E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

<p>(0:00) Bestie intros: Banana boat!</p> <p>(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet</p> <p>(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech</p> <p>(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?</p> <p>(1:17:17) War Corner with Sacks</p> <p>Follow the besties: </p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.google.com/finance/quote/NVDA:NASDAQ">https://www.google.com/finance/quote/NVDA:NASDAQ</a></p> <p><a href= "https://twitter.com/KobeissiLetter/status/1760680756689748478">https://twitter.com/KobeissiLetter/status/1760680756689748478</a></p> <p><a href= "https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024"> https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024</a></p> <p><a href= "https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market"> https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market</a></p> <p><a href= "https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D"> https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D</a></p> <p><a href= "https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1"> https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1</a></p> <p><a href= "https://twitter.com/JayScambler/status/1759372542530261154">https://twitter.com/JayScambler/status/1759372542530261154</a></p> <p><a href= "https://twitter.com/chamath/status/1760343973632291212">https://twitter.com/chamath/status/1760343973632291212</a></p> <p><a href="https://x.ai">https://x.ai</a></p> <p><a href= "https://twitter.com/TheTranscript_/status/1760436281438314545">https://twitter.com/TheTranscript_/status/1760436281438314545</a></p> <p><a href= "https://artificialanalysis.ai">https://artificialanalysis.ai</a></p> <p><a href= "https://www.contraline.com/product">https://www.contraline.com/product</a></p> <p><a href= "https://www.cafexapp.com/commercial">https://www.cafexapp.com/commercial</a></p> <p><a href= "https://blog.google/technology/ai/google-gemini-ai">https://blog.google/technology/ai/google-gemini-ai</a></p> <p><a href= "https://blog.google/products/gemini/bard-gemini-advanced-app">https://blog.google/products/gemini/bard-gemini-advanced-app</a></p> <p><a href= "https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace"> https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace</a></p> <p><a href= "https://twitter.com/benthompson/status/1760452419627233610">https://twitter.com/benthompson/status/1760452419627233610</a></p> <p><a href= "https://twitter.com/Patworx/status/1760189582870536408">https://twitter.com/Patworx/status/1760189582870536408</a></p> <p><a href= "https://twitter.com/micsolana/status/1760163801893339565">https://twitter.com/micsolana/status/1760163801893339565</a></p> <p><a href= "https://ai.google/responsibility/principles">https://ai.google/responsibility/principles</a></p> <p><a href= "https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback"> https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback</a></p> <p><a href= "https://twitter.com/Jason/status/1760780139476992062">https://twitter.com/Jason/status/1760780139476992062</a></p> <p><a href= "https://twitter.com/paulg/status/1760416051181793361">https://twitter.com/paulg/status/1760416051181793361</a></p> <p><a href= "https://twitter.com/chamath/status/1760729719094563019">https://twitter.com/chamath/status/1760729719094563019</a></p> <p><a href= "https://twitter.com/Jason/status/1760780139476992062">https://twitter.com/Jason/status/1760780139476992062</a></p>