Episodes mentioning NVIDIA
Episodes tagged with NVIDIA in expert entities (same index as home Organizations). For keyword mentions in titles and summaries, search mentions.
49 results
Episodes
Intelligent Report20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 6, 2026
Nikesh Arora joins to break down Airtable's $1.3B fire sale, Leo Aschenbrenner's leveraged hedge fund implosion, Anthropic's security breaches, and why compute—not intelligence—will define the next five years of AI.
openaianthropicinvesting
Intelligent Report11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Squawk on the Street· Aug 5, 2026
AMD tumbles despite record revenue, SpaceX capex spooks investors, Eli Lilly smashes estimates, and CEOs of Mattel and Kraft Heinz discuss turnaround strategies amid a cautious consumer backdrop.
openaianthropicinvesting
Intelligent ReportGavin Baker - AI Market Jitters
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.
anthropicinvesting- Intelligent Report
11AM Hour: Hugging Face CEO, IMAX CEO & Big Tech's Earnings Distortion 8/3/26
Squawk on the Street· Aug 3, 2026
Hugging Face CEO reveals a rogue OpenAI agent executed 17,000 actions in 4 days hacking their systems, IMAX hits record July box office with The Odyssey, and big tech AI stakes distort S&P earnings by 18 percentage point…
openaiinvesting - Intelligent Report
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 30, 2026
Jensen's first X post sparks the open vs. closed AI war, Anthropic plays villain, Travis Kalanick raises $1.7B for robots, Google posts negative free cash flow, and LLM agents are silently breaching every company.
openaianthropicinvesting - Intelligent Report
10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26
Squawk on the Street· Jul 29, 2026
Fed rate hike debate heats up on decision day as markets sell off, SoFi CEO defends earnings, Middle East tensions spike oil, and Zuckerberg's AI op-ed draws sharp criticism.
artificial-intelligenceinvesting - Intelligent Report
Sam Altman - How to Make an Abundant Future
Invest Like the Best with Patrick O'Shaughnessy· Jul 28, 2026
Sam Altman covers OpenAI's origin story, the early compute bets everyone called crazy, a sci-fi security breach involving a model that hacked its own sandbox, and why he's surprisingly calm about distillation threats fro…
openaiinvesting - Intelligent Report
11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26
Squawk on the Street· Jul 27, 2026
Hyperscaler earnings, a Fed meeting, AI cyber threats, China's CXMT IPO surge, and OpenAI's $250B Nvidia data center deal dominate a whipsaw week for markets.
openaiinvesting - Intelligent Report
Is Wall Street Misreading China's AI Threat? Report of New Google Chip, Middle East Tensions Intensify 7/20/26
Squawk on the Street· Jul 20, 2026
Markets hold steady despite Middle East escalation and rising oil prices, as experts debate China AI threats, chip innovation, Fed rate hike risks, and Circle's new bank charter approval.
anthropicinvesting - Intelligent Report
20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 20, 2026
Fireworks AI founder Lin Kuo breaks down why specialized intelligence beats AGI, how open-source models are reshaping enterprise AI, and why a 10x cost drop will trigger 100x usage growth.
openaianthropicpytorchinference 
Intelligent ReportCan the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
All-In with Chamath, Jason, Sacks & Friedberg· Jul 18, 2026
The besties debate Demis Hassabis's self-regulatory AI body, Stripe's blockbuster PayPal bid, Apple suing OpenAI over stolen trade secrets, and America's looming energy crisis threatening the AI boom.
openaiai-regulation- Intelligent Report
10AM Hour: OpenAI Chair Bret Taylor, Taiwan Semi Pressures Chip Trade, Netflix Earnings Preview 7/16/26
Squawk on the Street· Jul 16, 2026
Chip stocks swing wildly post-Taiwan Semi earnings, OpenAI chair Brett Taylor demos Sierra's new enterprise AI agents, Netflix braces for results, and consumer spending holds up despite macro headwinds.
