Nvidia Real Shady

► Check out today's hottest tech deals here: https://www.ufd.deals/ https://geni.us/sbFh9Y https://howl.me/cmfpVrUFL8G https://howl.me/cmfpXtcYU2a 0:00 - Intro 00:18 - ChaptGPT 4o: https://tinyurl.com/ykcs2nme https://tinyurl.com/ykrxjman https://www.youtube.com/watch?v=DQacCB9tD ...  Show more

► Check out today's hottest tech deals here: https://www.ufd.deals/ https://geni.us/kN4mYuv https://howl.me/cl821cLDPTL https://geni.us/sqJ7 0:00 - Intro 00:19 - RTX GPU Shortages: https://tinyurl.com/25w4l5x5 01:05 - MSI Isn’t Pro AMD: https://tinyurl.com/2dp5lz4z https://tinyur ...  Show more

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on ...  Show more

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(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) Goog ...  Show more

(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up 30% ...  Show more