This Week in AI: NVIDIA Earnings, Anthropic vs Pentagon, Perplexity Computer
NVIDIA's earnings report revealed a $68.1 billion Q4 with a 70% year-on-year growth, prompting discussions about the sustainability of the AI supercycle.
We delve into Perplexity's innovative personal computing platform and Anthropic's disruptive plugins that affected IBM's market cap.
See also: AMD's new partnership with Meta, boosting AMD's stock by 15%, and the complexities of Pentagon contracts involving AI technologies. Tune in for key insights into the evolving AI landscape!
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TIMESTAMPS
0:00 NVIDIA Earnings vs AI Bubble
8:39 Perplexity's New Operating System
14:19 Claude Co-Work Updates
16:59 Anthropic's Market Impact
17:52 IBM's COBOL Crisis
22:17 Pentagon's AI Deal
25:38 AMD's New Partnership with Meta
27:18 See Ya!
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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