
Vets - The Brave and the Bold, Jensen "Hung", DC Re-Loads, Tokenize "This"
This week, John and I covered a lot of ground, starting with NVIDIA, Jensen Huang, and what leadership risk can mean for a stock versus the underlying business. We also dug into the local-AI race, including Apple’s surprisingly strong position with Mac hardware, local model workflows, NVIDIA’s Jetson and DGX Spark options, and the broader question of whether serious AI workloads ultimately belong in the cloud or on your own machines. Along the way, we swapped notes on PC diagnostics and monitoring tools, from OCCT and HWiNFO to Dave Plummer’s TMOG, and talked through what it would actually take for individuals or small businesses to run meaningful AI workloads at home.
From there, we moved into markets, infrastructure, and culture: tokenized stocks, stablecoins, CoreWeave, and the economics behind renting GPU compute. We also spent time on media and politics, including reactions to commentary around Charlie Kirk, the broader state of public discourse, and concerns about where culture is heading. To close things out, we shifted into entertainment and geek territory with Godzilla Minus Zero, VisionQuest, Blade Runner 2099, and the major shake-up at DC Studios, including Jeremy Latcham’s arrival and what that could mean for the future of DC storytelling.
ChaptersShow 11
ClipsShow 3
Show notesShow 57
- Jensen sleeping with Chinese spy?https://x.com/ChrisRMcGuire/status/2118907457749533098?a=WVf2eGNdeuBffsDwv8c&s=19
- Jensen Apology Notehttps://x.com/KobeissiLetter/status/2119538027341164639?a=0QbCq9DwY7Y3zB72phM&s=19
- Jensen on selling into Chinahttps://x.com/dee_bosa/status/2119628216814149740?a=2mrWNUNylxqMYK05ysM&s=19
- NVDA without Jensen?https://x.com/twistartups/status/2119983061731361239?a=9AZR4gm-NYA3YsxYVIc&s=19
- Local AI AAPLhttps://x.com/Jason/status/2120351279088071163?a=D3XmgPjIe2hTV9mukGA&s=19
- Plummer Wargameshttps://x.com/davepl1968/status/2119976613706359169?a=VyOO8IyxAC5eqfBiof8&s=19
- Shared computehttps://x.com/Pirat_Nation/status/2119943619914146010?a=wfVlQz1jojUEDvET_0w&s=19
- Historical S&P 500 rises after midtermshttps://x.com/ARKInvest/status/2119063570918875285?a=YtGHaYgK_m_5fQ_CsZA&s=19
- TSLA, SPCX protest the tokenization of stocks.https://www.thestreet.com/crypto/markets/elon-musks-tesla-and-spacex-protest-nyse-parents-new-plan?taid=6af0f7f65609e00001422c00&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter
- CRWV Earningshttps://x.com/CoreWeave/status/2120264279245156454?a=k2_0tTmI45RZHSWdZts&s=19
- CRWV Interesting Takehttps://x.com/KyleReidhead/status/2120322446322499716?a=K6iTrhG1X71xuzqX7kM&s=19
- Cybertruck goes bye-byehttps://x.com/elonmusk/status/2118591788701421573?a=lb2jkpnc-83omjyAe-s&s=19
- Laser Wipershttps://x.com/firesidealpha/status/2120003153039179996?a=sg7F-t_7mwKtyGRKS8g&s=19
- Other lefty podcast Welch losing advertisershttps://x.com/DailyMail/status/2119849898522611861?a=CZsPbKUoKn3AcZ046Yk&s=19
- Chappelle on Kirkhttps://x.com/Breaking911/status/2119401220901401023?a=lm7AP5pSea39odGWgxw&s=19
