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  • Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

    4 days ago

    Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

    (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine Come hang with the Besties at the All-In Summit | September 13-15: http://theallinsummit.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027 https://polymarket.com/event/largest-company-end-of-december-2026 https://www.cnbc.com/2026/08/18/treasury-yields-.html https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74 https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6 https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by

  • #375 Is Math The Key to Better Coding AI? With Tudor Achim, CEO at Harmonic

    2 days ago

    #375 Is Math The Key to Better Coding AI? With Tudor Achim, CEO at Harmonic

    AI capability in mathematics jumped before most people noticed, tackling Olympiad-level problems and unsolved research questions that had resisted attack for years. But the pattern of where AI succeeds and where it stalls is uneven and worth understanding. It's much better at grinding through cases to disprove something than at constructing an elegant, original proof. Anyone working with AI in a technical field runs into this same asymmetry. Where exactly is the boundary between tasks AI can already do reliably and ones that still need human judgment and creativity? Tudor Achim is the co-founder and CEO of Harmonic, an AI company building toward mathematical superintelligence. He previously led the machine learning team at Quora and co-founded and served as CTO of the autonomous driving company Helm.ai. Under Tudor, Harmonic's Aristotle system achieved gold-medal performance at the 2025 International Math Olympiad alongside systems from OpenAI and Google DeepMind — with every proof formally verified. In the episode, Richie and Tudor explore why AI is starting to outperform humans at advanced mathematics, the shift toward formally verified proofs using the Lean language, where AI already beats humans (finding counterexamples) versus where it still falls short (building elegant proofs), how human mathematicians' roles will change, why math capability gains spill over into better AI reasoning generally, and much more. Links Mentioned in the Show: • Tudor's TED Talk: "The Path to Mathematical Superintelligence" • Aristotle, Harmonic's reasoning system • Harmonic • The Erdős Problems • American Institute of Mathematics • Rich Sutton, "The Bitter Lesson" • Connect with Tudor: LinkedIn • AI-Native Course: Intro to AI for Work • Related Episode: Why AI Agents Haven't Taken Over Knowledge Work Yet, with Jennifer Smith, CEO of Scribe (exact URL pending — episode published Aug 17, 2026, too recent to be indexed yet; confirm link on datacamp.com/podcast before publishing) New to DataCamp? Learn on the go using the DataCamp mobile app Empower your business with world-class data and AI skills with DataCamp for business

  • Tim Cook steps down, Ternus takes over

    1 day ago

    Tim Cook steps down, Ternus takes over

    Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple’s Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by Stuff: Stuff helps you get everything out of your head and into a simple, elegant system—closing open loops and reducing mental stress. A simple to-do list for iPhone, iPad, and Mac, with powerful tools that make organizing, tracking, and checking off your tasks a whole lot more satisfying. Get Stuff done. New episodes of 9to5Mac Daily are recorded every weekday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they’re available. Stories discussed in this episode: Today is Tim Cook's last day as Apple CEO, Ternus takes over Phil Schiller steps down from App Store and Apple events Read Tim Cook's full memo to Apple employees on his last day as CEO Listen & Subscribe: Apple Podcasts Overcast RSS Spotify TuneIn Google Podcasts Subscribe to support Chance directly with 9to5Mac Daily Plus and unlock: Ad-free versions of every episode Bonus content Catch up on 9to5Mac Daily episodes! Drop us a line at happyhour@9to5mac.com. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show.

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