Nvidia: AI Coreweave Mirage Or Moon Mode Activated? Grizzle Pod: Thematic Growth Investing podcast

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Nvidia: AI Coreweave Mirage or Moon Mode Activated?

1y ago 24:04

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M4A•Episode hjem

Indhold leveret af Grizzle. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Grizzle eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

We sat down with Ben Bajarin, CEO of Creative Strategies to discuss the latest Nvidia drama about their investment in Coreweave. Are we ushering a genuine computing revolution or is this an elaborate AI Ponzi scheme? Ben's provides excellent insight on the state of artificial intelligence and unquenched demand for Nvidia's chips. Ben covers consumer technology, personal computing devices, semiconductors, investments, and business strategy. His research has focused on the relationship between humans and technology, seeking to understand what drives their behavior with products and services. He also hosts 'The Circuit' with Jay Goldberg - an excellent podcast dedicated to the business of the semiconductor industry. Follow Ben on Twitter: https://twitter.com/BenBajarin The Circuit Podcast: https://thecircuit.fm/ Creative Strategies: https://creativestrategies.com/ #artificialintelligence #nvidia #ai

… continue reading

89 episoder

#Trading #Business #Grizzle

Artwork

Nvidia: AI Coreweave Mirage or Moon Mode Activated?

Grizzle Pod: Thematic Growth Investing

published 1y ago

Del

M4A•Episode hjem

Indhold leveret af Grizzle. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Grizzle eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

We sat down with Ben Bajarin, CEO of Creative Strategies to discuss the latest Nvidia drama about their investment in Coreweave. Are we ushering a genuine computing revolution or is this an elaborate AI Ponzi scheme? Ben's provides excellent insight on the state of artificial intelligence and unquenched demand for Nvidia's chips. Ben covers consumer technology, personal computing devices, semiconductors, investments, and business strategy. His research has focused on the relationship between humans and technology, seeking to understand what drives their behavior with products and services. He also hosts 'The Circuit' with Jay Goldberg - an excellent podcast dedicated to the business of the semiconductor industry. Follow Ben on Twitter: https://twitter.com/BenBajarin The Circuit Podcast: https://thecircuit.fm/ Creative Strategies: https://creativestrategies.com/ #artificialintelligence #nvidia #ai

… continue reading

89 episoder

#Trading #Business #Grizzle

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