TPU
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Amin Vahdat of Google: Why Power, Not Chips, Limits the AI Buildout
Amin Vahdat, who runs AI infrastructure at Google, explains how the company builds AI data centers, why it measures them by “goodput” and not chip speed, and why…
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Elon Musk Announces SpaceX AI Satellites, Starship Mass to Orbit, and a Moon Mass Driver to Climb the Kardashev Scale
Elon Musk sat down with the SpaceX Starlink team for a wide ranging update that connects every recent SpaceX move into one thesis: harness far more of the…
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Dan Loeb on Building Third Point’s $25 Billion Investment Empire: AI, Activism, Credit, and the FTX Mistake
Dan Loeb has spent three decades turning a $3 million fund into Third Point, a roughly $25 billion collection of hedge fund, credit, insurance, and venture businesses. In…
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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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Krishna Rao on Anthropic Going From 9 Billion to 30 Billion ARR in One Quarter and the Compute Strategy Powering Claude
Krishna Rao, Chief Financial Officer of Anthropic, sat down with Patrick O’Shaughnessy on Invest Like the Best for one of the most detailed public looks yet at the…
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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…
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Sundar Pichai on the All-In Podcast: Unpacking Alphabet’s AI Future, Competitive Pressures, and the Next $100B Bets
TLDW (Too Long; Didn’t Watch): Sundar Pichai, CEO of Alphabet, sat down with the All-In Podcast to discuss AI’s seismic impact on Google Search, the company’s infrastructure and…