🎙 The podcast that simplifies tomorrow's tech, today. Hosted by @AlecJBurns and @JackODavies_ 🔗 https://nitter.cf/t.co/S2aMFNfsX1
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🎙 Untangling Web3
The podcast that simplifies tomorrow's technology, today.
Follow and subscribe to join our journey to untangle Web3.
Nvidia lost $600B+ at Thursday's open after Jensen Huang resigned, days after its board opened a probe into his link to a possible Chinese spy. Meanwhile Anthropic set an IPO range valuing it at up to $1.4 trillion. Quite a week.
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Takeaway: AI valuations lean on a few people and a lot of trust. When one of them goes, billions follow. Is Nvidia worth less without Jensen Huang?
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More from Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
Latest episode: youtu.be/3D3bVMrnlPY
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Up to $601 billion of Nvidia's value vanished at Thursday's open, with shares down as much as 14%, after Jensen Huang resigned. Market cap fell below $4 trillion for the first time since 2025. How much of the AI boom was priced on one man?
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Full story + our take 👇
bloomberg.com/news/articles/…
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
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Louis Régis says some prop firms never hedge, so trader risk goes uncovered. If all traders are long Bitcoin, a 10 to 20% jump can overwhelm the firm.
Bad hedging has closed firms.
Check out the full episode (link in the replies)
@louisregis
Louis Régis also explains why around a third of Propr's funded traders are AI agents and how they pass evaluations more often than humans.
youtube.com/watch?v=3D3bVMrn…
@AlecJBurns @JackODavies_
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Up to $1.4 trillion: that is the valuation Anthropic's IPO price range of $70 to $78 a share implies. Nvidia, Google and other giants are lining up $26 billion in a private placement alongside the listing. Suppliers and rivals, one shareholder list.
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Prediction: with suppliers and rivals all holding shares, nobody can afford to watch Anthropic stumble. Does that make AI competition friendlier at a valuation of up to $1.4 trillion? Expect people to disagree.
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Full story + our take 👇
decrypt.co/382939/anthropic-…
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
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Anthropic's revenue run rate hit $81 billion on 31 October, up $10 billion in a month. Now it is unveiling Claude Sheets, a video call assistant and a dashboard tool, many in beta, taking on Microsoft and Google. Both are backers. Bold move before an IPO?
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Full story + our take 👇
bloomberg.com/news/articles/…
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
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Louis Régis expects a personal AI companion to watch your Hyperliquid trades live and flag oversized risk.
Revenge trading means chasing losses. Would you listen to the warning?
Check out the full episode (link in the replies)
@louisregis
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Louis Régis also covers why around a third of Propr's funded traders are AI agents and how they pass evaluations at higher rates than humans.
youtube.com/watch?v=3D3bVMrn…
@AlecJBurns @JackODavies_
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Nvidia CEO Jensen Huang has admitted an affair with a former Megaspeed executive. A memo circulating among US policymakers claims China's Ministry of State Security recruited her to spy on him. Nvidia's board has launched an independent investigation.
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Nvidia's chips sit at the centre of the AI race between the US and China, and Huang seems close to President Donald Trump. My bet: he keeps the job, because the board already says it has confidence in him. Will Washington accept that?
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Full story + our take 👇
techcrunch.com/2026/11/08/nv…
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
