In this episode, Michelle discusses Nvidia's significant investment in AI servers and its strategic partnership with TSMC, analyzing the economic, political, and strategic implications of these decisions. The conversation then shifts to OpenAI's launch of GPT-4.1, highlighting its improvements and strategic updates. Michelle also covers NATO's adoption of Palantir's Maven AI for military planning, exploring its potential impact on defense strategies. She examines Hugging Face's acquisition of Pollen Robotics, considering the future of open-source robotics. The episode concludes with closing remarks and a reminder for listeners to subscribe for more updates.

(0:00) Nvidia's AI server investment and partnership with TSMC

(0:57) Economic, political, and strategic implications of Nvidia's decisions

(3:04) OpenAI launches GPT-4.1 with improvements and strategy update

(5:42) NATO's adoption of Palantir's Maven AI for military planning

(8:11) Hugging Face acquires Pollen Robotics and the future of open-source robotics

(10:36) Closing remarks and subscription reminder