TBPN Delian Asparouhov, Ridge Wallet Interview, Nvidia Earnings, The Sheikh of AI
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Feb 27, 2025 
Delian Asparouhov, founder of Varda Space Industries, and Sean Frank, founder of Ridge Wallet, dive into fascinating topics. They discuss Nvidia's recent earnings and its pivotal role in AI innovation. The intriguing concept of the 'Spy Sheikh' highlights extravagant investments in AI from the UAE. Delian shares insights about space-based manufacturing, while Sean elaborates on the minimalist wallet revolution and the intricacies of digital advertising in today's market. Their conversation combines tech trends, entrepreneurial wisdom, and a peek into the future of AI and finance.
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NVIDIA's Inference Focus
- NVIDIA's Blackwell architecture excels at inference, outperforming training.
- Inference grows crucial with reasoning models demanding 100x more compute.
DeepSeek's Challenge
- DeepSeek's efficient AI models initially threatened NVIDIA's market share.
- NVIDIA adapted and highlighted DeepSeek's innovation, emphasizing their own adaptability.
Specialized AI Hardware
- Startups like Etched are developing specialized hardware for AI inference, mimicking the evolution of Bitcoin mining hardware.
- This specialization aims for maximal performance by baking the transformer architecture into silicon.