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TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to Spotify immediately after airing.
Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has interviewed Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Diet TBPN delivers the best moments from each episode in under 30 minutes.
If you're sick of our coverage of the NVIDIA story, you're gonna hate
Speaker 2:You're gonna get sicker. Get ready to puke because we got the NVIDIA expert himself. Take him in the TBPN UltraDome. We're bringing him in. Welcome to the show, Tag.
Speaker 2:How you doing? You so much for joining the show.
Speaker 3:Week this week.
Speaker 2:Yeah. I was week indeed. I'm exhausted. How are you doing?
Speaker 3:It... It's been rough. It's been rough. Sleep. Yeah.
Speaker 3:That that that night when the board was meeting, I had to like
Speaker 1:You were so...
Speaker 3:Figure out, do I get any sleep or should I stay up all night? Like, I knew a decision was gonna happen.
Speaker 1:Yeah. Yeah. Sometimes when you have a week of of like an insane news cycle
Speaker 2:Mhmm.
Speaker 1:It's been a different experience just because it's like it's such a... You know, you can't look away but it's also incredibly tragic
Speaker 2:Mhmm.
Speaker 1:Right, for the technology industry, for NVIDIA, for Jensen, America. And, you know, I think people are like actually seeming to do a good job of holding two things, which is like people can be flawed and make mistakes and simultaneously be, you know, one of one and incredible in in other domains. And so despite all the chaos of like, you know, insane... Over on Instagram is like crazier. I'm seeing posts with like, you know, half a million likes that are just like...
Speaker 1:I'm like, this... You know, the story is not niche at all. No. It's like everyone knows, you know, Jensen and all the... They can recognize all the the other people involved.
Speaker 1:But overall, I think people have generally been pretty balanced about it Mhmm. Which I I guess is a silver lining.
Speaker 3:Yeah. I I've been talking to people on NVIDIA and it's complete shock
Speaker 2:Yeah.
Speaker 3:Disappointment. They're angry.
Speaker 2:Yeah.
Speaker 3:So many of the causes that Jensen was a proponent of. Now now those things are are in big trouble.
Speaker 2:Stranded.
Speaker 3:Yeah. The the China hawk stuff, the open source movement.
Speaker 2:Yeah.
Speaker 3:But like all these things that are legitimate positive
Speaker 2:Yeah.
Speaker 3:Forces, like, that's all at risk now. And I just wanna say, like, this is just such a sad ending for probably one of the greatest CEOs of American history. Like, to have his tenure end like this, all the stuff that he contributed to society, the technology industry, and pushing AI forward, it's really it's really disappointing and sad.
Speaker 2:Yeah. I have a hedge fund manager friend who's... His his... One of his big overarching thesis is that we are coming to the end of the boomer bubble, and this obviously relates to the the handover of generational wealth from the boomers and boomer politicians going... You know, we've had boomer politicians for something like forty years or something like that.
Speaker 2:And he was he was... I... He was calling out that Jensen was the the final boomer CEO to go. And now we're firmly in, like, the Gen X millennial territory across all the big tech companies, essentially. It's...
Speaker 2:Yeah. It's a it's a very remarkable time. As you think back on... Which is crazy because Jensen at no point in time have I mentally thought in my head, okay, boomer. Yeah.
Speaker 2:No. No. No. He's like
Speaker 1:so so much vitality, so so much so much energy. I guess like what are you... You know, I would say by Tuesday, I couldn't imagine Jensen staying despite that... Just with all... Everything sort of piling on.
Speaker 1:Despite that NVIDIA would never be the same and there was gonna be a bad... A bunch of bad downstream implications. It just felt like like just too much in in some sense. Now it's like... I still think you have to believe there's a chance he comes back, but there's a lot of investigations.
Speaker 3:I I think it's over. It's like, I I tweeted it out as soon as the the second
Speaker 2:Yep.
Speaker 3:Affair report came out with five sources, like Yeah. I I knew then it was completely over because
Speaker 2:It's a direct report. Direct report. And and direct report is in the NVIDIA terms and conditions, basically, employee handbook.
Speaker 3:The code of conduct.
Speaker 2:Code of conduct.
Speaker 3:Yeah. And
Speaker 2:it's it's much more cut and dry, which is weird to say because we're talking about allegations of spying with a geopolitical rival, like, the most controversial thing, but there is... That that investigation has not concluded. This one is cut and dry, and so the second one was truly the end.
Speaker 3:And the board must have known that if there's two
Speaker 2:Yep.
Speaker 3:Two ants in the kitchen, as people say, there's probably more. Then Reuters came out with a third one. Third. Yeah. Yeah.
Speaker 3:Mean, it was just game over because the code of content says conflict of interest Yep. And the ethics decision tests. Like, if this was in social media or on top of the New York Times, would you wanna do this? And obviously, it did not meet those tests. And, yeah, you can't you can't have an affair with the customer
Speaker 2:Yeah.
Speaker 3:That's a conflict of interest. You can't have affair with your subordinates because you have power over these people.
Speaker 2:I mean,
Speaker 3:that's that's just game over.
Speaker 2:Yeah. Yeah. No. And it makes sense if you're working at a company and you're the one not having the affair, you're like, this is not a level playing field for a company. There's so many reasons why that that I
Speaker 3:mean, I was writing my book
Speaker 2:Yeah.
Speaker 3:I did over a 100 interviews. Let's focus on how NVIDIA was built Yeah. How how effective it was at business culture. But I did ask, are there any negative behaviors I should worried about? Mhmm.
