Bubbles Don’t Really Give Way
Ep. 66

Bubbles Don’t Really Give Way

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Episode description

Apple might be building servers powered by M7 Ultra processors, S&P downgrades Oracle’s debt, and open-weights large language models narrow the gap with frontier models.

🔗 Links

0:00Apple Silicon servers
16:46SpaceX stock price
22:35Oracle debt downgraded
34:21Open LLMs narrow the gap