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E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
All-In with Chamath, Jason, Sacks & Friedberg
The Rise of NVIDIA Plus Plus Plus
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AMD is a great memory solution, but they really don't have a deterministic AI chip. If you look at the language models, a lot of them are taking less and less CPU, GPU to actually build them. So this has been like a bit of a race or a competition on hugging face. My bet is in the next two quarters, you start to see some real action so that folks start to have to balance their forecasts where it's not just 100% NVIDIA, but it's NVIDIA plus plus plus.
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