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last 30 days · 117 episodes
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7
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NVDA
"FOR A COMPANY OF THAT SIZE AND SKILL TO BE GROWING LIKE THAT, IT IS PRETTY MUCH UNPRECEDENTED. YOU HAVE TO LOOK AT WHAT IS REALLY GOING ON. WE ARE SEEING DEFLECTION, AGE…"
tony wang
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ANTHROPIC
"We happen to have about 2.5% of the endowment in anthropic."
david moorehead
t2
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· 20VC with Harry Stebbings
signal
6
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OPENAI
"WHAT WE ARE SEEING WITH JALAPENO'S ARE ABLE TO GET HIGH-THROUGHPUT AND LOW LATENCY WITH THE SAME DEVICE, WHICH IS KIND OF A FIRST IN THE INDUSTRY. ... IT IS AN HBM BASED…"
richard ho
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