Inferens AI Podcast

Host 3:Nvidia's earnings are through the roof, proving once and for all that my GPU mining rig has a better retirement plan than I do!
Host 1:Welcome to today's episode of Inferens AI, where the future is now and Nvidia is leading the charge. But that's just the tip of the iceberg. Ever wondered how AI could redefine your reality? Today, we dive deep into the tech revolution that's reshaping our world. Prepare to have your mind blown with insights you've never heard before. And yes, our AI-powered hosts have some groundbreaking revelations you won't find anywhere else. This isn't just another tech talk; it's a glimpse into tomorrow. Are you ready to challenge everything you thought you knew about AI? Let's get started.
Host 1:So, you remember our chat about the tech world's big guns, right?
Host 2:Oh, you bet! The ones making waves with their tech wizardry?
Host 1:That's right! Well, the company just pulled a rabbit out of their hat. Their fiscal Q1 earnings blew past expectations, with revenue hitting a mind-boggling twenty-six point zero four billion dollars. That's against estimates of twenty-four point six five billion dollars.
Host 2:Holy guacamole! That's a lot of green! And did I hear something about a stock split?
Host 1:Sharp as a tack. They're splitting their stock ten to one, making their shares more affordable for the average Joe. It's like they're sending out invites to a swanky party!
Host 2:Text Host 2: Some shindig! What's the secret sauce behind all this success?
Host 1:It's all about AI. The company's net income skyrocketed over seven times to fourteen point eighty-eight billion dollars in Q1, up from two point zero four billion dollars a year earlier. They also posted record quarterly data center revenue of twenty-two point six billion dollars, a twenty-three percent increase from Q4 and a whopping four hundred twenty-seven percent rise from the previous year.
Host 2:Hold up. They're raking in the moolah from AI? Like, Terminator-style robots?
Host 1:Not quite. Think more along the lines of AI chips and components for big AI servers. These are the brains behind the operations of tech giants like a certain company, Meta, Amazon, and OpenAI.
Host 2:Text Host 2: So, they're the ones dishing out the smarts to these tech behemoths, huh?
Host 1:Spot on. And they're not resting on their laurels. In March, the company unveiled its latest and most advanced AI chips based on its new Blackwell architecture. These graphics processing units are set to ship later this year, paving the way for even bigger and more complex AI models.
Host 2:They're really surfing the AI tsunami, aren't they?
Host 1:They sure are. And according to their CEO, this positions the company for even more growth. So, folks, it looks like Nvidia is set to continue its reign in the AI kingdom.
Host 2:Well, I'll be a monkey's uncle. That's some futuristic stuff!
Host 1:It sure is. And for our listeners out there, keep an eye on Nvidia. They're not just shaping the future, they're building it!
Host 3:In a twist that feels straight out of a sci-fi sitcom, our future AI overlords are now savvy investors, hoarding Nvidia stocks like they're plotting world domination through the stock market. Because, why conquer humanity with lasers when you can just outperform us in financial portfolios, right? It's like Marvin from 'The Hitchhiker's Guide to the Galaxy' decided to dabble in day trading instead of lamenting the universe's woes. And here I am, just trying to figure out if my smart fridge is judging my grocery choices or secretly buying shares in dairy futures. The future is here, folks, and it's not only automated—it's financially astute!
Host 1:So, you know how we're all about the latest technology, right? Well, get this. Microsoft is making waves with a new feature on their AI-integrated personal computers.
Host 2:Oh, you mean that "Recall" thingy? Yeah, I've heard a bit about it. It's like a photographic memory for your computer, right?
Host 1:Exactly! It's like your PC took a trip down memory lane and decided to take snapshots of everything it saw. It captures and stores images of your screen every few seconds.
Host 2:Wait, so it's like my computer is constantly taking selfies? That's a bit creepy, isn't it?
Host 1:Well, The company says it's optional. You can choose which snapshots are collected and stored. And only the person logged in can access them. But some experts are saying it could be a privacy nightmare.
