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
