2026-01-03
The Circuit on YouTube
An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, and more
The Circuit on YouTube : X: @hobie_tweets , @howardlindzon , @buccocapital , and @benbajarin X: Hobie / @hobie_tweets : This is correct. Them not winning Apple, and they getting out-executed by Anthr...
2026-01-02
The Circuit on YouTube
An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. X: @hobie_tweets , @howard...
2025-09-27
Stratechery
Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search
Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other. X: @buccocapital , @howard...
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