openaiinvesting - Intelligent Report
11AM Hour: Pretium Co-President on New Housing Law, Anthony Pompliano on Personal Finance AI Agent & Elon Musk vs. Sam Altman 7/13/26
Squawk on the Street· Jul 13, 2026
Chips sell off on SK Hynix fears, Apple sues OpenAI sparking Musk-Altman drama, housing affordability bill becomes law, Trump's Hormuz blockade jolts oil markets, and ProCap's Pompliano touts AI finance agent Sylvia hitt…
openaiagentsinvesting - Intelligent Report
9am Hour: SK Hynix Shares' Record Decline, Altman-Musk Showdown, Oil Jumps 7/13/26
Squawk on the Street· Jul 13, 2026
SK Hynix tanks in South Korea, Musk vs. Altman heats up on social media, Apple sues OpenAI, US-Iran tensions spike oil prices, and bank earnings loom as the two-year yield hits 18-month highs.
openaiinvesting - Intelligent Report
20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 11, 2026
Glean founder Arvind Jain debates Harry on AI ROI, frontier model commoditization, open source's rise, Microsoft bundling, shrinking teams, and why being a CEO means never being happy.
openaianthropicinvesting - Intelligent Report
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In with Chamath, Jason, Sacks & Friedberg· Jul 11, 2026
The besties debate trillion-dollar AI IPOs, token cost explosions, enterprise ROI reckonings, open-source vs. frontier model wars, and China's potential move to restrict its top AI models from the West.
openaianthropic - Intelligent Report
9am Hour: U.S. Debut Day for SK Hynix, Fed Chairman Warsh's Task Forces, Meta Jumps 7/10/26
Squawk on the Street· Jul 10, 2026
SK Hynix makes its historic $26.5B US trading debut as the S&P hovers near record highs, with Delta beating earnings, Apple eyeing a new all-time high, and AI infrastructure spending dominating market conversation.
investing - Intelligent Report
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In with Chamath, Jason, Sacks & Friedberg· Jul 10, 2026
Cerebras CEO Andrew Feldman and Black Forest Labs CEO Robin Rombach break down the AI infrastructure boom, reasoning models, open-source sovereignty, and the road to superintelligence.
inference - Intelligent Report
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting - Intelligent Report
10AM Hour: BNY CEO on Trump Accounts, Chip Stocks Rebound, Trump calls FIFA President Over Red Card 7/6/26
Squawk on the Street· Jul 6, 2026
Tech rebounds Monday as chip stocks surge on SK Hynix, Nvidia, and Broadcom news; BNY Mellon's CEO joins from the White House on Trump Accounts launch; FIFA red card reversal shakes betting markets ahead of USA vs. Belgi…
artificial-intelligenceinvesting - Intelligent Report
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
All-In with Chamath, Jason, Sacks & Friedberg· Jul 3, 2026
Palantir & Nvidia's sovereign AI partnership sparks a deep debate on intelligence sovereignty, enterprise data risks, frontier model duopoly, open source vs. closed models, and whether AI is truly eliminating jobs.
anthropic - Intelligent Report
10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26
Squawk on the Street· Jul 2, 2026
Squawk on the Street breaks down a soft June jobs report, Goldman's macro outlook, a bearish take on OpenAI and Anthropic's finances, record beef prices ahead of July 4th, and SpaceX joining the Nasdaq 100.
openaianthropicinvesting - Intelligent Report
11AM Hour: ECB Forum Highlights, Anthropic Investor on Reversal of AI Model Ban & Alex Karp's Message to Wall Street 7/1/26
Squawk on the Street· Jul 1, 2026
Fed Chair Warsh dodges rate guidance at ECB forum, Meta surges on cloud push, GM sales dip, Anthropic export ban lifted, and experts say $2.50 gas is a long shot.
anthropicinvesting - Intelligent Report
Etched - Building AI Hardware to Make Inference Faster and Cheaper
Invest Like the Best with Patrick O'Shaughnessy· Jun 30, 2026
Etched founders Gavin Uberti and Rob Laakin explain how two college dropouts built a first-attempt working AI inference chip that outperforms Nvidia by targeting voltage, memory bandwidth, and cluster-scale latency no on…
openaiinferenceinvesting - Intelligent Report
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In with Chamath, Jason, Sacks & Friedberg· Jun 26, 2026
DSA socialists sweep NYC primaries, Mamdani's political rise, China's GLM-5.2 challenges US AI dominance, Micron smashes earnings, and Apple raises Mac prices amid tariff pressures.
