This week, Marques jumps right into it with Andrew and David about the OpenAI vs Scarlett Johansson drama regarding one of the voices from ChatGPT 4o. Then they dig into the new Surface products from the Microsoft event and David explains why the move to ARM is such a big deal. To close it out they talk about a feature that Rivian is adding to its cars and a ... Show More
Aug 22
The Pixel 10 Event: The Good, the Bad, the Jimmy Fallon
This week's episode the crew discusses the most recent Google Event. Between a bunch of great phones, a new watch, and an uncomfortable amount of celebrities, there's a lot to talk about. We also take a quick look at Meta's new glasses, Apple's can do blood oxygen again, and some ... Show More
1h 13m
May 2024
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets ... Show More
1h 41m
Jun 2024
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: S ... Show More
1h 24m
May 2024
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05 ... Show More
1h 30m
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m
Mar 2021
Interview: Izabella Kaminska
Welcome to Making Sense. Jeff Snider and I are joined by a very special guest, Izabella Kaminska who has accomplished many accomplished things, including being the editor of FT Alphaville, the Financial Times blog. Though to refer to Alphaville as a mere blog, would be a gross ... Show More
1h 48m