All in Podcast
@allin·1.1M subscribers·933 videos
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Posted
February 23, 2024
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February 23, 2024
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1:20:27Now Playing(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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