Episodes (Page 9)
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Oren Cass and Noah Smith debate the impact of tariffs on U.S. industry.
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NVIDIA leads AI hardware, but custom silicon from Google, Amazon, and Meta could challenge them.
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Genie 3 creates interactive, persistent worlds from text in real-time, featuring a 'special memory' breakthrough.
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US AI policy shifted from 'pause AI' to 'win the AI race,' emphasizing progress and open source.
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US policy reversed on H20 AI chip sales to China, now allowing them with an export fee.
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Alex Danco joins a16z to focus on making the firm's written content world-class.
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Grok's 'Imagine' offers instant, social-first creative tools; Genie 3 advances 3D world generation.
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Recent M&A deals signal a collision of regulation, capital, and innovation in 2025.
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Marc Andreessen discusses ads in LLMs and potential risks in Apple's AI strategy.
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OpenAI researchers Isa Fulford and Christina Kim discuss the launch of ChatGPT-5.
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Former VMware CEO Raghu Raghuram and Cisco President Jeetu Patel share scaling lessons.
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Discussed competing definitions of AGI: economic, cognitive, and "godlike".
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Analyzed the tech-media conflict and its historical roots.
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Examined the rise of "AI slop" and spammy content feeds.
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Explored AI metaphors: god, swarm, tool, oracle.
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Analyzed how the internet shattered the old media order.
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Highlighted the long lead times for new mine permitting in the US.
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Positioned AI as a new foundational layer of infrastructure.
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Explored AI and robotics catalyzing American industrial strength.
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Highlighted stagnant US per capita energy usage since 1973.