Anthropic has agreed to pay $1.5 billion dollars to authors of books that might have trained their AI. Would my book qualify for some of that money? Also, why this is interesting in general. OpenAI is making a movie. Tokenizing the stock market. Three interesting raises, and at the end of the show, let me tell you about my weekend experiment with AI.
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Jan 2025
The AI Model That Tanked the Stock Market
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ... Show More
21m 3s
Feb 2025
How Based is Grok 3? + Robinhood CEO Vlad Tenev on Markets For Everything + Vibecoding 101
This week, Elon Musk brought a new chatbot into the crowded A.I. universe — Grok 3, the latest model from his company xAI. We break down how it compares with other leading models and what it reveals about Musk’s larger ambitions. Then, Vlad Tenev, the chief executive of the inves ... Show More
1h 11m
Jun 2025
Why Corporate America Didn’t Hesitate to Go All-In on AI
Large companies have, in the past, been hesitant to leap onto every tech innovation and trend. But WSJ’s Steven Rosenbush says the artificial intelligence boom is different. Plus, Waymo is valued at $45 billion dollars, a far cry from Tesla’s $1-trillion valuation. WSJ Heard on t ... Show More
11m 50s
Jul 11
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Nov 2024
Nvidia hits USD 3.6 trillion milestone, Bitcoin tops USD 81,000
Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in market v ... Show More
10m 34s