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Big Technology Podcast

Storm Clouds Ahead For Apple?, Debating Amazon’s Bee Frontier, AI as UI

AI 摘要 Apple faces mounting pressure as rising memory costs and heavy AI infrastructure investments compress its historically high profit margins. Despite these challenges, the company’s new folding "iPhone Duo" represents a strategic shift toward premium, high-margin hardware,…

  • iPhone Duo
  • B Frontier
  • CapEx

1 h 1 minEnglish摘要 · 转录

TBPN

🇺🇸 Veterans Day 🇺🇸, The Great Hobby Debate, AI is BACK! | Dan Goldenberg, Darren Farber, Walter Goodwin

AI 摘要 The intersection of defense technology, AI development, and veteran workforce integration defines the current industrial landscape. The Call of Duty Endowment utilizes a data-driven model to achieve veteran employment rates significantly higher than federal efforts at a fraction…

  • Call of Duty Endowment
  • CUDA
  • HBM (High Bandwidth Memory)

1 h 59 minEnglish摘要 · 转录

The Data Center Frontier Show

Alberta's Gigawatt Play: Data Centre West's Vlad Oujegov

AI 摘要 Alberta’s data center market has transitioned from a phase of strategic planning to active execution, marked by significant project construction and infrastructure development. The industry demonstrates heightened self-awareness, prioritizing voluntary commitments to efficiency,…

  • Data Center West
  • Hyperscalers
  • Inference

24 minEnglish摘要 · 转录

Cool Vector

Inside CoreWeave's Race to Meet the Physical Demands of AI Expansion

AI 摘要 Scaling data center infrastructure to meet the explosive demand for AI-driven compute requires balancing large-scale, remote training campuses with latency-sensitive, Tier 1 inference facilities. Power availability and grid interconnection remain the primary strategic…

  • CoreWeave
  • Hyperscalers
  • Inference

23 minEnglish摘要 · 转录

Energy Unplugged by Aurora

The AI Race Has a Power Problem EP. 314

AI 摘要 The current inflection point in the US power sector stems from an unprecedented surge in electricity demand driven by the AI and data center revolution. Achieving "energy dominance"—defined as abundant, affordable, and reliable power—requires transitioning from reactive,…

  • Storm Uri
  • ERCOT (Electric Reliability Council of Texas)
  • National Energy Dominance Council

46 minEnglish摘要 · 转录

更多新节目

全部 英文 中文
  1. Bubble Popping Now: ‘Unhinged’ Market Warning | David Nicoski

    David Lin

    摘要
  2. Fairly Choppy Markets, Light Macro Heading Into Fed Day

    DoubleLine Capital

    摘要
  3. US Equities: Tech, Earnings and Midterms

    Deutsche Bank

    摘要
  4. Rate Volatility → Equity Volatility → Currency Volatility Next

    LaDucTrading

    摘要
  5. Compressed Market Poised To Break Hard: The Key Question Is Which Way? | Lance Roberts

    Adam Taggart | Thoughtful Money®

    摘要
  6. The AI Stock Trade Is About To Implode | Michael Kantrowitz, Michael Kramer & Dave Nicoski

    Market Talk with George Noble

    摘要
  7. Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?

    Excess Returns

    摘要
  8. Who Really Pays for AI Data Centers?

    Patrick Boyle

    摘要
  9. Nvidia, Memory & the Next Phase of the AI Trade | Protect the Pile Episode 29

    Hedgeye

    摘要
  10. Markets Weekly October 24, 2026

    Joseph Wang

    摘要
  11. 辣手摧花，核周报 10.24

    机核游戏频道

    摘要1 h 42 min
  12. S32 E6: Sheena | Sea of Lies

    The Most Wanted Olympian from Uncover

    摘要00:36:44
  13. No.307 - 觉得人生卡住了？那就学着做有办法的人！

    来都来了 | 听了再走

    摘要1:09:08
  14. The AI Bubble Isn't Where You Think It Is

    Prof G Markets

    摘要13 min
  15. Tim Ferriss: The #1 Reason You Feel Stuck (It’s Not What You Think)

    Jay Shetty Podcast

    摘要1 h 59 min
  16. Tim Ferriss on AI, India, Job Loss, GLP-1, Longevity and Biohacking @timferriss | PGX Ideas #2

    The Prakhar Gupta Xperience

    摘要02:07:29
  17. Tim Ferriss：面对恐惧不敢行动？你觉得不可能的事情，真的不可能吗？

    求知行囊

    摘要5 min
  18. When to Contribute or Convert to a Roth Account

    Motley Fool Hidden Gems Investing

    摘要24 min
  19. JRE 551 Rogan News + Worth Stealing: Ross Edgley, Bill Thompson, Robert Whittaker, Mystery Boys

    Joe Rogan Experience Review podcast

    摘要31:25
  20. Jon Acuff Coaches Me Through the Goal I Keep Putting Off

    Human School Podcast

    摘要
  21. The pursuit of happiness requires free time | Danielle Roberts

    TED Talks Daily

    摘要32:29
  22. Black October! What Is Happening to the Internet? | Hari Mulackal & Odysseas Lamtzidis

    Bankless

    摘要45 min
  23. Websites Go Offline, Protests in France, Netflix Downsizes

    Up First from NPR

    摘要16 min
  24. Will Bitcoin Survive Quantum Computing? | Jordi Visser

    Anthony Pompliano

    摘要
  25. 64.当人人都在用AI挖因子，量化投资如何「不烧心」？

    中欧基金

    摘要53 min
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