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Motley Fool Hidden Gems Investing

Is Microsoft’s Office Moat In Trouble?

Resumen IA The rapid expansion of artificial intelligence is reshaping corporate software and infrastructure investment, though its long-term impact remains debated. While Anthropic’s Claude has introduced a productivity suite to challenge Microsoft Office, the latter’s entrenched…

  • Claude
  • Copilot
  • CoreWeave

18 minEnglishResumen · Transcripción

Big Technology Podcast

Storm Clouds Ahead For Apple?, Debating Amazon’s Bee Frontier, AI as UI

Resumen IA Apple faces mounting pressure as rising memory costs and heavy AI infrastructure investments compress its historically high profit margins. Despite these challenges, the company’s new folding "iPhone Duo" represents a strategic shift toward premium, high-margin hardware,…

  • iPhone Duo
  • B Frontier
  • CapEx

1 h 1 minEnglishResumen · Transcripción

TBPN

🇺🇸 Veterans Day 🇺🇸, The Great Hobby Debate, AI is BACK! | Dan Goldenberg, Darren Farber, Walter Goodwin

Resumen IA The intersection of defense technology, AI development, and veteran workforce integration defines the current industrial landscape. The Call of Duty Endowment utilizes a data-driven model to achieve veteran employment rates significantly higher than federal efforts at a fraction…

  • Call of Duty Endowment
  • CUDA
  • HBM (High Bandwidth Memory)

1 h 59 minEnglishResumen · Transcripción

The Data Center Frontier Show

Alberta's Gigawatt Play: Data Centre West's Vlad Oujegov

Resumen IA Alberta’s data center market has transitioned from a phase of strategic planning to active execution, marked by significant project construction and infrastructure development. The industry demonstrates heightened self-awareness, prioritizing voluntary commitments to efficiency,…

  • Data Center West
  • Hyperscalers
  • Inference

24 minEnglishResumen · Transcripción

Cool Vector

Inside CoreWeave's Race to Meet the Physical Demands of AI Expansion

Resumen IA Scaling data center infrastructure to meet the explosive demand for AI-driven compute requires balancing large-scale, remote training campuses with latency-sensitive, Tier 1 inference facilities. Power availability and grid interconnection remain the primary strategic…

  • CoreWeave
  • Hyperscalers
  • Inference

23 minEnglishResumen · Transcripción

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Todas Inglés Chino
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  3. Democratic Surrogates Campaign, US & Israel Plan Iran Strikes, Tesla SpaceX Merger

    Up First from NPR

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  4. Episode 1 - Gareth Southgate: Lessons in Life, Leadership & Football

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  5. Q&A with Gareth Southgate: Egos, young athletes and mental health

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  6. Welcome to The Amol Rajan Connection

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  7. It's a Bloodbath (EP. 487)

    Animal Spirits Podcast

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  8. Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI

    Excess Returns

    Resumen01:09:23
  9. Remembering Nims Purja: The Lessons We'll Never Forget

    The High Performance Podcast

    Resumen34:46
  10. Dunes and gloom: MBS’s annus horribilis

    Economist Podcasts

    Resumen24:21
  11. Why does everything have to be at double speed?

    Round Table China

    Resumen23 min
  12. What should you eat for a better night’s sleep?

    6 Minute English

    Resumen7 min
  13. 805: How Leaders Can Better Support Women, with Leanne Dzubinski

    Coaching for Leaders

    Resumen38:13
  14. Episode 99, David Booth, the co-founder and Chairman of Dimensional Fund Advisors (DFA), host Rick Ferri

    Bogleheads On Investing Podcast

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  15. Airbnb Is Building a ‘Company Brain’ for AI Agents with Ahmad Al-Dahle - #781

    The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)

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  16. Ship it! with Avery Pennarun and Tailscale

    Google SRE Prodcast

    Resumen41:55
  17. Peter Thiel: “We Need to Hit the Accelerator as Hard as Possible” on AI

    The Builders

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  18. Presenting: Julia on Friends Keep Secrets

    Wiser Than Me with Julia Louis-Dreyfus

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  19. #70 Cayden

    Heavyweight

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  20. Exits, mergers and new market forces: what went on at Mipcom? plus BBC cuts update

    Broadcast: Talking TV

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  21. The Twilight Zone Episode

    Stuff You Should Know

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  22. Exploit Development, Agentic Vulnerability Discovery, and Fake PoCs

    Practical AI

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  23. A New Way to Measure AI Safety for Kids

    Your Undivided Attention

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  24. Josh Kopelman, Founder of First Round Capital and Half.com, on Why Buying Anthropic, OpenAI, and SpaceX Is a Cyclical Trade, Catching the Last Chair in the Dot-Com Game, and Earning Tens of Millions in Free Media with Viral Marketing

    Invested by Aleph

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  25. Inside the White House’s Push for More A.I.

    Interesting Times

    Resumen00:46:05
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