エピソード

  • #456 America Run by Lawyers, China by Engineers, Says Expert. Who Will Win?
    2025/12/10

    excerpts from a Bloomberg Television broadcast, primarily featuring interviews and news segments focused on global finance, geopolitics, and technology. The discussion covers the volatility of Bitcoin and the broader cryptocurrency market, with experts weighing in on the implications of a recent selloff and the asset class's future. Additionally, the segments address the geopolitical landscape, including peace talks between the U.S., Russia, and Ukraine, along with a complex analysis of the economic competition between the U.S. and China, particularly concerning the development and dominance of artificial intelligence. Other segments touch on U.K. politics following a budget controversy, supply chain issues affecting Airbus and the airline industry, and regional tensions involving Taiwan, China, and Japan.

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    16 分
  • News: $143 BILLION OpenAI LOSS, IndiGo Share CRASH 10%, LIC STAKE SALE & Sensex TANK
    2025/12/10

    comprehensive overview of global business and financial news, covering a diverse range of topics and market movements. Key discussions include the cancellation of a major media rights deal by Jio Star, partly due to losses and changes in the advertising landscape, and the significant drop in IndiGo's share price following negative public sentiment and operational issues. The source also examines the financial strategies of major tech players, noting OpenAI's massive projected negative free cash flow as it continues to burn cash to grow its business, and Google's challenge to Nvidia's dominance through its investment in rival chip technology (TPUs) by partnering with Anthropic. Furthermore, the news report touches on China's expanding trade surplus, the increasing adoption of Starlink in India, and domestic regulatory issues concerning digital gold and the storage of physical Aadhaar card copies.

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    8 分
  • #455 Why Electricity is Holding Africa Back
    2025/12/09

    examines the critical role of electricity access in Africa's economic development, asserting that the continent's lack of reliable power is a major obstacle to industrialization and GDP growth. The video highlights that approximately 80% of the global population without electricity lives in Africa, despite the continent's vast natural resources and young workforce. Several factors, including the high cost of large energy projects, political instability, corruption, and unjustifiably high interest rates on loans, are presented as major inhibitors to necessary investment. The transcript also details both government-led and grassroots efforts to increase power access, such as the construction of major dams and the rapid adoption of solar technology, while noting the controversy surrounding international pressure to prioritize renewable energy over potentially quicker fossil fuel solutions for industrial takeoff. Ultimately, the source argues that solving Africa's energy challenges is a global imperative that would lead to a more secure world.

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    12 分
  • #454 Chinese Nvidia' rival gets $4.5-tn IPO bids more than nivida market cap
    2025/12/08

    recent blockbuster IPO of Moore Threads, a Chinese GPU company frequently nicknamed "China's Nvidia." This company's success is framed within the context of a geopolitical struggle, emphasizing that US export restrictions on crucial Nvidia chips have forced Beijing to aggressively pursue domestic alternatives. The company was founded in 2020 by Zang Jianzong, who previously headed Nvidia’s China operations, and it has since secured massive state backing and political acceleration for its market debut. A major hurdle for Moore Threads is overcoming the technological gap and the global dominance of Nvidia's proprietary CUDA software ecosystem, which the Chinese company is attempting to counter by building its own developer platform named Musa. Ultimately, while Moore Threads may not challenge Nvidia globally anytime soon, its immediate and attainable goal is to become China's default domestic GPU supplier for the exploding AI infrastructure market.

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    11 分
  • #453 How sonic hedgehog saved nvidia from bankruptcy
    2025/12/07

    Nvidia's challenging origins and its current position as a leader in the AI industry. It explains how the company, co-founded by Jensen Huang, faced near-bankruptcy in 1996 after its initial graphics chip strategy failed, making them one of many struggling graphics companies at the time. A critical turning point occurred when Sega executive Shoichiro Irimajiri, despite Nvidia failing to deliver on a chip contract for the Dreamcast console, saw potential in Huang and convinced Sega to invest $5 million in the startup, providing a crucial six-month lifeline. This investment allowed Nvidia to develop a breakthrough chip, ultimately leading to the invention of the programmable GPU and its eventual transformation into a trillion-dollar AI powerhouse that now drives most artificial intelligence applications. The narrative emphasizes that the human connection and trust between Huang and Irimajiri were more critical to Nvidia's survival than its initial technology or business plan.

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    13 分
  • #452 Why silver soured 50 % this year
    2025/12/06

    material explains the numerous factors that drove silver prices to historical peaks in 2025, highlighting the metal’s dual function as both a volatile investment asset and an increasingly vital industrial metal. Unlike previous spikes, the current rally is strongly supported by high demand from modern technology, specifically electrification, solar energy, and AI applications, which are converting market surplus into a deficit. This industrial need combined with new U.S. tariffs creating supply tightness and a historic high in the gold-silver ratio that signaled undervaluation. Furthermore, a pivot by retail consumers—such as Indian farmers substituting expensive gold with more affordable silver—fueled shortages in global vaults and refineries. Despite its nickname as "the Devil’s metal" due to its volatility, market analysts suggest that sustained industrial requirements and declining mine production may support elevated prices for the foreseeable future.

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    15 分
  • #451 How instant ramen become 100 billion dollar industry
    2025/12/05

    global success of instant ramen, invented in 1958 by Japanese entrepreneur Momofuku Ando to combat widespread hunger following World War II. Ando's key breakthrough involved flash-frying the noodles to make them shelf-stable and easily rehydrated, fulfilling his goals of creating a product that was both inexpensive and simple to prepare. While Chicken Ramen was an initial hit due to its sheer convenience, Ando later innovated with the introduction of Cup Noodles in 1971, which eventually became even more popular than the original packaged product. This highly reproducible food quickly grew into a multi-billion dollar global commodity, consumed annually in the hundreds of billions of servings across large markets like China and the United States. Despite the commercial success of his company, Nissin, Ando remained committed to his original humanitarian mission, helping found the World Instant Noodles Association

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    15 分
  • How Elon musk become book worm to genius today
    2025/12/04

    companies spanning energy, software, and aerospace. The transcript highlights his almost unbelievable childhood reading habits, noting that he often consumed two books in a single day and later meticulously read the entire Encyclopedia Britannica multiple times. While this foundational knowledge gave him a photographic memory, it also contributed to feelings of isolation as his compulsive need to correct others led to friction with peers. Critically, the source links this intense self-education to his professional achievements, explaining that he became a self-taught rocket scientist by mastering textbooks and continuously asking deep, persistent questions of his hired engineers, such as Tom Mueller. The overview concludes by stressing that Musk sustains his wide-ranging expertise through a highly regimented schedule and a dedication to working over 100 hours every week.

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    6 分