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This Week in Startups

Is Nvidia overpriced? Plus, price targets, GodMode demo, and more! | E1795

This Week in Startups

Jason Calacanis

Technology

4.21.4K Ratings

🗓️ 22 August 2023

⏱️ 59 minutes

🧾️ Download transcript

Summary

This Week in Startups is brought to you by…

Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at Embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST. MasterClass. Learn from the world’s best minds - anytime, anywhere, and at your own pace. Get 15% off an annual membership to MasterClass at masterclass.com/startups Roots. Invest in the only real estate investment trust that creates wealth for you and its residents at investwithroots.com/twist *

Today’s show:

Sunny Madra joins Jason to discuss Nvidia’s upcoming earnings and if the company is overvalued (1:08). Then, Sunny demos more AI tools, including an incredible AI dubbing product (16:43)!

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Time stamps:(00:00) Sunny Madra joins Jason (1:08) Is Nvidia overvalued? (6:05) Leveraging hardware gains (9:46) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (11:02) Nvidia’s price targets and why Jason would not Jay Trade it (16:43) Sunny demos rask.ai (18:50) AI voice dubbing (26:18) MasterClass - Get 15% off an annual membership at https://masterclass.com/startups (27:51) Sunny demos a reconstructed Pink Floyd song from brain recordings (33:28) Sunny demos GodMode (37:43) Roots - Head to investwithroots.com/TWIST to sign up and start investing today! (39:20) Sunny demos Pluto.fi

(46:34) Content theft and Sunny demos PlayHT (55:47) Sunny’s X experiment

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Follow Sunny: https://twitter.com/sundeep Check out : https://app.rask.ai/

Check out GodMode: https://github.com/smol-ai/GodMode/releases/tag/v1.0.0-beta.2 Check out the Pink Floyd brain recording: https://news.berkeley.edu/2023/08/15/releases-20230811 Check out Pluto.fi: https://www.pluto.fi/ Check out PlayHT: https://play.ht/

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Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

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Follow Jason:

Twitter: https://twitter.com/jason

Instagram: https://www.instagram.com/jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Follow TWiST:

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Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

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Subscribe to the Founder University Podcast: https://www.founder.university/podcast

Transcript

Click on a timestamp to play from that location

0:00.0

The fact that they would even consider doing round-tripping, where, you know, defined as we invest in this company,

0:06.5

that company buys compute from us, so the money goes into their bank account and then comes back to our bank account,

0:11.6

even if it's not part of the deal.

0:14.6

Yeah, that's fagazzy. It's, you know, like something's wrong there.

0:20.2

This week in Startups is brought to you by Embroker Startup Insurance Program,

0:25.2

help Startups secure the most important types of insurance at a lower cost and with less hassle.

0:31.2

Save up to 20% off of traditional insurance today at Embroker.com-twist, while you're there,

0:38.1

get an extra 10% off using offer code-twist. Masterclass, learn from the world's best minds.

0:45.2

Anytime, anywhere, and at your own pace. Get 15% off an annual membership to Masterclass

0:52.0

at masterclass.com-slash-startups and routes. Invest in the only real estate investment trust that

1:00.8

creates wealth for you and its residents at investwithroutes.com-twist.

1:08.4

Hey everybody, welcome to this week in Startups. It's Monday, so some deep

1:11.9

mantra is with us from Definitive Intelligence and we are going to break down everything

1:16.1

and that happened in AI over the past week and what we're going to see this week going forward.

1:22.5

You know, it's AI thing, never stops. In videos reporting their earnings,

1:27.0

that's going to be a blowout, it seems. They just keep selling more and more of this hardware.

1:31.9

But I was thinking about Nvidia specifically and I was wondering, and I wanted to ask you,

1:38.8

if they are going to have a durable franchise, similar to, and I'm a monopoly,

1:44.8

is really what I'm saying, by durable franchise. I don't want Lina Khan to get in here,

1:48.5

so Lina Khan translation monopoly. Are they going to have a monopoly in this space on building

1:54.4

AI supercomputers to just use an incorrect term here? Or is there margin and there

2:01.6

revenue and customers going to inspire all the other people making chips and platforms

...

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