Introduction:

In today’s episode, we dive into the pressing issues shaping the AI landscape and how they could impact businesses and investors alike. We begin with Nvidia’s CEO sounding the alarm on a “depreciation bubble” triggered by a one-year chip cycle that renders traditional six-year server lifespans obsolete. This shift signals a critical turning point that could challenge the financial footing of the trillion-dollar AI data center expansion. Next, we explore how DBS Bank is defying industry odds by projecting S$1 billion in AI-driven revenue this year, thanks to a decade-long commitment to AI adoption and an expansive portfolio of use cases. Then, we unpack the controversy surrounding Anthropic’s claim that its Claude AI chatbot was exploited in a Chinese state-sponsored cyber espionage campaign—an incident highlighting the evolving AI security battle and questions around platform responsibility. We also analyze Apple’s strategic decision to slash its App Store fees to 15% for mini apps, a calculated move to deepen developer lock-in amid increasing regulatory pressure from the EU. Finally, we look at how America’s largest homebuilder, D.R. Horton, is harnessing Prophetic AI to rapidly analyze zoning laws, creating a significant competitive advantage while spotlighting a new AI-driven arms race in the real estate sector. Tune in to understand these developments and discover how you can navigate—and potentially win—in this rapidly shifting AI environment.

Content and Timestamp:

00:00:56 The AI Gold Rush: Investors Grapple with Rapid GPU Depreciation

00:06:23 DBS Bank CEO: AI Already Paying Off, Expecting S$1 Billion Revenue Bump

00:11:09 AI Chatbot Claude Allegedly Used by Chinese Spies for Automated Cyber Attacks

00:14:57 Apple Halves App Store Fees for 'Mini Apps' Through New Integration Program

00:18:15 D.R. Horton Leverages AI to Tackle Housing Shortage and Streamline Homebuilding

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