Breaking down Nvidia's Hugging Face and Poolside bets | E2331

Jason and Lon break down what they call the biggest AI story of the year: Nvidia's $12.9B acquisition of Hugging Face and its $6B+ licensing deal for Poolside's coding model, part of a strategy to offer enterprises unmetered, unlimited on-premises compute that reduces reliance on frontier model providers like Anthropic and OpenAI. Craig Piggott, founder and CEO of Halter, explains how his company uses solar-powered, AI-driven cattle collars to help farmers optimize land use. Matija Milenovic, co-founder and CEO of Hop Aero, demonstrates Rook, an autonomous hypersonic cargo rocket that launches from a shipping container and can deliver payloads up to 450 miles in about 15 minutes.