Dec. 1, 2025
Is Nvidia In Trouble?
While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction.
- Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC)
- TPUv7: Google Takes a Swing at the King (SemiAnalysis)
- Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC)
- OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes)
- Netflix kills casting from phones (The Verge)
- Top consultancies freeze starting salaries as AI threatens ‘pyramid’ model (FT)
- Data Centers Are a ‘Gold Rush’ for Construction Workers (WSJ)
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