AI Fuels Nvidia to Nearly $2T Valuation & IRS...

#918: Treasury Secretary Scott Bessent announces sweeping economic sanctions on Iran, dubbed as “economic D-Day.” Blank Street raises $105M and plans for a West Coast expansion. Fans are complaining about the rising cost of tickets for the US Open. An app that sends messages as f ...  Show more

#917: The US and Canada are spiraling towards another trade war as tariff negotiations break down. ChatGPT can now read and respond to your iMessages. The Trump administration hosts the IndyCar race in Washington DC for his birthday. The world’s busiest airport is no longer in th ...  Show more

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ...  Show more

Nvidia capitalises on investor excitement over artificial intelligence, Japan’s TDK is claiming a breakthrough in materials used in its small solid-state batteries, and Silicon Valley companies are screening their staff for Chinese spying. Plus, the FT’s Saffeya Ahmed unpacks ...

On today's podcast: 1) US Weighs Capping Nvidia, AMD AI Chip Sales to Some Countries 2) Goldman, Citigroup and Bank of America Report Earnings 3) Israel Weighs US Warnings Against Striking Iran Energy Sites See omnystudio.com/listener for privacy information. 

(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