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刚刚摘要

在按下播放前，先读读每集讲了什么。

TBPN11月13日

TSMC Hacked, Vibes Down Outlook Down, NVIDIA v2 | Tae Kim, Ben Smith, Gunjan Banerji, Abhishek Malani

AI 摘要 The sudden resignation of Jensen Huang as NVIDIA CEO triggers an industry-wide debate regarding the sustainability of founder-led technical organizations and the future of AI infrastructure. While shareholders and employees express concern over the loss of Huang’s aggressive…

Jensen Huang
Blackwell
Founder Mode

1 h 41 minEnglish摘要 · 转录

TBPN11月13日

NVIDIA Won’t Be the Same Without Jensen Huang — Tae Kim

AI 摘要 The sudden departure of NVIDIA CEO Jensen marks a transformative moment for the technology industry, signaling the end of a legendary tenure and creating significant uncertainty regarding the company's future. While internal leadership remains strong, the loss of Jensen’s unique…

NVIDIA
Jensen Huang
CUDA

27 minEnglish摘要 · 转录

The Rollup11月11日

Evan Van Ness: Pearl Could Be Bigger Than Bitcoin (PEARL Thesis)

AI 摘要 Pearl represents a significant evolution in blockchain technology by implementing "useful proof of work" through matrix multiplication, the fundamental computation required for AI models. Unlike traditional proof of work, which consumes energy for arbitrary hashing, Pearl allows…

Pearl
Proof of Work (PoW)
Matrix Multiplication

00:37:50English摘要 · 转录

The Rollup11月9日

John D'Agostino: Tokenization Is Already Here (Coinbase Institutional)

AI 摘要 Institutional adoption of blockchain technology is currently unfolding through incremental "micro-catalysts" rather than a single, massive event. The transition to 24/7 market operations serves as a primary forcing function for liquidity, rendering traditional market hours…

Coinbase Institutional
Tokenization
SEC (Securities and Exchange Commission)

00:15:38English摘要 · 转录

The AI Daily Brief: Artificial Intelligence News and Analysis11月11日

Wall Street Has No Idea What Anthropic Is Worth

AI 摘要 Anthropic’s impending IPO serves as a focal point for assessing current AI market sentiment, as investors grapple with valuation uncertainty and the company’s aggressive compute commitments. While Anthropic navigates its public debut, Google has reasserted its competitive…

Anthropic
Gemini 4 Carbon
Formal Verification

00:24:45English摘要 · 转录

Global Data Pod11月13日

Global Data Pod Weekender: Woulda, shoulda, coulda

AI 摘要 The Federal Reserve is pivoting toward a more hawkish policy stance, abandoning the narrative of "immaculate disinflation" in favor of aggressive measures to curb persistent inflation. This shift is driven by recent upside surprises in CPI and PPI data, coupled with a tightening…