(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:
  / chamath  
  / jason  
  / davidsacks  
  / friedberg  

Follow the pod:
  / theallinpod  
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
  / yung_spielburg  

Intro Video Credit:
  / thezacheffect  

Referenced in the show:
https://www.google.com/finance/quote/...
  / 1760680756689748478  
https://investor.nvidia.com/news/pres...
https://www.statista.com/statistics/1...
https://www.google.com/finance/quote/...
https://www.marketwatch.com/story/wal...
  / 1759372542530261154  
  / 1760343973632291212  
https://x.ai
  / 1760436281438314545  
https://artificialanalysis.ai
https://www.contraline.com/product
https://www.cafexapp.com/commercial
https://blog.google/technology/ai/goo...
https://blog.google/products/gemini/b...
https://workspace.google.com/blog/pro...
  / 1760452419627233610  
  / 1760189582870536408  
  / 1760163801893339565  
https://ai.google/responsibility/prin...
https://en.wikipedia.org/wiki/Reinfor...
  / 1760780139476992062  
  / 1760416051181793361  
  / 1760729719094563019  
  / 1760780139476992062  

#allin #tech #news