In short
How AI spending is affecting the U.S. economy ahead of NVIDIA’s earnings; political and social fallout around AI (super PACs, job and utility concerns); Trump’s 50% tariffs on India and FEMA staff suspensions; campus swatting hoaxes; and why many men avoid routine medical care, plus a clinic experiment to change that.
Guests
Helen O. Yang, a practicing physician and New York Times contributor, discussing men’s health-care avoidance and the Cutler Center outside Cleveland.
Key claims
AI infrastructure spending is propping up the economy, but AI products aren’t yet boosting profits; men often stop seeing doctors after pediatric care ends; swatting creates real fear despite fake reports.
Notable examples
NVIDIA’s chip role and S&P 500 weight; Meta/OpenAI-backed $200M super PACs; FEMA suspensions after an open letter; swatting at Villanova and other universities; Cutler Center “Joes” and sports-bar-like clinic.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VONVIDIA and AI's Impact on the Economy
0:44 to 1:49
Discussing NVIDIA's earnings and the economic implications of AI.
“Today, the world's most valuable company, the chipmaker NVIDIA, is set to release its earnings report.”
Political Ramifications of AI Investments
1:57 to 2:59
Exploring how tech giants are influencing politics with AI funding.
“That often happens with new tech, where upfront costs can be huge before there's a payoff.”
Trump's Tariffs on Indian Goods
3:12 to 4:23
Details on new tariffs and their potential impact on the U.S. economy.
“One of the world's big producers has essentially just been pushed out of the game of selling to America.”
FEMA Suspensions and Natural Disaster Preparedness
4:30 to 5:56
FEMA employees suspended after a warning about disaster response cuts.
“to strengthen the nation's disaster response in the wake of the deadly storm.”
Men's Health and Doctor Visits
6:12 to 8:17
Examining why men neglect regular health check-ups and potential solutions.
“A lot of men just don't go to the doctor.”
Successes at the Cutler Center
8:30 to 8:59
Discussing how the Cutler Center is improving men's healthcare engagement.
“Helen says that the center is fully aware that if what they're doing doesn't produce results, then it's just kind of a superficial experiment in giving a clinic sports bar vibes.”
Taylor Swift and Travis Kelsey's Engagement
9:08 to 10:01
The announcement of Taylor Swift and Travis Kelsey's engagement.
“And finally, for real this time, the pop star Taylor Swift and football player Travis Kelsey announced their engagement yesterday in a highly produced post on Instagram.”
Transcript
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0:32Helen Ouyang:From the New York Times, it's the headlines. I'm Tracy Mumford. Today is Wednesday, August 27th. Here's what we're covering.
0:43Helen Ouyang:Last night, the pop star Taylor Swift and the football tight end Travis Kelsey. I'm not going to do that. Okay, here we go for real this time. Here's what we're covering.
0:56Helen Ouyang:Today, the world's most valuable company, the chipmaker NVIDIA, is set to release its earnings report.
1:03Alex Travelli:Investors are expecting it to be big. The question is, how big, as it's become increasingly clear that spending on artificial intelligence is helping to prop up the entire U.S.
1:13Helen Ouyang:economy. NVIDIA, whose chips are the backbone of AI tech, now accounts for almost 10 % of the value of the entire S &P 500. And nine out of the top 10 most valuable companies right now are tech companies that have gone all in on AI. A big chunk of that investment has gone into massive infrastructure projects, things like new data centers and semiconductor factories that can employ thousands of electricians, engineers and other workers. But when it comes to the AI tech itself, the chatbots, etc., that's not actually a big moneymaker yet. While most companies say they now use AI to some extent, they also say it still had no significant impact on their bottom line.
1:57Helen Ouyang:That often happens with new tech, where upfront costs can be huge before there's a payoff. Though with AI, experts say that these companies will need to generate enormous profits to make up for this current spending spree. Earlier this month, one of the industry's most prominent figures, Sam Altman, the CEO of OpenAI, did urge some caution on that. He called the AI industry, quote, overexcited and said that he expects some companies to lose a lot of money. Meanwhile, the AI industry is gearing up for a political fight.
2:33Alex Travelli:Meta, OpenAI, and other Silicon Valley giants have just pledged up to$200 million to two new super PACs designed to force out politicians who aren't supportive enough of the technology. The pro-AI PACs, which are the first of their kind, are being launched as the companies are facing increasingly urgent questions about the impact of AI. That includes everything from whether the tech might eventually cause widespread unemployment to concerns over utility costs skyrocketing as data centers gobble up electricity and water.
3:11Helen Ouyang:Now, two updates on the Trump administration.
3:14Maxine Joselow:One of the world's big producers has essentially just been pushed out of the game of selling to America.
3:19Helen Ouyang:As of 12.01 this morning, President Trump's dramatic 50 percent tariffs on goods from India have kicked in. Those are some of the highest he's put on any country so far. And my colleague Alex Trevely says Americans will likely start to notice the effect in the next few months as U.S. companies run out of products they've stockpiled.
3:39Maxine Joselow:Stuff like clothes, fabric, furniture, gems, also industrial chemicals, lots of electrical equipment. And that's really the tip of the iceberg. Soon pharmaceuticals from India, electronics might join the list also. Those things are going to have to become more expensive. And that's going to be felt by the American consumer.
3:59Helen Ouyang:Trump pushed the tariffs in part as punishment for India buying Russian oil.
