AI demand, valuations, and compute investments

Andrew and Justin talk through Nvidia's $20 billion deal to both acquire the talent and license the tech offered by Groq, a chip company focused on lowering inference costs. The two also offer their AI predictions for 2026 and ponder whether Jony Ive and Sam Altman's OpenAI hardware project will show up before year's end.

Chapters

00:00 - Intro

00:30 - Nvidia and Groq

16:17 - 2026 Predictions

23:13 - OpenAI Hardware

27:02 - Wrap-up

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