E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.4 • 5.8K Ratings
🗓️ 23 February 2024
⏱️ 80 minutes
🧾️ Download transcript
Summary
(0:00) Bestie intros: Banana boat!
(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
(1:17:17) War Corner with Sacks
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Referenced in the show:
https://www.google.com/finance/quote/NVDA:NASDAQ
https://twitter.com/KobeissiLetter/status/1760680756689748478
https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
https://twitter.com/JayScambler/status/1759372542530261154
https://twitter.com/chamath/status/1760343973632291212
https://twitter.com/TheTranscript_/status/1760436281438314545
https://www.contraline.com/product
https://www.cafexapp.com/commercial
https://blog.google/technology/ai/google-gemini-ai
https://blog.google/products/gemini/bard-gemini-advanced-app
https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
https://twitter.com/benthompson/status/1760452419627233610
https://twitter.com/Patworx/status/1760189582870536408
https://twitter.com/micsolana/status/1760163801893339565
https://ai.google/responsibility/principles
https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
https://twitter.com/Jason/status/1760780139476992062
https://twitter.com/paulg/status/1760416051181793361
Audio player
Transcript
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| 0:00.0 | All right, everybody, welcome back to your favorite podcast of all time, the All-In Podcast, |
| 0:05.0 | episode 160-something. |
| 0:07.4 | With me again, Chymouth Holly Hopetia, he's a CEO of a company, and invest in startups and his firm is called Social Capital. |
| 0:16.9 | We also have David Freiburg, the Sultan of Science, he's now a CEO as well. And we have David Sachs from Kraft Ventures in some under-sloads |
| 0:27.1 | to a town room somewhere. |
| 0:28.0 | How we doing boys? |
| 0:29.0 | Good, thank you. |
| 0:30.0 | This is an odd intro. |
| 0:31.0 | Can your intro be any more low energy and dragged out? |
| 0:36.0 | I'm sick. What do you want to do? |
| 0:38.0 | Geez, try to fake the effort. |
| 0:40.0 | All right, give me one more shot. Watch this. |
| 0:42.6 | Watch this. |
| 0:43.2 | You want professionalism? |
| 0:44.2 | Make the effort. |
| 0:45.2 | Come on. |
| 0:46.2 | Here we go. You want professionalism? |
| 0:47.2 | I'll show you guys professionalism. |
| 0:48.3 | Is that Benaka? |
| 0:49.4 | What was that? |
| 0:50.4 | Is that Benaka? |
| 0:51.4 | Oh, it is a secret. |
... |
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