E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
From All-In with Chamath, Jason, Sacks & Friedberg
Published 2/23/2024
(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:…
