The Winners Of The AI Boom You Never Thought ...

Overnight brought the biggest heist in crypto history, as hackers drained $6.3 billion from Binance. Amazon’s AI spending soared while retail growth stalled, Spotify eyed a $5-a-month AI remix tool, and longreads covered El Niño forecasting and old-time fiddlers. Binance says ini ...  Show more

I covered the NYT report that US officials think Megaspeed’s Alice Huang is a Chinese asset who cozied up to Jensen Huang, the leak of 41,000 DHS workers’ data, DoorDash’s $17B Instacart grab, and Alphabet’s ugly free cash flow. US officials believe Megaspeed executive Alice Huan ...  Show more

Timestamps: 0:00 I'm like Bryan Johnson but healthier 0:10 AWS outage takes out huge chunk of internet 1:19 Meta researches how bad IG is 2:40 Xbox blames Ally X price on ASUS 3:50 UGREEN Magflow! 4:39 QUICK BITS INTRO 4:51 Plane maybe struck by space debris? 5:50 Hackers stole g ...  Show more

Timestamps: 0:00 don't ya hate when that happens 0:13 Samsung Galaxy XR 1:33 ChatGPT Atlas web browser 3:03 AWS outage fallout, Amazon robot workers 4:26 Odoo! 5:20 QUICK BITS INTRO 5:33 First Nvidia Blackwell GPU made in U.S. 6:14 YouTube rolls out AI 'likeness' detection 7:06 S ...  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