Markets look shaky, but NVIDIA just blew the doors off with record earnings, crushing the “AI bubble” narrative and signaling there’s still massive demand for GPUs and AI infrastructure. In this episode, we break down NVIDIA’s numbers, the new Anthropic–Microsoft–NVIDIA alliance, and why Google’s Gemini 3 + Nano Banana Pro might have Jensen looking over his shoulder. We also cover Google’s new AI-powered weather model, Meta’s insane 3D world-building tech, and the controversial rise of AI tools that let you “talk” to deceased loved ones—and what all of this means for the future of AI.

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TIMESTAMPS

00:00 NVDA Earnings Blowout
08:03 The Real Threat
13:25 Nano Banana Pro
18:29 Best Weather App Ever
21:41 Meta's Blowing Minds
25:32 Chatting With Ghosts

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RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