cover of episode 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

2024/2/23
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg
AI Deep Dive AI Chapters Transcript
People
C
Chamath
D
David Friedberg
美国企业家、商人和天使投资者，创立并领导了The Climate Corporation和The Production Board。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
J
Jason
参与Triple Click播客，讨论RPG游戏党员设定。
Topics
Jason：NVIDIA连续三个季度业绩超预期，主要原因是数据中心对AI基础设施建设的需求激增，导致GPU需求暴涨。 Chamath：NVIDIA目前盈利巨大，但这种高额利润最终会被竞争对手瓜分，关键在于谁能够有效竞争并分得一杯羹。 David Friedberg：NVIDIA的成功在于数据中心加速建设，但关键问题在于基础设施的初始成本是否超过应用层的最终价值。

Deep Dive

Chapters
NVIDIA's market cap surged by nearly $250 billion, marking the largest single-day gain. This impressive growth is fueled by stunning Q4 results, including a 265% year-over-year increase in revenue and a remarkable revenue ramp driven by the increasing demand for data centers in the AI boom.
  • NVIDIA's Q4 revenue reached $22.1 billion, a 265% year-over-year increase.
  • Net income increased ninefold year over year, reaching $12.3 billion.
  • Gross margin reached 76%, up significantly year over year.
  • The data center segment is the primary driver of NVIDIA's growth.

Shownotes Transcript

(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

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Intro Music Credit:

https://rb.gy/tppkzl)

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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)