Market Reactions and Long-Term Risks of Compute Spending

They examine Nvidia stock moves and whether heavy compute investments will prove wise over time.

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Transcript

Episode notes

In this episode, Jeff Jarvis and I break down Nvidia’s landmark $100 billion deal with OpenAI, Google’s rollout of Gemini in Chrome, and Bain’s report highlighting a massive AI revenue gap. We explore how these developments affect AI infrastructure, market power, and financial sustainability.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

0:02:05 - NVidia to invest $100b in OpenAI

0:08:50 - ⁠OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers

0:18:44 - ⁠An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says

0:25:50 - ⁠HBR: AI-Generated “Workslop” Is Destroying Productivity

0:34:10 - ⁠Gemini in Chrome (but not in Workspace. Niagara Falls....)

0:39:59 - ⁠Google’s Gemini AI is coming to your TV

0:44:16 - ⁠Google Play Store is adding a Gemini- powered ‘Sidekick’ to provide you real-time help during games

0:47:36 - ⁠Former NotebookLM devs’ new app, Huxe, taps audio to help you with news and research

0:49:49 - ⁠Sort of related: Finally, I found an 'Ultra' Android phone with specs and features that truly matter

0:55:07 - ⁠ChatGPT is 3-8% of Google's search volume