44:04
Nvidia Delivers Upbeat Forecast to AI-Wary Market | Bloomberg Tech 2/26/2026
Bloomberg Technology's February 26, 2026 episode dissects Nvidia's fiscal Q4 2026 earnings and the market's surprisingly negative rea...
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01:21:53
Citrini Research Breakdown: Agents, “Ghost GDP”, Consumer Spend | Figma Earnings Beat
20VC's weekly market analysis opens with the revelation that Anthropic's newly announced security scanning feature wiped an estimated...
44:03
Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy | Bloomberg Tech 2/25/2026
Bloomberg Technology's February 25, 2026 broadcast covers three major stories: Nvidia's highly anticipated earnings, a significant co...
06:21
Meta to Spend Billions on AMD Gear, Buy Stock
Bloomberg Technology breaks down Meta's landmark deal with AMD for six gigawatts of AI accelerators, the latest and largest move in M...
13:24
Caught Distilling from Claude?
Sam Witteveen analyzes Anthropic's published report accusing three Chinese AI labs — DeepSeek, Moonshot AI (makers of the Kimi K2 ser...
02:07:40
Claude Code for Finance + The Global Memory Shortage: Doug O’Laughlin, SemiAnalysis
Doug O'Laughlin, founder of SemiAnalysis and one of the semiconductor industry's most-followed independent research analysts, joins L...
11:31
The Perils of the AI Exponential
The AI Daily Brief delivers an in-depth analysis of the latest results from METR (Model Evaluation and Threat Research), whose benchm...
44:03
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues | Bloomberg Tech 2/24/2026
This Bloomberg Technology segment from February 24, 2026 covers several intersecting stories reshaping the AI and semiconductor lands...
05:32
Google Alum Raises $500M to Compete With Nvidia
Bloomberg Technology interviews the founder of a stealth AI chip startup — a former Google TPU engineer named Ryan — about raising a...
11:19
Taalas Is Running AI at 17,000 Tokens Per Second — What’s the Catch?
Fahd Mirza examines Telas, a chip startup claiming to run AI inference at approximately 17,000 tokens per second — roughly ten times...