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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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

更多新節目

全部 英文 中文
  1. What Bessent’s Bond Buybacks Mean for Your Mortgage

    Brent Johnson Milkshakes Pod | Investing • Finance

    摘要
  2. Inflation Is Rising. Stocks Aren’t Breaking. What If Markets Already Know?

    Excess Returns

    摘要
  3. Warsh's warning, NOT 65B barrels of oil, and NVDA and MRVL earnings

    Mark Meldrum

    摘要
  4. What's the Market Missing About Oil and Tankers?

    David Woo Unbound

    摘要
  5. Japan’s $100 Billion Yen Intervention Just Failed... Now What?

    Eurodollar University

    摘要
  6. How To Become Someone People Rely On

    The Jordan B. Peterson Podcast

    摘要1 h 21 min
  7. APEST: Identifying and Training Future Leaders (Eph 5.11-13)

    Chuck & Deb Wood

    摘要
  8. The Global Story: Will the new cancer vaccine survive RFK Jr’s America?

    Global News Podcast

    摘要28 min
  9. Sara Chatwin: How do you manage your emotions in front of your kids?

    The Parent Squad

    摘要36 min
  10. How to Retire Early in Canada: How Stephanie Did It and Now Travels the World

    Build Wealth Canada Podcast

    摘要57:22
  11. Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing

    Motley Fool Hidden Gems Investing

    摘要21 min
  12. How to Start AI Coding If You Haven’t Yet

    The AI Daily Brief: Artificial Intelligence News and Analysis

    摘要00:29:27
  13. Is the US Dollar Losing Its Reserve Currency Status?

    Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

    摘要23:26
  14. 'Tectonic' shift towards gold as a reserve currency, ft Cam Currie

    The Northern Miner Podcast

    摘要01:15:15
  15. Challenges for the reserve currency

    Debunking Economics - the podcast

    摘要39:09
  16. Reserve Currency Shifts and FX Risk: What Treasurers Should Do Now (SouthState)

    The Treasury Update Podcast

    摘要32:52
  17. The Hidden Risk in the US-Japan Yen Rescue

    Patrick Boyle On Finance

    摘要00:31:36
  18. This Secret Principle Will Transform Your Notes

    Linking Your Thinking with Nick Milo

    摘要40 min
  19. Obsidian Just Won

    Linking Your Thinking with Nick Milo

    摘要8 min
  20. Instruktionsfilm tvättmaskin ProLine HX 65

    AB Podab

    摘要
  21. My Monday Morning: Suze Orman

    The Journal.

    摘要21 min
  22. Why a16z Launched the Machine Age Fund | Jen Kha

    The a16z Show

    摘要00:24:37
  23. 500: The Current State of Hazy IPA with Monkish, Brujos, and North Park

    Craft Beer & Brewing Magazine Podcast

    摘要1:03:07
  24. Bessent Breaks the Bond Market, The China Pivot That Could Sink Canada's Economy, Kisin vs Keen | Weekly Recap

    Tom Bilyeu's Impact Theory

    摘要01:10:16
  25. Jennifer Wong (Aritzia) on Rising from Sales Associate to CEO and Building a Generational Brand

    Sammi Tannor Cohen

    摘要
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