Explicit

Ep 1 - Intel issues, NVIDIA delays, JPY carry trades, Google antitrust

Explicit

Things We Read This Week - Jordan Nanos & Hunter Almgren by Jordan Nanos, Hunter Almgren

E01
28:50
Episode notes

Intel postpones innovation event: https://www.pcmag.com/news/amid-layoffs-and-cpu-controversy-intel-postpones-innovation-event

NVIDIA delays Blackwell: https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-meta

AI’s 600B question: https://www.sequoiacap.com/article/ais-600b-question/

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