Topics & People

Memphis
Location

The location where xAI is building its Colossus AI training supercomputer cluster.

Blackwell
Technology

Nvidia's premier, next-generation AI chip architecture functioning as a key strategic asset in the US-China technology rivalry.

at trees
Organization

The investment firm where guest Gavin Baker is a manager.

8 VC
Organization

A venture capital firm where guest Joe Lonsdale is a partner.

UnitedHealth
Organization

A major American healthcare and insurance company whose CEO was murdered, bringing the company's claims denial practices into public focus.

MicroStrategy
Organization

A company that has acquired a large percentage of Bitcoin's supply, raising concerns about the centralization of the asset.

The targeted killing of UnitedHealth CEO Brian Thompson in Manhattan, which became a focal point for public anger towards the healthcare insurance industry.

The sector comprising technology companies that build software and hardware for national security and military applications.

The principle that increasing computational power and data for training AI models leads to significant improvements in their capabilities. The development of Grok 3 is considered a major test of this principle.

The strategic and economic rivalry between the United States and China, particularly in the development of artificial intelligence, which is seen as a key driver for US policy and innovation.

The legal and regulatory framework governing digital assets like Bitcoin. The change in SEC leadership is expected to make this framework more favorable for innovation.

The total amount of money owed by the U.S. federal government, discussed as a critical economic issue that the new administration must address to avoid a potential 'debt death spiral'.