Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
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摘要
(0:00) Gavin Baker and Travis Kalanick join the show!
(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC
(22:51) Future of the Democratic Party, the Israel issue, social media bans
(45:12) China's open-source AI catch up, distillation, OpenAI's new chip
(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
(1:10:17) The math behind distributed compute and datacenters in space
(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price
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