Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.
To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and G ... Show More
Nov 19
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It)
<p>Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley's feet. For decades, tech and defense were allies, then came 15 years of host ... Show More
1h 16m
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Feb 2025
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects.
Thank you for li ... Show More
5h 16m
Sep 22
Nvidia eyes $500M investment into self-driving tech startup Wayve, also, UK fintech Tide becomes a TPG-backed unicorn
Nvidia CEO Jensen Huang descended on the United Kingdom this week, armed with a pledge to invest $2.6 billion to supercharge the country’s AI startup ecosystem. Wayve, the U.K.-based self-driving tech startup, could be one of those to receive funds from Nvidia’s AI investment com ... Show More
8 m
Sep 2024
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.
Afte ... Show More
1h 3m
Sep 26
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m
Oct 2024
Stripe's biggest acquisition yet, and what's a16z doing with all of those Nvidia GPUs?
It’s no secret that Stripe has doubled down on its crypto offerings, enabling crypto purchases in the EU back in July and announcing a Pay with Crypto feature earlier this month. This week, the fintech giant made its dedication to crypto even clearer with its largest deal to date ... Show More
31m 19s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
<p>Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.</p><p><br></p><p>In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered ... Show More
50m 3s