{"podcast":{"title":"The Silicon Insider","slug":"the-silicon-insider-1276858","podcast_index_feed_id":1276858,"rss_url":"https://anchor.fm/s/2db6ad8c/podcast/rss","website_url":"https://www.thesiliconinsider.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/7569467/7569467-1674071503672-e1ca92640a169.jpg","author":"Pacific Light Media","episode_count":248,"summary":"Join The Silicon Valley Insider Michael S. Malone and special contributor Scott Budman for a weekly deep dive into the latest in business and tech news.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/the-silicon-insider-1276858"},"episode":{"title":"NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble","slug":"nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble","published_at":"2026-03-20T16:42:00+00:00","page_url":"https://stenobird.com/podcast/the-silicon-insider-1276858/nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble","show_page_url":"https://stenobird.com/podcast/the-silicon-insider-1276858","url":"https://podcasters.spotify.com/pod/show/silicon-insider/episodes/NVIDIA-GTC-The-Trillion-Dollar-Revenue-Forecast--The-Memory-Bubble-e3gni9c","audio_url":"https://anchor.fm/s/2db6ad8c/podcast/play/117212908/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-20%2F420413022-44100-2-ccf68795e0429.mp3","summary":"From NVIDIA's trillion-dollar dreams to the surging \"AI memory\" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley history. We dive into the $1 trillion revenue forecast, the end of interest rate cuts, and why Uber is betting $1.25 billion on Rivian while Tesla faces a major software recall. Plus, is Bitcoin's slide under $70k a warning for speculative investors?","meta_description":"From NVIDIA's trillion-dollar dreams to the surging \"AI memory\" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley history…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1427,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-silicon-insider-1276858/episodes/nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-silicon-insider-1276858/nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}