FT: “Nvidia dominates the market for the powerful chips that underpin generative artificial intelligence, potentially the most transformational technology since the Industrial Revolution….Yet author Stephen Witt says this extraordinary success must be tormenting Nvidia’s founder and chief executive, Jensen Huang. “It’s hard to be Jensen day to day. It’s almost nightmarish. He’s constantly paranoid about competition. He’s constantly paranoid about people taking Nvidia down,” says Witt, whose thrilling and detailed account of Nvidia’s rise, The Thinking Machine, was…named Financial Times and Schroders Business Book of the Year…In the interview, he wonders whether “the book could respond to the reader, meet the reader in the middle in some way, understand where the reader’s at in their own knowledge, and then, on the fly, using AI, generate a unique bespoke text that speaks directly to their concerns”. In this world, “the book moves from being a static printed object to maybe a more dynamic [product], almost like a knowledge database, and I can even use feedback from readers to go do new reporting and answer reader concerns”.”
Implicator: “Werner Vogels ends his 14-year keynote streak by handing out printed newspapers and warning developers about “verification debt.” His parting message: AI generates code faster than humans can understand it. The work is yours, not the tools.”
Mint: “VCs favour technologists, not hustlers, in India’s new AI, deep-tech wave…Startups spun out of IITs, research labs, and patent-heavy teams are attracting more funding as investors prioritise technical depth over execution-first founders.”
Bloomberg: “Markets are deeply tied up with puzzles, wagers and games. Ask a hedge fund manager and a blackjack player how much money to put on a bet, and there’s a good chance they’ll both lean on a mathematical formula called the Kelly criterion. Ask a stock analyst if Nvidia Corp. is a buy, and she might remind you of economist John Maynard Keynes’ description of the market as a beauty contest where the judges have to guess whom the other judges will like best. Games can be tools for understanding what action to take amid complexity and uncertainty…Many investment pros are passionate game players and puzzle solvers. What they get from their pastimes varies widely. Poker teaches risk management and emotional regulation. Crosswords are exercises in pattern recognition and understanding how other people think. Sports, too, can be a mental training ground.”
