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10min chapter
Masa's Epic Rise, New AI Paradigm, The Drone Race, $MSFT Earnings, Evolution of the Tech Bro
TBPN Live
AI Advancements and Market Dynamics
This chapter examines the rise of mixture of experts (MOE) models in AI and their economic implications, including Jevons paradox. It discusses the competitive landscape among tech firms like NVIDIA and how government regulations impact the sale of advanced technology, particularly to China. Additionally, it explores significant developments like a major AI subsidy from the Bank of China and its implications for global market dynamics.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode