AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
1min snip
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
All-In with Chamath, Jason, Sacks & Friedberg
Competition and Decaying Margins in the Chipset Market
In the world of capitalism, when a company like Nvidia achieves significant success, competitors naturally emerge, leading to decreased profit margins. While Nvidia is exceptional, other companies are developing chipsets to compete. An intriguing possibility is Tesla open sourcing their chip or selling their platform, which has significant applications. Risk-V offers an open architecture spec for creating different chips. Google, Amazon, and Microsoft have also ventured into developing their own silicon.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode