AI to the rescue (for now)

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Recorded20 Nov 2025

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Show notes

Nvidia reported earnings yesterday after markets closed, and it did not disappoint. Nvidia makes 90% of all chips used in AI. Tech stocks, including Nvidia, have been carrying a lot of weight in markets, and investors had started getting a little nervous about whether the AI boom was a bubble — but Nvidia's results have been pretty reassuring. Also: stale data from the Bureau of Labor Statistics and Japan's tensions with China.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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