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

Feb 23, 2024

(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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Referenced in the show:
https://www.google.com/finance/quote/...
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https://investor.nvidia.com/news/pres...
https://www.statista.com/statistics/1...
https://www.google.com/finance/quote/...
https://www.marketwatch.com/story/wal...
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/ 1760343973632291212
https://x.ai
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https://artificialanalysis.ai
https://www.contraline.com/product
https://www.cafexapp.com/commercial
https://blog.google/technology/ai/goo...
https://blog.google/products/gemini/b...
https://workspace.google.com/blog/pro...
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/ 1760189582870536408
/ 1760163801893339565
https://ai.google/responsibility/prin...
https://en.wikipedia.org/wiki/Reinfor...
/ 1760780139476992062
/ 1760416051181793361
/ 1760729719094563019
/ 1760780139476992062

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