Supply, Demand, and AI Infrastructure

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

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