youtube
The AI trade got some relief from CoreWeave and Nvidia, but more of the money behind the AI build-out is coming from inside the industry itself. Deirdre Bosa breaks down CoreWeave's $9 billion in customer prepayments and why chip and cloud suppliers are helping fund the AI labs that buy from them. Ramp chief economist Ara Kharazian explains why business AI spending has cooled. Andrew Yang and Clara Shih debate whether AI is creating more jobs than it destroys. Semafor's J.D. Capelouto on Jensen Huang's shifting tone on China, and Hugging Face co-founder Thomas Wolf on AI security and open-source models. Presented by SiliconData.
00:00 Who's Paying for the AI Boom?
00:45 CoreWeave Calms Nerves
01:07 The AI Industry Funds Itself
02:10 The Growth Is Real
02:32 Next Week's Big Test
02:55 Ramp's Ara Kharazian
03:38 Is Business AI Spending Slowing?
05:31 Cracks in the AI Bull Case
06:23 From Token Maxing to ROI
07:05 Where AI Growth Goes Next
08:48 A More Crowded Frontier Race
10:16 SpaceX AI's Rise
11:25 How Fast Market Share Can Shift
13:59 AI and the Job Market
14:46 Clara Shih and Andrew Yang
15:29 The Toughest Market for Grads
16:28 Is AI Really Creating Jobs?
17:54 How Young Workers Can Adapt
19:03 Getting Scrappy
20:25 How Do We Fix This?
21:28 Can Upskilling Keep Up?
22:54 When AI Improves Itself
23:36 Universal Basic Income
24:39 Break
30:03 Nvidia's Brutal November
30:53 Can AI Break the CUDA Moat?
32:47 Jensen Huang's Shifting Tone on China
33:07 Semafor's J.D. Capelout
|
