Nobody’s Gonna Stop Nvidia

This week: New York Gov. Kathy Hochul put a statewide moratorium on building A.I. data centers. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss the decision and how the rush to build data centers is driving up energy costs. Then, the hosts explain how a new law–which remov ...  Show more

This week: The company buying up legacy brands like AOL, Evernote, and Vimeo had a huge IPO with shares immediately surging by 40%. Felix Salmon, Elizabeth Spiers, and guest host Stacy-Marie Ishmael discuss the Milan-based company’s strategy and unexpected success. Then, the host ...  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

(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