Prática de Shadowing: Did the AI bubble just pop? - Aprenda a falar inglês com vídeo
Escolha um modo de prática
Cada modo abre uma sala de prática em tela cheia.
71 frases
Se as frases estiverem muito curtas ou longas, clique em Edit para ajustá-las.
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.
Baixar aplicativo
Tudo o que você precisa para falar fluentemente
Pronúncia com IANota em cada frase
Prática de IPADomine cada som
VocabulárioMonte seu banco de palavras
Jogo de vocabulárioAprenda brincando
Mesmo canal
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
C18
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
C130
Docker in 100 Seconds
American AccentBusiness EnglishUniversity StudentsWorking Adults
B23
OpenAI’s new browser feels familiar…
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
Vídeo recomendado
C141 frases
No, Really — Is A.I. a Bubble? | The Ezra Klein Show
Daily ConversationUniversity StudentsWorking Adults
C11
462 frases
Expensive RTX 5090 for LLMs? NO. Use This Instead. (Tesla V100 SXM2 + Z8 G4, #RACERRRZ)
Daily ConversationUniversity StudentsWorking Adults
C11
407 frases
Why AI Tokens are so Expensive - Computerphile
Daily ConversationUniversity StudentsWorking Adults
C12
318 frases
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
105 frases
AI Governance Explained: Ethical, Transparent & Accountable AI for the Future
Daily ConversationUniversity StudentsWorking Adults
C12
74 frases
How AI is helping brands identify consumer trends faster
Daily ConversationUniversity StudentsWorking Adults
C11
198 frases
Jack Dorsey’s New Dessa AI Voice Sounds Scary Human
Daily ConversationUniversity StudentsWorking Adults
C14
76 frases
The Limitless AI Lie. The Bubble Is Slowly BURSTING.
Business EnglishDaily ConversationUniversity Students
C11
479 frases
Elon Musk: The End of Work, the Death of Money, and a World Run by AI
Daily ConversationUniversity StudentsWorking Adults
C11
623 frases
The Only SaaS Moats Left in 2026
Daily ConversationUniversity StudentsWorking Adults
Vocabulário e dicas de fala para esta lição
Esta aula de conversação usa o vídeo “Did the AI bubble just pop?”. As palavras que mais se repetem: Gpu, Nvidia, companies, chips. Este vídeo tem 71 frases e 1128 palavras para praticar shadowing. A fala dura 5:22. O falante fala rápido, cerca de 210 palavras por minuto, então espere sons ligados e reduzidos. Apenas 81% das palavras estão entre as 3.000 mais comuns do inglês, por isso o vocabulário é exigente.
Vocabulário principal deste vídeo
15 palavras do vídeo que vale a pena aprender, com pronúncia e significado:
| Palavra | Pronúncia | Significado |
|---|---|---|
| chip substantivo | /t͡ʃɪp/ | lasca, fragmento |
| bubble substantivo | /ˈbʌbəl/ | bolha, borbulha |
| borrow verbo | /ˈbɑɹ.oʊ/ | emprestar, tomar emprestado |
| sponsor substantivo | /ˈspɒn.səː/ | patrocinador |
| lend verbo | /ˈlɛnd/ | emprestar |
| token substantivo | /ˈtoʊkən/ | símbolo, sinal |
| collateral substantivo | /kəˈlætəɹəl/ | garantia |
| naturally advérbio | /ˈnæt͡ʃ.(ə.)ɹə.li/ | naturalmente |
| bath substantivo | /bɑːθ/ | banheira |
| decent adjetivo | /ˈdiː.sənt/ | digno |
| hire verbo | /ˈhaɪɹ/ | contratar, alugar |
| discover verbo | /dɪˈskʌvə/ | descobrir |
| exit substantivo | /ˈɛɡzət/ | saída |
| contribute verbo | /kənˈtɹɪb.jut/ | contribuir |
| principle substantivo | /ˈpɹɪn.sɪ.pəl/ | princípio |
Phrasal verbs que você vai ouvir
| Palavra | Pronúncia | Significado |
|---|---|---|
| set up verbo | /ˌsɛt ˈʌp/ | preparar |
| find out verbo | descobrir | |
| go up verbo | subir | |
| put up verbo | afixar |
Gramática neste vídeo
As estruturas que o falante mais usa, com as palavras exatas do vídeo:
| Estrutura | No vídeo |
|---|---|
| Present perfect have/has + particípio passado — uma ação passada que ainda importa agora | haven't bought · has promised · has done |
| Voz passiva be + particípio passado — o foco está no que acontece, não em quem faz | was discovered · was quoted · is built |
| Orações relativas who / which + oração — informação extra sobre uma pessoa ou coisa | NVIDIA, which makes · company, which is · room, which is |
Pronúncia para ficar de olho
O falante usa 16 contrações e formas reduzidas, como we'll, I'm, you're. Diga-as na forma curta, do jeito que você ouve.
- Os sons de “sh” e “zh”: subscription /səbˈskɹɪpʃən/, fraction /ˈfɹæk.ʃən/, valuation /ˌvæ.ljuːˈeɪ.ʃən/, depreciate /dəˈpriʃiˌeɪt/, insatiable /ɪnˈseɪʃ(j)əbəl/
- Palavras longas — acerte a sílaba tônica: collateral /kəˈlætəɹəl/, naturally /ˈnæt͡ʃ.(ə.)ɹə.li/, developer /dɪˈvɛləpɚ/, complexity /kəmˈplɛk.sɪ.ti/, valuation /ˌvæ.ljuːˈeɪ.ʃən/
Sons difíceis para falantes de português:
- Consoante final — sem acrescentar um “i” depois: chip /t͡ʃɪp/, lend /ˈlɛnd/, lab /læːb/, decent /ˈdiː.sənt/, exit /ˈɛɡzət/
- /l/ final — a língua toca o céu da boca, não vira “u”: bubble /ˈbʌbəl/, collateral /kəˈlætəɹəl/, principle /ˈpɹɪn.sɪ.pəl/, parallel /ˈpæ.ɹəˌlɛl/, pile /paɪl/
- /h/ — um sopro suave, diferente do “r”: hire /ˈhaɪɹ/, homicide /ˈhɑ.məˌsaɪ̯d/
Como praticar com este vídeo
- Ouça o vídeo inteiro uma vez sem falar e anote as palavras que você não conhece.
- Comece na velocidade 0,75×, faça shadowing frase por frase e volte à velocidade normal quando ficar fácil.
- Grave a sua voz e compare com o original, prestando atenção a palavras como chip, bubble, borrow.
O que é a Técnica de Shadowing?
Shadowing é uma técnica de aprendizado de idiomas com base científica, originalmente desenvolvida para o treinamento de intérpretes profissionais. O método é simples, mas poderoso: você ouve áudio em inglês nativo e repete imediatamente em voz alta — como uma sombra seguindo o falante com 1-2 segundos de atraso. Pesquisas mostram melhora significativa na precisão da pronúncia, entonação, ritmo, sons conectados, compreensão auditiva e fluência na fala.