Nvidia Earnings And Nano Banana
Aug 28, 2025•21 min
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Summary
This episode delves into NVIDIA's Q2 earnings, which, despite beating estimates, hinted at a potential slowdown in AI spending and market normalization. It then covers Microsoft's expansion of Xbox Cloud Gaming to more subscribers and the integration of its Copilot AI into Samsung TVs. Google's new Universal Ledger blockchain for finance is discussed alongside its viral "Nano Banana" AI image model (Gemini 2.5 Flash). Finally, the episode examines the Nothing Phone 3's misleading marketing tactics and reviews of the Google Pixel 10 Pro, highlighting its AI features and incremental upgrades.Episode description
Nvidia’s earnings are ok, but maybe showing signs of normalizing. Copilot for your TV. A blockchain for your cloud. I catch you up on that whole Nano Banana image AI craze sweeping the internet. And a summary of the Pixel phone reviews.
Links:
- Nvidia beats on top and bottom lines as company expects breakneck AI spend to continue (CNBC)
- Microsoft expands Xbox Cloud Gaming to Game Pass Core and Standard subscribers (The Verge)
- Microsoft’s Copilot AI is now inside Samsung TVs and monitors (The Verge)
- Google Cloud is developing its own blockchain for payments, currently in private testnet (The Block)
- Google Gemini’s AI image model gets a ‘bananas’ upgrade (TechCrunch)
- Nothing busted using professional photos as Phone 3 samples (The Verge)
- Google Pixel 10 Pro review: the best AI phone on the market (The Shortcut)
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