About this episode
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!------? LIMITLESS HQ ??NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 NVIDIA Earnings vs AI Bubble8:39 Perplexity's New Operating System14:19 Claude Co-Work Updates16:59 Anthropic's Market Impact17:52 IBM's COBOL Crisis22:17 Pentagon's AI Deal25:38 AMD's New Partnership with Meta27:18 See Ya!------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures?
