This company could be the NEXT NVIDIA

In this episode of Being Exponential, we take a wide-angle view of the accelerating forces shaping markets, technology, and the future of work.

We kick things off with the question on every investor’s mind: has the market finally turned a corner, or is the optimism just a head fake? With year-end approaching, we break down the signals, the sentiment, and whether a true “Santa Rally” might be gearing up on Wall Street.

Next, we dive into the escalating Google TPU vs. NVIDIA GPU drama. With Google making bold claims about its custom silicon and NVIDIA still dominating the AI hardware landscape, we explore whether the once-unshakeable GPU monopoly is starting to crack — and what that means for the future of AI infrastructure.

We then shift from silicon to space with a look at the Genesis mission and its potential investment implications. From scientific breakthroughs to commercial opportunities, we unpack why this mission matters far beyond the headlines.

Finally, we zoom back in on Earth to examine labor-market risks in an increasingly automated, AI-driven economy. Are we heading toward a productivity boom, a worker squeeze, or something in between?

If you’re ready to ride the curve of accelerating change — this episode is for you.