Tech
Why Silicon Valley Is In Another Tech Bubble | CNBC
Nick Bilton, New York Times, explains why Silicon Valley is in a technology bubble.
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Why Silicon Valley Is In Another Tech Bubble | CNBC
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Meta has launched Muse Spark, its most powerful AI model yet and the first major product from Chief AI Officer Alexandr Wang’s newly formed Meta Superintelligence Lab. The release comes as the company ramps capital expenditures to as much as $135 billion this year, nearly double last year’s spend, raising the stakes for every product that emerges from Wang’s lab. Unlike Meta’s previous open-source Llama models, Muse Spark will be proprietary, with plans to eventually offer paid API access, opening a potential new revenue stream. Meta says larger, more capable models are already in development and that Muse Spark is just the foundation on the road to what Zuckerberg and Wang call “personal superintelligence.” CNBC’s Julia Boorstin explores why this launch is such a big deal for Meta.
Reporter: Julia Boorstin
Produced by: Stephen Desaulniers
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, Meta
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Why Meta’s New AI Model Is Such A Big Deal
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Job-seeking impostors, including deepfakes, are exploiting the remote work trend, defrauding U.S. companies and potentially threatening U.S. national security, according to experts.
While fraudulent job seekers can originate from anywhere, fake candidates with ties to North Korea have drawn significant headlines in recent months.
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With EV sales faltering and forecasts lowered, automakers are looking for ways to sell the batteries they are making. CNBC’s Robert Ferris breaks down how and why automakers including General Motors and Ford are investing in a new industry.
Producer: Robert Ferris
Editor: Natalie Rice
Animation: Jason Reginato
Senior Managing Producer: Tala Hadavi
Additional footage:Ford, Getty Images, GM, Redwood Materials, Tesla
Additional sources: Benchmark Mineral Intelligence, Carnegie Mellon University, Wood Mackenzie
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Why Automakers Want To Power AI Data Centers
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Over the past decade, TJX Companies has nearly doubled its annual sales, crossing the $50 billion mark in fiscal 2024. Consumers are drawn to T.J. Maxx, Marshalls and HomeGoods for their ability to find name brands at a discount and the treasure hunt-like nature of its shopping experience. Experts credit the brand for destigmatizing the discount shopping. Watch the video to learn how T.J. Maxx won over the American consumer.
Chapters:
0:00 Introduction
1:20 Chapter 1: Consumer perception is key
3:45 Chapter 2: Finding the right product
6:20 Chapter 3: Sustaining growth
Produced and shot by: Ryan Baker
Edited by: Kevin Heinz
Senior Managing Producer: Tala Hadavi
Animation: Jason Reginato, Christina Locopo
Additional Footage: Getty Images
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How T.J. Maxx Disrupted The Retail Industry
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There’s a new bottleneck in the AI chipmaking process that happens almost entirely in Asia right now: advanced packaging. It connects smaller chips together into a larger chip like a GPU, so it can communicate with data centers and more. As Nvidia books the majority of capacity, TSMC prepares to break ground on its first U.S. packaging plants, and Elon Musk taps Intel for ambitious custom chip plans in Texas. CNBC got an exclusive interview with TSMC and toured an Intel packaging plant in Arizona to find out exactly how advanced packaging works and why capacity is ramping up fast.
Chapters:
00:00 – Introduction
2:25 – Rise of advanced packaging
5:57 – From 2D to 3D
10:39 – U.S. packaging capacity
Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Camera by: Marc Ganley, Tony Puyol
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
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Nvidia Booked The Majority Of TSMC’s Capacity Of A Crucial Chipmaking Step
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@MrTeetec
December 25, 2023 at 2:12 am
1:04 didnt age well
@karlaxel7358
December 25, 2023 at 2:12 am
He’s right, just 5 years early
@jarrodyuki7081
December 25, 2023 at 2:12 am
its an oligarchy.
@akashjhaveri2541
December 25, 2023 at 2:12 am
Sober reminder of the fact that perhaps the only way to succeed in markets/investing/capitalism is humility. "Keep your money in the mattress" and we're already in 2020!
@theepicfailgamer6317
December 25, 2023 at 2:12 am
Hypocrite
@choichoiaddoil
December 25, 2023 at 2:12 am
but you miss all the gain from the uptrend.
@jjledesma2204
December 25, 2023 at 2:12 am
Each "unicorn" is it's own bubble. The giants like Google, FB, Cisco, Adobe…. they are not in a bubble.
@dhruvitpatel5945
December 25, 2023 at 2:12 am
So it's 4/25/2018 and I have not seen any tech bubble pop between 10/12/2015 and 4/25/2018. Awesome prediction Nick Bilton.
@sammy50001
December 25, 2023 at 2:12 am
Maybe this guy can actually afford a shirt that fits he if didn't put money into his mattress to rot.
@drewconway7135
December 25, 2023 at 2:12 am
1:29 “…back in 1999 there was only a few hundred million people in the US on the internet.” Wait, what? Only a few hundred million people? The US now has about 330 million people. Dude’s stoopid.
@bigdadynickable
December 25, 2023 at 2:12 am
I think I would have to disagree the high-tech industry is nowhere close to a tech bubble . The reason why I say this is looking like what happened to the tablets when they first came out on the market every single week a new tablet was coming out and it made the other tablet last week old . every single country has a high-tech industry and they're all in one big competition if country X invents something country y copies it and sells it . the high-tech industry in any country would be lucky to have themselves in a bubble this is nowhere close to a bubble .
@kansasthunderman1
December 25, 2023 at 2:12 am
I agree with everything he's saying, but he looks like he just got out of bed and he should have gotten a shower and shave before the interview.
@TaggsR85
December 25, 2023 at 2:12 am
Unfortunately the media has screwed their reputation lately so who knows what's real anymore.
@samsmith1580
December 25, 2023 at 2:12 am
OMG. That woman at the end is like Soooo annoying.
@MrDurcon
December 25, 2023 at 2:12 am
Well that was idiotic advise.
@Btt8
December 25, 2023 at 2:12 am
Back in 99 there were only a few hundred million people on the internet in the U.S?? What?? 🤔🤔🤔
@user-ot1ur9so2y
December 25, 2023 at 2:12 am
I hope the tech bubble crashes soon. places like palo alto and mountain view are way overvalued.
@Str1000ac
December 25, 2023 at 2:12 am
Tech Bubble … people buy stocks because they think they will sell them at a higher price. Nobody wants to hold those shares permanently because they will never pay dividends. That's how ponzi sheme works.
@GeedanUK
December 25, 2023 at 2:12 am
I completely agree with these absurd valuations. 70% (no source, just my observations, nevertheless my point is :high percentage) of these unicorns have NO concrete revenue stream.