mentioned: META, ORCL, GOOGL, CRM, BRK.A/B, AMZN   Click here to visit Joel's PreMarket Prep website Click here to visit the Stock Trader Network ----------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

C'est le dernier épisode de "IA de l'actu" pour cette année 2025, et on termine sur les chapeaux de roues !

寫程式不再是工程師的專利，而是人人都能掌握的新時代超能力！ 擁有 20 年程式開發經驗的 Mosky 老師，將為你精煉 1% 關鍵知識，搭配 AI 精準協作，你就能從零開始寫出可運行的程式，進而消滅瑣事、解放創意！ 一起用 AI 寫程式打造全新生活：https://pse.is/8c7jxr 輸入專屬折扣碼：MIULA，即可享有 $250 的折扣喔！ --- EP256. 再談 TPU 與 GPU、Cybercab 得到公道、學習與 AI 共同創作 | M觀點 --- (00:40) EP256 預告 (02:43) 業配時間：從零開始 AI 寫程式｜用 1% 關鍵知識消滅瑣事、解放創意 (09:09) 第一個話題：再談 TPU 與 GPU (33:53) 第二個話題：Cybercab 得到公道 (44:31) 第三個話題：學習與 AI 共同創作 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠, and this week's special guest Robin Haak break down the real stories behind the headlines shaping European tech and venture.Robin joins us as the founder of Robin Capital, an early employee at SmartRecruiters, angel in 100+ companies, including eight unicorns, and one of the most active emerging GPs in Europe. He brings deep operator insight, especially into the German ecosystem, politics, and economy, which this episode leans heavily into.We cover everything from UK policy signals to German recession warnings, AI dominance to Europe's bureaucratic drag, the rise of solo GPs, and why the next decade of tech will be won or lost on energy availability more than anything else.What's covered:04:00 EU wants to restrict social media for minorsThe team debates the proposals to ban or limit social media for children under 16, the mental health case, and the tension between safety and overreach.06:00 Surveillance creep & messaging regulationRobin explains concerning drafts that would've allowed governments to read private messages. The group breaks down the slippery slope of “protect the children” legislation.10:00 UK Budget: surprisingly startup-friendlyDan and Lomax unpack EMI reforms, EIS/VCT clarity, and why the market reacted calmly. Signals of a more innovation-forward UK emerge.12:45 Lovable.ai's VAT scandal & Europe's compliance mazeA Swedish engineer's viral post on LinkedIn sparks a discussion on Europe's inconsistent VAT rules, compliance complexity, and whether hypergrowth and European regulation can co-exist.17:00 N26's long struggle with German regulatorsRobin, an early angel, offers an insider's view on the fintech's challenges—BaFin restrictions, governance issues, and the counterfactual: “Would N26 be worth €20B if it were French?”20:00 Germany's big macro problem: stagnation + overloadA brutally honest breakdown of the German economy: energy scarcity, migration overload, rising welfare costs, labor shortages, and political paralysis.28:00 Education, welfare, pensions & the cost structure crisisRobin explains why Germany's systems are buckling: the collapse of PISA scores, overloaded municipalities, and an economic model no longer supported by productivity.33:00 Nuclear shutdowns & Europe's AI energy deficitWhy Germany shut down its safest reactors, how it backfired, and why France and the Nordics will become the new AI infrastructure hubs.40:00 Startup ecosystem: the good, the bad, the bureaucraticFrom Munich's deep tech boom to notary nightmares, ESOP fixes, GmbH limitations, and how founders are learning to hack the system.55:00 The rise of Solo GPsThe team discusses the American roots, European trajectory, operator funds, fund-of-funds appetite, and why founders increasingly prefer solo GPs.01:00:00 AI CornerOpenAI's trillion-dollar capex future, Google's TPU resurgence, Anthropic momentum, Michael Burry shorting AI (and why it's misguided), and the geopolitics of compute.

