The Jensen Huang episode.
0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia make multiple different chip architectures?
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
If SpaceX merges with $TSLA, one thing that I’m curious to see is Optimus bot will be joining to assist alongside human astronaut(s) for the first Mars space exploration mission and potentially stay behind to set things up autonomously. Wouldn’t this be @elonmusk masterplan?
The Life of a Longhorn… we’ve been in our Orange Era long before it was cool.✨
From Fearless game days to Enchanted nights under the Tower, this is The Story of Us — sparkles, pride, and all. 🤘🧡
This is high time for the formation of The America Party, a new political party created to represent the 80% in the middle who have been ignored for far too long.