logo
episode-header-image
Oct 2025
21m 14s

Nvidia $5T

Morning Brew
About this episode
Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware? Uber Eyes Fleet of 100,000 Nvidia-Based Robotaxis Beginning 2027 (Bloomberg) OpenAI’s P ... Show More
Up next
Today
The Day Of All The Models
SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the largest AI model on an iPhone, and Character.AI launched AI microdramas. SpaceXAI debu ... Show More
21m 2s
Yesterday
China (AI) Rising
Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed. OpenRouter: Chinese AI models have drawn ... Show More
21m 22s
Jul 7
Xbox Decimated By Layoffs
Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to SpaceXAI, and Anthropic researchers found a hidden "J-space" inside Claude. Microso ... Show More
22m 20s
Recommended Episodes
Jun 2023
A.I.'s Inner Conflict + Nvidia Joins the Trillion-Dollar Club + Hard Questions
<p>A few days after a lawyer used ChatGPT to write a brief filled with made-up cases, a group of A.I. experts released a letter warning of the “risk of extinction” from the technology. But will A.I. ever be good enough to pose such a threat?</p><p>Then, FAANG is now MAAAN, with t ... Show More
1h 5m
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
Feb 2024
Nvidia hits $2 Trillion, Gemini bias, Reddit goes public + more!
Timestamps: 0:00 godspeed, tech news fan 0:10 Nvidia's $2 trillion, new Nvidia App 2:00 Gemini image gen, Stable Diffusion 3 4:10 Reddit's IPO, AI deal with Google 6:04 QUICK BITS INTRO 6:14 Vision Pro glass cracks 7:04 iPhone 15 battery twice as good 8:02 Vending machines with f ... Show More
11m 41s
Jun 2024
Snapdragon X Elite Reviews, Forbes goes after Perplexity + more!
Timestamps: 0:00 expectations subverted 0:08 Snapdragon X Elite laptop reviews 2:39 Forbes threatens to sue Perplexity 4:25 QUICK BITS INTRO 4:30 Nvidia is the world's most valuable company 5:14 Ilya Sutskever starts new AI company 5:51 Vision Pro 2, Meta layoffs, Xreal not-phone ... Show More
9m 3s
Jul 2023
4090 Ti Cancelled, AMD X3D Laptop CPU, EV Charger Coalition + More!
Timestamps: 0:00 Nvidia cancelling rumored 4090 Ti 1:17 AMD unveils V-cache laptop CPU 2:49 Auto makers team up for EV charging network 4:25 Grammarly 5:14 QUICK BITS INTRO 5:23 Apple's Pencil punishment for iPad 6:10 Xbox issuing suspensions for emulating 6: ... Show More
9m 50s
Nov 2025
OpenAI and Amazon in $38 billion cloud deal
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)Show Notes Hedge funds wrong-footed by Mag 7 earningsEpisode transcripts seekingalpha.com/wsb. Si ... Show More
4m 13s
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
Oct 2025
Steam's massive rise in player count, New OpenAI restrictions + more!
Timestamps: 0:00 Not Picard; Picard-OH 0:12 Steam user count nearly doubled in 5 years 1:20 New OpenAI restrictions, FB auto-editing 2:58 Ground News! 3:53 QUICK BITS INTRO 4:14 iPhone Air, Galaxy S26 Edge sales low 5:03 Google throws shade at Microsoft 365 5:49 Uber drivers can ... Show More
8m 26s
Jun 2024
Nvidia Tops Market, DeepMind's Audio AI, Fisker Bankruptcy, Mars Rock Discovery, and Vegas Monolith Mystery
We're experimenting and would love to hear from you!In this episode of Discover Daily, we explore Nvidia's remarkable achievement as it becomes the world's most valuable company, surpassing tech giants Microsoft and Apple. According to Al Jazeera, Nvidia's market capitalization s ... Show More
8m 3s