Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics Breaking Analysis with Dave Vellante 30/08/2025 25 min Temporada 1 Episodio 289 Listen "Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics" Reproducir Descargar episodio Episode Synopsis Breaking Analysis with Dave Vellante More episodes of the podcast Breaking Analysis with Dave Vellante Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI 06/12/2025 Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions 24/11/2025 Sam Altman Resets the Economics of AI Factories 08/11/2025 AI Factories - Data Centers of the Future 27/10/2025 Salesforce’s Next Era - The Agentic Enterprise 18/10/2025 Service-as-Software: The New Control Plane for Business 04/10/2025 Intel - NVIDIA: The Baton Pass to the CUDA Era 20/09/2025 From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth 13/09/2025 Cyber is Your #1 Risk and You’re Likely Unprepared 23/08/2025 Decoding Trump’s Intel Pivot 16/08/2025 Ver todos los episodios Share Facebook Twitter LinkedIn