Pratica di Shadowing: Did the AI bubble just pop? - Impara a parlare inglese con i video
Scegli una modalità di pratica
Ogni modalità apre una sala di pratica a schermo intero.
71 frasi
Se le frasi sono troppo corte o troppo lunghe, clicca su Edit per modificarle.
1
just three weeks ago, it felt like nothing could go wrong.
2
SpaceX was up 7 % in a day,
3
every tech CEO in America was on stage explaining why they needed another $100 billion to decimate farmland in rural America,
4
and Jensen Wong was telling anyone who'd listen that demand for AI chips was insatiable.
5
But since then, the market took a dump.
6
Meta created an entirely new class of non -voting stock just to pay for GPUs,
7
while Microsoft offered a quarter of its employees money to leave so it can afford more of them.
8
Elon predicted that 200 NeoClouds are about to experience Guppy -level death, and CoreWeave, a former Ethereum mining operation
9
that became the poster boy of reckless AI spending after they pivoted into renting NVIDIA GPUs back to NVIDIA,
10
is now worth a third of what it was at the beginning of the month.
11
And then on Monday, Anthropic filed to go public, which showed that between January and when the government banned Fable back in June,
12
they lost more money than the annual GDP of over half the countries on Earth.
13
So naturally, the question on everyone's mind is, are we finally cooked?
14
In today's video, we'll break down the roughest three weeks in the history of AI,
15
find out what a neocloud is and why Elon wants them dead, and we'll analyze Anthropics financials in their Trust Me Bro S1.
16
It is October 28th, 2026, and you're watching the Code Report.
17
Before we can talk about the AI bubble, you need to understand how a GPU actually gets paid for.
18
And to do that, here's me in a bubble bath to explain.
19
First, NVIDIA makes a GPU that they need to sell.
20
The problem is the GPU is expensive and you don't have enough money to buy it.
21
So NVIDIA says, hey, we have money
22
and we'll give it to you as long as you give us a portion of your company
23
and use the money we give you to buy our GPUs.
24
But NVIDIA's money only covers a fraction of what you need.
25
So you go to Wall Street and borrow the rest by putting up the GPU you haven't bought yet as collateral.
26
Now normally, a bank wouldn't lend to you with a depreciating pile of chips as collateral,
27
but NVIDIA has promised that if nobody rents the GPUs they give you, they'll rent them themselves.
28
So NVIDIA's money gets used to buy NVIDIA GPUs that eventually get rented back to NVIDIA, which makes NVIDIA's stock go up,
29
which it uses to invest in more companies, which borrow more money to buy more NVIDIA GPUs, which keeps the good times going.
30
On Wall Street, they called this a circular financing arrangement, and back in college, we'd call it a s*.
31
The most popular company eating this forbidden fruit is CoreWeave, but NVIDIA has done it with a few other companies as well.
32
And to be honest, it works pretty well as long as the chips rent for more than they depreciate.
33
The labs keep buying, and someone keeps lending you money to buy more chips.
34
But three weeks ago, the third one stopped being true when it was discovered that CoreWeave, after it borrowed $52 billion to buy chips,
35
was now paying 15 % interest on that debt.
36
Then on Sunday night, Elon chimed in, saying that debt markets have almost entirely shut off for any company whose only revenue is AI data centers,
37
and that he expects 200 plus of these neocloud type companies to die.
38
But conveniently, SpaceX is fine, because it also happens to sell rockets.
39
And right in the middle of all this, Anthropic decided to ask the public for $100 billion at a valuation
40
that would make it worth more than 492 out of the 500 companies in the S &P 500,
41
with 4 out of those 7 remaining companies being where they rent their compute from
42
and happen to owe $265 billion to through 2045.
43
The S1 itself is 330 pages long, with 90 of those being risk factors to the company, which is the fun part.
