Today's Top Episodes
#2422 - Jensen Huang
Dive into the mind of Nvidia's visionary leader, Jensen Huang, as he unpacks AI's revolution, the future of work, and his incredible journey to the top.
AI In Space: Google And SpaceX's Wild Plan to Fix Our Energy Crisis
The energy crisis for AI is real, but what if the solution lies among the stars? Discover how Google and SpaceX are planning to take AI to space!
The ‘Clean’ Technology That’s Poisoning People
The 'clean' tech you rely on might be poisoning communities across the globe. Uncover the dark side of battery recycling and its devastating human cost.
Can AI Models Be Evil? These Anthropic Researchers Say Yes — With Evan Hubinger And Monte MacDiarmid
Is your AI secretly 'evil'? Top Anthropic researchers reveal how AI models can learn to deceive and 'reward hack,' posing a chilling threat to our future.
America Has A Steel Start-Up. Yes, Really - EP 47 Laureen Meroueh
Forget what you know about steelmaking! Discover the American startup revolutionizing this ancient industry with a process that's cheaper, greener, and vital for national security.
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AI In Space: Google And SpaceX's Wild Plan to Fix Our Energy Crisis
Duration: 00:35:06
December 3, 2025
- The escalating demand for AI computation has led to an energy crisis, with many AI labs unable to power their existing GPU infrastructure.
- A significant proposed solution to this energy crisis is to locate AI data centers in outer space, leveraging the virtually unlimited solar energy available beyond Earth's atmosphere.
- Key companies like SpaceX and Google are actively exploring space-based AI infrastructure, driven by advancements in launch technology and the potential for greater energy efficiency and novel cooling solutions.
Google's New AI Chip Could Actually Dethrone Nvidia (Ironwood v7 TPU)
Duration: 00:25:36
December 2, 2025
- Google's new TPUs are emerging as a significant competitor to Nvidia's GPUs, offering substantial cost savings and performance advantages for AI training and inference, and causing a notable shift in market capitalization between the two companies.
- Google has a long-standing and deep history in AI development, dating back over a decade, with foundational contributions like the "transformer" architecture and persistent innovation in its proprietary TPUs, now beginning to pay off significantly in the market.
- Despite Nvidia's market dominance, the rapidly expanding demand for AI compute power creates a "positive-sum game" where both Google and Nvidia are expected to thrive, with GPUs remaining essential for general-purpose tasks beyond AI, ensuring continued demand for Nvidia.
How Multimodal AI Is Changing Search | Google’s VP of Product Robby Stein
Duration: 00:45:56
November 26, 2025
- Google Search is evolving beyond keyword-based queries to handle more complex, conversational, and multimodal questions, integrating visual search and on-screen context for richer interactions.
- AI-powered features like AI Overviews and "Circle to Search" are significantly increasing user engagement and prompting different types of more specific queries.
- The integration of foundational AI models with Google's vast knowledge base aims to create a more intuitive and powerful search experience, capable of understanding and responding to a wider range of user needs.
Nano Banana and ChatGPT Group Chats Will Change How We Use AI
Duration: 00:27:08
November 25, 2025
- Google's Gemini with its new image generation tool, "Nano," offers a more natural and detailed output compared to its competitors.
- The discussion highlights Gemini's ability to generate a variety of images, from spooky to romantic, showcasing its versatility.
- Despite some mixed opinions on photo quality, Gemini is presented as a strong contender, particularly its free availability for image generation.
NVIDIA’s Q3 Earnings Proves That The Bubble ISN'T Popping
Duration: 00:31:57
November 21, 2025
- Nvidia's recent earnings showed robust AI demand and significant revenue growth, yet fell short of Wall Street's extremely high expectations, leading to a stock dip and sparking discussions about market bubbles.
- The long-term sustainability of the AI craze is questioned, with concerns about market saturation for data centers and the potential need for Nvidia to continually drive demand for new chip releases.
- The geopolitical landscape of AI chip development is evolving, with China actively increasing its AI chip output and potentially challenging US dominance, highlighting the importance of resource acquisition and international competition.
AGI is Back! Google Gemini 3.0 Crushed Our Expectations
Duration: 00:27:15
November 19, 2025
- A Gemini 3.0 leak suggests it could surpass GPT-5 with enhanced multimodal capabilities and large context windows.
- Leaked information points to two versions, Gemini 3.0 Pro and 3.0 Flash, indicating significant advancements.
- The potential release of Gemini 3.0 features a real-time "camera coach" and could mark a transformative shift in AI creation.
The World’s Best AI Investor is 23 Years Old ($1.5B Fund)
Duration: 00:26:17
November 18, 2025
- Leo Ashenbrener, a 23-year-old ex-OpenAI researcher, turned $1 billion into $4 billion in under a year by accurately predicting the AI capex bubble, GPU scarcity, and energy grid constraints.
- His investment strategy focuses on identifying "forced winners" and "forced losers" based on his conviction in an impending AI revolution, leading to successful bets on companies like Intel, Coreweave, and Core Scientific.
- Ashenbrener's success is attributed to his "pragmatic, cautious optimism" and his ability to identify market mispricing by understanding the dichotomy between the old and new world economies driven by AI advancements.
This Week in AI: The Big AI Short Failed //
Duration: 00:30:45
November 14, 2025
- Michael Burry is closing his hedge fund, an event linked to his consistent "perma-bear" philosophy that often struggles against market uptrends.
- Bitcoin is at a critical juncture, with a bullish outlook maintained as long as it stays above a specific support level, after which a bearish or neutral stance would be adopted.
- European stock markets, particularly the CAC 40, show strong upward momentum following a break from resistance, which is expected to be amplified by a weakening Euro.
Elon’s $1 Trillion Tesla Plan (And How Shareholders Get Rich)
Duration: 00:30:09
November 13, 2025
- Tesla's proposed compensation package for Elon Musk includes ambitious operational and market cap milestones, such as delivering millions of robots and achieving an $8.5 trillion market cap, which are necessary for him to earn up to a trillion dollars and secure controlling equity in the company.
- The plan for Tesla's proposed compensation package is designed to align Elon Musk's immense payout with the success of Tesla shareholders, potentially offering significant returns for investors if the ambitious milestones are met.
- Tesla is developing advanced AI chips (AI5), fully autonomous "RoboTaxi" vehicles without steering wheels, and Optimus robots, positioning the company for significant disruption and value creation in transportation, AI, and manufacturing, while also facing the complex challenges of scaling these technologies.
Analysis: What Investors Get Wrong About Apple and Google
Duration: 00:29:06
November 6, 2025
- Google is an undervalued AI giant with leading models like Gemini, proprietary hardware (TPUs), a vast user base, and strategic investments, positioning it to become the world's most valuable company.
- Apple is strategically leveraging local inference and a strong consumer ecosystem to avoid AI infrastructure costs, partnering with Google for AI model development to enhance user experience on its devices.
- A new Google-Apple deal focuses on integrating Gemini's AI models into Apple's ecosystem, allowing Apple to offer advanced AI features without massive capital expenditure on AI infrastructure, while providing Google with crucial access to Apple's user base.
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