------ In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models.
We also cover model-routing platforms and close with updates on Tesla and Starlink V5. ------ TIMESTAMPS
0:00 AI Costs Crashing Down 0:36 Vera Rubin Lands 2:39 NVIDIA’s Market Edge 5:27 Google’s Disappointing Week 8:12 Google’s Chip Race 12:34 Open Source Under Fire 16:58 Model Routers Rise 19:28 Tesla’s Internet Network
------ RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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