Google

Google’s $80 billion raise became a fight over AI’s real economics: revolution, hype, or both. The speakers argue over capex, adoption, and who captures the next layer of value.

She left Google with four offers in hand and explains why tech now rewards timing, referrals, and AI adaptation.

White says technical training is not wasted, and that AI rewards people who adapt rather than worship programming.

Anthropic, Microsoft e Google: um narrador do The Prime Time vê nesses sinais a prova de que a economia da IA está ficando mais difícil.

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

Huang sostiene che i TPU non minacciano Nvidia perché l’azienda vende una piattaforma di calcolo più ampia, non un chip per l’IA.