Vitamins vs. Pain Killers vs. Whippets - The ...

Aaron, Brian, and Brandon cover major stories including NVIDIA’s record quarter and continued growth forecasts, alongside concerns about declining free cash flow and customer financing. They discuss NVIDIA’s reported $12.9B acquisition of Hugging Face as a strategic move to stren ...  Afficher plus

SUMMARY: Brian, Brandon, and Aaron focus on AI watermarking, driven largely by EU transparency requirements, and discuss how approaches like token-selection patterns can be detected but were reportedly cracked quickly with tools that strip watermarks. Brandon and Brian debate whe ...  Afficher plus

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out,  AI demand overhyped or underhyped ...

Scott and CJ chat with Paul Copplestone, CEO and co-founder of Supabase, about the journey of building an open source alternative to Firebase. Learn about the tech stack, the story behind their excellent documentation, and how Supabase balances business goals with open-source val ...  Afficher plus

“There is no cloud. It's just someone else's computer.” Or server, to be exact. Big cloud providers offer a relatively easy way to scale out workloads. But what’s the real cost? In this episode, we talk about the battle in the clouds, where any winner is still very much up in the ...  Afficher plus

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) DeepSeek r1, an efficient, cheap reasoning model from China 2) How DeepSeek stacks up against the state of the art 3) Does DeepSeek invalidate the billions of dollars invested in curren ...  Afficher plus