In this episode, Jeff Jarvis and I break down Nvidia’s landmark $100 billion deal with OpenAI, Google’s rollout of Gemini in Chrome, and Bain’s report highlighting a massive AI revenue gap. We explore how these developments affect AI infrastructure, market power, and financial sustainability.
Note: Time codes subject to change depending on dynamic ad insertion by the distributor.
CHAPTERS:
0:02:05 - NVidia to invest $100b in OpenAI
0:08:50 - OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers
0:18:44 - An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says
0:25:50 - HBR: AI-Generated “Workslop” Is Destroying Productivity
0:34:10 - Gemini in Chrome (but not in Workspace. Niagara Falls....)
0:39:59 - Google’s Gemini AI is coming to your TV
0:44:16 - Google Play Store is adding a Gemini- powered ‘Sidekick’ to provide you real-time help during games
0:47:36 - Former NotebookLM devs’ new app, Huxe, taps audio to help you with news and research
0:49:49 - Sort of related: Finally, I found an 'Ultra' Android phone with specs and features that truly matter
0:55:07 - ChatGPT is 3-8% of Google's search volume
0:57:17 - Schibsted data on click-through rates from ChatGPT
0:59:13 - Scoop: Microsoft looks to build AI marketplace for publishers
1:01:46 - Meta launches super PAC to fight AI regulation