Ep 1 - Intel issues, NVIDIA delays, JPY carry trades, Google antitrust

from Things We Read This Week - Jordan Nanos & Hunter Almgren

Intel postpones innovation event: https://www.pcmag.com/news/amid-layoffs-and-cpu-controversy-intel-postpones-innovation-eventNVIDIA delays Blackwell: https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-metaAI’s 600B question: https://www.sequoiacap.com/article/ais-600b-question/NVIDIA scraping videos: https://www.404media.co/nvidia-ai-scraping-foundational-model-cosmos-project/Google’s Antitrust Ruling: https://www.reuters.com/legal/us-judge-rules-google-broke-antitrust-law-search-case-2024-08-05/

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Ep 1 - Intel issues, NVIDIA delays, JPY carry trades, Google antitrust

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