In this episode Brandon Schuh breaks down Applied Systems' new AI Conductor and their CEO's message to a room full of add-on vendors that homegrown AI tools are a dead end, and Brandon explains why he thinks this moment marks Applied's peak. Then Brandon breaks down NVIDIA's push to make GPUs an insurable, financeable asset and why it reminds him of the credit default swaps behind 2008 and why it's one of the biggest stories in insurance and the economy right now.
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