Adam Kobeissi, Founder & Editor-in-Chief of The Kobeissi Letter, joins Zaid Admani to break down whether Google's TPU push is a real threat to Nvidia, which Big Tech giant is most likely to hit a $10 trillion valuation first, whether AI has effectively become too big to fail, and how labor-market weakness is pushing the Fed toward more rate cuts. Kobeissi explains why he thinks the S&P 500 will continue to go higher, and why investors will get left behind if they don't own assets.

ChatGPT fête ses 3 ans : retour sur une révolution technologique désormais ancrée dans nos usages. Google rebondit avec Gemini 3 et relance la bataille de l'IA face à OpenAI. Apple patauge. Les robots prolifèrent… mais sauront-ils prendre soin de leur hygiène ?Partenariat : Free Pro, le meilleur de Free pour les entreprisesAvec François Sorel (BFM Tech & Co) et Bruno Guglielminetti (moncarnet.com)ChatGPT a 3 ans : quel bilan pour l'IA générative ?Lancé en catimini le 30 novembre 2022, ChatGPT compte aujourd'hui plus de 800 millions d'utilisateurs hebdomadaires. Une progression fulgurante, marquée par l'intégration de l'interface vocale et la mémoire conversationnelle. François Sorel salue une nouvelle ergonomie technologique. Bruno Guglielminetti partage des usages concrets, bluffants, parfois presque… thérapeutiques. On s'accorde sur le risque de paresse cognitive qui nous guette. ChatGPT n'est pas un cerveau, c'est un outil — et il faut le manier avec recul.Google revient dans la course avec Gemini 3Après l'échec de Bard, Google a sorti Gemini 3, salué pour ses performances. Fait marquant : le modèle tourne en partie sur les puces maison TPU, marquant une rupture avec la dépendance aux GPU Nvidia. Selon certains analystes, Gemini pourrait concurrencer sérieusement OpenAI, au point d'inquiéter Sam Altman lui-même. L'IA, chez Google, devient un produit à part entière, maîtrisé de bout en bout.Apple : des chaussettes et des doutesApple semble en retrait. Malgré la promesse d'Apple Intelligence, peu de concrétisations sont visibles à ce stade. La firme fait davantage parler d'elle avec des produits… inattendus, comme la chaussette pour iPhone, objet statutaire vendu en édition limitée. Des rumeurs de licenciements et de départ de Tim Cook alimentent le sentiment d'une transition floue.Robots humanoïdes : promesses et absurditésTrois nouveaux robots humanoïdes ont été dévoilés ce mois-ci. La France, absente du hardware, pourrait tirer son épingle du jeu via le logiciel embarqué, à condition de légiférer en amont. Et puis, on se pose une question moins anecdotique qu'elle en a l'air : les robots se lavent-ils les mains ? -----------♥️ Soutien : https://mondenumerique.info/don

Welcome to AI Unraveled (From November 24 to November 30, 2025): Your daily strategic briefing on the business impact of AI.This week's headlines mark a pivot point in the industry—from the "scale-at-all-costs" mentality to a focus on efficiency, reasoning, and monetization.Strategic Pillars & Topics

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the criticism 7) HSBC on how much OpenAI needs to earn to cover its investments 8) Thinking about OpenAI's advertising business 9) ChatGPT users lose touch with reality 10) Ilya Sustkever's mysterious product and revenue plans 11) X reveals our locations --- 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

