Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN

Sign up for TBPN’s daily newsletter at TBPN.com Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive Chapters: 00:00 Nvidia’s Cloud Ambitions + What Happened to DGX Cloud Lepton? 03:25 Nvidia, CoreWeave + Why the Neo-Cloud War Never Really Happened 06:41 Factory vs. Cognition Explodes on the Timeline 11:30 The Ethics of Poaching Advisors + Silicon Valley’s New Talent War 16:25 “Truth Nukes,” VCs + Why the Factory Drama Got So Personal 18:53 Instinct Pushes Into Shopping + The “Shop Slop” Backlash 24:39 Can Personal AI Agents Actually Make Advertising Work? 29:25 Gemini 4 Argon Launches + AI Model Naming Has Gone Off the Rails