Platform Bets: Apple, Google, Microsoft Comparisons

This episode is sponsored by Airia. Get started today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠airia.com⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join Jason Howell and Jeff Jarvis as they cover Nvidia's GTC expo and its trillion dollar AI chip ambitions, Meta's latest round of layoffs and its fading Metaverse, OpenAI acquiring Astral to sharpen its coding focus, and whether an AI resurrection of Val Kilmer for an indie film crosses any lines.

Intelligence — AI and Humanity: https://medium.com/whither-news/intelligence-ai-and-humanity-d8c5d6cda6ef

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

• 0:00:00 - Start
• 0:04:20 - Nvidia Makes Trillion-Dollar Forecast at Annual Product Expo
• 0:07:26 - Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks
• 0:09:13 - Nvidia’s NemoClaw is OpenClaw with guardrails
• 0:10:19 - sama: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter.”
• 0:20:56 - Nvidia's new DLSS 5 Brings Photo-Realistic Lighting To RTX 50-Series
• 0:22:51 - DLSS 5 clearly overwrites game characters with AI beauty standards, but Nvidia says devs have 'artistic control'
• 0:30:46 - Exclusive: Meta planning sweeping layoffs as AI costs mount
• 0:34:37 - Meta Delays Rollout of New A.I. Model After Performance Concerns
• 0:42:37 - OpenAI to Cut Back on Side Projects in Push to ‘Nail’ Core Business
• 0:49:46 - Val Kilmer Resurrected by AI to Star in ‘As Deep as the Grave’ Movie — First Look (EXCLUSIVE)
• 0:56:45 - Encyclopedia Britannica sues OpenAI over AI training
• 1:01:10 - Google’s Personal Intelligence feature is expanding to all US users
• 1:02:14 - You can now ask Google Maps ‘complex, real-world questions’ — and Gemini will answer
• 1:03:47 - Introducing “vibe design” with Stitch
• 1:04:31 - OpenAI's GPT-5.4 mini and nano launch - with near flagship performance at much lower cost
• 1:04:57 - Court temporarily allows Perplexity AI shopping 'agents' on Amazon
• 1:05:42 - Anthropic’s Claude AI can respond with charts, diagrams, and other visuals now
• 1:06:48 - Microsoft’s New AI Health Tool Can Read Your Medical Records and Give Advice

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