NVIDIA's earnings report revealed a $68.1 billion Q4 with a 70% year-on-year growth, prompting discussions about the sustainability of the AI supercycle. 

We delve into Perplexity's innovative personal computing platform and Anthropic's disruptive plugins that affected IBM's market cap. 

See also: AMD's new partnership with Meta, boosting AMD's stock by 15%, and the complexities of Pentagon contracts involving AI technologies. Tune in for key insights into the evolving AI landscape!

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TIMESTAMPS

0:00 NVIDIA Earnings vs AI Bubble
8:39 Perplexity's New Operating System
14:19 Claude Co-Work Updates
16:59 Anthropic's Market Impact
17:52 IBM's COBOL Crisis
22:17 Pentagon's AI Deal
25:38 AMD's New Partnership with Meta
27:18 See Ya!

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
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