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Inside the NVIDIA–HuggingFace Deal

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This week Richard and Pierce break down the biggest open-source AI deal to date: Nvidia's $12.9 billion acquisition of Hugging Face. We trace Hugging Face's unlikely path from a teen-focused chatbot app to the "GitHub for AI models," dig into why they turned down a $7B stake from Nvidia last year only to sell outright now, and what this means for open source, China, and platform neutrality. Then we geek out over Pollen Robotics' MicroDuck and Hugging Face's RL sandbox, before turning to Bill Gates's new open letter on AI - including his hottest takes on "human-reserve" jobs, taxing AI tokens, and what AI is doing to kids.

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00:00:51Intro
00:02:07Nvidia's $12.9B Hugging Face Acquisition
00:06:03Hugging Face Origin: Adelina and Three French Founders
00:12:11BERT, PyTorch, and the Hugging Face Model Hub
00:18:41Nvidia's Hugging Face Partnership and the Rejected $7B Stake
00:26:32Commoditizing Complements and OpenAI's Jalapeño Chip
00:31:07Why Hugging Face Sold: Board Pressure, China, and Neutrality
00:39:13Hugging Face's Microduck Robot and the RL Sandbox
00:50:57Bill Gates's Open Letter: AI Adapts to Us
00:59:30Human-Reserve Jobs and Taxing AI Tokens
01:10:04AI Chatbots, Childhood, and Soft Skills
01:15:14Outro
01:15:54Post Show Banter

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