March 6, 2025

Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update

Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.


In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered Alexa to eerily realistic voice models that left Chris feeling emotional. They explore the economic impacts rippling through the tech industry and beyond.


In this episode, you will:

  • Analyze NVIDIA's latest earnings and what they reveal about the state of the AI chip market
  • Examine potential tensions between Microsoft and OpenAI over AI model distillation
  • Evaluate Amazon's strategy to compete in AI through Alexa, despite lacking a frontier model
  • Experience the uncanny valley of next-generation voice AI that sounds shockingly human
  • Understand the current impact of AI on jobs, based on Anthropic's latest report
  • Consider how AI is reshaping tasks within jobs rather than fully automating entire roles
  • Reflect on whether this wave of AI disruption is truly different from past technological revolutions


Links from the Episode:

Ivan Landabaso Post on Anthropics AI & vJobs Report https://www.linkedin.com/feed/update/urn:li:activity:7300080128984817665/

TSP Positron and Groq Spotlight Episode

https://youtu.be/_brwk2wx8Ck 


The Pact

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Key links


Learn more about Chris and Yaniv

Work 1:1 with Chris: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://chrissaad.com/advisory/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Follow Chris on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrissaad/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Follow Yaniv on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/ybernstein/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Credits

Editor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Justin McArthur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Content Strategist: Carolina Franco 

Intro Voice: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jeremiah Owyang⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