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    Self-promo

    Podcast episode on AI lab revenue, Nvidia supply and AI capex

    A post promoting the episode also mentions “millions of Nvidia agents to employees” among its talking points.

    Brad GerstnerBG
    1 Source, 2h ago, first seen 2h ago

    TLDR

    A post promotes a podcast episode touching on AI lab revenue, an Nvidia supply “unlock” and AI capex, or capital spending. It also mentions “millions of Nvidia agents to employees,” without explaining what that phrase means.

    Combined views

    20.9K

    1 Source, first seen 2h ago

    253 likes25 comments90 saves22 reposts

    Combined views

    20.9K

    1 Source, first seen 2h ago

    253 likes25 comments90 saves22 reposts
    Image: @altcap on X

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    Sentiment

    Positive——Negative

    Summary

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    1 Source

    Brad Gerstner@altcapPod up! Some good nuggets on lab revs, Nvidia supply unlock, AI capex & millions of Nvidia agents to employees as we enter the singularity & recursive flywheel starts spinning. 🧐🇺🇸🚀 @JensenHuang @BG2Pod2h
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    1 Source

    Brad Gerstner@altcapPod up! Some good nuggets on lab revs, Nvidia supply unlock, AI capex & millions of Nvidia agents to employees as we enter the singularity & recursive flywheel starts spinning. 🧐🇺🇸🚀 @JensenHuang @BG2Pod2h
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