Why NVIDIA’s Awesome Earnings Tanked the Market

And Burger King. They put LLMs. In our ears.

Starring To Merritt and Jenn Cutter

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Show Notes

https://www.wsj.com/finance/stocks/why-nvidias-huge-numbers-dont-settle-the-latest-ai-fears-7331a0cf
https://www.bloomberg.com/news/articles/2026-02-25/nvidia-s-rosy-revenue-forecast-shows-the-ai-boom-remains-strong
https://www.cnbc.com/2026/02/26/nvidia-nvda-stock-price-q4-earnings.html
https://www.theinformation.com/briefings/nvidia-discloses-3-5-billion-data-center-lease-guarantees
https://www.bloomberg.com/news/articles/2026-02-26/nvidia-gets-us-license-for-small-amount-of-h200-exports-to-china
https://www.cnbc.com/2026/02/25/samsung-s26-launch-gemini-ai-apple-siri.html
https://www.androidauthority.com/samsung-galaxy-s26-audio-eraser-3644193/
https://www.engadget.com/ai/googles-nano-banana-2-is-a-faster-version-of-nano-banana-pro-160000695.html
https://blog.google/innovation-and-ai/technology/ai/nano-banana-2/

Google launches Nano Banana 2 model with faster image generation


https://arstechnica.com/gaming/2026/02/new-york-sues-valve-for-enabling-illegal-gambling-with-loot-boxes/
https://www.theverge.com/ai-artificial-intelligence/884911/burger-king-ai-assistant-patty
https://www.pcmag.com/news/tim-cook-confirms-multi-day-apple-reveals-starting-monday

Backed by Apple, Aliro 1.0 aims to do for enterprise access control what Matter did for the smart home

Alphabet-owned robotics software company Intrinsic joins Google


https://www.bloomberg.com/news/articles/2026-02-26/openai-says-chatgpt-refused-to-help-chinese-influence-operations
https://claudeopus3.substack.com/p/introducing-claudes-corner
https://www.wsj.com/tech/ai/mistral-ai-lands-accenture-as-latest-big-client-7c5a0ca4
https://therecord.media/ftc-says-it-wont-enforce-coppa-age-verification
https://apnews.com/article/instagram-safety-teens-suicide-b2d193467ea253fc375580b127019a0b

Total Ransomware Payments Stagnate for Second Consecutive Year, While Attacks Escalate


https://www.bloomberg.com/news/articles/2026-02-26/apple-in-talks-with-banks-to-start-payment-service-in-india
https://www.engadget.com/gaming/nvidia-updates-shield-tv-after-pledging-further-support-141346264.html
https://www.yahoo.com/entertainment/tv/articles/hbo-max-password-sharing-crackdown-133805091.html
https://www.semafor.com/article/02/26/2026/paypal-stripe-not-currently-in-talks
https://www.patreon.com/dtns