Pre-Thanksgiving chatter from the Lessins' Surf Shack: Jess, Brit, Dave, and Sam pinball from holiday-card automation to trillion-dollar AI geopolitics. Brit trades Minted for Canva+GPT, Jess admits to maintaining a 600-row address spreadsheet, Sam unveils Slow's Etiquette Book, and Dave still can't believe we can't pay in USDC. Don't worry this year's Thanksgiving edition will live up to its hype, the crew gets into the real stuff too: Google's TPU push vs. Nvidia's moat, Meta reportedly buying billions in TPUs, whether Google can shave 10% off Nvidia's revenue, and more.Chapters:06:45 The San Francisco consensus and Silicon Valley's real innovation marketing11:10 Elon Zuck and megaphone-powered distribution14:30 Why interface distribution will decide AI winner17:20 Memory isn't real lock-in switching between ChatGPT and Gemini21:40 OpenAI's identity crisis: Apple-style computer vs Meta-style attention26:30 Google complex vs OpenAI complex how the narrative flipped29:10 Google TPUs vs Nvidia Meta's rumored buying spree33:20 AI infrastructure economics depreciation CapEx margins36:00 Macro vs micro elections risk cycles 40:10 DOE's Genesis Mission and where the analogy breaks44:00 OpenAI's Jony Ive device timeline48:30 Why distribution still beats novelty53:15 Final takeaways: marketing distribution and business-model warsWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/7BbWHm3KODwConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future. Phil tells investors to brace for a Santa Claus rally as he sees many headwinds behind markets. He also sees a more dovish FOMC once Jerome Powell leaves his position as Fed chair. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Alle troede chip-giganten Nvidia sad urørligt på tronen og ikke kunne røres. Men så kom Google med deres nyeste version af AI-programmet Gemini, og pludselig ryster jorden under Nvidia. For ikke nok med at Gemini er hurtig og god til specialiserede opgaver. Chip´en - den skåkaldte TPU fra Google er både hurtigere og billigere end Nvidias. Hør i denne Lyn-analyse, hvorfor det gør investorerne nervøse, når Nvidia ellers sidder på 90 procent af chip-markedet for kunstig intelligens. Gæst: Daniel Skinbjerg, journalist, Finans. Vært: Mads Ring. Foto: Dado Ruvic/illustration/Reuters.See omnystudio.com/listener for privacy information.

Nvidia believes the TPU timeline trails too far behind. They say their design agility is unmatched. We evaluate that agility.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nvidia wants the industry to see TPU limitations clearly. They're using bold messaging to reinforce it. We examine the strategy.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome back to AI Unraveled, your daily strategic briefing on the business impact of AI. Today, we are pausing the daily news feed to conduct a "State of the Silicon Union." The monolithic dominance of NVIDIA is fracturing. With the release of Google's Gemini 3—trained entirely on non-Nvidia hardware—and rumors of Meta purchasing billions in custom silicon, the industry is entering a phase of acute structural divergence. We are analyzing the "Ironwood" TPU architecture against the Blackwell GPU, the friction of the CUDA-to-JAX migration, and the massive FinOps implications of owning assets vs. renting efficiency.Source: https://www.linkedin.com/pulse/gpu-vs-tpu-strategic-divergence-ai-acceleration-architectures-wz6ic Strategic Pillars & Key Takeaways:The Silicon Cold War (Hardware): We break down the technical collision between NVIDIA's Blackwell B200 (General Purpose) and Google's TPU v7 "Ironwood" (Domain Specific). While raw memory and FLOPS are similar, the divergence lies in the interconnect: NVIDIA's copper NVLink vs. Google's optical circuit switching (OCS), which allows for massive, reconfigurable topologies at the "Pod" scale.The Ecosystem Moat (Software): The battle isn't just silicon; it's code. We explore the inertia of the CUDA "virtuous cycle" versus the functional rigidity of JAX. The verdict? Migrating is not a weekend project, and the "human capital" risk of relying on niche JAX developers is a major strategic consideration for the enterprise.FinOps & Asset Reality: The choice between GPU and TPU is a capital allocation decision. NVIDIA GPUs are liquid assets that can be resold (CapEx/Asset), while TPUs are almost exclusively a rented service (OpEx). We analyze why this "depreciation trap" matters for your CFO.The Meta Disruption: We analyze the reports that Meta is negotiating to buy billions of dollars of TPUs, a move that validates the performance of non-NVIDIA silicon and potentially cracks the "walled garden" of Google's hardware monopoly.Host Connection & EngagementNewsletter: Sign up for FREE daily briefings at https://enoumen.substack.comLinkedIn: Connect with Etienne: https://www.linkedin.com/in/enoumen/Email: info@djamgatech.comWeb site: https://djamgatech.com/ai-unraveled

