Nvidia $5T

Nvidia $5T

Oct 29, 2025 21m

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Episode Description

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware? Uber Eyes Fleet of 100,000 Nvidia-Based Robotaxis Beginning 2027 (Bloomberg) OpenAI’s Promise to Stay in California Helped Clear the Path for Its IPO (WSJ) Grammarly is changing its name to Superhuman (The Verge) AI start-up Character.ai bans teens from talking to chatbots (FT) Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite (WSJ) 1X Neo is a $20,000 home robot that will learn chores via teleoperation (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

Nvidia Hits $5 Trillion Market Cap

In an exciting development, Nvidia has become the first company in history to surpass a $5 trillion market cap, driven by its recent announcements at the GTC conference, including a $1 billion investment in Nokia for a stake in the company. The episode highlights Nvidia's partnerships with Eli Lilly, Palantir, Lucid, and Uber, focusing on leveraging its technology to advance AI and autonomous vehicle platforms. Jensen Wang's remarks about the AI industry's maturity and Nvidia's ability to produce 20 million units of its latest chips were particularly noteworthy as they suggest the company's strong growth trajectory.

Grammarly Becomes Superhuman

Grammarly has officially rebranded itself as Superhuman following its acquisition of Superhuman Mail and Coda. The new Superhuman suite will include a range of tools that extend beyond grammar checking to provide an integrated A.I. assistant that enhances users' productivity across various applications. The transition reflects a significant shift in focus, emphasizing connectivity and advanced capabilities that allow users to interact with over 100 apps seamlessly.

Character.AI Restricts Access for Teens

Character AI, a startup known for its conversational AI products, is implementing new restrictions on underage users, limiting their usage to two hours a day and eventually moving towards a complete ban. This decision appears to be influenced by concerns over the potential effects of prolonged AI interactions on younger audiences, emphasizing the need for safer online experiences and the introduction of a nonprofit dedicated to studying user interactions with AI.

AI's Impact on White-Collar Jobs

The podcast discusses a troubling trend where major companies like Amazon, UPS, and Target are laying off thousands of white-collar employees, as they increasingly turn to AI to handle tasks traditionally managed by human workers. This shift not only reflects changing corporate strategies but also highlights a significant reduction in job opportunities in the professional sector, contributing to a sense of uncertainty for job seekers.

The Rise of Humanoid Robots

A new humanoid robot, Neo, developed by 1X, is now available for pre-order at a hefty price of $20,000. Despite its potential, the robot will require human teleoperators for many tasks and could raise privacy and security concerns. This development sparks debate on whether such technologies truly represent a breakthrough in automation or if they are merely incremental steps toward more advanced capabilities.