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Capnion, Inc.

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February 25, 2025
Alexander Mueller

Why the NVIDIA call is so anticipated

February 25, 2025
Alexander Mueller

In this video, I outline why NVIDIA's earning call tomorrow is so anticipated. Specifically, it provides a hard data point about how #ArtificialIntelligence is going to impact society (or not) and provides a canary in the coal mine for a number of important geopolitical and financial trends.

February 25, 2025
Alexander Mueller

Alexander Mueller

4.5 and the optics of the hot new models
Elon Musk groups bids for OpenAI... AI corporate governance is weird
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