The episode discusses Nvidia's strong earnings, Connecticut's lawsuit against Kalshi, and insights from Anthropic's Dario Amodei on the software industry.
The AI trade roaring back on the heels of Nvidia’s blowout earnings and strong guidance. Connecticut Governor Ned Lamont on the state’s suit against Kalshi, the impact of Canadian tariffs, and how to lower energy costs for New Englanders. Plus, Anthropic’s Dario Amodei reassures the software industry, “we’re not interested in destroying anyone.”