(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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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/NVDA:NASDAQ
https://twitter.com/KobeissiLetter/status/1760680756689748478
https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
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://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
https://twitter.com/JayScambler/status/1759372542530261154
https://twitter.com/chamath/status/1760343973632291212
https://x.ai
https://twitter.com/TheTranscript_/status/1760436281438314545
https://artificialanalysis.ai
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
https://twitter.com/chamath/status/1760729719094563019
https://twitter.com/Jason/status/1760780139476992062
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
E116: Toxic out-of-control trains, regulators, and AI
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
E110: 2023 Bestie Predictions!
E109: 2022 Bestie Awards Live from Twitter HQ
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
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