Episode
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
- Podcast
- The Circuit
- Published
- Mar 2, 2026
- Duration seconds
- 3693
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/26f5f6ca
Actions
POST https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-circuit-5928182/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of these developments for the semiconductor market, the rise of AI agents, and the future of SaaS. The conversation highlights the importance of profitability, strategic partnerships, and the evolving competitive landscape in the tech sector.