一款AI（人工智慧）驅動的新聊天機器人異軍突起，牽動科技股的領頭羊之爭，也促使市場對於美股當紅炸子雞輝達（Nvidia）的需求產生新的疑慮。 文： 樂羽嘉 製作團隊：樂祈 ＊閱讀零時差，點這看全文

Jason Howell and Jeff Jarvis explore Google's Nano Banana Pro launch and Jason's unique sit-down with the leaders of Gemini 3, Nvidia's earnings amid AI bubble talks, Google's TPU deal with Meta, and Warner Music's Suno settlement. They also cover Trump's Genesis Mission, Gmail AI concerns, Anthropic Opus 4.5, and Character AI's age ban. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. Chapters: 6:43 - Google launches Nano Banana Pro, an updated AI image generator powered by Gemini 3 8:21 - Nate B Jones example of how he used Nano Bana Pro 15:33 - Behind the scenes with Google's Gemini team - 3 insights that surprised me the most And these features come to NotebookLM 23:39 - Nvidia's Strong Results Show AI Fears Are Premature 24:30 - Google Further Encroaches on Nvidia's Turf With New AI Chip Push 26:03 - Nvidia's happy for Google 32:18 - What to know about Trump's order for the AI project ‘Genesis Mission' 38:07 - Google denies analyzing your emails for AI training - here's what happened 41:22 - Warner Music Group strikes ‘landmark' deal with Suno; settles copyright lawsuit against AI music generator 44:31 - Suno creators making 7m songs a day; trained on only $2k 51:54 - Anthropic introduces cheaper, more powerful, more efficient Opus 4.5 model 55:36 - Teens Are Saying Tearful Goodbyes to Their AI Companions 58:02 - Jony Ive and Sam Altman say they finally have an AI hardware prototype 58:53 - Sam Altman and Jony Ive have a 'lick' test for OpenAI's mysterious AI device, which they expect within the next 2 years 1:00:43 - OpenAI Partner Foxconn Plans Multibillion-Dollar US AI Push 1:01:34 - Meta chief AI scientist Yann LeCun is leaving to create his own startup 1:03:09 - Jony Ive and Sam Altman say they finally have an AI hardware prototype Learn more about your ad choices. Visit megaphone.fm/adchoices

The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April?In this episode, we dig past the headlines to uncover the real catalyst behind Google's recent stock performance—and it has less to do with the TPU vs. GPU debate and more to do with the clearing fog around major antitrust cases regarding Chrome and Android.We also break down Alphabet's massive $56B R&D spend, their aggressive AI data center CapEx, and why their impressive per-share profit growth makes them a potential "soft hedge" against Nvidia in your semiconductor portfolio. Plus, we touch on why Broadcom remains a key beneficiary of Google's custom silicon build-out.#GoogleStock #Alphabet #Nvidia #TPU #SemiConductors #ChipStockInvestor #AI #Antitrust #BroadcomJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters[00:00] The Media Flip-Flop on Google AI[01:00] Google's Profitability: EPS & Free Cash Flow Growth[02:22] The Real Catalyst: Antitrust Updates (Chrome & Android)[04:45] Analyzing the $56B R&D Budget: Money Well Spent?[06:20] Google as a "Soft Hedge" for Nvidia & Broadcom's Role[06:50] Conclusion & Upcoming Semis ReportsIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Nick and Kasey own shares of Alphabet, Nvidia, Broadcom, Meta, Amazon

