Nvidia's Dominance in the AI Chip Market

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Todays show:

Jason and Alex kick off the show with a deep dive into Nvidia’s blowout earnings and the skyrocketing demand for its upcoming Blackwell chips. Meanwhile, Google’s search monopoly took center stage as proposed remedies, including a potential Chrome divestment, sparked heated debate. To unpack the implications, Brave’s Jean-Paul Schmetz joined the discussion, offering insights into the fight for search independence. The episode wrapped up with updates from three Founder Friday hosts, sharing what they’re hearing from the builders shaping the future.

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Timestamps:

(0:00) Jason and Alex kick off the show

(3:20) Google's antitrust case and DOJ's proposed remedies

(5:22) Nvidia's market performance and AI chip competition

(7:00) Nvidia's Blackwell architecture and AI advancements

(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.

(11:13) Google's advertising market dominance and Chrome divestiture

(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(22:50) DOJ's negotiation strategy with Google

(25:50) Brave browser's business model, competition, and privacy focus

(31:00) DigitalOcean - DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.

(32:13) Brave's search engine development and DOJ's impact

(40:26) AI's role in search technology and the future of browsers

(44:08) DOJ's remedies and their effect on smaller search engines

(46:22) Google's growth strategies and M&A outlook

(51:03) Founder culture, motivation, and Founder Fridays initiative

(58:50) Founder Fridays host Georges Colbert joins the show

(1:06:12) Founder Fridays experiences in Longview, Texas with Kitty and Coco

(1:15:09) Endora's success and advice for Founder Fridays hosts

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Mentioned on the show: Check out Albetroz: https://albatroz.ai/

Check out Endora: https://www.endora.app/

Check out Brave: https://search.brave.com/

https://www.reuters.com/technology/artificial-intelligence/microsoft-backed-startup-d-matrix-launches-first-ai-chip-2024-11-19

https://x.com/Jason/status/1859630517894983977

https://blog.google/outreach-initiatives/public-policy/doj-search-remedies-nov-2024

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Follow Jean-Paul:

X: https://x.com/jpschmetz

LinkedIn: https://www.linkedin.com/in/jpschmetz

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Follow Kitty:

X: https://x.com/endorakitty

LinkedIn: https://www.linkedin.com/in/kittyboglesherman

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Follow Coco:

X: https://x.com/endoracoco

LinkedIn: https://www.linkedin.com/in/cocoharmon

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Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm

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Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

(9:45) Ramp. Get $250 when you join Ramp today at https://www.ramp.com/twist.

(21:00) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(31:00) DigitalOcean. DigitalOcean is the cloud platform you need to turn your AI project into a rocket ship. Right now, approved listeners can get up to $100,000 in free credits to try us out. Visit https://www.do.co/twist - get started and view terms and conditions.

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Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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