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

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

Episoder(369)

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Isr...

6 Mar 1h 22min

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong Abo...

3 Mar 49min

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

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28 Feb 1h 21min

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is t...

20 Feb 1h 47min

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate i...

13 Feb 1h 13min

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) ...

10 Feb 1h 57min

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powel...

7 Feb 1h 19min

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(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, en...

30 Jan 1h 30min

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