44
In it, Anthropic admits that everything we've already covered over the last few months is true, including Mythos being allergic to its sandbox,
45
Claude Haiku filing a fake homicide tip through the Philadelphia Police Department's website,
46
and a Chinese state -sponsored group using Claude code to attack banks and government agencies.
47
The filing also says that Claude now uses itself to improve itself,
48
and that they might not notice their models getting significantly smarter until after it's already happened.
49
Their guiding principle, according to the foreword, is to under -promise and over -deliver,
50
which is a little worrisome for a company whose head of alignment was quoted just last month,
51
saying he thinks there's a greater than 10 % chance that AI kills all humans within the next decade.
52
So are we cooked?
53
Well, as always, it depends.
54
It's not looking great
55
if your whole business model is borrowing money from one company just to give it right back to them.
56
But it's hard to call AI a bubble the day after
57
OpenAI claims one of its models disproved a 27 -year -old conjecture that half of complexity theory is built on.
58
But thankfully, as developers, things are actually looking pretty decent right now, since every one of these companies are fighting to sell us subsidized tokens.
59
Akimi just dropped an open model within a point of Opus at half the price that we talked about yesterday,
60
and the GPU score we financed should be on eBay any week now.
61
And if you'd like to be one of the people profiting from the exit liquidity instead of providing it,
62
you can put those subsidized tokens to work with HyperAgent, the sponsor of today's video.
63
If you're already paying for ChatGPT, you can now use that plan to sign into HyperAgent
64
and hire a team of agents without setting up yet another AI subscription.
65
Right now, I'm using it to work on a v4 release of a date library I'm contributing to.
66
So I set up a HyperAgent room, which is basically a Slack channel where all my agents and human co -maintainers can work together.
67
I've got one agent triaging new issues as they come in another one drafting pull requests for new features, and a third one writing the changelog.
68
They all work in parallel and hand things off to each other, and only ping a human when something needs approval.
69
And anyone on a team can jump in to ask questions or make changes whenever they want, instead of routing everything through me.
70
Sign in with your existing ChatGPT plan to try it out at the link below.
71
This has been The Code Report, thanks for watching, and I will see you in the next one.
Scarica l'app
Tutto ciò che serve per parlare fluentemente
Pronuncia con IAVoto per ogni frase
Pratica IPAPadroneggia ogni suono
VocabolarioCostruisci il tuo lessico
Gioco di vocabolarioImpara giocando
Stesso Canale
C11
PostgreSQL in 100 Seconds
Daily ConversationWorking Adults
C11
React Native in 100 Seconds
Daily ConversationUniversity Students
C12
Did Google just dethrone OpenAI and Anthropic?
Daily ConversationUniversity StudentsWorking Adults
C13
A $6.3 billion open-weight model just got embarrassed by the French...
Daily ConversationUniversity StudentsWorking Adults
C13
Every app on Earth is now open source... whether it likes it or not
Daily ConversationWorking Adults
C14
Brainf**k in 100 Seconds
Daily ConversationUniversity Students
C13
OpenAI’s lead engineer was secretly a spy...
Daily ConversationUniversity StudentsWorking Adults
C19
The most interesting "hack" in history...
American AccentBusiness EnglishUniversity StudentsWorking Adults
C12
Mind-bending new programming language for GPUs just dropped...
Daily ConversationUniversity Students
C12
China just dropped a new frontier model... and nobody can explain how
Daily ConversationUniversity StudentsWorking Adults
C12
The last real programmers are dying out...
Daily ConversationUniversity StudentsWorking Adults
B26
Intel chips can’t possibly be this bad… 100% crash rate?
American AccentBusiness EnglishUniversity StudentsWorking Adults
B23
OpenAI’s new browser feels familiar…
American AccentBusiness EnglishUniversity StudentsWorking Adults
C130
Docker in 100 Seconds
American AccentBusiness EnglishUniversity StudentsWorking Adults
B23
Firefox and Tor hit with 9.8 critical level exploit
American AccentBusiness EnglishUniversity StudentsWorking Adults
B23
5 open source tools that replaced my $320/mo AI stack...
