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Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to break down new data on how much businesses spent on AI in October, whether enterprise AI spending is starting to plateau, and what he expects from Anthropic’s IPO.
Chris McGuire is a senior fellow...
Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the midterm results have changed his outlook on the economy. Finally, Ed shares his take on Anthropic’s n...
Ed Elson is joined by Ashley Gold to discuss how Washington may handle the news that Jensen Huang had an affair with an alleged Chinese spy. Then, Robert Armstrong returns to break down the massive volatility in the markets since the election, and also give his take on the scandal at Nvidia. Finally, Ed shares his take on the growing backlash against data centers.
Ashl...
Scott Galloway and Ed Elson break down what the shift in Congressional power could mean for the markets and the economy. They discuss the market’s back-and-forth reaction to the election, what Democrats can realistically accomplish, why investors should pay attention to the backlash against data centers, and why a clear growth agenda will be critical.
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In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the music is starting to fade in the AI trade.
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