All-In with Chamath, Jason, Sacks & Friedberg
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
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() Bestie intros: Banana boat!
() Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
() Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
() Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
() War Corner with Sacks
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