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Hitting The Nvidia Wall
Manage episode 425630013 series 3377686
Content provided by Down Round. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Down Round or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Nvidia is the engine room of the AI moment, but they are struggling a little right now. The stock underwent a massive correction this week, and founder Jensen Huang is reportedly worried that the gravy train is about to end.
We used that as an excuse to dive into a few interesting trends going on in AI, Apple's moves, whether the hype is matching the product, and what it all means.
Note: we said in this episode that Apple was striking an AI deal with Meta, but now Bloomberg is saying it ain't so. Still, broader point holds.
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188 episodes
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Manage episode 425630013 series 3377686
Content provided by Down Round. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Down Round or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Nvidia is the engine room of the AI moment, but they are struggling a little right now. The stock underwent a massive correction this week, and founder Jensen Huang is reportedly worried that the gravy train is about to end.
We used that as an excuse to dive into a few interesting trends going on in AI, Apple's moves, whether the hype is matching the product, and what it all means.
Note: we said in this episode that Apple was striking an AI deal with Meta, but now Bloomberg is saying it ain't so. Still, broader point holds.
Links
See omnystudio.com/listener for privacy information.
188 episodes
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