Topic: Armada

The AI industry is shifting from training large language models to "inference," which involves deploying models at the "edge" for business operations. Dan Armada, CEO of Armada, describes his company as a "hyperscaler for the edge," building modular data centers. Market trends show high spot prices for Nvidia's H100 and H200 chips, which are optimized for these inference tasks rather than initial training.

Protesters gathered on Tax Day to demand the release of President Trump's tax returns. The hosts compare these modern protests to 1970s anarchy movements in Amsterdam, finding the current focus on tax returns trivial compared to escalating tensions with North Korea. A U.S. naval armada is reportedly heading toward the Korean Peninsula as saber-rattling increases.

Donald Trump tells Maria Bartiromo that the U.S. is sending a "very powerful" armada and submarines toward North Korea. He contrasts his approach with the Obama administration, stating he will not telegraph military moves months in advance. The hosts discuss the psychological warfare aspect of Trump's statements and the use of military "B-roll" to project power without necessarily engaging in conflict.