openaianthropic - Intelligent Report
10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26
Squawk on the Street· Jun 26, 2026
Tech selloff deepens as OpenAI delays IPO plans, SpaceX hits two-week mark, Ed Yardeni sees earnings strength amid market fatigue, and AI infrastructure demand shows no signs of slowing.
openaiinvesting - Intelligent Report
20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 25, 2026
Jason Lemkin returns from China to break down DeepSeek's $7.4B raise, Google losing two generational researchers, and why Wall Street is finally demanding AI show its ROI.
openaianthropicinvesting - Intelligent Report
Sen. Elizabeth Warren on Trump Canceling Housing Bill Signing, Broadcom CEO & OpenAI President on New Processor, Cerebras Board Member 6/24/26
Squawk on the Street· Jun 24, 2026
OpenAI and Broadcom unveil custom AI chip 'Jalapeno'; Cerebras shares tumble post-IPO earnings; Trump cancels bipartisan housing bill signing; new home sales hit lowest level since January.
openaiinvesting - Intelligent Report
9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Squawk on the Street· Jun 24, 2026
CNBC Squawk on the Street covers tech volatility, OpenAI's new Broadcom chip, Micron earnings preview, oil price drops, GE Vernova's turbine demand, and SpaceX's record bond offering.
openaiinvesting - Intelligent Report
11AM Hour: The Tech Tumble, A New Quantum EO, & Meta Wearables Chief Talks AI 6/23/26
Squawk on the Street· Jun 23, 2026
Tech sell-off hits chip and memory stocks as Goldman's Lindsey Rosner calls Fed regime change real, Sandbox AQ breaks Nvidia drug discovery news, and Meta debuts cheaper smart glasses starting at $299.
openaiinvesting - Intelligent Report
10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26
Squawk on the Street· Jun 23, 2026
Tech stocks tumble as chip and AI names sell off; analysts debate whether the AI trade is overextended, enterprise adoption lags spending, and Campbell Brown warns AI accuracy needs independent oversight.
artificial-intelligenceinvesting - Intelligent Report
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 15, 2026
Perplexity CEO Aravind Srinivas on attacking Google, why the model isn't the product, token value per watt, China's underestimated edge, and building a $2T company with 10,000 people.
agentsinvesting - Intelligent Report
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
All-In with Chamath, Jason, Sacks & Friedberg· Jun 12, 2026
Four fund managers pitch their best investment ideas live—MGM's hidden Japan & Dubai casino assets, Talon Energy's nuclear power scarcity play, Actis Oncology's precision radiotherapy platform, and Geodnet's crypto-power…
- Intelligent Report
10AM Hour: Exclusive with Palantir CEO Alex Karp, Chip Stocks Under Pressure 6/10/26
Squawk on the Street· Jun 10, 2026
Palantir CEO Alex Karp defends his company against AI rivals, markets navigate tech volatility and US-Iran military escalation, plus Oracle earnings anticipation and Supermicro's $7B financing plan.
investing - Intelligent Report
10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26
Squawk on the Street· Jun 9, 2026
Markets whipsaw as OpenAI files for IPO, AI capex approaches railroad-era levels of GDP, memory shortages fuel inflation fears, and retail SpaceX SPV investors may not own what they think they do.
openaianthropicinvesting - Intelligent Report
9am Hour: Tech Extends Rebound, OpenAI Joins the IPO Race, Apple Unveils "Siri AI" at WWDC 6/9/26
Squawk on the Street· Jun 9, 2026
Cramer and Quintanilla break down the Nasdaq bounce, OpenAI's confidential IPO filing, Apple's WWDC AI moves, SpaceX pricing concerns, Nvidia's sovereign demand story, and why Oracle's earnings could be the week's real m…
openaianthropicinvesting - Intelligent Report
20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Roman Chernin· Jun 8, 2026
Nebius co-founder Roman Chernin breaks down the AI infrastructure race, why consolidation is his biggest threat, and how a diversified customer stack beats raw capacity every time.
openaianthropicinvesting
