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The last few weeks have been chaos for the AI industry as it has grappled with sudden stock drops and climbs. The end result has been a foundation called into question as people have looked more closely at the viability of all the various promises and deals. In this, we dig through recent news and podcast appearances by AI company CEOs and through their commitments (or, in the case of Jensen, non-commitments) to understand the situation better. We also talk about the rumors of a canceled RTX 50 Super series GPU launch and delayed RTX 60 series graphics card release.

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TIMESTAMPS

00:00 - The Torture Will Continue Until Shareholder Value Improves
08:23 - Get the Tinfoil Hat and Red String Out
13:22 - Mmhmm
14:23 - Infinite Compute, Infinite Money
15:49 - The Moment It Began to Crumble
17:08 - TIMELINE of PROMISES
21:38 - One-Third of US Nuclear Power Promised
28:21 - Money in the Couch Cushions
33:48 - Canceling and Delaying Consumer GPUs
39:25 - Conclusion

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Steve Burke: Writing, Host
Mike Gaglione: Editing
Tim Phetdara: Editing
Ben Benson: Research