American AccentBusiness EnglishUniversity StudentsWorking Adults
C12
C++ in 100 Seconds
American AccentBusiness EnglishUniversity StudentsWorking Adults
C12
Rust in 100 Seconds
American AccentBusiness EnglishUniversity StudentsWorking Adults
B24
Linux in 100 Seconds
American AccentBusiness EnglishUniversity StudentsWorking Adults
C15
The plan to break apart Google... RIP Chrome
American AccentBusiness EnglishDaily ConversationUniversity Students
FOR YOU
Video consigliato
C141 frasi
No, Really — Is A.I. a Bubble? | The Ezra Klein Show
Daily ConversationUniversity StudentsWorking Adults
C11
462 frasi
Expensive RTX 5090 for LLMs? NO. Use This Instead. (Tesla V100 SXM2 + Z8 G4, #RACERRRZ)
Daily ConversationUniversity StudentsWorking Adults
C11
407 frasi
Why AI Tokens are so Expensive - Computerphile
Daily ConversationUniversity StudentsWorking Adults
C12
318 frasi
實戰練英文｜黃仁勳：你們要加油，不然我會拿走所有機會，然後我會變很有錢｜德國沒有下一個機會了｜投資德國高峰會｜長文、註解、大字版、中英對照
Daily ConversationUniversity StudentsWorking Adults
C11
171 frasi
What Does an AI Engineer Do Now? - Aparna Dhinakaran, Arize AI
Daily ConversationUniversity StudentsWorking Adults
C14
76 frasi
The Limitless AI Lie. The Bubble Is Slowly BURSTING.
Business EnglishDaily ConversationUniversity Students
C11
479 frasi
Elon Musk: The End of Work, the Death of Money, and a World Run by AI
Daily ConversationUniversity StudentsWorking Adults
C11
198 frasi
Jack Dorsey’s New Dessa AI Voice Sounds Scary Human
Daily ConversationUniversity StudentsWorking Adults
C11
623 frasi
The Only SaaS Moats Left in 2026
Daily ConversationUniversity StudentsWorking Adults
C13
246 frasi
$15 Trillion Money-Making Machine | How BlackRock Became Too Powerful to Ignore
Daily ConversationUniversity StudentsWorking Adults
Vocabolario e note di pronuncia per questa lezione
Questa lezione di conversazione si basa sul video “Did the AI bubble just pop?”. Le parole che ritornano più spesso: Gpu, Nvidia, companies, chips. Questo video contiene 71 frasi e 1128 parole da ripetere con lo shadowing. Il parlato dura 5:22. Chi parla va veloce, circa 210 parole al minuto: aspettati suoni legati e ridotti. Solo il 81% delle parole rientra nelle 3.000 più comuni dell’inglese, quindi il lessico è impegnativo.
