[Free Post] Jensen’s law, CoreWeave is the best, AI Search is coming in hot, and a smooth transition to streaming

A menagerie of AI-related things, with a segue into streaming, YouTube, Meta, and India

ChatGPT says:

• Doubling Down on Moore’s Law: NVIDIA redefines growth, crushing the classic "every two-year" rule with an astonishing 2.3x annual increase in compute power.

• CoreWeave Shakes Up the Cloud: Despite a shaky IPO, CoreWeave is touted as the GPU cloud leader, outpacing giants like AWS and Google.

• GenAI Search Shake-up: Legacy search is crumbling under GenAI's prowess, with savvy banks leveraging AI-driven referrals for major competitive gains.

• Undervalued Giants: YouTube and Instagram, despite their massive user engagement, remain surprisingly under-monetized in the digital ad space.

• India’s Digital Leap: As mobile dominates, digital media earnings in India surpass TV for the first time, hinting at a vast monetization frontier ahead.