Everybody's Business Trump's AI Hail Mary
Dec 12, 2025
Dive into Trump's bold AI strategy as he allows Nvidia to sell chips to China. Experts explore if this decision will fuel AI growth or risk creating a larger economic bubble. The podcast also dissects the intense competition for Warner Bros. between Netflix and Paramount, assessing the impact on streaming prices and content quality. With insights on trade-offs in chip sales and the evolving AI landscape, the conversation raises critical questions about the future of both tech and media.
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Oracle Echoes 2000s Bubble Fears
- Oracle's surprise capex increase and earnings miss spooked markets, echoing early-2000s tech bust patterns.
- The hosts warn AI exuberance can create sharp reversals when expectations collide with execution.
Deal Threatens Creative Power Balance
- Lucas Shaw says consumer impact from a Netflix-Warner deal is uncertain but industry power shifts worry creatives.
- He notes Netflix likely bundles HBO initially but long-term pricing power could raise costs for viewers.
Nvidia Is The AI Industry
- Nilay Patel argues NVIDIA dominates the AI industry and unlocking China sales is central to its growth strategy.
- He warns export limits push China toward building its own fabs, so measured access may reduce geopolitical incentives.