NVIDIA
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70
episodes
with mentions
8
central
episodes
357
transcript
mentions
Apr 2024
first
mention
Jul 2026
latest
mention
Counts come from the 2026-07-22 package transcript links: a role and a mention count are recorded per episode.
Featured analysis
All episodes →“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and InfluenceChips, compute, and data centersThe US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAChips, compute, and data centersHalf a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a ProductChips, compute, and data centersDeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip MarketChips, compute, and data centers
Coverage timeline
role → prominence → date ▾
087 · 2025-12-07“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and Influencecentral058 · 2025-05-18The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAcentral054 · 2025-04-20Half a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a Productcentral043 · 2025-02-02DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip Marketcentral028 · 2024-10-20Elon Musk Is Building AI as an Industrial Project: One Hundred Thousand GPUs, Tesla, SpaceX, and the Price of Scalecentral016 · 2024-07-28Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?central012 · 2024-06-30The Entire Tech Industry Talks About ChatGPT, Yet Outside the Bubble Surprisingly Few People Know What to Do With Itcentral008 · 2024-06-02NVIDIA Became the Symbol of the AI Boom, but the Market Is Already Crowded With Products That Have No Real Defensibilitycentral110 · 2026-05-17AI Is Already Choosing for You: Price, Fear, and Previous Prompts Turn Advice Into Personalized Manipulationanalysis103 · 2026-03-29While OpenAI Scales Back Sora, Google and Anthropic Are Turning Legacy Software Into an Unnecessary Layeranalysis102 · 2026-03-21Google Is Pulling Ahead Because Personal AI Sees an Entire Digital Life, Not One Chatanalysis099 · 2026-03-01A New Voice and Call Recording Make ChatGPT a Participant in the Meeting—While Sources Turns Projects Into Working Memoryanalysis092 · 2026-01-11AI Is Entering Health and the Home, but Everyday Reliability Lags Behind Medical Promisesanalysis077 · 2025-09-28OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main Employeranalysis074 · 2025-09-07Flying Cars and 6G Are Impressive, but Search, Parental Controls, and Chips Will Shape the Near Futureanalysis042 · 2025-01-26The $500 Billion Stargate: AI Is Becoming a National Industrial Programanalysis040 · 2025-01-12Twelve AI Trends Reduce to One: The Technology Is Becoming Infrastructureanalysis022 · 2024-09-08Telegram, OpenAI, and the Market for Trust: Why Polished Numbers Can No Longer Be Taken at Face Valueanalysis002 · 2024-04-19Hundreds of Billions Are Going Into AI While People Rethink the Meaning of Education and Workanalysis001 · 2024-04-12The US vs. China, Google vs. Microsoft, Anthropic vs. ChatGPT: Who Really Controls the AI Raceanalysis133 · 2026-07-12The Problem With New AI Models Is No Longer Power, but the Person Who Has to Make Sense of Them Allcontext132 · 2026-07-10AI Is Accelerating Its Own Development: AGI Will Come Not From One Breakthrough, but From a Loop in Which Each Model Helps Build the Nextcontext127 · 2026-06-28ChatGPT at the Doctor, Claude With a Passport, and 32% Fewer Openings: AI Became Reality Before the Market Agreed on Rulescontext109 · 2026-05-10Codex Replaced $700 Software, but AI Design Still Does Not Know the Size of the Wallcontext108 · 2026-05-03ChatGPT-5.5 Reads Prompts and Gets More Expensive: Personalization Is Growing Faster Than Trustcontext107 · 2026-04-26AI Agents Change Work Not by Replacing an Employee, but by Rewriting the Process Itselfcontext105 · 2026-04-12AI Is Getting More Expensive, Access Is Narrowing, and Investment Is Rising: The Free Magic Is Endingcontext100 · 2026-03-08OpenClaw Gains Access to Your Computer: An Agent’s Utility Grows in Exact Proportion to the Possible Leakcontext094 · 2026-01-251.9 GW for OpenAI: AI Companies Are Beginning to Resemble States in Energy Use and Influencecontext091 · 2026-01-04Your Data Is Already Working for AI: A Wristband, TikTok, Meta, and Deepfakes Are Merging Into One Personal Profilecontext088 · 2025-12-14China Is Disrupting the AI Market Not With One Model, but With Patents, Data, Energy, and Deployment Speedcontext086 · 2025-11-30Mission Genesis Turns AI Into a Government Project Where Electricity Is the Main Resourcecontext085 · 2025-11-23Gemini 3 Won a Noisy Week, but the Real Race Is for an Agent That Can Work, Not Take an