Nobody’s Gonna Stop Nvidia

This week: Inflation is going bananas (unless you’re talking about the actual fruit.) First up, hosts Felix Salmon, Emily Peck, and Elizabeth Spiers dig into what is causing inflation and why bananas should actually cost more than they do. Then, Meta wants everyone to play with i ...  Show more

When Puerto Rico’s debt crisis ballooned into the largest governmental default in U.S. history, Congress stepped in with an unprecedented solution. Felix Salmon is joined by David Skeel, who served as chair on the oversight board that helped the island regain economic stability a ...  Show more

Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption. Don’t miss our episodes with: Mis ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ...  Show more

Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential ...  Show more

In this episode, Youngme, Felix, and Mihir discuss whether there’s a market for a Netflix for News; debate the future of newspapers like The New York Times; argue about which Big Tech company (Apple, Alphabet, Amazon, Facebook) is most and least vulnerable; and offer their After ...  Show more