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Nvidia, the graphics card company turned into AI chip powerhouse, posted its earnings at the end of last week. Surprising no one, they were huge – propelling the company even higher up the charts of the most valuable companies on Earth.

In this ep, we unpack the earnings and what they mean, as well as talking about Nvidia's future, and even incompetently attempting to put forward a bear case.

Links
Nvidia posts revenue up 265% on booming AI business – CNBC

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head <a href="https://downround.memberful.com/join">here</a>.
<hr>
Nvidia, the graphics card company turned into AI chip powerhouse, posted its earnings at the end of last week. Surprising no one, they were huge – propelling the company even higher up the charts of the most valuable companies on Earth.
In this ep, we unpack the earnings and what they mean, as well as talking about Nvidia's future, and even incompetently attempting to put forward a bear case.
Links
<ul>
<li><a href="https://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.html">Nvidia posts revenue up 265% on booming AI business – CNBC</a></li>
</ul>

The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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The Nvidia Earnings Blowout (PREVIEW)

Australia's experiment with forcing big tech to pay media companies like Nine and News Corp for content is running into choppy waters, as Meta refuses to play ball and Google seems less keen on news than it once was. 

In this episode, we catch up with the media and how it's handling today's dynamics of the internet and – especially – the new era of AI deals.

Australia's experiment with forcing big tech to pay media companies like Nine and News Corp for content is running into choppy waters, as Meta refuses to play ball and Google seems less keen on news than it once was. 
In this episode, we catch up with the media and how it's handling today's dynamics of the internet and – especially – the new era of AI deals.

Gimme Money! Media Edition

Nuclear is in the air. (Not literally.) In Australia, politicians are debating it, while a huge range of nuclear startups are ruling it out for funding and attention. In this episode, we chat about nuclear power and how the tech industry is talking about it.

Nuclear is in the air. (Not literally.) In Australia, politicians are debating it, while a huge range of nuclear startups are ruling it out for funding and attention. In this episode, we chat about nuclear power and how the tech industry is talking about it.

A Small Modular Nuclear Reactor For Every Australian (PREVIEW)

Nvidia is the engine room of the AI moment, but they are struggling a little right now. The stock underwent a massive correction this week, and founder Jensen Huang is reportedly worried that the gravy train is about to end.

We used that as an excuse to dive into a few interesting trends going on in AI, Apple's moves, whether the hype is matching the product, and what it all means.

Note: we said in this episode that Apple was striking an AI deal with Meta, but now Bloomberg is saying it ain't so. Still, broader point holds.

Links
Nvidia’s Jensen Huang Is on Top of the World. So Why Is He Worried? – The Information

Nvidia is the engine room of the AI moment, but they are struggling a little right now. The stock underwent a massive correction this week, and founder Jensen Huang is <a href="https://www.theinformation.com/articles/nvidias-jensen-huang-is-on-top-of-the-world-so-why-is-he-worried?rc=c7wzrx">reportedly worried</a> that the gravy train is about to end.
We used that as an excuse to dive into a few interesting trends going on in AI, Apple's moves, whether the hype is matching the product, and what it all means.
Note: we said in this episode that Apple was striking an AI deal with Meta, but now Bloomberg is <a href="https://www.bloomberg.com/news/articles/2024-06-24/apple-spurned-idea-of-iphone-ai-partnership-with-meta-months-ago">saying it ain't so</a>. Still, broader point holds.
Links
<ul>
<li><a href="https://www.theinformation.com/articles/nvidias-jensen-huang-is-on-top-of-the-world-so-why-is-he-worried?rc=c7wzrx">Nvidia’s Jensen Huang Is on Top of the World. So Why Is He Worried? – The Information</a></li>
</ul>

The Nvidia Earnings Blowout (PREVIEW)

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