How Much AI Will We WWDC?

Marques, Andrew, and David jump right into this week talking about the Slate truck and whether they think it's actually going to ship. Then they discuss the Steam Machine and whether or not gamers can actually afford it. After that, they wrap it all up with the new Meta Glasses a ...  Show more

It's bonus episode time! In this one, Marques and Alex try to explain the NBA in tech terms to Andrew and David who know nothing about it. If you've ever wondered which Apple Executive is Jalen Brunson then this one is for you! If you've never cared about basketball then this cou ...  Show more

(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

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0:00 - Intro ...

Last Week of February 2024

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