오늘의 경제 뉴스 - 판 흔드는 구글 TPU, 엔비디아는 반격

Alle håper på en rettferdig fred for Ukraina. Det fjerner kanskje også krigsprofitør-stempelet på Norge. Olje- og gassprisen faller fordi det er bevegelse i forhandlinger om å få slutt på den russiske angrepskrigen mot Ukraina. Men det er også strukturelle endringer i markedene som gjør at oljeprisen faktisk kan falle langt ned mot 30 dollar, ifølge en fersk analyse fra den amerikanske storbanken JP Morgan.Faller gjør også Nvidia i USA. Det til tross for knallresultater i forrige uke, men vil det vare? Nå har Google utviklet chips (TPU) som kan brukes til å trene KI, og Meta (Facebook) skal være i samtaler med Google om å bruke deres TPU-er. Det kan bety at Nvidias tid som monopolist begynner å nærme seg slutten. Dette snakker vi om i ukens episode av Finansredaksjonen, en podkast som lages av oss i DN. Hosted on Acast. See acast.com/privacy for more information.

The battle for AI dominance just intensified. Google's latest press release unveiled major advancements in their TPU chips, raising a big question:

Jessica Inskip turns to the tech trade for today's Big 3 with a focus on headlines between Mag 7 giants Alphabet (GOOGL) and Nvidia (NVDA). She sees significant upside for the Google parent company after acquiring a TPU deal with Meta Platforms (META), though she urges investors not to discount Nvidia and its wide A.I. moat. As for Oracle (ORCL), Jessica expects high reward to balance out high risk in its A.I. spending. Rick Ducat highlights the bearish and bullish trends he sees in the stock charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Kevin Green and Diane King Hall talk tech and technicals after Monday's market rally. Nvidia (NVDA) shares are under pressure as Meta Platforms (META) buys TPU chips made by Alphabet's Google (GOOGL). KG discusses the perceived battle between Nvidia and Google, as shares of Alphabet cross the $4T market cap threshold. KG is watching $170 to the downside on the NVDA chart as a level of support to watch and also underlines the potential breakout for another player in the space: Broadcom (AVGO). Later, KG provides his trading range to watch today with the S&P 500 (SPX) upside potential to 6750 and downside support near 6620.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Information's Anita Ramaswamy talks with Erin Woo about Google's new strategy to compete with Nvidia by pitching its TPU chips to major companies like Meta and financial institutions for use in their own data centers. We also talk with AI reporter Stephanie Palazzolo about Sam Altman's concern over Google's pretraining advantage with Gemini 3. Next, we get into rising debt funding for Oracle's data center build outs with Finance reporter Miles Kruppa, and Ran Ben-Tzur discusses the IPO market heading into 2026. Finally, we speak with ModelML CEO Chaz Englander about their $75 million Series A round and the use of AI to automate tasks in financial services.Articles discussed on this episode:https://www.theinformation.com/articles/google-encroaches-nvidias-turf-new-ai-chip-pushhttps://www.theinformation.com/articles/oracle-linked-borrowing-binge-worries-lendersTITV 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

Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠ dissect the stories reshaping European venture, from Helsinki's Slush takeover to China's rising leverage, TPU vs GPU battles, the UK's AI money wave, and why immigrants found half the unicorns in the Western world.This week's episode ranges from Germany's €35B space ambitions to Meta's TPU dealmaking, from cookie law rollbacks to Lithuania's secondhand unicorn, all culminating in one conclusion: Europe's window for action is open, but narrowing.

(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: https://x.com/VenetianVegas Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/RepClayHiggins/status/1990868089056219267 https://x.com/michaeljburry/status/1991289193037746579 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025 https://x.com/Similarweb/status/1988879389992386897 https://x.com/PokerGO/status/1987406318832132256

