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
E1
Aug 9, 2024
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/
NVIDIA scraping videos: https://www.404media.co/nvidia-ai-scraping-foundational-model-cosmos-project/
Google’s Antitrust Ruling: https://www.reuters.com/legal/us-judge-rules-google-broke-antitrust-law-search-case-2024-08-05/