Nvidia

Sources · 10 moments

1. 1.
   Prof G Markets · Why The S&P Just Hit A Record High — Despite Soaring Yields

   John Murray · Oct 7 · Listen at 12:12 ↗

   “ecosystem when the largest companies in the world are driving the capex cycle it's inevitable that you're going to have some of those customers buying products from these companies and we have to remember these companies are like their own”

2. 2.
   Marketplace · How's the stock market doing, minus AI?

   Speaker B · Oct 7 · Listen at 1:37 ↗

   “All right, let's take out the NVIDIA, the Microsoft, the Amazon, the Micron. We know they're doing great. So happy for them. How, though, is everybody else doing?”

3. 3.
   Morning Brew Daily · Stock Market Hits Fresh Records as AI Goes Nuts & Protests Over Poor School Conditions Erupts in France

   Tobi Lütke · Oct 7 · Listen at 3:28 ↗

   “The Strait of Hormuz is still not fully open, keeping energy prices elevated and inflation fears nearby. Treasury yields, too, are still sitting right around levels not seen since the lead up to the financial crisis. And this is not a broad”

4. 4.
   Moonshots with Peter Diamandis · Why Altman Says "Accept Some Bad Things Happening" and What It Means for AI Safety | MOONSHOTS #301

   Peter Diamandis · Oct 7 · Listen at 1:39:46 ↗

   “into intelligence. You can trade those for each other. which means that inference time compute unlocks increased intelligence. Because before that, everybody thought you needed training time compute, you needed the big GPU racks, you needed”