Episodes

The episode kicks off with updates and banter before exploring Anthropic's strategy against OpenAI and its market implications. The hosts discuss OpenAI's market share, enterprise focus, and private equity's role in AI. They cover consumer AI apps, subscription trends, and monetization models, followed by Google's AI initiatives and Workspace Studio automation. They evaluate company valuations and superintelligence's market influence, emphasizing business durability. The episode also addresses AI's impact on productivity, Meta's legal challenges regarding child safety, and broader tech implications. It concludes with thoughts on President Trump's science council and industrial tech leadership.

Live from NVIDIA's GTC conference, Jason Calacanis hosts Michael Intrator, Aravind Srinivas, and Arthur Mensch to discuss the future of GPU technology and AI. They explore CoreWeave's journey from GPU adoption to crypto mining, and strategies for risk management and scaling. Topics include large-scale computing, GPU demand, and financing. Aravind Srinivas talks about Perplexity AI's evolution and future operating systems, while Arthur Mensch covers Mistral AI's NVIDIA partnership and synthetic data. Daniel Roberts wraps up with insights on Iris Energy's renewable data centers and trends in custom silicon and nuclear energy computing.

In this episode, David Friedberg chats with Matt Mahan about his political journey and civic tech efforts in California. Mahan discusses government inefficiencies, his achievements in San Jose, and legislative motivations. They explore labor unions, political incentives in Sacramento, and issues like homelessness, mental health, and housing affordability. Mahan also tackles the drug crisis, public safety, green energy policies, and challenges with homeowners insurance and public employee retirement liabilities. They examine California's state budget, healthcare, economic inequality, and the political landscape, including Governor Newsom's performance and immigration policy.

In this episode featuring Jensen Huang, we explore the global tech and AI landscape, focusing on NVIDIA's role in AI computing and future strategies. Discover Grok's impact, embedded AI applications, data centers, and NVIDIA's decision-making. We discuss AI's influence on industries, open-source development, and regulatory issues. Topics include AI model diversity, efficiency, global tech diffusion, national security, and supply chain impacts. NVIDIA's strategies in autonomous vehicles and AI hardware competition are highlighted, along with revenue predictions, data centers in space, and AI's healthcare role. Concluding with robotics and AI's economic effects across sectors.

Join David Friedberg as he hosts Senator John Fetterman to explore the Save America Act and the Democratic Party's current trajectory. Fetterman shares insights on bipartisanship, his Republican appeal, and international issues like Iran and NATO. He discusses his views on Israel, AIPAC, and anti-Israel sentiment, as well as domestic topics such as voter ID laws, election fraud, immigration, and Biden's border policies. The episode also covers the national debt, government fraud, wealth tax proposals, anti-AI sentiment, and the state of agriculture, providing a comprehensive look at Fetterman's political stance and continued Democratic allegiance.

The episode kicks off with Travis Kalanick discussing his new venture, Adams, which operates in stealth mode. The conversation explores mining, automation, and self-driving technology, as well as the future of cities like Austin and San Francisco amid tech's political hurdles. AI and robotics are examined as strategic business tools. Michael Dell shares insights into Texas's growth and AI infrastructure, focusing on ROI, economic incentives, and the rapid adoption of AI. The dialogue extends to the future of AI, AGI, and superintelligence, alongside the social impact and the Invest America Act. Dell's philanthropic efforts and initiatives like child investment accounts are highlighted before closing thoughts and acknowledgments.

The episode opens with a discussion on the economic consequences of the Iran War, exploring potential escalation scenarios and their impact on the midterm elections. The conversation covers possible off-ramp strategies, the involvement of Gulf states, and China's influence on the situation. Attention shifts to Anthropic and OpenAI, examining their unprecedented revenue growth. The speakers then address AI's public relations challenges and the future of open-source development. The episode concludes with an analysis of Washington's newly passed "Millionaire Tax" and Howard Schultz's decision to relocate to Miami.

Emil Michael joins to discuss the broader implications of the US military actions against Iran and the timing behind them. The conversation delves into Trump's evolving warfare strategies, focusing on AI, drone technology, and new rules of engagement. Israel's involvement in the conflict and its strategic partnership with the US, including the Iron Beam defense system, are analyzed. The economic ramifications of the conflict, particularly oil prices and Trump's maritime insurance strategy, are explored. The episode also examines the Pentagon's decision to label Anthropic a supply-chain risk, its impact on valuation, and the state of the US defense supply chain. Finally, insights into DARPA's role and China's military posture are offered.