All-In with Chamath, Jason, Sacks & Friedberg
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia sma...
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Feb 23 2024 1h 20m
Chapter 1 2 mins
Bestie intros: Banana boat!Chapter 2 24 mins
Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internetChapter 3 22 mins
Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep techChapter 4 27 mins
Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?Chapter 5 3 mins
War Corner with Sacks