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333. Nvidia's RTX 6090 Pivot? AI Bubble Timing & Intel Q3 Earnings | Prof G Markets
Manage episode 516133133 series 2513658
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.
337 episodes
Manage episode 516133133 series 2513658
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.
337 episodes
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