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Podcast: Tech Brew Ride Home
Episode: Thu. 05/29 – Somebody Knows Victoria’s Secrets
Description: Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal than even they are letting on. And why the CEO of Anthropic says we should be more worried about the AI he’s unleashing than people are aware.Links:Nvidia beats on earnings and revenue as data center sales jump 73% (CNBC)Nvidia CEO Warns That Chinese AI Rivals Are Now ‘Formidable’ (Bloomberg)NVIDIA GeForce NOW launches a native Steam D...