In this episode, we discuss how today’s massive AI infrastructure investments compare to the Manhattan Project (00:33), China’s reported ban on Nvidia chips and its implications for export control policy (13:41), Anthropic’s $1.5 billion copyright settlement with authors (33:49), and recent multi...
In this episode, we discuss how today’s massive AI infrastructure investments compare to the Manhattan Project (00:33), China’s reported ban on Nvidia chips and its implications for export control policy (13:41), Anthropic’s $1.5 billion copyright settlement with authors (33:49), and recent multibillion-dollar AI investments by Nvidia and ASML (44:42).