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Motley Fool Hidden Gems Investing

Is Microsoft’s Office Moat In Trouble?

AI 摘要 The rapid expansion of artificial intelligence is reshaping corporate software and infrastructure investment, though its long-term impact remains debated. While Anthropic’s Claude has introduced a productivity suite to challenge Microsoft Office, the latter’s entrenched…

  • Claude
  • Copilot
  • CoreWeave

18 minEnglish摘要 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

更多新節目

全部 英文 中文
  1. Is Chicago More Prepared for Climate Change Than Every Other City? Plus, Halloween Etiquette

    Your City Could Be Better

    摘要23 min
  2. 100 Objects #21: Window from the House of D

    99% Invisible

    摘要00:37:03
  3. 「投行贵族」中金三十年沉浮录

    保持恒温

    摘要1 h 0 min
  4. 5 Simple Habits to Stop Living on Autopilot & Unlock Your Highest Potential

    On Purpose with Jay Shetty

    摘要33 min
  5. CoreWeave woes, Pokémon foes, and maple syrup lows

    The Indicator from Planet Money

    摘要9 min
  6. Advice Line with Seth Berkowitz of Insomnia Cookies

    How I Built This with Guy Raz

    摘要44 min
  7. 民营银行三十年：从破冰到接管，一场未完成的「实验」

    保持恒温

    摘要1 h 9 min
  8. 中信证券凭什么坐稳「龙头老大」？荣氏底色、掌门接力与逆势并购

    保持恒温

    摘要1 h 15 min
  9. AI助理争夺战：解析Muse、Grok Bot与Instinct背后的产品布局、入口生意与盈利难题

    硅谷101

    摘要
  10. The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents

    No Priors: AI, Machine Learning, Tech, & Startups

    摘要
  11. Jay Leno on Comedy, Supercars, and the State of Hollywood

    TBPN

    摘要52 min
  12. A World Model of Life: Biohub's Alex Rives on Virtual Cells, Measurement, & the $1.8B Data Push

    "The Cognitive Revolution"

    摘要1 h 5 min
  13. $1M Trading Cards Heist, Trevor Milton Returns, The Death Of Common Courtesy | Diet TBPN

    TBPN

    摘要33 min
  14. Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN

    TBPN

    摘要33 min
  15. Meta Introducing Class C Stock, iPhone Duo’s Botched Launch | Diet TBPN

    TBPN

    摘要29 min
  16. The next era of AI coding

    Cursor

    摘要
  17. See for Yourself: Watch the SPECS Launch Event

    SPECS

    摘要
  18. a16z Crypto Managing Partner Chris Dixon Live on TBPN

    TBPN

    摘要18 min
  19. Chris Dixon

    Tetragrammaton with Rick Rubin

    摘要2 h 15 min
  20. How Blogging Made This Investor a Deca-Millionaire | Chris Dixon | How I Write Podcast

    David Perell

    摘要1 h 28 min
  21. Good Mafias Come From the Crucible - Trae Stephens | #41

    The New Founding Podcast

    摘要1 h 3 min
  22. 10 Rules Every Founder Should Know: Inside Anduril’s Secret Comms Strategy w/ Lulu Cheng Meservey and Trae Stepens

    Pirate Wires

    摘要01:10:16
  23. Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo

    The Peel with Turner Novak

    摘要01:56:09
  24. Cursor’s First Backer: How to Spot Genius Before the Evidence | Ali Partovi from NEO

    The Library of Minds

    摘要01:05:24
  25. Stanford Seminar - Silicon Valley & The U.S. Government: Anduril Industries’ Trae Stephens

    Stanford Online

    摘要39 min
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