skinny.

Latest / trading places

NVIDIA's AI Empire: Chips, Startups, and Jensen Huang's Endgame

This week on Trading Places, Dave McClure and Aman Verjee break down Nvidia's expanding AI ecosystem, a billion-dollar stake plus exclusive licensing with Poolside, an investment in data supplier Mercor at $20B, and a bet on Perplexity as it raises at $30B. Plus: OpenAI's CFO signals a 2027 IPO, Chinese open-weight models overtake closed models in usage, the Cursor and OpenRouter deals officially close, investors cash out big while Sam Bankman Fried sits out his winnings in jail, fresh mega-rounds for Lovable, Higgsfield, and Lambda, PitchBook's Emily Zheng on the secondary market, and Aman's…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.