Inference market uncertainty and NVIDIA's product roadmap

Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regulating AI. Next, Crypto Reporter Yueqi Yang breaks down Coinbase's plans to partner with Kalshi to launch a prediction market. Lastly, we get into the gender gap in venture capital with All Raise CEO Paige Hendrix Buckner.

Articles discussed on this episode:

https://www.theinformation.com/articles/white-house-working-executive-order-foil-state-ai-regulations

https://www.theinformation.com/articles/next-state-ai-laws-trump-order

https://www.theinformation.com/articles/coinbase-launch-prediction-market-powered-kalshi

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