This week we dive into everything from viral content and controversial sports calls to tech upgrades, shop hacks, and the frustrations of Amazon!Tech and Tool Talk:The iPhone Camera Bump Solution- We solve the biggest problem with modern phones: the stupid camera bump! We pitch solutions to make your phone flat—and give you a 25% larger batteryMac Modernization- Zac reveals his latest crazy electronics project: building a fully modern Mac Mini computer inside an old, iconic iMac G3 shell, complete with an OLED screen and sound system upgradeSharpening Success- Deric details his fantastic experience sharpening his chisels with the Zen-Wu sharpening system and getting a mirror finish that could shave hair off your armsThe TPU Fail- Eric shares the full story of his failed attempt to create a grippy, 3D-printed TPU clamping block to stop miter joints from slippingViral Strategies- We analyze viral content strategies, from a guy whose social media is dedicated to buying and returning the same anvil, to an idea that could give us the next woodworking hitSports Controversy: The guys debate AI umpires in baseball and the arbitrary nature of "traveling" calls in the NBATopics: Woodworking, clamping blocks, 3D printing, flexible filament, tech projects, phone design, hand tool sharpening, business practicesGot a question that you want us to answer? Send us an email at ⁠⁠offthecutpodcast@gmail.com⁠ -------------------------AftershowGet access to the aftershow and unlock tons of cool perks over on Patreon-⁠⁠⁠⁠⁠https://www.patreon.com/offthecutpodcast⁠  ⁠⁠⁠-------------------------Hang Out with UsWatch the live stream of the podcast on YouTube!⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCcRJPIp6OaffQtvCZ2AtWWQ⁠⁠⁠⁠⁠-------------------------Pick Up Some Merch!Off The Cut Podcast- ⁠⁠⁠⁠⁠https://www.spencleydesignco.com⁠⁠⁠⁠⁠   -------------------------Follow ZacInstagram - ⁠⁠⁠⁠⁠https://www.instagram.com/zacbuilds⁠ YouTube - ⁠⁠⁠⁠⁠https://www.youtube.com/c/@ZacBuilds⁠⁠⁠⁠⁠ TikTok - ⁠⁠⁠⁠⁠https://www.tiktok.com/@zacbuilds⁠⁠⁠⁠  -------------------------Follow EricInstagram - ⁠⁠⁠⁠⁠https://www.instagram.com/spencleydesignco⁠⁠⁠⁠⁠ YouTube - ⁠⁠⁠⁠⁠https://youtube.com/@spencleydesignco⁠⁠⁠⁠ TikTok - ⁠⁠⁠⁠⁠https://www.tiktok.com/@spencleydesignco⁠⁠  ⁠-------------------------Follow DericInstagram/YouTube/TikTok @PecanTreeDesign ⁠⁠⁠⁠⁠https://linktr.ee/pecantreedesign⁠⁠⁠⁠⁠ ---------------------------This episode is proudly sponsored by:KM Tools - Check out everything they have to offer at ⁠⁠⁠kmtools.com/SPENCLEYDESIGNCO⁠ ⁠WTB Woodworking⁠ - Check out the giveaway over at:⁠https://www.wtbwoodworking.com/giveaway⁠ Gorilla Glue - Built By You; Backed By Gorilla www.gorillatough.com Interested in starting your own podcast? Check out Streamyard: ⁠⁠⁠⁠⁠https://streamyard.com/pal/c/5926541443858432⁠  ⁠⁠ ⁠#Woodworking #DIY #3DPrinting #Maker #ContentCreation #YouTuber #OffTheCutPodcast #Sponsored #KMTools #WTBWoodworking #GorillaGlue 

Josh tackles why we're still pinning race numbers instead of printing them on jerseys, then dives into the tech story behind Silca's translucent TPU tubes. We talk about real-world marginal gains for everyday riders, and Fatty's recommendations for indoor training setups. Last but not least, you do NOT want to miss Josh's unfiltered take on the UCI–SRAM 10-tooth cog controversy.

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the potential impact of the FAA government shutdown on Silicon Valley's supply chain. They cover the news of Google challenging Nvidia's chip dominance with its 7th-gen TPU. The main focus is the staggering $1 trillion pay package approved for Elon Musk by Tesla shareholders, and a look at Microsoft's new AI ethical mandate.

Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about the $38 billion AWS-OpenAI compute deal and the practical challenges of deploying AI agents in the enterprise. We also talk with StarCloud Co-Founder & CEO Philip Johnston about launching an NVIDIA H100 GPU into space, its core cooling technology, and their business model. Then, Google Cloud VP Oliver Parker discusses their AI go-to-market strategy, the TPU platform, and their strong earnings results, and we get into the enterprise AI adoption hurdles and ServiceNow's heterogeneous chip stack with Vice Chairman Nick Tzitzon. Finally, Tubi CEO Anjali Sud explains how the free, ad-supported streaming service reached profitability and their 'Free Forever' philosophy.Articles discussed on this episode:https://www.theinformation.com/briefings/openai-aws-sign-38-billion-cloud-dealhttps://www.theinformation.com/articles/anthropic-aws-give-customers-ai-agents-helping-handTITV 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/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   Key Takeaways from NVIDIA GTC and Infrastructure Build-Out: Jensen Huang's keynote delivery. Nvidia's co-architecture approach to power systems, water systems, and manufacturing. Partnerships with Vertiv, Siemens, and GE Vernova for infrastructure development. Key partnership announcements from NVIDIA to build seven supercomputers, competing with AMD's dominance.   OpenAI and Microsoft Partnership Restructuring: Microsoft's $12-13 billion investment for 50/50 partnership structure. Renegotiation allowing OpenAI conversion to a for-profit entity. Microsoft's potential 27% ownership stake valued at approximately $270 billion. Sam Altman's equity position and IPO preparation for a potential trillion-dollar valuation.   Qualcomm's AI Chip Launch: AI 200 and AI 250 announcement driving 20% stock price surge. Strong Wall Street reaction despite limited technical details available. Credible entry into the data center market with scale-up methodology. 2027 timeline for scale-up technologies, including NVLink adoption.   DOE Supercomputer Partnerships: AMD's billion-dollar partnership for two additional supercomputers. Continued dominance in high-performance computing with 64-bit precision. U.S. Secretary of Energy Chris Wright's recent recognition from both NVIDIA's Jensen Huang and AMD's Lisa Su. Highlights of government investments towards winning science across multiple domains.   AWS Anthropic Trainium Partnership: A one-million Trainium chips commitment from Anthropic. Validation of AWS's custom silicon strategy. Recognition that all available chips are selling in the current market. Multi-generation improvement trajectory similar to Google's TPU.   Google Public Sector Event Highlights: Google's military and government sector transformation under Google Cloud CEO, Thomas Kurian. Impressive Gemini for Government agent demonstrations. Seven-minute agent creation showcasing platform capabilities. On-premise GDC deployment with Lockheed Martin for air-gapped AI.   Government Stakes Debate: Discussion of AI, quantum, rare earth minerals, and chip manufacturing.   Federal Reserve Rate Cut: Fed Chairman Powell's extensive data center commentary.   OpenAI Valuation: A trillion-dollar IPO valuation deemed "completely bonkers."   ServiceNow Earnings, Alphabet/Google Earnings, Meta Earnings: Unpacking tech's earnings season.   Microsoft Azure: 40% Azure growth with $400 billion booked business. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

It's spooky week in AI! This week on our Halloween -edition of Mixture of Experts, we chat about Anthropic's new billion-dollar TPU deal with Google Cloud. Plus, NVIDIA announces bringing data centers to outer space. Two different approaches to the future of AI compute that our experts discuss. Then, OpenAI released how they're strengthening ChatGPT's responses to sensitive conversations. We talk AI governance and AI safety. Finally, we discuss the new paper, Underwriting Superintelligence; would you insure your AGI? Join host Tim Hwang and panelists Chris Hay, Gabe GoodHart and Kate Soule on this week's Mixture of Experts. 00:00 – Intro 01:05 – OpenAI goes for profit, NVIDIA's worth USD 5 Trn, and Amazon smart glasses 02:16 – Anthropic TPU announcement 12:49 – Underwriting Superintelligence 27:54 – ChatGPT sensitive conversations 42:14 – NVIDIA Starcloud The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts #Anthropic #AIchip #NVIDIA #AIinfrastructure #AGI

