Is Nvidia In Trouble?

Tech Brew Ride Home

Amalgamated Internets, LLC

Tech News, News, Technology

4.7 • 1K Ratings

🗓️ 1 December 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ‘pyramid’ model (FT) Data Centers Are a ‘Gold Rush’ for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Thank about cheese.
0:02.0	Make your thoughts cheesier.
0:04.2	Now add 100% chicken breast fillet, Chipoplae sauce and amadea cheese melt,
0:08.3	and it's giving the new cheesy chicken stack at McDonald's.
0:12.0	Did we mention it's cheesy?
0:13.9	Cheese.
0:15.8	Availments at the 4th of Jan, 2026 from 11 a.m.
0:18.1	Plus and participation may vary.
0:19.2	Subjects availability.
0:24.3	Welcome to the Tech Brew Ride Home for Monday, December 1st, 2025.
0:27.8	I'm Brian McCullough today.
0:29.1	While Runway releases a new video model, let me break down the big analysis piece
0:33.0	that had everyone concern trolling over NVIDIA over the weekend.
0:36.9	Why doesn't Netflix want you to cast to your TV anymore?
0:40.1	And AI means less jobs in consulting, but more jobs in a specific type of construction.
0:44.7	Here's what you miss today in the world of tech.
0:53.7	Conducting business online can feel a little scary these days, especially with AI creating new opportunities for fraud.
1:00.0	In fact, Sellant estimates that AI was behind roughly 20% of the fraud perpetrated in 2024.
1:06.3	Spotting bad agentic AI while allowing good agents to continue with their tasks isn't easy.
1:11.2	Thankfully, Momoto Continuous Captcha can spot malicious agents pretending to be people at the point
1:15.9	of account creation or registration.
1:18.1	Unlike past Captcha solutions, it runs behind the scenes with no puzzles for users.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Amalgamated Internets, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Amalgamated Internets, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.