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Sep 23
19m 43s

Ouroboros All The Way Down?

Morning Brew
About this episode
Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy Crush, I guess. And new buzzword alert: say hello to “workslop.” Nvidia is partnering up with OpenAI to offer compute and cash (The Verge) Altman, Huan ... Show More
Up next
Yesterday
The AI Concern Committee Is Back
More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at t ... Show More
20m 11s
Oct 7
OpenAI Wants To Be The Windows Of AI
Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about ... Show More
20m 38s
Oct 6
OpenAI’s Big AMD Deal
Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock ... Show More
21m 44s
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