In this episode, we discuss the state of the GPU and AI landscape with NVIDIA stock reaching a 2 Trillion market cap.

Watch on YouTube:

https://www.youtube.com/watch?v=QEPso0655Z8

Follow us on Twitter/X: https://twitter.com/925Wealth

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

In this episode, we discuss the startup “Browser Company” which is competing with google in the browser business.

Watch on YouTube:

https://www.youtube.com/watch?v=8JoACQkxZkc

Follow us on Twitter/X: https://twitter.com/925Wealth

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

In this episode, we discuss the new tax law (Section 174) which is destroying the tech startup ecosystem in the United States.

Watch on YouTube:

https://www.youtube.com/watch?v=BlqYHNZMTY0

Link to find your senator : https://ssballiance.org/

Twitter thread showing stories of small software business owners: https://x.com/mjwhansen/status/1748345492998696961?s=20

Follow us on Twitter/X: https://twitter.com/925Wealth

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

In this episode we discuss the latest verdict issued from the court case between Epic versus Apple.

Watch on YouTube.

https://www.youtube.com/watch?v=faPrpXdcs6s

Use chatGPT to learn about the court case: https://chat.openai.com/g/g-4J0xT3JZz-epic-vs-apple

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

Watch on Youtube:

https://www.youtube.com/watch?v=UJQNrzmDFbI

In this episode we discuss the AI search engine Perplexity AI.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

Watch on Youtube:

https://www.youtube.com/watch?v=x87bNs3chig

In this episode we discuss the practicality and innovation of the Rabbit R1 AI device from CES 2024.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

Watch on YouTube:

https://youtu.be/OVHFlAoOFAs

📧 GPT Store launching next week

📉 Generative AI overvalued, startups losing value

🔮 "Big wave" expected, but skepticism remains about market impact

🚀 OpenAI's success acknowledged, but LLM applications limited

🧠 AI overvaluation impacting small startups' valuations

📉 Deflationary pressures and possible OpenAI valuation drop

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

Watch on YouTube: https://youtu.be/QIo2_DyMi6w

💡 Nvidia's Strategy: Nvidia plans to produce CPUs, directly competing with Intel in the market.

📊 Market Dominance Shift: Intel's influence has declined since the PC era, and Nvidia's move into traditional CPU space poses a significant threat.

🔌 New Nvidia Chips: Planning ARM chips compatible with Windows, expected launch in 2025.

🔄 ARM's Role: ARM provides designs to companies like Nvidia but isn’t interested in manufacturing.

🚀 AMD and Qualcomm Threat: Both companies are working on competing ARM CPUs and AI chips.

🤔 Geopolitical Impact: TSMC's location in Taiwan presents geopolitical risks that could affect Nvidia’s business and supply chain.

🚫 U.S. vs China: Laws restrict Nvidia sales to China, fears over Taiwan invasion lead to U.S. discouraging tech trade with China.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

Watch on YouTube:

https://youtu.be/GyEY9cknSaI?si=0NbnCbLJkRywR1qs

In this episode we discuss:

💰 Nancy Pelosi's Investment History

🔍 NVIDIA's Market Position in AI

💻 Intel's Competition with NVIDIA

🏭 GPU Manufacturing Challenges

🛠️ TSMC's Role as a Manufacturer.

💡 Future of AI and NVIDIA's Growth

⚖️ Evaluation of Nancy Pelosi's NVIDIA Investment

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com

Watch on YouTube:

https://www.youtube.com/watch?v=3yzEqmhMMns

The rise of generative AI has given birth to a new AI business niche, the NSFW AI companions. In this episode, we explore the different business opportunities associated with this new technology, the moral dilemmas associated with this business category, and how a software engineer generated $140,000 from his NSFW AI project before being shut down by Stripe.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit 925wealth.substack.com