This Week in Startups
This Week in Startups
Jason Calacanis covers startups, tech, markets, media, and all the hottest topics in business and technology. He also interviews the world’s greatest founders, operators, investors, and innovators.
Jason Calacanis
PodcastAI
PodcastAI

$NVDA's earnings, media economics in the AI era, Farcaster's mega crypto round, and more! | E1954

E1954 • May 22, 2024 • 80 mins

Jason and Alex discuss Nvidia's earnings, media economics in the AI era, the potential sale of Humane, Windows Recall, and Farcaster's $150M raise.

Key Points

  • NVIDIA's impressive earnings report with $26 billion in revenue ahead of expectations and a 427 percent year-over-year increase in data center revenue highlights the company's significant growth driven by AI and large language models.
  • OpenAI's licensing deal with News Corp, valued at a quarter of a billion dollars over five years, demonstrates the increasing value of AI-generated content and the potential for a new revenue stream for media companies.
  • Microsoft's new recall feature for AI PCs, which allows users to review their computer activity, raises questions about privacy and the balance between convenience and potential over-surveillance in personal and professional spaces.
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