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.
Prediction Markets Enter the Octagon & Disney Experiences a Drop
- Many predictions from 100 years ago focused on futuristic transportation, such as flying cars and moving sidewalks.
- A significant portion of past predictions anticipated significant advancements in food technology and automation, including meals in pill form and robot maids, and a drastically reduced workday.
- Expectations for societal progress were high, with predictions of a universal language, the end of poverty and war, and significantly increased life expectancy.
Will the Shutdown Ease Up? & The Story of Ticker Symbols
- The current shutdown is predicted to be the longest in history, potentially lasting until November 1st due to unreasonable demands.
- President Trump is expected to continue running the country without conceding to the opposition's demands.
- The shutdown may end when Democratic Senators privately agree to vote to reopen the government, allowing Schumer to appear tough by voting against it.
McDonald’s Consumer Reality Check & Tariffs Head to the SCOTUS
- McDonald's is facing a significant sales decline, with prices increasing by up to 43% due to new tariffs and other factors.
- The company has announced the closure of US plants, resulting in the loss of 60,000 jobs and leading to lawsuits from franchises.
- McDonald's is experiencing a customer exodus as competitors like Wendy's and Burger King lower prices, indicating a broader economic warning.
Can Amazon Deliver on Grocery & Novo Nordisk and Pfizer’s Drug War
- Kimberly-Clark is acquiring Kenview, the maker of Tylenol and Band-Aid, in a nearly $49 billion deal aimed at achieving scale and cost savings, despite investor concerns over Kenview's declining sales and Tylenol's potential legal and regulatory issues.
- Amazon's stock surged following news of an agreement to provide cloud services to OpenAI, with OpenAI planning to spend $38 billion on Amazon's cloud services, alongside strong AWS performance that beat forecasts and a significant portion of Amazon's profit.
- Pfizer and Novo Nordisk are engaged in a high-stakes bidding war for the obesity treatment biotech company Metsera, with Novo Nordisk making an aggressive, unsolicited offer structured in two complex steps that has led Pfizer to launch legal proceedings against both Metsera and Novo.
Clinical Trials For AI? with Prof. Karim Lakhani
- AI is transforming from a tool to a teammate, enhancing productivity and providing missing expertise, leading to more positive employee emotions.
- AI adoption has a "jagged frontier," dramatically improving creativity and new product development while potentially hindering analytical tasks like spreadsheet analysis, necessitating careful attention to its application.
- Successful AI integration requires significant organizational change management and workflow reimagining, not just technological implementation, to realize tangible returns on investment.
Inside the Fed Meeting Minutes with Danielle DiMartino Booth
- The Federal Reserve's primary tool is quantitative easing (QE) as they seek "more product" like Treasuries to buy, pushing policy towards monetizing debt.
- Bond market volatility, specifically the MOVE index, is a key indicator of the Fed's success in keeping credit risk at bay, which is their ultimate goal.
- Despite high mortgage delinquencies, fiscal stimulus and accommodations have prevented a household credit crunch so far, which is crucial for avoiding damage to the corporate credit cycle.
Anthony “The Mooch” Scaramucci on Hedge Funds in the Age of AI
- Skybridge Capital is launching a new Bitcoin fund with a low-cost entry point aimed at democratizing access for mass affluent investors.
- Anthony Scaramucci expresses his belief that Bitcoin is in the early stages of adoption and sees a parallel to Amazon's growth from 2002 onwards, while acknowledging potential volatility.
- Scaramucci acknowledges that most investors are mostly interested in financial gains, but for him, Bitcoin's libertarian ideals resonate in defense of freedom in a global society.
Amazon is Going After Grocery & Inside Corporate Venture with Sally Shin
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Amazon is escalating its competition with Walmart by aggressively targeting the U.S. grocery market with new private label offerings and expanded delivery services.
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Corporate venture capital arms, like Comcast Ventures, offer startups strategic advantages beyond funding by facilitating access to large enterprise customers and accelerating partnership deals.
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Despite frothiness in the AI private markets, investors are still discerning when evaluating talent, focusing on the impact of research and contributions, and whether individuals are truly differentiated and attracting top talent.
Boeing Integrates Palantir’s AI and A Major Real Estate Merger
- Palantir and Boeing are partnering to integrate Palantir's foundry system into Boeing's defense factories, aiming to optimize operations using AI-driven data analytics.
- Compass is acquiring Anywhere Real Estate in a $1.6 billion deal, which will significantly expand its market presence and potentially shift how home listings are handled.
- The hosts defined "pump and dump" schemes as illegal market manipulation where hype artificially inflates a stock's price, allowing insiders to sell at a profit before the price crashes.
Hot Stocks with Dan Ives and His AI Revolution ETF
- The IVES ETF focuses on companies expected to be AI market leaders, spanning sectors beyond just chip manufacturers.
- The fund's composition will be rebalanced dynamically each quarter based on the analyst's ongoing, in-depth assessment of which companies are driving innovation versus underperforming.
- While primarily US-focused, the ETF includes some China exposure, with Alibaba being mentioned, reflecting the need for international representation in the AI landscape.