Vocaboli chiave di questo video
15 parole del video che vale la pena imparare, con pronuncia e significato:
| Parola | Pronuncia | Significato |
|---|---|---|
| chip sostantivo | /t͡ʃɪp/ | frammento, scheggia |
| bubble sostantivo | /ˈbʌbəl/ | bolla |
| borrow verbo | /ˈbɑɹ.oʊ/ | prendere in prestito |
| sponsor sostantivo | /ˈspɒn.səː/ | sponsor |
| lend verbo | /ˈlɛnd/ | prestare |
| token sostantivo | /ˈtoʊkən/ | simbolo, segno |
| naturally avverbio | /ˈnæt͡ʃ.(ə.)ɹə.li/ | naturalmente |
| bath sostantivo | /bɑːθ/ | bagno, vasca da bagno |
| decent aggettivo | /ˈdiː.sənt/ | perbene |
| hire verbo | /ˈhaɪɹ/ | assoldare, noleggiare |
| discover verbo | /dɪˈskʌvə/ | scoprire, trovare |
| exit sostantivo | /ˈɛɡzət/ | uscita |
| contribute verbo | /kənˈtɹɪb.jut/ | contribuire |
| principle sostantivo | /ˈpɹɪn.sɪ.pəl/ | principio |
| invest verbo | /ɪnˈvɛst/ | investire |
I phrasal verb che sentirai
| Parola | Pronuncia | Significato |
|---|---|---|
| set up verbo | /ˌsɛt ˈʌp/ | preparare, installare |
| find out verbo | scoprire | |
| go up verbo | salire | |
| put up verbo | collocare |
La grammatica di questo video
Le strutture che chi parla usa di più, con le parole esatte del video:
| Struttura | Nel video |
|---|---|
| Present perfect have/has + participio passato — un’azione passata che conta ancora adesso | haven't bought · has promised · has done |
| Forma passiva be + participio passato — conta ciò che accade, non chi lo fa | was discovered · was quoted · is built |
| Frasi relative who / which + frase — un’informazione in più su una persona o una cosa | NVIDIA, which makes · company, which is · room, which is |
Pronuncia a cui fare attenzione
Chi parla usa 16 contrazioni e forme ridotte, come we'll, I'm, you're. Pronunciale nella forma breve, così come le senti.
- I suoni “sh” e “zh”: subscription /səbˈskɹɪpʃən/, fraction /ˈfɹæk.ʃən/, valuation /ˌvæ.ljuːˈeɪ.ʃən/, depreciate /dəˈpriʃiˌeɪt/, insatiable /ɪnˈseɪʃ(j)əbəl/
- Parole lunghe — attenzione all’accento: collateral /kəˈlætəɹəl/, naturally /ˈnæt͡ʃ.(ə.)ɹə.li/, developer /dɪˈvɛləpɚ/, complexity /kəmˈplɛk.sɪ.ti/, valuation /ˌvæ.ljuːˈeɪ.ʃən/
I suoni difficili per chi parla italiano:
- /h/ — va soffiata, non è muta: hire /ˈhaɪɹ/, homicide /ˈhɑ.məˌsaɪ̯d/
- Consonante finale — senza aggiungere una vocale dopo: chip /t͡ʃɪp/, lend /ˈlɛnd/, bath /bɑːθ/, lab /læːb/, decent /ˈdiː.sənt/
- /æ/ — più aperta della “e”: collateral /kəˈlætəɹəl/, naturally /ˈnæt͡ʃ.(ə.)ɹə.li/, lab /læːb/, parallel /ˈpæ.ɹəˌlɛl/, fraction /ˈfɹæk.ʃən/
Come esercitarsi con questo video
- Ascolta tutto il video una volta senza parlare e annota le parole che non conosci.
- Inizia a velocità 0,75×, fai shadowing frase per frase e torna alla velocità normale quando diventa facile.
- Registrati e confronta con l’originale, facendo attenzione a parole come chip, bubble, borrow.
Cos'è la tecnica dello Shadowing?
Shadowing è una tecnica di apprendimento delle lingue supportata da studi scientifici, originariamente sviluppata per la formazione dei traduttori professionisti e resa popolare dal poliglotta Dr. Alexander Arguelles. Il metodo è semplice ma potente: ascolti un audio in inglese di madrelingua e lo ripeti immediatamente ad alta voce — come un'ombra che segue il parlante con un ritardo di solo 1–2 secondi. A differenza dell'ascolto passivo o degli esercizi di grammatica, lo shadowing costringe il tuo cervello e i muscoli della bocca a elaborare e riprodurre simultaneamente i modelli di discorso reale. La ricerca dimostra che migliora significativamente la precisione della pronuncia, l'intonazione, il ritmo, il discorso connesso, la comprensione dell'ascolto e la fluidità del parlato — rendendolo uno dei metodi più efficaci per la preparazione alla prova di speaking dell'IELTS e per la comunicazione reale in inglese.