Gil Luria

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Everything Gil personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.

Warned against

UiPath negative

"UiPath is the most one. You can see their stock declined the most dramatically today because UiPath has the last generation of automated computer use which is robotic process automation."

Is the Oil Crisis About to Break Global Supply Chains? | Prof G Markets Mar 25, 2026 ▶ 18:09

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Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets

Mar 18

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DataDog mentions software

Mentioned in 1 episode

"Infrastructure software like Snowflake, Data Dog, Microsoft are probably more benefiting from any growth in AI because you need infrastructure in order to deliver AI."

From: Is the Oil Crisis About to Break Global Supply Chains? | Prof G Markets • ▶ 23:09 • Mar 25, 2026

OpenClaw mentions software

Mentioned in 1 episode

"The open cloud is open source. It was a little bit of a lab experiment. It didn't have any guard rails. It was actually quite dangerous because it was open-source."

From: Is the Oil Crisis About to Break Global Supply Chains? | Prof G Markets • ▶ 21:32 • Mar 25, 2026

Snowflake mentions software

Mentioned in 1 episode

"Infrastructure software like Snowflake, Data Dog, Microsoft are probably more benefiting from any growth in AI because you need infrastructure in order to deliver AI."

From: Is the Oil Crisis About to Break Global Supply Chains? | Prof G Markets • ▶ 23:09 • Mar 25, 2026

Grock technology mentions software

Mentioned in 1 episode

"The incorporation of the Grock technology that Nvidia acquired... by incorporating Grock technology into their data center systems, Nvidia is extending its lead from those companies."

From: Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets • ▶ 8:28 • Mar 18, 2026

AMD GPUs mentions product

Mentioned in 1 episode

"AMD has a new generation of GPUs, some custom GPUs they're doing for Meta, for OpenAI."

From: Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets • ▶ 8:35 • Mar 18, 2026

Broadcom A6 mentions product

Mentioned in 1 episode

"Broadcom does the A6, which is custom accelerator chips that they do for other large companies like Google."

From: Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets • ▶ 8:42 • Mar 18, 2026

Figure Robots mentions product

Mentioned in 1 episode

"We've seen some demos of Optimus and Figure Robots, etc. We just know that that's several years out."

From: Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets • ▶ 8:04 • Mar 18, 2026

Blackwell chips mentions product

Mentioned in 1 episode

"Nvidia expects at least $1 trillion in revenue from Blackwell and Reuben chips through 2027."

From: Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets • ▶ 1:01 • Mar 18, 2026

Reuben chips mentions product

Mentioned in 1 episode

"Nvidia expects at least $1 trillion in revenue from Blackwell and Reuben chips through 2027."

From: Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets • ▶ 1:01 • Mar 18, 2026

UiPath mentions negative software

Mentioned in 1 episode

"UiPath is the most one. You can see their stock declined the most dramatically today because UiPath has the last generation of automated computer use which is robotic process automation."

From: Is the Oil Crisis About to Break Global Supply Chains? | Prof G Markets • ▶ 18:09 • Mar 25, 2026

0 recommended · 0 sponsored · 1 warned against · 0 episodes