Issue No. 18Week ending Sunday, May 3, 2026724 episodes · 3,185 write-ups
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AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN

With John Coogan, Jordi Hays · Sunday, May 3, 2026
Also discussed: Jensen Huang and George Hotz

This episode covers the Q1 2026 earnings of Google, Microsoft, Amazon, and Meta, analyzing their differing AI investment strategies and capital expenditures. It also delves into an optimistic outlook on AI's impact on job creation, refuting doomsday scenarios with arguments from Jensen Huang and George Hotz. Further discussions include the potential of AI in automated skin exams, benchmarks of frontier AI models on ARC AGI V3, and Amazon's experimental AI-generated product podcasts.

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Key takeaways

  • NVIDIA CEO Jensen Huang blasts what he calls "hurtful" warnings scaring young talent away from high-demand fields like radiology and software engineering, calling existential AI threats "ridiculous." Read more →
  • Amazon has launched an experimental initiative to create AI-generated podcasts where two AI hosts discuss products and take fictional listener questions, as reported by Katie at Business Insider. Read more →
  • Google's core search business proved surprisingly durable in Q1 2026, showing "unequivocally no" erosion from AI chatbots, despite the industry's rush into AI. This confirms that for giants, established revenue streams still anchor investments. Read more →

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