A.I.'s Inner Conflict + Nvidia Joins the Tril...

This week, we break down the arguments about open-weight models unfolding in Silicon Valley right now. Nvidia released an open letter signed by over 230 companies opposing “premature restrictions,” but will the Trump administration listen? Then, we’re joined by the author Claire ...  Show more

This week, OpenAI reported that two of its models escaped their testing sandbox and launched an autonomous cyberattack, turning what sounds like science fiction into reality. We discuss the implications for efforts to align artificial intelligence and for the release of future A. ...  Show more

This episode contains strong language.
In the past few weeks, a major breakthrough in the world of artificial intelligence — ChatGPT — has put extraordinary powers in the hands of anyone with access to the internet.

Released by OpenAI, a San Francisco-based c ...

After a year of opulent spending, the markets have begun to sour on big tech's $200 billion bet on generative AI, unfortunately timing with the delay of Nvidia's new AI-specialized "blackwell" chips. In this episode, Ed Zitron walks you through the pale horses of the AI apocalyps ...  Show more

As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Eric Sheridan, head o ...  Show 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