THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion

🎙️ The Voices & The Context

• The Format: A fast-paced, casual tech news roundtable between two hosts who clearly have great chemistry and a knack for sharp, opinionated commentary.
• The Key Players: Two hosts (referred to as Josh and AJS) who act as your insider guides to the AI world. They are deeply knowledgeable, skeptical of hype, and not afraid to call out big tech companies for their missteps.
• The Vibe: Fun and Educational. The tone is energetic and conversational, blending genuine excitement for real breakthroughs with brutal honesty about vaporware and corporate blunders.

🗝️ Key Themes & Topics

• Topic 1: Microsoft's "Concept" Hardware & AI Struggles. The hosts dissect Microsoft's Build event, expressing deep disappointment. They reveal that Microsoft's flashy new AI hardware (a desktop hub and a wearable lanyard) are just concepts that will never ship. The core critique: Microsoft's AI software (Copilot) is already behind ChatGPT, so why would anyone want their hardware? (00:30)
• Topic 2: Nvidia's Computex Domination & The Next Bottleneck. The hosts cover Nvidia CEO Jensen Huang's keynote, highlighting the massive new Vera Rubin supercomputer and Nvidia's surprising entry into the CPU market. The key insight is Jensen's prediction that the next trillion-dollar company will be Marvel (MRVL), which specializes in the complex ne