(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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Referenced in the show:

https://artificialanalysis.ai

https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace

https://twitter.com/Patworx/status/1760189582870536408

EP 150 - Frans Johansson - Generating Diversity & Innovation into Your Firm by Using the Medici Effect