Examcontext084 · 2025-11-16A Trillion-Dollar OpenAI and a Million Tesla Robots: The Market Is Pricing Scale Before It Has Seen Reliabilitycontext083 · 2025-11-09AI Agents Are Not Ready to Replace Work Yet—but They Are Already Changing Prices, GDP, and the Rules of Online Storescontext082 · 2025-11-02A Trillion-Dollar OpenAI, a Social-Media Ban for Children, and a Home Robot: One Market Is Selling the Promise Before the Productcontext080 · 2025-10-19An App Store Inside ChatGPT Will Change Software Only Where the Chat Knows More Than the App Itselfcontext068 · 2025-07-27The ChatGPT Agent Promises to Act for You—and Immediately Runs Into Control, Marketing, and Safetycontextextra09 · 2025-07-23Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not Changecontext067 · 2025-07-20Grok 4 Is Impressive in Speed and Ambition, but a Work Tool Is Not Defined by a Benchmarkcontext056 · 2025-05-04AI Now Helps People Pass Interviews and Check Candidates—So Trust in Tests Is Collapsing From Both Sidescontext051 · 2025-03-30The US, China, and Europe Are Regulating AI for Three Different Goalscontext047 · 2025-03-02AI Can Be Talked Into Revealing a Password—and That Is an Exact Model of Future Attackscontext044 · 2025-02-09After DeepSeek, the Market Started Asking Not Where a Model Comes From, but Where Its Output Can Be Trustedcontext041 · 2025-01-19The Data Is Running Out, and AI Has to Learn From Itselfcontext034 · 2024-12-01AI Agents Promise to Replace Employees, but They Still Cannot Replace a Bad Interfacecontext033 · 2024-11-24When Gemini Told a Person to Die, the Problem Was Not ‘Evil AI’ but the Absence of Accountabilitycontext031 · 2024-11-10Musk Gained Access to Politics, While Apple and OpenAI Gained Access to Our Datacontext029 · 2024-10-27AI Promises to Find Work Faster—and Turns the Job Market Into a Competition Between Botscontext025 · 2024-09-29Apple Controls the Device; OpenAI Controls the Expectation of Magic. Now They Are Moving Toward the Same Productcontext013 · 2024-07-07China Is Not Merely Catching Up in AI—It Is Building Its Own Technology Systemcontext010 · 2024-06-16ChatGPT Is Already Useful in Everyday Life, but the Industry Still Cannot Turn AI Into a Proper Productcontext009 · 2024-06-09AI Has Not Hit a Ceiling—Products and Corporations Havecontext007 · 2024-05-26Why ChatGPT Is ‘Getting Dumber,’ Apple Is Moving Slowly on AI, and Our Data Is the Most Fragile Part of the Systemcontext005 · 2024-05-10Autopilot, Remote Work, and Regulation: Technology Is Limited Not by What It Can Do, but by Responsibilitycontext106 · 2026-04-19Durov’s WhatsApp Dispute, a New ChatGPT Pro, and Layoffs Show That AI Has Become Part of Corporate Powerbrief101 · 2026-03-15GPT-5.4 Is Stronger, but Google Wins Where the Model Already Lives Inside the Documentsbriefextra12 · 2025-12-17We Have Entered the Age of AI Video: Value Is Moving From the Ability to Create a Clip to the Ability to Prove Who Created Itbrief079 · 2025-10-12ChatGPT Is Becoming an Operating System: Apps and Agents Now Live Inside One Windowbrief075 · 2025-09-14Robotaxis Are Already in Silicon Valley: Tesla’s Trillion-Dollar Valuation Depends on the Network, Not the Carbrief072 · 2025-08-24Meta’s Moderation Failure Shows That Friendly AI Can Be Dangerous Precisely Because People Trust Itbrief069 · 2025-08-03Meta’s “Personal Superintelligence” Sounds Good, but Users Need an Assistant That Works Todaybriefextra08 · 2025-07-02AI Will Not Eliminate Work in One Day—It Will Divide Professions Between Those Who Know How to Amplify Themselves and Tasks That Are Easy to Decomposebrief036 · 2024-12-15$200 ChatGPT Is Not a Luxury if the Model Actually Replaces Expensive Workbrief035 · 2024-12-08China Could Win the Robotics Race While the United States Debates the Next Modelbrief027 · 2024-10-13Regulating AI Before We Understand AGI: Why California Backed Away From SB 1047brief019 · 2024-08-18AGI by 2030 Is Constrained by More Than Models—It May Run Out of Electricitybrief018 · 2024-08-11The US Election Is Reshaping the Technology Market Faster Than It Appearsbrief017 · 2024-08-04ChatGPT Is Changing Search, but the Web Is Not Disappearing—What Changes Is Who Captures the Valuebrief014 · 2024-07-14OpenAI Is Not Finished, but One Strong ChatGPT Is No Longer Enoughbrief
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Evidence ruleEvery timeline row is tied to a specific episode; the role and mention count come from the 2026-07-22 package transcript links.
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Relation = shared episodes where both companies hold a central or analysis role.