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Episode 575
Published 3 months, 4 weeks ago
Description
This week, we discuss NVIDIA going consumer, Microsoft Build, and the Anthropic/OpenAI IPO race. Plus, does credit card insurance work?
Watch the YouTube Live Recording of Episode 575
Runner-up Titles
- Who Wins AI?
- Models vs. Middleware
- Jensen After Dark
- Once again, robots
- Why is this something you talk about in a keynote?
- Could this have been an app?
- Defeating Apple, the sword in the stone
- Your tokens are my margin
- Prisons, schools and military - what is the Venn diagram?
- Every enterprise is unhappy in their own way
Rundown
- Nvidia
- NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI
- Nvidia's N1X Apple Silicon rival is two years behind
- Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors
- Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity
- AI server demand drives staggering revenue growth for Dell and its stock soars
- Microsoft Build
- OpenAI and Anthropic Go Public
- Anthropic Files to Go Public, Setting Stage for Huge I.P.O.
- OpenAI Prepares to File to Go Public in Coming Weeks
- How Anthropic Got So Big, So Fast
- Anthropic and SpaceX compute
- OpenAI launches new Codex tools for white-collar work
- OpenAI Hires ServiceNow CMO Colin Fleming to Lead Business Marketing Push
- Wiz + Anthropic: Claude Enterprise Meets the Security Graph