4:03Alex Travelli:And Alex says they're significant enough that they could end up causing India's whole economy to slow. And the Federal Emergency Management Agency has suspended about 30 employees after they signed an open letter warning that the administration is gutting the agency's ability to respond to natural disasters. The letter was timed to the 20th anniversary of Hurricane Katrina, and it accused the White House of undoing efforts that Congress took to strengthen the nation's disaster response in the wake of the deadly storm. They said they hoped their warning would come in time to prevent, quote, another national catastrophe.
4:39Alex Travelli:More than 180 FEMA staffers backed the letter, though most stayed anonymous since they were worried about retaliation. The agency did not provide a reason for the suspensions.
4:54Lydia DePillis:In the past week... Terrifying moments at Villanova University when a hoax led to a swarm of police. Reports have happened at Iowa State, the University of Arkansas, the University of Tennessee, Chattanooga.
5:06Helen Ouyang:Students and staff at about a dozen colleges across the U.S. have been sent scrambling after fake reports of active shooters on campus.
5:15Lydia DePillis:There were no shots fired. There was no shooter here on campus. Still, it sent fear and chaos across Villanova.
5:21Helen Ouyang:There were at least six on Monday, and there were several more yesterday. The FBI said it's been seeing an uptick in this kind of hoax called swatting.
5:30Alex Travelli:Experts say there can be all kinds of motives behind this. Sometimes students call them in as a distraction, hoping to disrupt a big exam or something. There are also serial swatters out there who are basically just trying to cause chaos. And while the reports are fake, the terror that they can create on campus is real. There's an emotional toll for the people who think they're in danger. And in rare cases, the police response can create its own risks. An expert who tracks swatting at schools says there were at least two incidents in past years where responding officers fired their weapons.
6:11Helen Ouyang:The Times has been looking at a stubborn trend in the U.S. health care system. A lot of men just don't go to the doctor. Research has shown that once they age out of seeing a pediatrician, they largely just drop off the map.
6:24Alex Travelli:And they often only go in once they're facing serious issues, at which point treatment is harder and outcomes are worse.
6:32Christina Morales:This is a problem I see all the time in the emergency room. I often see patients when they have cancer that's spread everywhere. Or I've had a patient come in with a massive heart attack. And when you look at their medical charts, they're almost completely blank because they haven't seen a doctor in years.
6:48Alex Travelli:Helen O. Yang is a practicing physician and a contributor to The Times magazine. In covering the issue, she says there are a lot of factors at play. Some involve how the system is set up. Unlike women who tend to go see a gynecologist regularly, men have no clear equivalent. Other factors are cultural. Some men may feel the pressure of stereotypes about masculinity, like toughing it out and not asking for help. But Helen says that now a handful of providers around the U.S. are experimenting with how to encourage men to seek regular care, including the Cutler Center outside Cleveland.
7:24Christina Morales:When I stepped off the elevator, I could see a difference immediately. There were pool tables and foosball tables and giant screen televisions. The medical assistants were dressed in athletic wear. I shadowed one doctor who was a urologist. He was very casual with his patients. He made jokes while he was doing prostate exams and biopsies. You can tell that the patients were treating the doctors more like their friends. Another fascinating aspect of the center is a support team, which they call the Joes. They act as navigators for annoying health care stuff, like making appointments and scheduling tests.
8:07Christina Morales:But they also help with life stuff. They'll text you on Mother's Day if you forget. They'll help you find a real estate broker if you need one or help you write a first-time resume. I think at the core, they're trying to make health care fun and easy and hope that that will get men to have an ongoing relationship with the clinic and keep up with appointments and tests, everything they're supposed to be doing.
8:30Alex Travelli:Helen says that the center is fully aware that if what they're doing doesn't produce results, then it's just kind of a superficial experiment in giving a clinic sports bar vibes. But there are some early signs it's working. Cutler patients are more likely to have attended a doctor's visit in the last year and more likely to have well-controlled blood sugar, a sign that their approach could be translating to better health outcomes. One of the staff said she'd also noticed a shift in men taking ownership of their visits, saying, quote, When we first started, a lot of wives would call. Now more guys are calling themselves.
9:08Helen Ouyang:And finally, for real this time, the pop star Taylor Swift and football player Travis Kelsey announced their engagement yesterday in a highly produced post on Instagram. Because if it's not on Instagram, did it even happen? The couple wrote, quote, Your English teacher and your gym teacher are getting married. Both famous in their own right, ever since Swift and Kelsey got together roughly two years ago, their relationship has become one of the most scrutinized, gossiped about, and obsessed over. Did you hear? They're getting married.
9:39Lydia DePillis:Taylor Swift and Travis Kelsey share that. Okay, we have some details about Taylor Swift's engagement ring. Taylor, I need answers.
9:49Helen Ouyang:You cannot even escape this news on Google today. If you search for Taylor Swift, a bunch of confetti just fills the screen. Those are the headlines. I'm Tracy Mumford. We'll be back tomorrow.
From the publisher
Plus, Taylor Swift's engagement era.
On Today’s Episode:
The A.I. Spending Frenzy Is Propping Up the Real Economy, Too, by Lydia DePillis
Full Weight of American Tariffs Slams Into Effect Against India, by Alex Travelli
FEMA Suspends Staff Who Signed a Letter Criticizing Trump, by Maxine Joselow
A Spate of Fake Shooting Calls Disrupts College Campuses, by Christina Morales
What Does It Take to Get Men to See a Doctor?, by Helen Ouyang
Taylor Swift and Travis Kelce Announce Their Engagement, by Madison Malone Kircher
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