Image created with gemini-3.1-flash-image-preview with claude-opus-4.7. Image prompt: Using the provided reference image, preserve every detail exactly — the marigold-orange backdrop, the seated woman with closed eyes and faint smile in her purple-and-white windbreaker, the tattooed singer in the red beanie and layered red vest leaning into her — but replace only the black handheld microphone with a large-diaphragm broadcast podcast condenser microphone (Shure SM7B style, matte black with a foam windscreen) held to his mouth in the exact same hand position and angle, photorealistically lit to match the original studio lighting and shallow depth of field. After generating the image, overlay the text “Podcasts/YouTube” in the upper-left corner of the frame in large, bold, all-caps ITC Avant Garde Gothic Pro Medium (or a near-identical geometric sans-serif if unavailable), pure white (#FFFFFF), with no date, subtitle, drop shadow, or outline. The text should be substantial in scale — taking up a meaningful portion of the upper-left area — with comfortable margin from the top and left edges, set against the negative space of the orange backdrop so it does not overlap or obscure the singer, the seated woman, or the replaced object.
Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen:
https://x.com/dwarkesh_sp/status/2044483393941848131
AI is the Closest Thing to a Genie Lamp | Big Medium
https://bigmedium.com/ideas/links/ai-is-the-closest-thing-to-a-genie-lamp.html
Since I’m (weirdly) the one who announced Karpathy Talk – I feel obligated to let you know that the website has been down for a few hours. bots attack (I was told)
https://x.com/TheTuringPost/status/2042116230052757574
The Beginning of Scarcity in AI | Tomasz Tunguz
https://tomtunguz.com/ai-compute-crisis-2026/
The Infinity Man – by Babbage – The Chip Letter
https://thechipletter.substack.com/p/the-infinity-man
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
https://www.dwarkesh.com/p/jensen-huang
The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia
https://x.com/dwarkesh_sp/status/2044456498441708013
Before he wrote AI 2027, he predicted the world in 2026. How did he do?
https://asteriskmag.substack.com/p/before-he-wrote-ai-2027-he-predicted
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