NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan
November 28, 2025
1 hr 1 min
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467 of 537
November 28, 2025
NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan
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Alex Kantrowitz Episodes Around November 28, 2025
Episode 467 of 537 — walk the feed in the order it was published.
NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan
Summary
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the criticism 7) HSBC on how much OpenAI needs to earn to cover its investments 8) Thinking about OpenAI's advertising business 9) ChatGPT users lose touch with reality 10) Ilya Sustkever's mysterious product and revenue plans 11) X reveals our locations
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