$NVDA's earnings, media economics in the AI era, Farcaster's mega crypto round, and more! | E1954

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Timestamps:

(0:00) Jason and Alex kick off the show

(1:50) Nvidia earnings for First Quarter Fiscal 2025

(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist

(14:32) Continuing discussion on Nvidia's earnings

(22:39) News Corp and OpenAI strike ‘multi year global partnership’

(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at http://mercury.com

(30:51) Apple News+ is driving big numbers for The Daily Beast

(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more.

(40:14) Wearable AI startup Humane is exploring a sale

(50:56) Windows Recall

(1:08:45) Farcaster raises $150M: Is crypto making a comeback?

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Links and articles from show:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

https://techcrunch.com/2024/05/21/farcaster-a-crypto-based-social-network-raised-150m-with-just-80k-daily-users/

https://gizmodo.com/humane-ai-pin-selling-billion-1851493143

https://www.semafor.com/article/05/19/2024/as-clicks-dry-up-for-news-sites-could-apples-news-app-be-a-lifeline

https://www.wsj.com/business/media/openai-news-corp-strike-deal-23f186ba?mod=latest_headlines

https://s201.q4cdn.com/141608511/files/doc_financials/2025/Rev_by_Mkt_Qtrly_Trend_Q125.pdf

https://x.com/dsiroker/status/1792956339515273537

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Thank you to our partners:

(12:53) Zendesk - Get six months free at http://www.zendesk.com/twist

(29:21) Mercury - Join 200K startups who use Mercury to operate at their best at ⁠http://mercury.com⁠

(39:03) HiddenLayer - HiddenLayer’s AI Detection & Response Solution secures your Generative AI & LLMs from malicious attack. Visit https://HiddenLayer.com/TWiST to learn more. *

Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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