E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- Feb 23, 2024
- 1:20:27
- Full Episode
(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 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
Brief Summary
Nvidia reports record earnings driven by AI demand; Google faces backlash over its Gemini AI's biased outputs.
Key points
- The Sequel Theory. A light-hearted discussion on why sequels often outperform originals in film.
- Nvidia's Earnings Surprise. Nvidia reports stunning Q4 revenue of $22.1 billion, up 265% year-over-year.
- The Rise of Grock. Grock's viral moment led to an influx of 3,000 unique customers in just days.
- AI's Cambrian Moment. The discussion centers on the gap between innovation and real monetization in AI.
- Building a Chip vs. Fusion Risks. The speaker contrasts the risks of building a chip with the high-stakes challenges of fusion energy.
- The Evolution of AI Chips. Discussion on the transition from CPU to GPU to LPU and its implications for AI models.
Episode highlights
- The Sequel TheoryA light-hearted discussion on why sequels often outperform originals in film.“The second one is always the best one!”2:29Feb 23, 2024
- Nvidia's Earnings SurpriseNvidia reports stunning Q4 revenue of $22.1 billion, up 265% year-over-year.“Nvidia blew the doors off their earnings!”2:38Feb 23, 2024
- The Rise of GrockGrock's viral moment led to an influx of 3,000 unique customers in just days.“We had no customers two months ago, now we're overwhelmed!”28:32Feb 23, 2024
- AI's Cambrian MomentThe discussion centers on the gap between innovation and real monetization in AI.“We haven't yet seen that Cambrian moment of monetization.”37:00Feb 23, 2024
- Building a Chip vs. Fusion RisksThe speaker contrasts the risks of building a chip with the high-stakes challenges of fusion energy.“Building a chip is good risk; fusion is poor risk.”39:35Feb 23, 2024
- The Evolution of AI ChipsDiscussion on the transition from CPU to GPU to LPU and its implications for AI models.“The evolution from CPU to GPU to now LPU is quite novel.”49:30Feb 23, 2024
- Google's Gemini ControversyGoogle's AI Gemini faced backlash for failing to generate accurate images of historical figures.“Google's Gemini rollout was a joke; it's ridiculous the AI is incapable.”51:24Feb 23, 2024
- The Challenge of Bias in AIThe discussion centers on how biases in AI models can lead to misinformation. "You cannot lie and you cannot put your own filter on what you think the truth is."1:00:14Feb 23, 2024
