Nvidia Calms AI Bubble Fears, Raccoons Evolve Toward Domestication

Resources

Resources & Recommendations

Books

• "The Big Short" - This book was referenced in relation to Michael Burry, an investor famous for his short position on Nvidia.

Research & Studies

• Study on Raccoons in Urban Areas (Dr. Les, lead) - This study found that raccoons living near people in urban areas are showing early signs of domestication, with physical changes like shorter snouts.
• Bank of America Survey - This survey indicated that 45% of global fund managers cited an AI bubble as a top market risk.
• Paper in the journal "Evolution and Human Behavior" - This paper estimated when the first kiss happened, tracing it back tens of millions of years to a common ancestor of all large apes.

People Mentioned

• Michael Burry (Investor) - Referenced for taking out a short position on Nvidia and being famous from "The Big Short."
• Masayoshi Son (SoftBank Group) - Mentioned for selling SoftBank's entire stake in Nvidia to fund other AI investments.
• Peter Thiel (Investor) - Referenced for unloading his entire Nvidia stake, expressing skepticism about AI's world-changing potential.
• Gustav Klimt (Painter) - Mentioned as the artist of a portrait sold at auction for a record price.
• Elizabeth Lederer (Subject of Klimt's painting) - Her story of evading the Nazis by claiming Klimt as her father was recounted.
• Leonardo da Vinci (Painter) - Referenced as the artist of the most expensive painting ever sold at auction.
• Frida Kahlo (Artist) - Her self-portrait was mentioned as potentially becoming the most expensive artwork by a female artist ever sold at auction.
• Dick Advocaat (Dutch Soccer Coach) - Mentioned as the 78-year-old coach of Curaçao's national team, set to become the oldest person to coach at a World Cup.
• Dr. Matilda Brindle (Oxford University) - Lead researcher of the paper on the history of kissing, emphasizing the importance of studying the behavior.
• Adriana Lemira (Warwick University) - A scientist who offered a different, more specific definition of kissing in humans.

Organizations & Institutions

• OpenAI - Mentioned as one of the companies Nvidia spent the quarter announcing deals with.
• Anthropic - Mentioned as one of the companies Nvidia spent the quarter announcing deals with.
• Intel - Mentioned as one of the companies Nvidia spent the quarter announcing deals with.
• Oracle - Mentioned as one of the companies Nvidia spent the quarter announcing deals with, and as an AI name whose stock was down.
• Microsoft - Mentioned as one of the companies Nvidia spent the quarter announcing deals with, and as an AI name whose stock was down.
• Palantir - Mentioned as one of the companies Nvidia spent the quarter announcing deals with, and as an AI name whose stock was down.
• Nokia - Mentioned as one of the companies Nvidia spent the quarter announcing deals with.
• SoftBank Group - A Japanese investor that sold its stake in Nvidia.
• Sotheby's - The auction house that sold a Gustav Klimt portrait and a solid gold toilet.
• United Talent Agency (UTA) - The agency signed by the Parmigiano Reggiano consortium to secure product placements.
• Parmigiano Reggiano Consortium - The organization that signed with UTA to promote the cheese in media.

Websites & Online Resources

• StockX - A resale marketplace that linked up with Kashi to launch product event contracts for wagering on collectible prices.
• Kashi - A prediction market that partnered with StockX for product event contracts.

Other Resources

• "America" (Solid gold toilet by an unnamed artist) - A fully functional solid gold toilet that sold for $12 million at auction.
• Banana taped to a wall - An artwork by the same artist who created the gold toilet, which sold for $6.2 million.