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333. Nvidia's RTX 6090 Pivot? AI Bubble Timing & Intel Q3 Earnings | Prof G Markets

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Manage episode 516133133 series 2513658
Content provided by Bleav + Broken Silicon and Moore's Law Is Dead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bleav + Broken Silicon and Moore's Law Is Dead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ed Elson of Scott Galloway’s Markets Podcast joins to discuss the AI Bubble bursting, how that would affect Nvidia, and Intel’s future…
[Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ]
[SPON: "brokensilicon“ at CDKeyOffer = $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ]

00:00 Why does legacy media struggle to be authentic?
8:28 Intel’s Q3 Earnings Pop – Low Expectations?
24:22 Can America win AI just by spending more? (No Seriously)
31:09 AI Bubble Explained
40:52 Dotcom Bubble vs AI Bubble
46:17 Are we just Edgelord Haters?
51:09 How will the Bubble BURST?
1:05:46 Who will suffer from AI Bursting?
1:18:42 Nvidia Buying Intel, Jensen's RTX 6090 Pivot?

Check out Prof G Markets: https://www.youtube.com/@TheProfGPod
https://futurism.com/artificial-intelligence/aws-outage-amazon-fired-workers-ai
https://www.intc.com/news-events/press-releases/detail/1753/intel-reports-third-quarter-2025-financial-results
https://x.com/mooreslawisdead/status/1981828635104264557
https://www.tipranks.com/news/amd-promises-mi450-will-be-the-best-solution-available-on-the-market-should-nvidia-be-scared
https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html
https://www.youtube.com/watch?v=Oeepx2ZLrCA


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

337 episodes

Artwork
iconShare
 
Manage episode 516133133 series 2513658
Content provided by Bleav + Broken Silicon and Moore's Law Is Dead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bleav + Broken Silicon and Moore's Law Is Dead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ed Elson of Scott Galloway’s Markets Podcast joins to discuss the AI Bubble bursting, how that would affect Nvidia, and Intel’s future…
[Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ]
[SPON: "brokensilicon“ at CDKeyOffer = $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ]

00:00 Why does legacy media struggle to be authentic?
8:28 Intel’s Q3 Earnings Pop – Low Expectations?
24:22 Can America win AI just by spending more? (No Seriously)
31:09 AI Bubble Explained
40:52 Dotcom Bubble vs AI Bubble
46:17 Are we just Edgelord Haters?
51:09 How will the Bubble BURST?
1:05:46 Who will suffer from AI Bursting?
1:18:42 Nvidia Buying Intel, Jensen's RTX 6090 Pivot?

Check out Prof G Markets: https://www.youtube.com/@TheProfGPod
https://futurism.com/artificial-intelligence/aws-outage-amazon-fired-workers-ai
https://www.intc.com/news-events/press-releases/detail/1753/intel-reports-third-quarter-2025-financial-results
https://x.com/mooreslawisdead/status/1981828635104264557
https://www.tipranks.com/news/amd-promises-mi450-will-be-the-best-solution-available-on-the-market-should-nvidia-be-scared
https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html
https://www.youtube.com/watch?v=Oeepx2ZLrCA


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

337 episodes

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