While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction.
Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC)
TPUv7: Google Takes a Swing at the King (SemiAnalysis)
Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC)
OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes)
Netflix kills casting from phones (The Verge)
Top consultancies freeze starting salaries as AI threatens ‘pyramid’ model (FT)
Data Centers Are a ‘Gold Rush’ for Construction Workers (WSJ)
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22:46
(BNS) Susan Lyne Part 2
We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures.
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51:22
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51:22
(BNS) Susan Lyne Part 1
I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helping startup Gilt Group, and her current role as the managing partner of the VC firm BBG Ventures. But, holy how. Susan also launched and oversaw the golden era of Premiere Magazine. She was the CEO of Martha Stewart Living Omnimedia when Martha had to step away to, you know, go to prison. And she was the President of ABC Entertainment. She oversaw the development of shows like Grey’s Anatomy and Lost. So, like, yeah. We needed to do two episodes. So this is part one, with the great, Susan Lyne.
Chapters
00:00 From Boston to Berkeley: A Transformative Journey
08:00 The Rise of Alternative Media: Village Voice Era
16:06 Hollywood Calling: The IPC Films Experience
23:12 Launching Premier Magazine: Inside Hollywood
36:14 Navigating the ABC Landscape: A New Era
40:28 Developing Grey's Anatomy And Lost
Takeaways
Susan's upbringing in Boston shaped her perspective on expectations and identity.
Her time at UC Berkeley was transformative, exposing her to diverse ideas.
Freelancing in journalism helped her develop a passion for storytelling.
Working at City Magazine under Francis Ford Coppola was a unique experience.
The Village Voice was a golden era for alternative media in New York.
Susan's transition to Hollywood was driven by her love for storytelling.
Premier Magazine aimed to provide in-depth insights into the film industry.
At ABC, she focused on creating shows that appealed to women.
Susan learned the importance of having a supportive partner in leadership.
Her experience at ABC taught her valuable lessons about resilience and change.
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55:13
Polymarket Is Street Legal
Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition. And for reasons I’ll explain, the Weekend Longreads Suggestions.
Trump aims to boost AI innovation, build platform to harness government data (Reuters)
Polymarket Secures CFTC Approval for Regulated U.S. Return (CoinDesk)
In Las Vegas, Kalshi Is King (The Information)
Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees (CNBC)
Amazon’s Starlink competitor is launching with ‘world’s fastest satellite internet antenna’ (The Verge)
RAM prices are so out of control that stores are selling it like lobster (The Verge)
Weekend Longreads Suggestions:
Kicking Robots (Harper's Magazine)
The Pentagon Can’t Trust GPS Anymore. Is Quantum Physics the Answer? (WSJ)
I’m officially done with YouTube Kids (The Verge)
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22:22
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Is OpenAI In Trouble?
Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren’t asking. And is Google soaring because they also might be able to go after Nvidia’s chip throne?
Anthropic introduces cheaper, more powerful, more efficient Opus 4.5 model (Ars Technica)
ChatGPT's new shopping research tool is fast, fun, and free - but can it out-shop me? (ZDNet)
Nvidia’s ‘I’m Not Enron’ memo has people asking a lot of questions already answered by that memo (The Verge)
Google Further Encroaches on Nvidia’s Turf With New AI Chip Push (The Information)
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