Episode 557

Betting it all on Green

00:00:00
/
00:45:23

February 14th, 2024

45 mins 23 secs

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About this Episode

Why we think Nvidia has become one of the most valuable companies in the world, Sam's new "mind boggling" idea, and more.

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  • Charlie Bilello on X — With a $1.83 trillion market cap, Nvidia just passed Amazon to become the 4th largest US company.
  • Sam Altman wants up to $7 trillion for AI chips. The natural resources required would be 'mind boggling' — “If it does work out, the amount of natural resources that will be required is just mind-boggling,” she told VentureBeat. “Even if the energy is renewable (which it isn’t guaranteed to be), the quantity of water and rare earth minerals required is astronomical.”
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  • Apple won’t be forced to open up iMessage by EU — The European Commission has decided against designating iMessage as a core platform service. Microsoft’s Edge browser, Bing search engine, and advertising business also avoided the additional scrutiny.