560: AI Economic Impact and Bottlenecks, Nvidia's Real Risks, Huawei, TerraVest, TSMC-Intel, Llama 4 SNAFU, Small Biz Apocalypse, Musk Bored of Tesla, Ovitz, and The Last of Us

559: Nvidia, OpenAI Social Network, E-Commerce Peak, TSMC's $40bn Bet, Jamie Dimon on Cash & Fraud, Bezos Bulldogs, Manufacturing & Trade, and Dehydration

558: Compute Per Capita, OpenAI, Tiktok, Perplexity, Oil Masterclass, Alberta Natural Gas, xAI, Anthropic, Jensen Huang Interview, TSMC 2nm, and Hans Zimmer

557: BYD’s 5-Minute Megawatt Flash-Charging, China's Wild EVs, CEO Incentives, TSMC U.S. Fabs Economics, Cloudflare's AI Labyrinth, Google Gemini 2.5, and Reinventing Hollywood

556: Thoughts on Nvidia's Roadmap & Competitive Position, Blackwell & Rubin, Intel Consortium?, OpenAI Building the AI Giant, Music, Bad Nobel Prizes, and The Thinking Game

555: Apple Needs a Reboot, Terravest Transformational Acquisition, AWS Trainium vs Nvidia, China Locks Down DeepSeek, Google Gemini Deep Research, The Brutalist

554: Swinging the Machete vs Sprinting Up the Trail, Guy Gottfried & Terravest, TSMC + Intel JV with Nvidia, AMD, Broadcom, Qualcomm, Sonos, BYD, Texas Goes Nuclear, and Korean Fertility

553: Deep Research Needs Paywall Credentials, Google Could Crush It, Sarah C. Paine on Tariffs, Amazon’s 750,000+ Robots, Canada + CANDU, Protein & Muscles, and Cinematic Masterpieces

552: Going Deep on Nvidia Q4, Topicus Q4, Reverse Osmosis, IMAX, Gene Therapy Cures Blindness, Cancer Vaccine Breakthrough, and The Red Turtle

551: Anti-Charisma, Claude Sonnet 3.7, Huawei's Chips, Microsoft, SMRs, Mag7, Markel, Fairfax, Berkshire, Quantum Archeology, and J.S. Bach

550: AI vs Passive Investing, OpenAI, Sonnet 3.5 Earns $400k as Freelancer, Daniel Ek's Advice, Germany, Google's Co-Scientist, Tyler Cowen, and Aesthetics

549: Morris Chang, TSMC & Broadcom to Swallow Intel?, xAI Grok 3, OpenAI o3 Brute Force or Breakthrough, Microsoft + Anduril, Google's Jeff Dean, and Shōgun