O conhecimento dos últimos podcasts.

Episódios novos processados pelo Podwise, prontos para pesquisar, folhear e continuar no app.

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Leia o que cada episódio cobre antes de dar play.

Odd Lots14 de nov.

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

Resumo de IA 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 minEnglishResumo · Transcrição

TED Talks Daily14 de nov.

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

Resumo de IA 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

42:28EnglishResumo · Transcrição

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch14 de nov.

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

Resumo de IA 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)

01:15:33EnglishResumo · Transcrição

虚实之间True Imagination4 de nov.

E123 预测市场2：当一切都成为赌注

Resumo de IA 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

01:15:33ChineseResumo · Transcrição

MoneyWeek4 de nov.

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

Resumo de IA 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

EnglishResumo · Transcrição

Bloomberg Podcasts14 de nov.

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

Resumo de IA 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,…