This week, Marques, Andrew, and David discuss the beginning of gadget season! They begin the episode by unboxing new Shure SM7B microphones before diving into the rumors that the Zenfone was being discontinued. Then they talk about Cybertruck deliveries, a new sub-brand by Nothing called CMF, the Playstation Portal, and Google Pixel leaks (of course). It was ... Show More
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & 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
1h 20m