- Chappelle 2https://x.com/LangmanVince/status/2119613620485075089?a=Nnwu-7st2TEiOeC_VZ8&s=19
- NJ Definition of Islamophobiahttps://www.njleg.state.nj.us/bill-search/2026/A1146/bill-text?f=A1500&n=1146_I1
- https://x.com/RobSchneider/status/2119175105809191107?a=XPpmMPiSqfCyiXYLA88&s=19https://x.com/RobSchneider/status/2119175105809191107?a=XPpmMPiSqfCyiXYLA88&s=19
- Meanwhile in CAhttps://x.com/koshercockney/status/2120172967418073534?a=9_wCJUPoe8hrrDuJi68&s=19
- NJEA DEIhttps://x.com/libsoftiktok/status/2119827058826289382/photo/1?a=7C5H-cTuyxhtvMpuHmQ&s=19
- Godzilla?https://x.com/imPatrickT/status/2117450351720984612?a=7JYCw10xIFJ6Aq4KlTo&s=19
- Gunn stepping downhttps://x.com/Variety/status/2119841351017676946?a=k0Q7YOFU-I1b5caeWcQ&s=19
- Zach Snyder to return to DC?https://x.com/T0pCravee/status/2119856536411353574?a=GsiLgTd5RzgjAG1QnQA&s=19
- Jeremy Latchemhttps://x.com/PaulAnleitner/status/2119931463864926498/video/1?a=5xofKaOzXuzIRk-EIME&s=19
- Marvel VQ Finalehttps://x.com/CultureCrave/status/2120263557011120235?a=qiZfNw8wIIABZ8Wos68&s=19
- Bladerunner 2099https://x.com/DiscussingFilm/status/2119839383889043797?a=-nWgbGuMUiNoL8-IT2A&s=19
- NVIDIAhttps://www.nvidia.com/en-us/
- Jensen Huanghttps://www.nvidia.com/en-eu/about-nvidia/governance/management-team/jensen-huang/
- NVIDIA Jetson Orin Nanohttps://developer.nvidia.com/embedded/jetson-modules/
- NVIDIA DGX Sparkhttps://www.nvidia.com/en-us/products/workstations/dgx-spark/
- Applehttps://www.apple.com/
- Apple Intelligence and Sirihttps://www.apple.com/apple-intelligence/
- Mac minihttps://www.apple.com/mac-mini/
- MacBook Pro Specshttps://www.apple.com/macbook-pro/specs/
- Intelhttps://www.intel.com/
- Ollamahttps://ollama.com/
- OCCThttps://www.ocbase.com/occt
- TMOG (Task Manager OG)https://tmog.org/
- HWiNFOhttps://www.hwinfo.com/download/
- Dave Plummer / Plummer's Software LLChttps://github.com/PlummersSoftwareLLC
- Secrets of the Autistic Millionairehttps://books.apple.com/us/audiobook/secrets-of-the-autistic-millionaire/id1811671404
- SETI@homehttps://setiathome.berkeley.edu/index.php
- CoreWeavehttps://www.coreweave.com/
- Milk Roadhttps://milkroad.com/
- Pivot Podcasthttps://podcasts.apple.com/us/podcast/pivot/id1073226719
- Turning Point USAhttps://tpusa.com/
- Project Veritashttps://www.projectveritas.com/
- Charlie Kirkhttps://www.charliekirk.com/
- The Charlie Kirk Showhttps://podcasts.apple.com/us/podcast/the-charlie-kirk-show/id1460600818
- Bill Maherhttps://www.billmaher.com/
- Godzilla Minus Zerohttps://godzilla.com/pages/godzilla-minus-zero
- Marvel Television's VisionQuesthttps://www.marvel.com/articles/tv-shows/marvel-television-visionquest-release-date?pubDate=20260513
- Blade Runner 2099https://www.primevideo.com/detail/0LB7N1ZYZ2AFOEXO5IJ1YUWQVF
- Skydance Press Release on Jeremy Latcham and DC Studioshttps://cms-corp.paramount.com/news/press/skydance-names-jeremy-latcham-president-and-chief-creative-officer-dc-studios
- James Gunnhttps://www.wbd.com/leadership/james-gunn/
- Zack Snyder's Justice Leaguehttps://www.dc.com/movies/zack-snyders-justice-league-2021
- Man of Steelhttps://www.dc.com/movies/man-of-steel-2013