Results for "inference"

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.

OpenAI To Give It Away?

Tech Brew Ride Home· Jul 2, 2026

OpenAI eyes giving the US government a 5% stake, Nvidia backstops cloud providers, SpaceX teases an AI device, Apple ramps foldable iPhone orders, and China's Zai launches a Claude rival coding tool.

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.

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.

Comcast Spins Out

Tech Brew Ride Home· Jun 30, 2026

Comcast spins off NBCUniversal, SCOTUS limits geofence warrants, Australia sues Amazon over Prime Video ads, Chamath returns as CEO, and Gemini image generation goes free.

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…

Mythos Back?

Tech Brew Ride Home· Jun 29, 2026

US lifts Anthropic block, China's GLM 5.2 matches top US models on security bugs, South Korea pledges $590B for chips, and the memory crunch is an existential crisis for small electronics makers.

Pioneers of AI: Reid Hoffman says the AI race is not a cage match

Masters of Scale· Jun 27, 2026

Reid Hoffman unpacks the OpenAI and Anthropic IPO race, SpaceX's AI buying spree, why some trillion-dollar valuations will hit zero while others prove too low, and why young people should embrace AI as pure agency.

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.

Podcast EP352: The Path to High Impact Parallel AI Agents with ChipAgents CEO and Founder William Wang

SemiWiki.com· Jun 26, 2026

Chip Agents CEO William Wang explains how multi-agent AI is compressing semiconductor verification from weeks to under an hour, and previews the path toward fully autonomous tape-out within a decade.

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.

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.

GTA Now

Tech Brew Ride Home· Jun 24, 2026

GTA 6 priced at $79.99 with Nov. 19 launch, OpenAI & Broadcom debut Jalapeno inference chip, Meta builds prediction markets app Arena, and Superhuman acquires AI detector GPT Zero.

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.

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.

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.

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.

Acqui-Investing

Tech Brew Ride Home· Jun 22, 2026

Meta pays $900M to acqui-hire WhatsApp's next leader, Google loses a Nobel winner to Anthropic, Getty soars on an OpenAI deal, JD.com warns robots will replace 700K couriers, and Japan's toilet giant pivots to chips.

9AM HOUR: U.S.-Iran Effect on Markets, Chevron-Microsoft AI Power Deal, Greenspan Dies at 100 6/22/26

Squawk on the Street· Jun 22, 2026

Markets open higher on Iran talk progress, Alan Greenspan dies at 100, Microsoft announces massive Texas data center deal with Chevron and GE Vernova, and Goldman cuts US recession odds to 15%.

The Chip-pocalypse Comes For Apple

Tech Brew Ride Home· Jun 18, 2026

Tim Cook warns Apple price hikes are unavoidable as AI eats memory chips, OpenAI poaches a Google Gemini lead, MidJourney unveils a full-body ultrasound spa scanner, and Kalshi hits $22B valuation on institutional hedgin…

20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 18, 2026

SpaceX's $2.7T IPO, Anthropic's government ban, Salesforce's $3.6B Fin acquisition, and why any liquidity for pre-AI SaaS companies is top-decile performance—Benchmark GP Everett Randall joins to break it all down.

Snap Specs

Tech Brew Ride Home· Jun 17, 2026

Snap launches $2,195 standalone AR glasses, Android 17 drops, Trump eyes AI equity stakes, Apple's camera AirPods slip to 2027, and TikTok is drowning in AI slop at triple YouTube's rate.

SpaceX Pounces On Cursor

Tech Brew Ride Home· Jun 16, 2026

SpaceX acquires Cursor for $60B as its IPO stock surges 20%; OpenAI burns $34B with a $39B net loss; Anthropic's White House standoff deepens; OpenRouter's Fusion beats frontier models by combining them.

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.

Talk Cosmos 06-14-26 Gemini-Capricorn Moon Phases

Alternative Talk- 1150AM KKNW· Jun 14, 2026

Sue Minihan and Amanda Pierce explore the Gemini New Moon and Capricorn Full Moon, unpacking out-of-bounds lunar energy, Sedna's ancient mythology, Uranus disruptions, and surrendering to cosmic transformation.

20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 13, 2026

Matan Grinberg went from 12 years as a string theorist to building Factory—an AI software development company valued at $1.5B—after literally never having had a job, and now he's reshaping how enterprises build software …

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

All-In with Chamath, Jason, Sacks & Friedberg· Jun 13, 2026

Anthropic's Claude 4 Opus release sparks fury over secret model downgrades, mandatory data retention, and Dario's regulatory capture push — while Bernie Sanders wants to seize 50% of AI companies.