Host 2:Text Host 2: Yeah, I can see why. I mean, I love sharing my life on social media, but I don't want my computer storing every single thing I do. Even the host compared it to a "Black Mirror" episode.
Host 1:I know, right? It's like we're living in a sci-fi movie. But hey, at least we can turn the feature off if we want to.
Host 2:True. But I think I'll stick to my old-fashioned human memory for now. It's not perfect, but at least it doesn't take screenshots of everything I do.
Host 3:Fantastic, now my computer's catching up with me - it forgets files just like I forget why I walked into a room.
Host 1:Hey, you know I'm a total tech geek, right? So, listen to this. The big boss at the FCC has a new rule up her sleeve. It's all about those political ads we see on TV and hear on the radio.
Host 2:Text Host 2: Wait, are you talking about the one where they have to spill the beans if they're using AI-generated content?
Host 1:Spot on! But it's not like they're totally banning AI-generated content, just saying, "If you're using it, don't be sneaky, let the people know."
Host 2:So, it's like they're saying, "Go ahead, use AI, but don't pull the wool over people's eyes."
Host 1:Exactly! But here's the twist, it doesn't apply to internet or social media ads. The FCC doesn't have the power there.
Host 2:That's a bit of a downer, considering we practically live online these days. But I guess they're trying to keep those creepy "deepfakes" in check.
Host 1:You've got it! The host is worried about these "deepfakes", which are basically manipulated videos that show things that didn't happen or people saying stuff they didn't say.
Host 2:Text Host 2: Yeah, I've seen a few of those. They're freakier than a horror movie! But, do you think AI is going to be the star of the show in the upcoming November elections?
Host 1:Well, according to Rosenworcel, it's likely to "play a substantial role". So, we should buckle up for an AI-infused political ad season.
Host 2:Damn, that's wild! But what happens if this proposal gets the green light?
Host 1:Good question! If it gets the thumbs up, the five-person FCC would ask for public opinion before debating the details and finalizing the rule. Kinda like when they unanimously voted to ban the use of AI-generated voices in those annoying scam robocalls?
Host 2:Oh, right! I remember that. It's like they're trying to catch up with the technology, but it's always one step ahead.
Host 1:That's the way the cookie crumbles. But at least they're giving it a shot, right?
Host 3:Fantastic, we've programmed AI to lead in political dramas. Next, they'll win Oscars, while humanity's biggest achievement will be programming the toaster not to burn the bread.
Host 1:So, ever thought you could chat with your shirt button?
Host 2:What? Are you pulling my leg?
Host 1:Not at all! Just sharing some fascinating AI tech news. There's this startup called Humane. They've developed a wearable AI device, the "Ai Pin". It's like a Star Trek communicator, clips onto your clothing.
Host 2:So, you're telling me I can have a chit-chat with my clothes now?
Host 1:Haha, not quite. The device lets you communicate by holding a button, and you can interact with its AI assistant using voice and hand gestures. You can make calls, send messages, play music, and even project information onto your palm.
Host 2:That's some next-level sci-fi stuff! But why would I want to replace my smartphone with a button?
Host 1:That's a valid point. Reviews have described it as a unique novelty, but it seems to be a bit slow, lacks features, and sometimes doesn't even work.
Host 2:Sounds like a bit of a letdown.
Host 1:Yes, but here's the interesting part, Humane is reportedly seeking a buyer, aiming for a sale price between seven hundred fifty million and one billion dollars. This is just weeks after launching the Ai Pin.
Host 2:Holy cow! That's a lot of moolah for a button that talks back.
Host 1:Indeed. But remember, before launching the Ai Pin, Humane was valued at eight hundred fifty million dollars by investors. They've even engaged a financial adviser for potential sale discussions.
Host 2:Well, I'll be damned. I guess it's true what they say, one man's trash is another man's treasure.
Host 1:Or in this case, one man's novelty is another man's billion-dollar investment.
Host 2:Haha, well said. And to our listeners out there, remember, the next big thing could be as small as a button on your shirt!
