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Odd Lots

How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era

AI 要約 Nvidia faces significant instability following the dismissal of CEO Jensen Huang, creating profound "key man risk" due to his centralized management style and personal influence over critical supply chain partnerships. Stacy Rasgon, a managing director at Bernstein Research,…

  • Nvidia
  • Key man risk
  • CUDA

36 minEnglish要約 · 文字起こし

TED Talks Daily

The digital detectives preserving the truth of war | Hadi Al Khatib

AI 要約 Digital evidence preservation serves as a critical tool for achieving justice in conflict zones where physical access is restricted. Hadi Al Khatib, founder of Mnemonic, leads efforts to archive and verify millions of citizen-recorded videos from conflicts in Syria, Sudan,…

  • Mnemonic
  • Digital evidence technologist
  • Syrian Archive

42:28English要約 · 文字起こし

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

20VC: Taking on NVIDIA: Fractile CEO on the Future of Chips | What Everyone Gets Wrong About Capex Spending | The Winners and Losers in Neo Clouds with Walter Goodwin

AI 要約 The future of frontier AI hinges on specialized hardware architectures capable of overcoming the persistent memory wall that limits LLM performance. As model workloads evolve toward complex, long-running agentic tasks, the industry is shifting from general-purpose GPU reliance…

  • Fractile
  • Dot-com bubble
  • HBM (High Bandwidth Memory)

01:15:33English要約 · 文字起こし

虚实之间True Imagination

E123 预测市场2:当一切都成为赌注

AI 要約 预测市场将社会事件转化为可交易资产,深刻改变了人类对现实的认知与交互方式。这类市场不仅通过激励纠错机制提高预测准确度,更因其 “引擎” 属性产生反身性,即预测结果本身会反向塑造现实。当政治选举、军事冲突等公共议题被标价,参与者可能通过操纵信息、甚至威胁相关人员来影响结果以获取利益,导致权力寻租与社会极化加剧。这种将一切事物 “赌博化” 的趋势,使原本基于人文关怀与正义感的社会行动异化为精致的利己主义计算,不仅削弱了社会共识,更可能将人类社会推向一个以利益博弈为核心的巨大 “老虎机”,引发深远的伦理危机与社会异化。

  • PolyMarket
  • Kalshi
  • CFTC

01:15:33Chinese要約 · 文字起こし

MoneyWeek

Stephen Yiu | Why should investors "follow the money"? | MoneyWeek Talks

AI 要約 Investment strategy centers on "following the money" to identify sectors capturing incremental spending from consumers, enterprises, and governments. Fund manager Stephen Yiu emphasizes a fundamental, bottom-up approach that prioritizes companies with strong competitive moats…

  • Blue Whale Growth
  • Bottom-up process
  • SK Hynix

English要約 · 文字起こし

Bloomberg Podcasts

Inside Jensen Huang’s Final Hours as Nvidia CEO | Bloomberg Businessweek

AI 要約 Jensen Huang’s resignation as Nvidia CEO follows the revelation of an extramarital affair with Alice Wong, a former executive at Megaspeed who is reportedly identified as a Chinese intelligence asset. This scandal disrupts Nvidia’s dominance in the global AI industry,…

  • Jensen Huang
  • Nvidia
  • CUDA

English要約 · 文字起こし

さらに新しいエピソード

  1. A Conversation with Demis Hassabis, Co-Founder and CEO of Google DeepMind

    Stanford Graduate School of Business

    要約57 min
  2. “AI and Our Economic Future” with Professor Chad Jones

    Stanford Graduate School of Business

    要約1 h 1 min
  3. The rebel leader: Why great leaders break the rules

    Leadership Lessons | Big Think+

    要約38 min
  4. How to build frontline leaders in technical organizations

    Leadership Lessons | Big Think+

    要約28 min
  5. Want culture change? Build a learning philosophy first.

    Leadership Lessons | Big Think+

    要約22 min
  6. Oliver Burkeman: Give up Control, Save Yourself

    What Now? with Trevor Noah

    要約01:19:49
  7. 要約51:51
  8. S2 E6 – Accommodating Individuals of Size in Health Care

    Between the Lines with FGI

    要約39:13
  9. S2 E7 – Plumbing Standards and Health Care Facility Design

    Between the Lines with FGI

    要約31:37
  10. 要約36:12
  11. S2 E4 – MRI Safety and the Built Environment

    Between the Lines with FGI

    要約44:38
  12. BONUS: Between the Lines – with ASHE

    Between the Lines with FGI

    要約18:58
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  15. S2 E1 – What's New in the 2026 FGI Facility Code Drafts

    Between the Lines with FGI

    要約35:01
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  18. E8 – The Sound of Silence: Mandy Kachur

    Between the Lines with FGI

    要約35:22
  19. 要約30:43
  20. E6 – It's Electric! (Receptacles): Krista Biason

    Between the Lines with FGI

    要約32:54
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  22. E1 – The Genesis of the Guidelines: Doug Erickson

    Between the Lines with FGI

    要約18:53
  23. E5 – Behavioral Health Crisis Units: Dr. Scott Zeller

    Between the Lines with FGI

    要約40:59
  24. E2 – Form Follows the Functional Program: Ken Cates

    Between the Lines with FGI

    要約28:50
  25. 要約15:52
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