560: AI Economic Impact and Bottlenecks, Nvidia's Real Risks, Huawei, TerraVest, TSMC-Intel, Llama 4 SNAFU, Small Biz Apocalypse, Musk Bored of Tesla, Ovitz, and The Last of Us

559: Nvidia, OpenAI Social Network, E-Commerce Peak, TSMC's $40bn Bet, Jamie Dimon on Cash & Fraud, Bezos Bulldogs, Manufacturing & Trade, and Dehydration

558: Compute Per Capita, OpenAI, Tiktok, Perplexity, Oil Masterclass, Alberta Natural Gas, xAI, Anthropic, Jensen Huang Interview, TSMC 2nm, and Hans Zimmer

557: BYD’s 5-Minute Megawatt Flash-Charging, China's Wild EVs, CEO Incentives, TSMC U.S. Fabs Economics, Cloudflare's AI Labyrinth, Google Gemini 2.5, and Reinventing Hollywood

556: Thoughts on Nvidia's Roadmap & Competitive Position, Blackwell & Rubin, Intel Consortium?, OpenAI Building the AI Giant, Music, Bad Nobel Prizes, and The Thinking Game

555: Apple Needs a Reboot, Terravest Transformational Acquisition, AWS Trainium vs Nvidia, China Locks Down DeepSeek, Google Gemini Deep Research, The Brutalist

554: Swinging the Machete vs Sprinting Up the Trail, Guy Gottfried & Terravest, TSMC + Intel JV with Nvidia, AMD, Broadcom, Qualcomm, Sonos, BYD, Texas Goes Nuclear, and Korean Fertility

553: Deep Research Needs Paywall Credentials, Google Could Crush It, Sarah C. Paine on Tariffs, Amazon’s 750,000+ Robots, Canada + CANDU, Protein & Muscles, and Cinematic Masterpieces

552: Going Deep on Nvidia Q4, Topicus Q4, Reverse Osmosis, IMAX, Gene Therapy Cures Blindness, Cancer Vaccine Breakthrough, and The Red Turtle

551: Anti-Charisma, Claude Sonnet 3.7, Huawei's Chips, Microsoft, SMRs, Mag7, Markel, Fairfax, Berkshire, Quantum Archeology, and J.S. Bach

550: AI vs Passive Investing, OpenAI, Sonnet 3.5 Earns $400k as Freelancer, Daniel Ek's Advice, Germany, Google's Co-Scientist, Tyler Cowen, and Aesthetics

549: Morris Chang, TSMC & Broadcom to Swallow Intel?, xAI Grok 3, OpenAI o3 Brute Force or Breakthrough, Microsoft + Anduril, Google's Jeff Dean, and Shōgun

548: Buffett's Tangled Web, Amazon Retail, Musk vs OpenAI, YouTube, Demis Hassabis on DeepSeek, Nuclear AI, Tiger Eyes, Cosmological Evolution, and Bob Dylan

547: Citadel & Enron, OpenAI vs DeepSeek, Amazon Prime, Short-Sellers, Sonos, Duolingo, Anthropic, Black Holes, Vitamin D, and AlphaGo

546: I Have Lots of Thoughts on DeepSeek R1 + Nvidia + OpenAI + Meta + Google + AWS + Microsoft, Mastercard vs Amazon & Apple, and John von Neumann & Bob Dylan

545: Nvidia, TSMC 2nm, EVs & Hybrids, Semiconductor Avengers, Nintendo Switch 2, Saudi Oil, Hail & Tornadoes, Hydrocarbons from Sunlight, and The Brutalist

Interview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸

544: Sonos SNAFU, Nvidia’s Biology Dreams, Moderna’s Wild Ride, Organizational Force Multipliers, Amazon Ads, Canada's Oil, Alcohol, and Bob Dylan

543: The Nvidia Edition, Jensen's Peanut Butter GPUs, Anduril, Microsoft, Semi Export Controls, Protein, Fentanyl, Anthropic, Helsing, Tyler Cowen on AI Growth, and Moana 2

542: Nvidia's Velocity, State of AI, Duolingo, Taiwan + Kuiper?, Google’s FireSat, Microsoft Capex, China's VCs, Mood Tracking, and Margins

541: Regulatory Warfare, Nvidia in Crosshairs, AI Peer Review, Honda + Nissan?, Perplexity Financials, Bell Labs, Private Billions Club, Unreal Engine 5.5, and Nirvana Jazz

540: Anduril's Defense Platform, Google's Quantum Breakthrough, Nadella, Meta's $10bn Cable, Big Tech Capex, Gemini 2.0, Opus 3.5, Apple + Broadcom, and FPS

539: Jim O'Shaughnessy's New Book, Buffett & Munger AGMs, Jeff Bezos, Perplexity, AI Funding, Modest Proposal, ASML, Sora, Sun vs Compost Heap, and Flight Simulator

Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) ⚡️🔌 🛢️⛽️⚛️🔋

538: Google's Dick Move, Intel Fires Gelsinger, USSMC, Meta's 4GW of Nuclear, Bluesky, Apple M4, Morris Chang + Jensen Huang, US vs Europe, and Paul McCartney