Equity AI mania is making Nvidia a lot of money
21 snips
Nov 21, 2025 Nvidia's data center business is booming, with nearly $50 billion in earnings, but is it sustainable or just hype? The hosts dive into AI companies' massive infrastructure spending and whether it's a bubble. They also explore Jeff Bezos' secretive AI venture, Project Prometheus, and Suno's impressive $2.5 billion valuation despite legal troubles. Meanwhile, Waymo is expanding its robo-taxi service to new cities, highlighting potential societal impacts and operational challenges. Can AI's promise truly justify the investments?
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Prepare For Copyright Pushback
- Expect legal challenges when building AI products that use copyrighted content and be prepared to negotiate.
- Raising capital is still possible while lawsuits proceed, so prioritize settlement pathways and cash runway.
Bezos' Secretive New AI Venture
- Jeff Bezos returned to a co-CEO role at a new venture called Project Prometheus with $6.2 billion raised.
- The company is reportedly focused on industrial or physical AI and has about 100 employees so far.
Waymo Scales By Leaning On Partners
- Waymo is rapidly expanding city-by-city and increasingly relies on partners to scale operations.
- Partnering lets Waymo move faster geographically than managing everything in-house.