From the, this wasn’t on my bingo card file, OpenAI has launched a sort of job board? Why Broadcom might become Nvidia’s big rival. Is AI image generation about to have its Napster moment? And in the Longread Suggestions, a deep-dive state of the job market in tech.
00:00 Intro
00:33 OpenAI Job Search
04:22 Broadcom Competes With Nvidia?
07:41 AI Image N ... Show More
Yesterday
What Will These IPOs Do To The Stock Market?
Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI. Anthr ... Show More
22m 2s
Jun 1
Interviewing For A Job At Anthropic? DON’T Use AI.
Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic ... Show More
21m 46s
Nov 2025
Clio Secures 5B Funding and Acquires vLex, TSMC Surges on AI Demand, OpenAI Targets Health Care, AI Boom Fuels Silicon Race, and more...
(0:10): Clio Secures $5B Funding, Acquires vLex to Revolutionize Legal AI Landscape(2:06): TSMC Hits Record Revenue Amid AI Chip Demand, Faces Challenges with US-China Tensions and Market Volatility(4:14): OpenAI Ventures Into Healthcare with AI-Powered Personal Health Assistant ... Show More
11m 1s
Dec 2024
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA' ... Show More
1h 29m
Sep 2025
Nvidia eyes $500M investment into self-driving tech startup Wayve, also, UK fintech Tide becomes a TPG-backed unicorn
Nvidia CEO Jensen Huang descended on the United Kingdom this week, armed with a pledge to invest $2.6 billion to supercharge the country’s AI startup ecosystem. Wayve, the U.K.-based self-driving tech startup, could be one of those to receive funds from Nvidia’s AI investment com ... Show More
8 m
Oct 2025
How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)
Nebius is one of the fastest-growing players in the AI infrastructure race. In this episode, Chief Revenue Officer Marc Boroditsky explains how Nebius is supplying compute power to giants like Microsoft, building next-gen data centers, and navigating the gold rush for Nvidia chip ... Show More
30m 5s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
