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We have the nomination for the next FCC chair. More hype around smartglasses. About that Jake Paul/Mike Tyson fight on Netflix. Is YouTube now the king of the podcast ecosystem? And a deeper dive on how AI is giving Wall Street a brand new window into the startup ecosystem.
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The episode kicks off with President-elect Donald Trump's nomination of Brendan Carr, an FCC commissioner since 2012, to become the next FCC chair. Carr is noted for his fight for free speech and regulatory reform. Trump and Carr advocate for the FCC to regulate Big Tech more stringently, including a potential overhaul of Section 230, which could restrict content moderation practices by platforms. Moreover, Carr supports expanding broadband access, particularly through competitive satellite services like SpaceX's Starlink.
There's considerable buzz around smart glasses, with Samsung poised to release its own model in Q3 2025, powered by Qualcomm’s AR1 chipset. Rumors suggest that these upcoming XR glasses will share specs with Ray-Ban’s smart glasses but are expected to forgo a display. Instead, they would focus on AI functionalities such as gesture and human recognition, hinting at more advanced capabilities than current models available in the market.
In an unexpected turn, the Jake Paul versus Mike Tyson boxing match streamed live on Netflix attracted 60 million households, peaking at 65 million concurrent streams, potentially making it the most-watched event of the year. However, many viewers experienced significant streaming issues, highlighting Netflix's challenges with live events due to their content delivery network's limitations. The company is reportedly making investments to bolster its live event streaming capabilities.
A new survey indicates that YouTube has surpassed both Spotify and Apple Podcasts as the leading platform for weekly podcast listeners in the U.S. This shift towards video podcasts is redefining the podcast landscape, forcing traditional audio giants to adapt. YouTube's rise is attributed to strategic investments made during the pandemic, which resulted in significant growth in video podcast viewership.
Nvidia faces issues with overheating in its Blackwell GPUs, essential for AI growth, raising concerns among customers about production delays. Despite these challenges, Wall Street banks are seizing the moment, recognizing the AI boom's potential and predicting a massive influx of investments into the necessary infrastructure to support AI technologies. There’s an ongoing discussion about the long-term sustainability and monetization of investments in AI.
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