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The AI Daily Brief: Artificial Intelligence News and Analysis

Nvidia CEO Admits Affair With Suspected Chinese Spy

AI 摘要 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

00:26:41English摘要 · 转录

The AI Daily Brief: Artificial Intelligence News and Analysis

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

AI 摘要 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

00:30:58English摘要 · 转录

The Rollup

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

AI 摘要 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)

00:45:09English摘要 · 转录

InRecord

How Modders Unlocked a $5,000 Chip Inside Normal Nvidia GPUs

AI 摘要 Nvidia intentionally throttles the high-precision AI performance of its consumer GeForce RTX graphics cards to prevent them from competing with its $5,000 enterprise workstation cards, despite both using the same underlying silicon. A new open-source tool called GPUUnlock…

  • GPUUnlock
  • Tensor Cores
  • RTX 4090

English摘要 · 转录

Junk GPU Lab

Qwen 3.8 27B at 67 tok/s on Two $78 Nvidia Tesla P100s

AI 摘要 Running a high-performance 27B parameter LLM at home is possible without expensive consumer hardware by repurposing budget-friendly, older server components. By utilizing two $78 Nvidia Tesla P100 cards, it is possible to achieve 67 tokens per second, significantly exceeding the…

  • Qwen 3.8 27B
  • VRAM
  • Quantization

English摘要 · 转录

Planet Money

Are wildfires making the future uninsurable?

AI 摘要 The insurance industry’s traditional risk-spreading model is fracturing as climate-driven megafires transform once-rare disasters into annual occurrences. In Paradise, California, residents face a dual crisis: skyrocketing premiums and widespread non-renewals that threaten the…

  • California Fair Plan
  • Camp Fire
  • IBHS (Insurance Institute for Business and Home Safety)

41 minEnglish摘要 · 转录

更多新节目

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  1. Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

    Macro Hive

    摘要
  2. 544 JRE Review of Tim Dillon

    Joe Rogan Experience Review podcast

    摘要48:21
  3. AI Meets the Physical Economy

    Thoughts on the Market

    摘要00:10:37
  4. A Recalibration, Not a Rate-Hike Cycle

    PIMCO U.S.

    摘要
  5. The Global Diesel Problem

    Morgan Stanley

    摘要
  6. Mark Zuckerberg’s Second Act?

    Motley Fool Hidden Gems Investing

    摘要41 min
  7. The Epic Drama at Lululemon

    The Journal.

    摘要21 min
  8. Singapore’s Vivian Balakrishnan on AI, China, and Global Competition

    Asia Society

    摘要
  9. Is a Diesel Export Ban the Answer to High Prices? | Energy Shots

    Center for Strategic & International Studies

    摘要
  10. The Cheap Money Era Is Over | Protect the Pile Episode 27 w/ George Noble

    Hedgeye

    摘要
  11. Opus 5.5: How Close Are We to Automated AI Research?

    AI Explained

    摘要
  12. What Did Trump and Xi Agree to at the White House? | State of Play

    Center for Strategic & International Studies

    摘要
  13. Data Centers Becoming Midterm Flashpoint, Warns McHenry

    Bloomberg Podcasts

    摘要
  14. Sarah Paine — Why wars are so difficult to end

    Dwarkesh Patel

    摘要
  15. 2027 Market Bloodbath: Worse Than 2022's Bear Market | Keith McCullough

    David Lin

    摘要
  16. Does the Equity Market Remain a Coiled Spring?

    42 Macro

    摘要
  17. Qatar’s PM on Recovering From the Iran War ‘Earthquake’ | The Mishal Husain Show

    Bloomberg Podcasts

    摘要
  18. Why Cem Karsan Is Buying June Calls for a 40% Crash

    tastylive

    摘要
  19. The Week Ahead: PCE Revisions, Is the Fed Singing Off-Key?

    Macro Hive

    摘要
  20. Real Interest Rates and Fiscal Prudence

    Hoover Institution

    摘要
  21. BREAKING: India Just Intervened to Save Its Currency

    Eurodollar University

    摘要
  22. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

    Macro Voices

    摘要
  23. The Bond Market May Be the Stock Market's Biggest Risk

    Goldman Sachs

    摘要
  24. The Bond Market Pain Isn't Over | Weekly Roundup

    Forward Guidance

    摘要
  25. Rational Dissent Episode 010. Will the Bond Market End Humanity?

    Bianco Research

    摘要
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