出國上網，不用再那麼麻煩了 由 NordVPN 所推出的 Saily eSIM 服務，真的方便好用 下載 Saily eSIM 的 APP，在裡面購買並且啟用，eSIM 就可以開始作用 超過 200 個地區可使用，還可以幫你追蹤網路使用量 立刻點及專屬連結下載 Saily APP，並在結帳時使用優惠代碼 [miula]，立即享有專屬 eSIM 方案 85 折優惠！ M觀點 X Saily eSIM - https://saily.com/miula --- EP246. 谷歌會外賣 TPU 嗎、川習即將要見面、稀土股的投資思考 | M觀點 --- (00:40) EP246 預告 (02:58) 業配時間： Saily eSIM (05:34) 第一個話題：谷歌會外賣 TPU 嗎 (30:03) 第二個話題：川習即將要見面 (43:48) 第三個話題：稀土股的投資思考 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

AI systems just got a huge context boost. Anthropic adds memory to Claude, OpenAI launches “Company Knowledge” to connect ChatGPT directly to enterprise data, and Microsoft debuts long-term memory and shared context in Copilot. Plus, Oracle's record $38B debt deal to fund AI infrastructure, Google's massive TPU expansion with Anthropic, and a real-world success story showing what vibe coding can do.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/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - 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

The gang is back with a spicy opener: Brit calls out Dave for dismissing her “AI-assisted” doc as work slop, while Sam argues lowbrow culture now imitates machines and highbrow culture resists them. We break down OpenAI's early, hallucination-prone Atlas browser and debate whether it's a real agent platform, just memory capture, or total $$$ burn. Sora hype is cooling as TPUs rise—with Jessica noting how The Information's TPU scoop even nudged NVIDIA to move faster. OpenAI's compute could approach ~$45B/year at ~3 GW, forcing new financing models and tough research vs GTM trade-offs—Sam calls it Pascal's Wager for Big Tech. We close on AWS outages, crypto leverage swings, and why “swag is dead,” replaced by bespoke gifting as the new status move. Just another week of your favorite Technology podcast with the Morins and Lessins.Chapters:00:38 — Gang is back: notes on last episode and Yasso bars01:20 — Revisiting last week's “AI Work Slop”: Brit vs. Dave 03:49 — Culture vs. LLMs: highbrow resists, lowbrow imitates07:16 — Bot etiquette: Bot joining Zoom calls and writing thank you letters12:16 — OpenAI Atlas: early tests, hallucinations & agency potential17:29 — Sora hype cools: the consumer AI novelty cycle19:47 — The TPU plot twist: NVIDIA gets pushed to move faster22:40 — $45B compute future: Pascal's Wager for Big Tech29:05 — AWS outages: one-offs vs systemic risk33:29 — The X Game: Mr.Beast, “manual slop,” and the screenshot era43:38 — Swag is dead: bespoke gifting = new status flex53:43 — Sports, socials & 2026 predictionsWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/VDYdIoHe4XAConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

In this week's roundup, we discuss the pardon of convicted Binance founder, Changpeng Zhao, the surprising return of a Clippy-inspired "Mico" as Microsoft leans into more personable AI assistants, and OpenAI's acquisition of Sky as the agentic desktop race accelerates. We also cover Anthropic's planned TPU expansion with Google to support enterprise demand and frontier-model training, and we explore reports of the Trump administration eyeing equity stakes in U.S. quantum computing firms. The Chart of the Week highlights current crypto adoption trends. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would provide its custom TPU chips. The stock reaction could signal a shift in the way investors are trading the name.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's not TGTBTM if we don't try and tackle a unique foreign language film with beautiful filmmaking. Get ready to get drunk and listen to "Another Round", where a group of friends try to improve their lives by always having their BAC be at least 0.05%. What school subject do we both secretly wish we could teach? How did the handheld 20 questions game perform so well? And who is NEUMANN?! Tune in this week to find out all this and more, but only on "The Good, The Bad, & The Movies"!P.S. Check out these links to stay connected with TGTBTMDiscord: https://discord.gg/rKuMYcKvYoutube: https://youtu.be/1ouve3f-tpU