Episode 575: UI blizzard

This week, we discuss NVIDIA going consumer, Microsoft Build, and the Anthropic/OpenAI IPO race. Plus, does credit card insurance work?

Watch the YouTube Live Recording of Episode 575

Runner-up Titles

Who Wins AI?
Models vs. Middleware
Jensen After Dark
Once again, robots
Why is this something you talk about in a keynote?
Could this have been an app?
Defeating Apple, the sword in the stone
Your tokens are my margin
Prisons, schools and military - what is the Venn diagram?
Every enterprise is unhappy in their own way

Rundown

Nvidia

NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI
Nvidia's N1X Apple Silicon rival is two years behind
Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors
Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity
AI server demand drives staggering revenue growth for Dell and its stock soars

Microsoft Build

Microsoft Build 2026: Be yourself at work
Microsoft Build Live Blog
Microsoft