E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

(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 Follow the besties:  }https://twitter.com/chamath }https://twitter.com/Jason }https://twitter.com/DavidSacks }https://twitter.com/friedberg Follow the pod: }https://twitter.com/theallinpod }https://linktr.ee/allinpodcast Intro Music Credit: }https://rb.gy/tppkzl }https://twitter.com/yung_spielburg Intro Video Credit: }https://twitter.com/TheZachEffect Referenced in the show: }https://www.google.com/finance/quote/NVDA:NASDAQ }https://twitter.com/KobeissiLetter/status/1760680756689748478 }https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024 }https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market }https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D }https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1 }https://twitter.com/JayScambler/status/1759372542530261154 }https://twitter.com/chamath/status/1760343973632291212 }https://x.ai }https://twitter.com/TheTranscript_/status/1760436281438314545 }https://artificialanalysis.ai }https://www.contraline.com/product }https://www.cafexapp.com/commercial }https://blog.google/technology/ai/google-gemini-ai }https://blog.google/products/gemini/bard-gemini-advanced-app }https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace }https://twitter.com/benthompson/status/1760452419627233610 }https://twitter.com/Patworx/status/1760189582870536408 }https://twitter.com/micsolana/status/1760163801893339565 }https://ai.google/responsibility/principles }https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback }https://twitter.com/Jason/status/1760780139476992062 }https://twitter.com/paulg/status/1760416051181793361 }https://twitter.com/chamath/status/1760729719094563019 }https://twitter.com/Jason/status/1760780139476992062