Big Technology Podcast NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan
100 snips
Nov 28, 2025 
Ranjan Roy, a savvy writer and analyst at Margins, joins for a deep dive into the tech industry's hottest topics. He reveals the marketing secrets behind Black Friday deals and explores the implications of Google potentially selling TPUs. The duo examines NVIDIA's recent tweet and defensive strategies amid rising competition. They also discuss OpenAI's significant funding needs, scrutinizing revenue strategies and potential risks. Lastly, they address X's new feature for location transparency and its potential impact on online behavior.
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TPUs Challenge NVIDIA's GPU Dominance
- Google is pushing TPUs for training and may sell them to big customers, challenging NVIDIA's dominance.
- Packaging chips with Google Cloud could shift economics and give Google leverage over rival model builders.
PR Misstep Signals Corporate Unease
- NVIDIA's public tweet defending its lead read defensive and harmed confidence in its market position.
- The hosts argue market performance and engineering, not snarky PR, should answer competitive threats.
Technical Reports Amplify Competitive Fears
- Semi-Analysis judged TPU training results as neck-and-neck with NVIDIA and noted Gemini 3 was trained on TPUs.
- That technical endorsement amplified investor concern about NVIDIA's long-term moat.