Into the Jensenverse: The Circular Economy of AI NVIDIA just reported another quarter of record earnings—$96 billion in revenue—but buried in the numbers is a strange and fragile picture. Sixteen…
Jensen Huang has appeared on 15 podcast episodes in our AI-summarized catalog, including Better Offline, Tech Brew Ride Home, WSJ What’s News. Every appearance below has a free 5-minute AI summary.
Into the Jensenverse: The Circular Economy of AI NVIDIA just reported another quarter of record earnings—$96 billion in revenue—but buried in the numbers is a strange and fragile picture. Sixteen…
“We would love more supply.” That single line from Nvidia CFO Colette Kress, buried in a post-earnings conference call, captures the absurdity of the AI economy in August 2026. The world’s most…
Will a U.S. Nuclear Deal Push Saudi Arabia to Recognize Israel? President Trump has sent a landmark nuclear agreement with Saudi Arabia to Congress, where lawmakers are expected to spend months…
New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade The most anticipated 13F filing this quarter belonged to a fund manager who no longer exists. Leopold Ash, the Wall Street…
Jensen Huang's First Tweet, Travis Kalanick's $1.7B Return, and the Open-Weight War Jensen Huang's first-ever post on X was an open-weights manifesto signed by Microsoft, Meta, IBM, and…
In the ongoing battle over the future of AI, NVIDIA CEO Jensen Huang fired his first-ever tweet this week, arguing that the world needs both frontier closed models and frontier open models. He…
Big Tech Unites for Open Source AI—and Against Anthropic When NVIDIA CEO Jensen Huang used his first-ever post on X to share an open letter supporting open-weight AI models, he kicked off what…
Trump in Peking: Annäherung zwischen den Großmächten, aber keine handfesten Ergebnisse US-Präsident Donald Trump hat seinen ersten Tag des China-Besuchs mit einem zweistündigen Gespräch mit…
Altman vs Musk : la guerre continue ! Sam Altman a une réputation de visionnaire et de génie, mais il traîne aussi une réputation de manipulateur et de menteur. C'est ce qui a été mis en lumière…
Mustafa Suleyman, the CEO of Microsoft AI, told the Financial Times in February that within 12 to 18 months, AI would fully automate "most, if not all, professional tasks" where a person sits at a…
The NVIDIA Moat Debate: Jensen Huang vs. Dwarkesh Patel The most electric moment from Jensen Huang's nearly two-hour conversation with Dwarkesh Patel wasn't a technical revelation or a product…
Jensen vs. Dwarkesh: The NVIDIA Debate That Split Silicon Valley The most combative interview Jensen Huang has done in years produced a single unforgettable line: "We are not a car." That clip,…
Dispatch, Skills, and the Agentic Convergence Anthropic's Claude Cowork Dispatch feature—allowing users to initiate a Cowork session on their desktop and then monitor progress and provide…
The Man Who Saw the Future of Chips In 1997, a small, nearly bankrupt graphics company called NVIDIA sent a letter to TSMC's San Jose office asking about becoming a customer. They got no response.…
Acquired LIVE from Chase Center: A Night of Founders, Foresight, and the Long Game The Acquired podcast threw out its usual playbook for a live event at San Francisco's Chase Center, and the…
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