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Episode Mentions
Prof G Markets · May 14, 2026
AI Skeptic: This Business Makes No Sense
“Had $1B+ GPU order from Oracle canceled; holding billions in unused Nvidia inventory with no buyers”
AI Revenue Recognition and Accounting PracticesData Center Buildout and Infrastructure ConstraintsAI Model Inference Economics and Cost Structures
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This Week in Startups · Mar 25, 2026
$2.5B Chip Heist, The Future of American AI, and Purpose-Built Robots | This Week in AI Ep 6
“Company whose co-founder was involved in $2.5B chip smuggling operation to China”
Purpose-built robotics vs humanoid robotsGPU hardware competition and vendor lock-inChina chip smuggling and export controls
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