AI just crossed a strange turning point. GPUs are sold out, AI agents are learning from videos, and big labs are quietly reshaping the future of compute behind the scenes.

We’ll talk about:

Why Nvidia’s record $68B quarter proves AI compute is now direct revenue
DeepSeek freezing out Nvidia while still relying on its chips and what that signals globally
FDM-1, the new AI model learning computer skills just by watching videos
Why always-on agents and remote AI control may change how we work sooner than expected

Keywords: Nvidia, AI compute, DeepSeek, ChatGPT Pro Lite, Claude Code Remote Control, Veo 3.1, agentic AI

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🎙️ EP 214: Nvidia’s $68B AI Boom, Agents That Learn by Watching You Work

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🎙️ EP 214: Nvidia’s $68B AI Boom, Agents That Learn by Watching You Work