The 30-year hits a 22-year high, and Trump meets Xi | Market Hang LIVE 12:30PM ET

Nvidia is paying $12.9 billion for Hugging Face, and this panel thinks that is bad news for the two companies renting out closed models. Kristen Kelly of The Wall Street Skinny argues more open weight models means more inference chips for Nvidia and less pricing power for OpenAI and Anthropic. Then the bond market takes over. Jen Saarbach took a market snapshot before air and did not like it, with the long end at levels it has not touched since 2004 and rate hikes priced in on both sides of the Atlantic. Turney Duff says 5% is not high and gets argued with. The panel also gets to an AI agent breaking into an Australian government portal, and why no parent can cancel Disney+. Featuring Turney Duff, Host, Market Hang, Yahoo Finance Dan DeFrancesco, Executive Editor and Anchor, Business Insider Jen Saarbach, Co-founder, The Wall Street Skinny Kristen Kelly, Co-founder, The Wall Street Skinny Armando Pantoja, Futurist and Author, The Future of Wealth Timestamps 0:00 Welcome to Market Hang 0:22 Why Zuckerberg did not say the word metaverse 1:00 A 3.6 billion person moat, and the month we will look back on 2:48 Nobody wanted this, and the last two people who own a Portal 4:44 Wanting life to be easier without learning how 6:32 The shovel paradox, and friction at the start of a technology 7:21 What happened to Instinct the moment Meta showed up 8:15 Does 80 to 90% of the workforce going away include my job? 9:53 Candy cigarettes, and seeding a warmed up audience 11:13 The skills worth having are the ones AI does not touch 12:46 If everyone becomes an entrepreneur, that is a regression 13:32 Brain outsourcing, and the car I can no longer park 15:28 The doctor who survives is the one with the bedside manner 16:00 An AI agent broke into an Australian government site 16:23 We will lose the finer dexterity of thinking 17:52 From too big to fail to too small to succeed 18:43 Jolly, Grimace, Clippy, and the mascot play 19:55 When you can no longer audit what the agents decided 21:47 Are phones going away, and would you have surgery for it? 24:11 The crime wave nobody has priced in 24:50 So do you buy Meta? I buy cybersecurity 25:24 The biggest bet in US history, and it is built on debt 26:10 Repackaging a toxic asset, and going cash negative 27:19 Why Nvidia buying Hugging Face is bad for OpenAI and Anthropic 29:04 Who is shouting loudest about AI risk, and why the timing is convenient 31:07 The power triad: Data, energy and compute 32:22 Fives at levels we have not traded since 2007 33:40 Crowd out government bonds and you crowd out mortgages 34:09 5% is not high. Get used to it 34:59 A 17% mortgage, and what has changed since the eighties 35:49 Nvidia five-year at 86 over treasuries, or the US government 36:42 Two men should not be deciding the future of AI 38:02 We are going to have to make mistakes first 38:36 What is rock bottom for AI? 39:34 Stop framing it as a race 41:14 A meeting six weeks before the midterms 41:55 Five minute charging, and whether it changes your mind 43:23 Evacuating Florida in an EV 44:20 The lazy man's gym, and why nobody cancels 44:46 Parents are a captive, price insensitive audience 47:41 The bear case on the streamers, and free TV 48:41 The push to get us all outside again 50:16 Twenty two episodes or eight, and the lost water cooler 52:20 Can you bring an iced coffee to a job interview? #Nvidia #HuggingFace #BondMarket #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

GPT-4正在为你翻译摘要中......

翻译全文