All-In Podcast | E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more @allin | Uploaded February 2024 | Updated October 2024, 2 hours ago.
(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
Follow the besties:
twitter.com/chamath
twitter.com/Jason
twitter.com/DavidSacks
twitter.com/friedberg
Follow the pod:
twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
twitter.com/yung_spielburg
Intro Video Credit:
twitter.com/TheZachEffect
Referenced in the show:
google.com/finance/quote/NVDA:NASDAQ
twitter.com/KobeissiLetter/status/1760680756689748478
investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
twitter.com/JayScambler/status/1759372542530261154
twitter.com/chamath/status/1760343973632291212
https://x.ai
twitter.com/TheTranscript_/status/1760436281438314545
artificialanalysis.ai
contraline.com/product
cafexapp.com/commercial
https://blog.google/technology/ai/google-gemini-ai
https://blog.google/products/gemini/bard-gemini-advanced-app
workspace.google.com/blog/product-announcements/gemini-for-google-workspace
twitter.com/benthompson/status/1760452419627233610
twitter.com/Patworx/status/1760189582870536408
twitter.com/micsolana/status/1760163801893339565
https://ai.google/responsibility/principles
en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
twitter.com/Jason/status/1760780139476992062
twitter.com/paulg/status/1760416051181793361
twitter.com/chamath/status/1760729719094563019
twitter.com/Jason/status/1760780139476992062
#allin #tech #news
(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
Follow the besties:
twitter.com/chamath
twitter.com/Jason
twitter.com/DavidSacks
twitter.com/friedberg
Follow the pod:
twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
twitter.com/yung_spielburg
Intro Video Credit:
twitter.com/TheZachEffect
Referenced in the show:
google.com/finance/quote/NVDA:NASDAQ
twitter.com/KobeissiLetter/status/1760680756689748478
investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
twitter.com/JayScambler/status/1759372542530261154
twitter.com/chamath/status/1760343973632291212
https://x.ai
twitter.com/TheTranscript_/status/1760436281438314545
artificialanalysis.ai
contraline.com/product
cafexapp.com/commercial
https://blog.google/technology/ai/google-gemini-ai
https://blog.google/products/gemini/bard-gemini-advanced-app
workspace.google.com/blog/product-announcements/gemini-for-google-workspace
twitter.com/benthompson/status/1760452419627233610
twitter.com/Patworx/status/1760189582870536408
twitter.com/micsolana/status/1760163801893339565
https://ai.google/responsibility/principles
en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
twitter.com/Jason/status/1760780139476992062
twitter.com/paulg/status/1760416051181793361
twitter.com/chamath/status/1760729719094563019
twitter.com/Jason/status/1760780139476992062
#allin #tech #news
