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The Markets

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

Resumen IA The recent hot CPI print, marking the third consecutive 0.3% increase, has significantly altered market expectations regarding Federal Reserve policy and bond yields. This data forced a re-evaluation of the Fed’s reaction function, specifically opening the possibility of…

  • CPI (Consumer Price Index)
  • Federal Reserve (Fed)
  • Basis points

11 minEnglishResumen · Transcripción

All-In with Chamath, Jason, Sacks & Friedberg

Jensen Ousted as Nvidia CEO: "Spy" Scandal, Export Restrictions, Market Impact

Resumen IA Nvidia CEO Jensen’s sudden resignation amid allegations of ties to a suspected Chinese intelligence asset signals a volatile shift in the global AI landscape. The lack of a standard defensive briefing, combined with the leak of classified intelligence, suggests a calculated…

  • Nvidia
  • GPU (Graphics Processing Unit)
  • LLM (Large Language Model)

01:24:55EnglishResumen · Transcripción

How I Won This Medal

Carey Jonker of Transmission Brewing Co: Light Lager Precision

Resumen IA Brewing award-winning lagers requires a blend of technical precision, iterative recipe development, and a commitment to process consistency. Carey Jonker, owner and brewer at Transmission Brewing, details his approach to creating competition-grade beers like the…

  • GABF (Great American Beer Festival)
  • World Beer Cup
  • Decoction mashing

01:18:04EnglishResumen · Transcripción

The AI Daily Brief: Artificial Intelligence News and Analysis

Nvidia CEO Admits Affair With Suspected Chinese Spy

Resumen IA Nvidia CEO Jensen Huang’s admission of an affair with a woman suspected of being a Chinese intelligence agent has triggered significant geopolitical and market instability. This scandal threatens to undermine Nvidia’s lobbying efforts against stringent AI chip export controls…

  • Nvidia
  • Anthropic
  • Megaspeed

00:26:41EnglishResumen · Transcripción

The AI Daily Brief: Artificial Intelligence News and Analysis

Agentic Video Is Real and Here’s What You Should Try

Resumen IA The latest generation of AI models, particularly Opus 5.5, has triggered a significant shift in video editing, moving it from a specialized skill to a core capability for knowledge workers. This transformation stems from AI's ability to treat editing as a conversational process,…

  • Opus 4.5 / 5.5
  • Agentic coding
  • Vibe coding

00:30:58EnglishResumen · Transcripción

The Rollup

Jeff Dorman: Cash-Flow Assets Are Taking Over Digital Markets (Cash-Flow Era)

Resumen IA The digital asset market is undergoing a fundamental transition from speculative social-value assets toward sustainable on-chain businesses. Investors should prioritize three high-growth sectors: stablecoins and payments, real-world asset (RWA) tokenization, and decentralized…

  • Hyperliquid
  • RWA (Real World Assets)
  • DeFi (Decentralized Finance)

00:45:09EnglishResumen · Transcripción

Más episodios nuevos

Todas Inglés Chino
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    The Best One Yet

    Resumen22:26
  2. The $100B Niches Hiding Inside Payments

    The a16z Show

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  3. The internet cafe 2.0

    Round Table China

    Resumen22 min
  4. Redefining Chip Architecture with Arm CEO Rene Haas

    No Priors: Artificial Intelligence | Technology | Startups

    Resumen37 min
  5. Beyond The Mag 7 – Positioning For Earnings Peaking and Yields Rising – Liz Ann Sonders

    The Master Investor Podcast with Wilfred Frost

    Resumen57 min
  6. Social Identity Theory: Your Group Rules, Others Drool

    Stuff You Should Know

    Resumen48 min
  7. SPECIAL ANNOUNCEMENT: Capital Allocators University Online

    Capital Allocators – Inside the Institutional Investment Industry

    Resumen15:22
  8. Climate change and extreme weather

    6 Minute English

    Resumen7 min
  9. The Secret Recordings That Reveal How Presidents Really Think

    Conversations with Coleman

    Resumen1 h 25 min
  10. Angela Duckworth on why grit isn’t enough

    Masters of Scale

    Resumen00:34:30
  11. Less about Models; More about Architecture

    Practical AI

    Resumen46 min
  12. Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”

    TBPN

    Resumen1 h 2 min
  13. (Preview) Fable 5.1 and Anthropic’s Data Retention Pivot, AI Civilizations and Related Matters, Q&A on Meta, Shopify, 3-D Printing

    Sharp Tech with Ben Thompson

    Resumen00:25:09
  14. Who REALLY Made the Modern Middle East - with Simon Sebag Montefiore (Part 2)

    Call Me Back - with Dan Senor

    Resumen39 min
  15. Depleted Mother Syndrome: Why Moms Burn Out, and How to Recover with Jan Hanson

    Being Well with Forrest Hanson and Dr. Rick Hanson

    Resumen1 h 17 min
  16. How A Viral Animation Turned Into a Sword-Fighting Dinosaur Game with Jean Nguyen

    Game Maker's Notebook

    Resumen01:13:26
  17. Shooter Monthly #9: Battlefield's Hot Streak, Gears Goes Helldiving, and the Battle Pass Plateau

    Deconstructor of Fun

    Resumen01:00:32
  18. Michael Moritz on Origin Stories, Exile, and Obsessive Curiosity

    Conversations with Tyler

    Resumen41:54
  19. English Pronunciation: The Drive Thru!

    Rachel's English

    Resumen37 min
  20. Essentials: Use Sleep to Enhance Learning, Memory & Emotional State | Dr. Gina Poe

    Huberman Lab

    Resumen34 min
  21. Advice Line with Ben Goodwin of Olipop

    How I Built This with Guy Raz

    Resumen00:48:01
  22. What Broke The Bond Market — And Why They're Going To Print Your Savings Away

    Tom Bilyeu's Impact Theory

    Resumen01:13:15
  23. 20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

    Resumen01:17:40
  24. What's Behind the Big Surge in US Government Bond Yields

    Odd Lots

    Resumen37 min
  25. Made in America, again? Rethinking US manufacturing resilience

    The McKinsey Podcast

    Resumen25 min
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