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

Intel postpones innovation event: https://www.pcmag.com/news/amid-layoffs-and-cpu-controversy-intel-postpones-innovation-event

NVIDIA delays Blackwell: https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-meta

AI’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/