$NVDA's earnings, media economics in the AI era, Farcaster's mega crypto round, and more! | E1954

(0:00) Jason and Alex kick off the show
(1:50) Nvidia earnings for First Quarter Fiscal 2025
(12:53) Zendesk - Get six months free at www.zendesk.com/twist
(14:32) Continuing discussion on Nvidia's earnings
(22:39) News Corp and OpenAI strike ‘multi year global partnership’
(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at mercury.com
(30:51) Apple News+ is driving big numbers for The Daily Beast
(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit HiddenLayer.com/TWiST to learn more.
(40:14) Wearable AI startup Humane is exploring a sale
(50:56) Windows Recall
(1:08:45) Farcaster raises $150M: Is crypto making a comeback?
Links and articles from show:
nvidianews.nvidia.com/news/nv...
techcrunch.com/2024/05/21/far...
gizmodo.com/humane-ai-pin-sel...
www.semafor.com/article/05/19...
www.wsj.com/business/media/op...
s201.q4cdn.com/141608511/file...
x.com/dsiroker/status/1792956...
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Thank you to our partners:
(12:53) Zendesk - Get six months free at www.zendesk.com/twist
(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at mercury.com
(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit HiddenLayer.com/TWiST to learn more.
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[@Ryan.G.Spalding]

Really good co-host. Much better fit.

[@deduce9980]

Humane didn't execute, period. Hardware is hard, but you forgot about drones. AI and 3D printing is making it much easier.

[@pm-dev]

As a fellow millennial I feel like Alex is pretty typical IMO. Most of us are not some kind of AOC derivative. Anyways, the show is much stronger with Alex! I hope we’ll see much more of him going forward.

[@startups]

You’ll see much more of Alex 😎

[@midwestcannabis]

Party On🎉🎉🎉🎉

[@Omer-ox8hc]

great episode

[@Dieselboy777]

What was the Calendly alternative he mentionned again?

[@howtoactuallyinvest]

NVDA's PE dropped from 80 to 55 overnight while the stock is up 10% today at a $2.5T market cap. It's a reminder as to why PE is overrated since blockbuster earnings growth can grow a company from overvalued to reasonably/undervalued fast

[@MichaelManville]

Imagine thinking peak crypto startup funding is behind us. Check back in 5-10 years. Web3 is the new internet.

[@thevahnii]

Letsgooo !

[@startups]

Woohooo

[@krhedwards]

Second