Is Nvidia In Trouble? episode artwork

EPISODE · Dec 1, 2025 · 22 MIN

Is Nvidia In Trouble?

from Tech Brew Ride Home · host Morning Brew

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ‘pyramid’ model (FT) Data Centers Are a ‘Gold Rush’ for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ‘pyramid’ model (FT) Data Centers Are a ‘Gold Rush’ for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Is Nvidia In Trouble?

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This episode is 22 minutes long.

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This episode was published on December 1, 2025.

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While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but...

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