SCOUT· 30%1h 20m·2024-02-23·Technology

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

All-In with Chamath, Jason, Sacks & Friedberg

(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…

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

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