GPU shortage
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Why I Couldn’t Build Jev at OpenAI: Diogo Almeida on TypeSafe, System One Models, RLCD, and Making AI Programmable
Diogo Almeida spent years inside OpenAI arguing that the entire field was optimizing the wrong thing, and then left to prove it. In this long interview recorded days…
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Why the Markets Are Pricing AI Wrong: Gavin Baker on the July 2026 Selloff, GPU Spot Prices, Memory LTAs, and Nvidia’s Credit Wrapper
Gavin Baker of Atreides Management returned to Invest Like the Best with Patrick O’Shaughnessy days after one of the strangest months the AI trade has ever produced. AI…
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Ken Griffin on AI, the Golden Age of Entrepreneurs, and the Taiwan Chip Risk That Would Cut US GDP 8 Percent: Inside the Citadel Founder’s Goldman Sachs Great Investors Interview
Ken Griffin, founder and CEO of Citadel, sat down with Goldman Sachs’ Raj Mahajan at the firm’s Apex Symposium (recorded June 2, 2026) for this episode of Goldman…
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Gavin Baker on Orbital Compute, TSMC, Frontier AI Models, Anthropic’s Vertical Take Off, and the Coming Wafer Shortage
Gavin Baker, founder and CIO of Atreides Management, returns to Patrick O’Shaughnessy’s Invest Like the Best for his sixth appearance. He calls the current AI moment the most…
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Jensen Huang on Nvidia’s Supply Chain Moat, TPU Competition, China Export Controls, and Why Nvidia Will Not Become a Cloud (Dwarkesh Podcast Summary)
TLDW (Too Long, Didn’t Watch) Jensen Huang sat down with Dwarkesh Patel for over 90 minutes covering Nvidia’s supply chain dominance, the TPU threat, why Nvidia will not…