$NVDA's earnings, media economics in the AI era, Farcaster's mega crypto round, and more! | E1954
This Week in Startups
NVIDIA's Earnings Surge and AI Impact
This chapter analyzes NVIDIA's exceptional earnings report, showcasing a dramatic revenue increase fueled by AI advancements. The discussion highlights the competitive landscape and potential challenges posed by market saturation and the rise of alternative AI models.
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Timestamps:
(0:00) Jason and Alex kick off the show
(1:50) Nvidia earnings for First Quarter Fiscal 2025
(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist
(14:32) Continuing discussion on Nvidia's earnings
(22:39) News Corp and OpenAI strike ‘multi year global partnership’
(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com
(30:51) Apple News+ is driving big numbers for The Daily Beast
(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more.
(40:14) Wearable AI startup Humane is exploring a sale
(50:56) Windows Recall
(1:08:45) Farcaster raises $150M: Is crypto making a comeback?
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Links and articles from show:
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025
https://gizmodo.com/humane-ai-pin-selling-billion-1851493143
https://www.wsj.com/business/media/openai-news-corp-strike-deal-23f186ba?mod=latest_headlines
https://s201.q4cdn.com/141608511/files/doc_financials/2025/Rev_by_Mkt_Qtrly_Trend_Q125.pdf
https://x.com/dsiroker/status/1792956339515273537
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(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more. *
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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