Apr 15, 2026

Jensen Huang – Will Nvidia’s moat persist?

Nvidia CEO Jensen Huang discusses the company's core strategy, which he defines as transforming electrons into tokens by orchestrating a vast supply chain. He details how Nvidia's true moat lies in its ecosystem and its ability to manage supply bottlenecks. Huang contrasts Nvidia's versatile 'accelerated computing' platform with competitors like TPUs, arguing programmability via CUDA is key to AI innovation. He also presents a strong case against broad AI chip export controls on China, warning it could backfire by forcing the creation of a competing tech stack. Finally, he explains why Nvidia invests in the ecosystem rather than becoming a hyperscaler itself.

Mar 11, 2026

The Department of War is making a huge mistake.

An analysis of the conflict between Anthropic and the US Department of War, exploring its implications for AI alignment, regulation, and the future of mass surveillance. The author argues that while Anthropic's stance is commendable, the structural nature of AI favors authoritarianism, making societal norms and specific laws—not broad regulatory bodies—the only viable defense for a free society.

Feb 17, 2026

Boris Cherny: How We Built Claude Code

Boris Cherny, creator of Claude Code, shares the development philosophy behind the AI coding tool, emphasizing building for future models, leveraging latent user demand, and the surprising longevity of the terminal interface.

Feb 06, 2026

Anthropic Claude Opus 4.6 vs OpenAI GPT-5.3-Codex: The AI "big game”

The release of Anthropic's Claude Opus 4.6 and OpenAI's GPT-5.3-Codex within an hour of each other signals an intensifying "AI Super Bowl." Experts Chris Hay and Mihai Criveti compare the models, discuss the strategic battle for the enterprise market, and reveal their practical, multi-agent workflows that leverage the unique strengths of both.

Jan 09, 2026

CES 2026 AI highlights: NVIDIA Rubin & wild gadgets

This episode explores the strategic implications of the Disney-OpenAI licensing deal, critiques Time Magazine's "Architects of AI" focus on business over research, analyzes NVIDIA's full-stack ambitions with the Neotron 3 model release, and delves into Anthropic's unique approach to AI safety with the "Claude Soul Document".

Jan 09, 2026

CES 2026 AI highlights: NVIDIA Rubin & wild gadgets

The panel discusses the implications of the Disney-OpenAI licensing deal, arguing it represents a strategic platform play by Disney to control fan-generated content. They also analyze Time Magazine's 'Architects of AI', the business strategy behind Nvidia's Neotron 3 launch, and the unique fine-tuning approach revealed in Anthropic's Claude 'soul document'.