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Odd Lots

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

AI 摘要 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摘要 · 转录

TED Talks Daily

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

AI 摘要 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摘要 · 转录

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 摘要 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摘要 · 转录

虚实之间True Imagination

E123 预测市场2：当一切都成为赌注

AI 摘要 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摘要 · 转录

MoneyWeek

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

AI 摘要 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摘要 · 转录

Bloomberg Podcasts

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

AI 摘要 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摘要 · 转录

更多新节目

全部 英文 中文
  1. NFL Week 1 Reactions: Bills, Bears, and More

    PTI

    摘要25 min
  2. 182.全球宏观和资本市场2026三季度复盘与展望：多重囚徒困境

    起朱楼宴宾客

    摘要01:39:57
  3. The Great AI Freakout Has Begun

    The Journal.

    摘要22 min
  4. The AI Slowdown Debate | Diet TBPN

    TBPN

    摘要26 min
  5. How I Finally Healed My Anxious Attachment

    Jimmy on Relationships

    摘要38 min
  6. Anxious Avoidant Couples Need to Watch This!

    Jimmy on Relationships

    摘要31 min
  7. The Problem with Anxious Attachment

    Jimmy on Relationships

    摘要3 min
  8. Anxious Attachment leads to Heartbreak until you do this...

    Jimmy on Relationships

    摘要27 min
  9. BOJ Preview: Global Market Implications

    At Any Rate

    摘要37 min
  10. Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)

    All-In with Chamath, Jason, Sacks & Friedberg

    摘要46:47
  11. Your Fears are Sabotaging your Relationship (Anxious and Avoidant Attachment)

    Jimmy on Relationships

    摘要4 min
  12. How to HEAL a BROKEN marriage. #divorce #marriageadvice #anxiousattachment

    Jimmy on Relationships

    摘要20 min
  13. How to Calm Anxious Attachment When You Don’t Know What Will Happen | Psychologist Explains

    Dr. Maika Steinborn

    摘要10 min
  14. Inflation Is Still a Problem. Is the Fed Fighting the Wrong War?

    Wealthion - Be Financially Resilient

    摘要6 min
  15. Anxious Attachment: How to Stop Assuming the Worst in Your Relationship | Psychologist Explains

    Dr. Maika Steinborn

    摘要12 min
  16. The Home Depot: The best-performing stock in the S&P 500 since IPO (Audio)

    Acquired

    摘要
  17. Psychologist Explains the Cycle of Avoidance in the Anxiously Attached & How to Develop Security

    Dr. Maika Steinborn

    摘要12 min
  18. 10 Behaviors to Notice & Change for the Anxiously Attached | Psychologist Explains

    Dr. Maika Steinborn

    摘要11 min
  19. Psychologist on How to Support an Anxious Partner | Attachment Styles | Secure Relationships

    Dr. Maika Steinborn

    摘要13 min
  20. Psychologist On What Helps Anxiously-Attached Heal | Healing An Anxious Attachment Style

    Dr. Maika Steinborn

    摘要11 min
  21. Confessions of a $500B investor (ft. David Rubenstein)

    My First Million

    摘要
  22. Psychologist Shares 10 Signs You May Be Anxiously-Attached | Signs Of An Anxious Attachment Style

    Dr. Maika Steinborn

    摘要11 min
  23. Episode 71: Is Europe On The Verge of Crisis? With Vincent Deluard.

    Maggie Lake Talking Markets

    摘要00:38:18
  24. The Bond Market Is in Revolt — Is Money Printing Next?

    Wealthion - Be Financially Resilient

    摘要23 min
  25. The Liver Disease 30% of Us Have and Never Feel | Prof Aleksander Krag

    The Proof with Simon Hill

    摘要1 h 21 min
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