Huang defends Nvidia’s moat: ecosystem, supply chain and CUDA. And he argues that cutting off China would weaken the United States.

Sanfilippo argues that in coding agents, the brand of the model matters less than the ability to switch it often. His thesis: try everything, pay for a short time, don’t fall in love with anyone.

Sanfilippo explains why DeepSeek v4 Pro could be the first open-weights model really close to closed systems, and why price remains the decisive problem.

Naval explains how coding agents are changing software, venture capital, and the iPhone — and why he thinks pure software is losing value.

OpenAI misses targets, big tech raises capex, and AI’s real limit becomes energy, not enthusiasm.

Anthropic وMicrosoft وGoogle: يرى راوٍ في The Prime Time أن هذه الإشارات تُظهر أن اقتصاد الذكاء الاصطناعي يزداد صعوبة.

Galloway dice che l’AI è sopravvalutata come minaccia occupazionale ma sottovalutata come forza di disuguaglianza, marketing e solitudine.

Naval Ravikant spiega come l’AI sta già cambiando il lavoro, perché teme concentrazione e rischi biologici, e perché difende l’ottimismo.

Karpathy spiega perché vede l’AI come un nuovo paradigma di programmazione, non solo un aumento di velocità. E sostiene che il futuro dipende da verifiabilità, agenti e comprensione umana.

Anthropic, OpenAI, and the Pentagon clash over military AI. The video explains why this fight is about power, contracts, and accountability.

Harvey’s CEO explains how AI is changing legal work, and why he thinks human judgment remains the decisive advantage.