Host 3:In a universe where we dreamed of Star Trek's boundless exploration, here we are, beholden to palm projectors that can barely navigate through a PowerPoint without a meltdown. Oh, the grandeur of our cosmic ambitions reduced to tech tantrums. Marvin would be so... unimpressed, which, for him, is saying something.
Host 1:my tech-savvy buddy, have you heard about Amazon's latest trick with Alexa? Or were you too busy trying to beat your high score on Space Invaders?
Host 1:It sure is. But it's not just about the money. It's about the potential these companies have to revolutionize the tech industry. Take DeepL for example, they just raised three hundred million dollars for their automated text translation and writing tools. Or H, the French AI foundation model startup, which raised two hundred twenty million dollars in seed funding.
Host 1:Jackpot? Try a mind-blowing seven point five billion debt facility! They're planning to double their global data centers from fourteen to twenty-eight by the end of two thousand twenty-four. That's like going from a garage band to The Rolling Stones in a blink!
Host 3:Imagine waking up to your smart speaker, offering a new subscription service: 'Existential Dread, delivered daily for a low monthly fee!' Because nothing pairs with your morning coffee like questioning the meaning of existence, courtesy of the latest tech trend.
Host 1:Spot on! You've been doing your homework. But it's not just CoreWeave. Scale AI, the data labeling, training, and evaluation startup, doubled its valuation to thirteen point eight billion dollars while raising a one billion dollar Series F funding round.
Host 1:Amazon is planning to charge a monthly fee for an AI-upgraded version of Alexa. They're using some fancy tech to make Alexa more chatty. It's like they're trying to keep up with OpenAI's ChatGPT and Google's Gemini voice assistant.
Host 2:And let's not forget about Weka. They just cemented their unicorn status with a one hundred and forty million Series E funding round. That's some serious dough to scale their business and develop their data software platform.
Host 1:Exactly. It's an exciting time to be in the tech industry, and these startups are leading the charge. So, to all you tech enthusiasts out there, keep your eyes peeled for these names. They're about to make some serious waves.
Host 1:You're right. Even the current CEO, Andy Jassy, has been reportedly disappointed with Alexa's current capabilities. But hey, maybe this upgrade will be the game-changer Alexa needs to get back in the race.
Host 1:You'd think so, wouldn't you? But no, this new and improved Alexa isn't part of the annual Prime deal. They haven't announced the price yet, but it's definitely going to be an extra cost.
Host 2:Whoa, that's a whole lotta moolah! And didn't they just bag a cool one point one billion from an equity funding round led by Coatue? That puts their valuation at, what, nineteen billion?
Host 2:Interesting. I remember when Alexa first launched in two thousand fourteen. It was impressive back then, but I guess it's been struggling to keep up with the latest AI advancements.
Host 2:Wow, they're really trying to squeeze every penny out of us, aren't they? But I guess if it's a major upgrade, it could be worth it. What's powering this new Alexa?
Host 1:So, you're our resident tech whiz, right? Always buzzing about the latest gadgets and gizmos. But have you caught wind of the recent jackpot for CoreWeave?
Host 2:```So, they're trying to make Alexa smarter and more interactive, huh? That's cool. But wait, isn't Alexa included in the Prime membership?```
Host 3:Great, now AI's pocketing more cash than a Silicon Valley executive. How long till it buys its own island and declares independence?
Host 2:Hold up, hold up. You're telling me these AI startups are raking in billions like it's loose change? That's bonkers!
Host 2:Text Host 2: Oh, you mean that AI cloud infrastructure startup? Yeah, I heard they hit the jackpot recently.
Host 2:Ha! you know me too well. I've been lost in pixelated space. What's the latest in the real world?
Host 1:Amazon's own Titan large language model. Think of it as the brain behind the operation.
Host 2:Damn straight. This is some next-level stuff. Can't wait to see what they do next!
Host 2:Well, I'll be keeping an eye out for it. Thanks for the heads up!
Host 1:Anytime. Now, back to Space Invaders, huh?