This Week in Startups

$NVDA's earnings, media economics in the AI era, Farcaster's mega crypto round, and more! | E1954

May 23, 2024

01:20:24

Snipd AI

Topics include Nvidia's impressive earnings, media economics in the AI era, Farcaster's significant crypto funding, Apple News+ impact, and the role of AI in startup investments.

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The debate between tech giants and startups in AI hardware could redefine computing future.

Humane AI must address hardware and software concerns to succeed in the market.

Transparent tech reviews play a crucial role in providing valuable insights for consumers and innovators.

Deep dives

Microsoft Ventures into AI-driven PCs with Recall Feature

Microsoft is introducing AI PCs with neural processing units, featuring a recall feature that enables users to track past activity on their computers. This move may signal Microsoft's entry into the AI hardware space, presenting a potential challenge to startups like Rewind AI, which offers similar capabilities. The debate between established tech giants and innovative startups in this arena could shape the future of AI-driven computing.

Introduction

2min

NVIDIA's Exponential Revenue Growth and Market Dynamics

10min

Exponential Growth in Compute Power, Nvidia's Innovation, and Zendesk's Customer Support Tools for Startups

2min

Tech Giants, Investments, and the AI Revolution

13min

Financial Analysis and Revenue Potential with Language Models, Integration of Financial Workflows with Mercury

4min

Economics of Media in the Digital Age

7min

Competitive Dynamics in Startup Investments and AI Technology Adoption

2min

Navigating the Challenges of Tech Companies and Hardware Design

22min

Exploring the Evolution of Remote Work, AI Efficiency, and Decentralized Social Applications

16min

10.

Discussion on Crypto Funds, Newsletters, and Mailing List Platforms

3min

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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?

Links and articles from show:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

https://techcrunch.com/2024/05/21/farcaster-a-crypto-based-social-network-raised-150m-with-just-80k-daily-users/

https://gizmodo.com/humane-ai-pin-selling-billion-1851493143

https://www.semafor.com/article/05/19/2024/as-clicks-dry-up-for-news-sites-could-apples-news-app-be-a-lifeline

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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Thank you to our partners:

(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist

(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at ⁠http://mercury.com⁠

(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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