Bloomberg Businessweek Bloomberg Businessweek Weekend - August 29th, 2025
5 snips
Aug 30, 2025 
Natasha Serin, a Yale law professor and budget expert, discusses the entrepreneurial struggles in today's economy. Eddie Melton, Mayor of Gary, Indiana, shares insights on revitalizing his city through economic diversification and new partnerships like casinos. Yadira Ramos-Herbert addresses New Rochelle's innovative solutions to housing affordability, reducing approval times drastically. Former NHL goalie Mike Richter highlights his work in sustainable energy, while Kava's CFO, Trisha Tolliver, analyzes consumer behavior amid rising tariffs and their impact on business.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA's Growth Is Normalizing
- NVIDIA's quarter looked normal for most companies but disappointed because expectations were sky-high after the AI boom.
- Jay Goldberg says the company faces natural deceleration as demand digests existing AI deployments.
Prioritize Growth Over Big Buybacks
- Consider reinvesting capital into growth rather than large buybacks when long-term demand is uncertain.
- Jay Goldberg suggests shareholders might prefer R&D or capacity spending over a $60 billion buyback.
China Uncertainty Distorts Forecasts
- Uncertainty over China sales creates a wide analyst forecast range, muddying NVIDIA's outlook.
- Sarah Fryer stresses the China export question doesn't mean the AI boom is over but complicates modeling.