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

2024-02-23 · 80 min · 39 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://twitter.com/yung_spielburg
→ references RLHF person

0.77

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://rb.gy/tppkzl
→ references SPY:NYSEARCA website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
→ references NVDA:NASDAQ website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://google.com/finance/quote/NVDA:NASDAQ
→ references x.ai company

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://x.ai/
→ references artificialanalysis.ai website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://artificialanalysis.ai/
→ references Google Gemini Ai person

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://blog.google/technology/ai/google-gemini-ai
→ references contraline.com website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://contraline.com/product
→ references Bard Gemini Advanced App person

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://blog.google/products/gemini/bard-gemini-advanced-app
→ references NVIDIA Announces Financial Results For Fourth Quarter And Fiscal website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
→ references Nvidia Quarterly Revenue By Specialized Market website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
→ references Commercial website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://cafexapp.com/commercial
→ references Gemini For Google Workspace person

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
→ references Responsibility website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://ai.google/responsibility/principles

Entities found in this episode

websites 18

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://rb.gy/tppkzl
mentioned SPY:NYSEARCA website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
mentioned NVDA:NASDAQ website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://google.com/finance/quote/NVDA:NASDAQ
mentioned artificialanalysis.ai website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://artificialanalysis.ai/
mentioned contraline.com website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://contraline.com/product
mentioned NVIDIA Announces Financial Results For Fourth Quarter And Fiscal website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
mentioned Nvidia Quarterly Revenue By Specialized Market website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
mentioned Commercial website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://cafexapp.com/commercial
mentioned Responsibility website

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://ai.google/responsibility/principles
references Tppkzl website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://rb.gy/tppkzl
references SPY:NYSEARCA website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
references NVDA:NASDAQ website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://google.com/finance/quote/NVDA:NASDAQ
references artificialanalysis.ai website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://artificialanalysis.ai/
references contraline.com website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://contraline.com/product
references NVIDIA Announces Financial Results For Fourth Quarter And Fiscal website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
references Nvidia Quarterly Revenue By Specialized Market website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
references Commercial website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://cafexapp.com/commercial
references Responsibility website

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://ai.google/responsibility/principles

persons 10

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://twitter.com/yung_spielburg
mentioned RLHF person

0.90

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://twitter.com/yung_spielburg
references RLHF person

0.77

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
mentioned Google Gemini Ai person

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://blog.google/technology/ai/google-gemini-ai
mentioned Bard Gemini Advanced App person

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://blog.google/products/gemini/bard-gemini-advanced-app
mentioned Gemini For Google Workspace person

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
references Google Gemini Ai person

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://blog.google/technology/ai/google-gemini-ai
references Bard Gemini Advanced App person

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://blog.google/products/gemini/bard-gemini-advanced-app
references Gemini For Google Workspace person

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace

companys 6

mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
mentioned x.ai company

0.45

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://x.ai/
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
references x.ai company

0.38

evidence rules-v4
Link in episode "E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more": https://x.ai/

concepts 5

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
mentioned LPU concept

0.35

evidence rules-v4
LPU

Episode description as stored

(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) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/NVDA:NASDAQ https://twitter.com/KobeissiLetter/status/1760680756689748478 https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024 https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1 https://twitter.com/JayScambler/status/1759372542530261154 https://twitter.com/chamath/status/1760343973632291212 https://x.ai https://twitter.com/TheTranscript_/status/1760436281438314545 https://artificialanalysis.ai https://www.contraline.com/product https://www.cafexapp.com/commercial https://blog.google/technology/ai/google-gemini-ai https://blog.google/products/gemini/bard-gemini-advanced-app https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace https://twitter.com/benthompson/status/1760452419627233610 https://twitter.com/Patworx/status/1760189582870536408 https://twitter.com/micsolana/status/1760163801893339565 https://ai.google/responsibility/principles https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback https://twitter.com/Jason/status/1760780139476992062 https://twitter.com/paulg/status/1760416051181793361 https://twitter.com/chamath/status/1760729719094563019 https://twitter.com/Jason/status/1760780139476992062