SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush
Episode Description
TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang.
Articles discussed on this episode:
https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-models
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Chapters:
00:00 - Introduction
01:13 - SpaceX First Earnings Report & Starlink Mobile Ambitions
15:31 - AMD Drops After Earnings Despite 50% Revenue Growth
27:10 - China’s New AI Gold Rush: World Models