527: Zuck Trying to Osborne Apple, Orion AR, Should Nvidia Buy Perplexity?, Trader Turns $88k Into $415m and Loses It All, Curing Diabetes, Microsoft, Samsung, Semiconductors, and Leonard Cohen
523: Success is Not Enough, Crowdstrike, AMD, Oracle AI Capex, Meta's 100k GPUs Cluster, China's VCs, OpenAI o1 Complex Reasoning Model, and LEGO Movie