May 2025
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplo ... Show More
1h 33m
Aug 2024
👁️ “Nvidia’s watch party” — A.I.'s Biggest Day. Mister Softee’s soft-serve biz. Ozempic’s Direct-To-Tummy.
Nvidia just announced earnings that were so big, people hosted parties… but the results were a Rorschach Test for Wall Street.Mister Softee’s ice cream trucks have shrank in number by two thirds… because of competition, climate change, and street corners.Ozempic has a new strateg ... Show More
23m 43s
Apr 2023
State Of The AI Wars, Google's Counterpunch, Elon's 4/20
Nico Grant of The New York Times joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) The state of the AI war between Google, Microsoft, and OpenAI 2) Google's AI reorganization and what it means 3) Sundar Pichai's PR offensive 4) Google's forthcoming ... Show More
59m 48s
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
Sep 2024
The glitch in China’s AI plans
<p>Big tech groups including Nvidia led a broad US stock market sell-off on Tuesday, and Huawei’s AI chips are dealing with some bugs. Plus, US homebuilders are facing their biggest credit crunch in more than a decade, and foreign investors are backing out of Indian equities.&nbs ... Show More
10m 33s
May 2025
Strange News: Regeneron Bought Your DNA, CA Birdpocalypse, AI Job Cuts, Free El Gato
Roundup pesticides get a pass from Georgia. CrowdStrike joins the AI craze. A mysterious birdpocalypse in California. Regeneron buys the bankrupt 23andMe, prompting concerns over consumer's DNA. Free El Gato. All this and more in this week's strange news segment.They don't want y ... Show More
1 h
Episode 331: Neal and Toby recap the mishaps of Google’s AI search results going full hallucination and the fallout afterwards. Then, the SEC’s new T+1 settlement rule goes into effect today that could transform the stock trading environment. Next, a recap of the biggest headlines over the long weekend including a weak box office showing and saying goodbye t ... Show More
