E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

E167: Nvidia smashes earnings (again), Google...

All-In Podcast, LLCAll-In Podcast, LLC

Up next

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban (37:03) EAs, AI-brained influencers, and the conflicts o ...  Show more

 . 1h 31min
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called o ...  Show more

 . 1h 36min

Recommended Episodes

Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
No Priors: Artificial Intelligence | Technology | Startups

Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption. Don’t miss our episodes with: Mis ...  Show more

 . 42min 14sec
Big Tech Breaks the Bank for AI
Motley Fool Hidden Gems Investing

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma di ...  Show more

 . 42min 1sec
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
RiskReversal Pod

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ...  Show more

 . 40min 29sec
That's The Way Tech Goes, But Don’t Forget It Goes The Other Way Too | Okay, Computer.
RiskReversal Pod

On this episode of “Okay, Computer.” Dan Nathan is joined by Deirdre Bosa of CNBC to discuss the big tech headlines of the week. Key Insights from the Pod: Oracle Sinking on Earnings (1:30) Whether the Big Tech Rally will Broaden in 2024 (5:15) Broadcom (9:15) Google’s Dela ...  Show more

 . 27min 48sec