585: Going Deep on Nvidia Q2, Genie 3 Dreams, Amazon's Business Anomaly, Global Payments, AI Bubble?, ByteDance vs Meta, Google's Automated Bug Hunter, and James Hetfield
584: Who Pays for AI?, Inevitable Ads, Gov't + Intel, Texas Instruments, Musk + Zuck vs OpenAI, Meta + Google Cloud, U.S. Military, Dylan Patel, Protein, Apple + Gemini, and RoboCop
583: R.I.P. Social Networking, Will the Real GPT-5 Stand Up?, Intel + US Gov't, Andy Jassy's Amazon, A.I. Brain Damage, Dylan Patel, Gemini, Sonnet 1M, Geomagnetic Storms, and Guitar-Piano
582: Constellation Software Q2, Tesla Kills Dojo, American Dirigisme, China vs Nvidia, Lithium Deficiency & Alzheimer's, Gemini, Nuclear on the Moon, and Hamilton
581: GPT-5: Early Verdict & Who Should Worry, 100% Tariffs on Chips, Dario Amodei & John Collison, Distress Investing, 6,552 Coal Plants, Opus 4.1, and Gemini Storybook
580: Cloudflare Power Grab, OpenAI Open Models, DeepMind Genie 3, Amazon + Microsoft + Google + Meta Capex, Cardiovascular Victory, 8 Years of Déjà Vu, and Shrinking
579: Market Sentiment & Crazy Axis, YouTube Won TV, Jamie Dimon, Nintendo Switch 2, Nick Maggiulli, Google + Brookfield, Gene Therapy, Warrior Kid, and Indiana Jones
578: Jensen Huang, Sputnik vs DeepSeek, Meta's GPU Tents, Mark Chen, Grok 4, OpenAI Stargate, Masa, Oracle, Microsoft Struggles, Netflix, and Becoming the Main Character
577: Nvidia + China, Jensen's Cash Pipeline, AMD, Huawei, Meta’s 5GW Hyperion Cluster, U.S. DoD, Europe’s War on A/C Kills, GLP-1, Grok 4 & 5, Guitars, and Apple TV+
576: Grok 4 vs ChatGPT, Amazon + Anthropic, OpenAI Open Model vs Microsoft, Palmer Luckey on VR & Killer Robots, Google Veo 3, Sauna, and Black Bird
575: Apple + Perplexity?, Anthropic's Success & Brittleness, TikTok U.S., Palantir Goes Nuclear, Google Search, Creatine & Alzheimer’s, and Hans Zimmer
574: China's 1.2 Million GPU Hole, DeepSeek R2, Meta CFO Susan Li, Bret Taylor, OpenAI o3, Google AlphaGenome, White Mirror, and James Cameron's Bet on Himself
573: Zuck's Recruiting Strategy, Cursor is Crushing GitHub, Anthropic Fair Use, ZIRP Mortgages, Meta AI Pivot, China’s Grid as a Weapon, and Amazon's Megastructure
572: Daniel Ek + German Defensetech Helsing, Zuck + Nat Friedman & Daniel Gross, Ilya Sutskever, OpenAI GPT-5, TerraPower, Waymo & Gemini, Midjourney, and Mindhunter
571: Jensen's Uber for GPUs, OpenAI Wants Microsoft to Sleep on the Couch, xAI Burn Rate, Meta's $100m AI Engineers, Coffee & Health, Noise & Sleep, and Bob Dylan
570: Alexandr Wang & Meta’s AI Reboot, Oracle, World Bank + Nuclear, Amazon Doubles Down, OpenAI + Google GCP, Supersonic Flight, Terravest, and Guitar
569: Zuck + Alexandr Wang's $14.8bn Bromance, Nvidia, John Arnold, China's Electricity, Fixing Ozempic Muscle Loss, and Gene-Editing Mosquitoes Into Extinction?
568: Meta Goes Nuclear, Inside Steve Ballmer's Brain, Amazon Logistics, David Senra on Growth vs Durability, Anthropic Claude 4, Vesuvius Scrolls, and Synesthesia
567: Going Deep in Nvidia Q1, Heico M&A and Q1, Chris Hohn, Apple and China, Google Veo 3, Guitar, Having Kids, Synesthesia, and James Bond Special Effects
566: The Product Era of AI, What Will OpenAI + Jony Ive Build, Jensen, Oracle to Buy $40bn of Nvidia GPUs, UAE, White House Fast-Tracks Nuclear, Meta AI Lab in Trouble?, and Claude 4
565: Constellation Software 2025 AGM, Anthropic, Ben Thompson, OpenAI ≠ Facebook?, Google AlphaEvolve, Nintendo Switch 2, Microsoft + Doctors, and Shōgun
564: OpenAI’s Ad Strategy, Why Nvidia Wins Again, Softbank's $350bn Oops, Jony Ive, Jeff Dean, Microsoft Cost Discipline, Crowdstrike’s CEO, and David Milch
563: The 5.5 Million-Percent Man, OpenAI vs Microsoft, Netflix & HBO, Cliff Sosin & Carvana, ChatGPT Energy Use, CRISPR Pigs, and Andor
562: Big Tech as Nations, Amazon’s GPU Hunger Games, Cadence & Synopsys, Google + SpaceX, Todd Graves, Zuck Interview, ChatGPT Surgery, Chokepoint Map, and Dolphin LLM
561: Is OpenAI Winning the AI Race?, The Next Social Layer, Returns on Agency, China Semicap Megamerger, Retina to Brain, Nuclear Power, Andor, and Lakers Legacy
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
548: Buffett's Tangled Web, Amazon Retail, Musk vs OpenAI, YouTube, Demis Hassabis on DeepSeek, Nuclear AI, Tiger Eyes, Cosmological Evolution, and Bob Dylan
547: Citadel & Enron, OpenAI vs DeepSeek, Amazon Prime, Short-Sellers, Sonos, Duolingo, Anthropic, Black Holes, Vitamin D, and AlphaGo
546: I Have Lots of Thoughts on DeepSeek R1 + Nvidia + OpenAI + Meta + Google + AWS + Microsoft, Mastercard vs Amazon & Apple, and John von Neumann & Bob Dylan
545: Nvidia, TSMC 2nm, EVs & Hybrids, Semiconductor Avengers, Nintendo Switch 2, Saudi Oil, Hail & Tornadoes, Hydrocarbons from Sunlight, and The Brutalist
Interview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸
544: Sonos SNAFU, Nvidia’s Biology Dreams, Moderna’s Wild Ride, Organizational Force Multipliers, Amazon Ads, Canada's Oil, Alcohol, and Bob Dylan
543: The Nvidia Edition, Jensen's Peanut Butter GPUs, Anduril, Microsoft, Semi Export Controls, Protein, Fentanyl, Anthropic, Helsing, Tyler Cowen on AI Growth, and Moana 2
542: Nvidia's Velocity, State of AI, Duolingo, Taiwan + Kuiper?, Google’s FireSat, Microsoft Capex, China's VCs, Mood Tracking, and Margins
