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Marketing School - Digital Marketing and Online Marketing Tips

Nvidia’s Growth Just Reaccelerated, And That Should Scare You

Marketing School - Digital Marketing and Online Marketing Tips

Eric Siu and Neil Patel

Business, Marketing, Careers

4.61.4K Ratings

🗓️ 6 April 2026

⏱️ 18 minutes

🧾️ Download transcript

Summary

Growth Newsletter: https://levelingup.beehiiv.com/subscribe Need marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/ Want to recruit great marketers? Find them here: https://marketingschool.io/hire Oracle cut 30,000 jobs this morning to fund AI data centers, and their stock jumped 5%. Nvidia's growth is reaccelerating because of AI agents. Meta just built AI that predicts your dopamine before you feel it. Eric and Neil break down what all of this means for marketers and business owners right now, who actually gets paid the most in marketing today, and how Eric's AI agent is already negotiating his own sponsorship deals. Key Takeaways: Companies are cutting headcount specifically to fund AI infrastructure, and the market is rewarding them for it. Nvidia's growth reacceleration is being driven by real agent adoption, not just hype. The highest paid marketing role right now is customer acquisition on social, not SEO or paid. Meta's brain-decoding AI doesn't need to read your mind, it already knows what will trigger you. AI agents are handling real business tasks like negotiation, and most people haven't caught up yet. Chapters: 00:00 Oracle fires 30,000 to fund AI data centers 02:38 Why Nvidia's growth is reaccelerating 09:18 The highest paying marketing job right now 11:33 Meta's AI predicts your dopamine before you feel it 14:41 How an AI agent is negotiating Eric's sponsorship deals 𝗔𝗕𝗢𝗨𝗧 𝗧𝗛𝗘 𝗖𝗛𝗔𝗡𝗡𝗘𝗟 Welcome to Marketing School, one of the top business podcasts with over 61 million downloads. Hosted by Eric Siu and Neil Patel, recognized by Forbes as a Top 10 Marketer. 🎙️ Learn More About the Hosts Eric Siu - Leveling Up: https://www.youtube.com/@LevelingUpOfficial Neil Patel: https://www.youtube.com/@neilpatel 📩 Free Resources Ubersuggest: https://www.ubersuggest.com/ Answer The Public: https://www.answerthepublic.com/ ✅ Subscribe for Daily Marketing Insights!

Transcript

Click on a timestamp to play from that location

0:00.0

using only 20% of your business data is like dating someone who only texts emojis first of all

0:06.3

that's annoying and second you're missing a lot of context but that's how most businesses operate today

0:12.0

using only 20% of their data unless you have HuffSpot where all the emails call logs and chat

0:18.3

messages turn into insights to grow your business. Because all that data

0:22.7

makes all the difference. I would know because I use HubSpot at my company. Learn more at HubSpot.com.

0:29.1

Who went up 5% today because they made cuts? I don't know. I didn't see that. Oracle. Oracle cut

0:34.0

30,000 people this morning at 6 a.m. The memo was, it was just, it's like, as of this morning, you're getting this message, we're making a difficult decision to end your role, to terminate your role. You know, we're very great gratitude. We're very gracious for the hard work and dedication that you put in. Please sign a severance agreement in your dokey sign will proceed from there. So 30,000 people cut this morning, stock jumps 5%. That's Oracle. It's kind of similar to what you're talking about over here.

0:55.8

But we talked about this around a month ago. Do you know why Oracle made the cuts? Data Center funding. Yes, bingo. And unlike Microsoft, I know Oracle is a big company, but unlike Microsoft, Apple, meta, Google, they don't have the same stock cash pile as some of these other big megatech, you know, multi-trillion dollar companies. So they have no choice but to cut to pay all their debt loans. You're not like 116 billion in profit like Google where you can just do whatever you want. But you know what he can do? He can fund his son's acquisition of Warner Brothers. That's what he can do.

1:27.8

Yeah, but that's more leverage. I'm messing around. And Google is not $116 billion anymore.

1:34.5

What is it? On a quarterly basis, so they're growing at a faster base. It's 34, so they're roughly

1:39.6

at $136 billion a year. I'm talking about last year's numbers. Yeah, but you know who's even

1:43.8

bigger than them in profit? One of your favorite companies. This can't be Microsoft?

1:48.0

The Republic. Microsoft? No, who's your favorite company? That's probably... Invidia.

1:52.0

NVIDia. Yeah, yeah, yeah. It's my people, you know? Envidia right now on a quarterly basis,

1:58.0

42.96 billion in net income, so they're roughly at 171 billion going forward. I don't think it's being stopped. Dude, I checked my Anthropic bill this morning. The last week we talked, Friday we talked, today's only Tuesday. Friday we talked about how much you guess it was. I guess it was going to be around $6,000 this. As of this morning, today's the end of the month. I checked it checked in 7,500. So what's going to happen now?

2:18.8

I think we're going to be paying more and more for Nvidia, because here's the thing. I told you last week that I had my agents invade Slack. I'm still holding this mushroom. I'm going to tell you your story in a second. But I had the agents invade Slack. Today this morning, I'm starting to get messages from people. He's like, hey, I want my own Alfred.

2:32.8

I want my own.

2:33.4

Everyone wants their own Alfred, right?

2:35.0

I'm like, oh my God.

2:35.7

So I started looking at someone.

2:36.5

I was like, okay, I want my own Alfred. I want my own. Everyone wants their own

2:34.2

Alfred, right? I'm like, oh my God. So I started looking at someone. I was like, okay, I need to

...

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