Can TPUs Threaten NVIDIA's Moat?

Turns out when the lights go out, Waymo’s don’t handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it’s 1999. And two deep-dive looks at whether or not Google’s TPU’s really are a threat to Nvidia and OpenAI.

• Waymo resumes robotaxi service in San Francisco after blackout chaos — Musk says Tesla car service unaffected (CNBC)
• Paramount guarantees Larry Ellison backing in amended WBD bid (CNBC)
• Instacart Scraps All Price Tests After Customer Pushback (WSJ)
• Spotify Music Library Scraped by Pirate Activist Group (Billboard)
• ChatGPT will now let you pick how nice it is (The Verge)
• TPU Mania (The Chip Letter)
• Why Nvidia maintains its moat and Gemini won’t kill OpenAI (SiliconANGLE)

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