Speaker 3:And no one said infidelity. Mhmm. All the negative behavior, dozens of stories of him, all the bad behavior was him, like, berating Sure. Executives and employees in meetings. You're completely incompetent.
Speaker 3:We're gonna go out of business because you're so incompetent. And that, you know, that's his... Frank, that's just his management style. I saw the Washington... The Wall Street Journal report in Colette.
Speaker 3:That's just what he does in every meeting. It's not it's it's not different. That's his standard operating procedure for thirty years. So I kinda laugh that people are like going off on...
Speaker 2:It's also standard operating procedure in a lot of companies, not just... Really? Okay. I mean, yeah. The the the...
Speaker 2:Like, the... Going back to the the financial crisis, you hear about bankers and hedge fund guys, like, screaming at each other across...
Speaker 1:John always likes to say the good part of getting yelled at on a conference call is you can turn the volume down.
Speaker 3:Yeah. Yeah. So the one thing I want face, I did circle back I did circle back to some of my sources. Yeah. And they...
Speaker 3:I asked about Kimberly Powell Mhmm. And they said that they didn't suspect any infidelity, but multiple sources told me they were kinda surprised how quickly she moved up the ladder, how quickly she got promoted. Interesting. It didn't go through the normal process of
Speaker 2:Yeah. The That's the that's that's really rough.
Speaker 3:Stuff like that, you can't... It's over. Like, you you can't deal with things like that.
Speaker 2:Yeah. Can you give me any more color on... There's now a debate. I was talking to somebody who's who's very skeptical of tech and Jensen, NVIDIA, all this stuff. And he was saying, well, now that we know all this, like, it's very clear that Jensen was just playing a character.
Speaker 2:There's no way he was reading a thousand emails a day. There's no way he was involved in the technical side. Like, it... He was just the dealmaker in chief going around papering money all over, doing podcasts and events, and, and he had a whole team that handled everything else. How do you think about his role prior?
Speaker 3:That's that's completely false.
Speaker 2:Okay. I
Speaker 3:have dozens of firsthand accounts with him. Like, one executive told me, like, I think this is my book, he got, like, 15, 20 emails a day, and he knows all his other executives, his colleagues are getting that kind... Those kind of emails. I mean, they're not, like, three paragraph emails.
Speaker 2:Yeah. Some of the texts. Yeah.
Speaker 3:Yes.
Speaker 2:Just just what's the status on this? What's going on this? Like, give
Speaker 3:me an update on this. Yeah. This wrong. It's Yep. Those are the kind of emails.
Speaker 3:He spends all weekend writing these emails Sure. You know, with his laptop, with his whiskey, Sunday night. So, I mean, it... He's definitely doing everything. He's the chief marketer and chief Yeah.
Speaker 3:Chief business strategist. Like, he micromanages people. He's always looking ahead. And he's HR in chief by recruiting, you know, the best talent from across the industry and retention. So the question is, if he is all these things and he's so great at all these things and he's proven he he was...
Speaker 3:He's been able to do this for three decades Mhmm. How is NVIDIA gonna survive
Speaker 2:Yeah.
Speaker 3:With him?
Speaker 2:Yeah. How how have you been thinking about succession planning, internal, external? There's been a bunch of names thrown around, some of them more technical, some of them more just tech legends. Think... Didn't Donald Trump identify Tim Cook, which is sort
Speaker 3:of I just don't the wild choice. I don't think... He's definitely enough NBC. I don't think Colette is gonna be... She's a
Speaker 2:Have you seen the latest Tim Cook news? Have you seen the latest... Have either of you? Do you know the Donald Trump thing? I don't I I don't think this was AI.
Speaker 2:I might be getting fooled, but I saw a picture and some reporting of him in, in, like, a European country buying a a very expensive rug from, like, a rug dealer. You gotta check this out, Tyler, and figure out if it's real or fake. But it it would... The the message was very clear. It was like, Cook is enjoying retirement.
Speaker 2:He's traveling the world. He's building a rug collection. He has no desire to get back in the most controversial battle in the world and play all that out. And I and I tend to believe that even if the image was fake.
Speaker 3:I I don't think the board would be interested in Tim Cook anyway.
Speaker 2:So No.
Speaker 3:The two the two candidates I did put out there publicly are Renee Asse, the CEO of ARM. He actually used to work at NVIDIA, so Sure. The executive team knows him well. And I know, you know, from sources that they loved working with him. He was always prepared.
Speaker 3:So I think that would be a good fit. And and he can play the public facing role, business management, and and let the internal NVIDIA executives on the technical side really thrive autonomously.
Speaker 1:How much... Sorry. Continue.
Speaker 3:Oh, and the other person I think is a good candidate is Ian Buck, the creator of CUDA. He's in charge of NVIDIA's data center business, has a customer relationships, and he has Jensen's ability to see the technology future. I... I've been quoting that. There's this podcast in 2019 where he was talking about large language models, scaling laws, natural language process, all the stuff that happened three years later.
Speaker 2:Is that Ian Buck you mentioned?
Speaker 3:Yes. Ian Buck. Yeah.
Speaker 2:So passing the buck potentially. The buck stops the buck. This works. The nominative determinism I'm behind. I don't know anything about this guy.
Speaker 1:Buck, money, you know, you can keep going.
Speaker 2:It's gonna be couple bucks.
Speaker 3:I mean, I interviewed him. Okay. He speaks at conferences. I think he'd be a great choice. And the...
Speaker 3:Oh, one thing I do wanna mention is, there are these guys, become CEO. You have to lock down Colette Sure. And this guy named Jonah Alpin
Speaker 2:Mhmm.
Speaker 3:Who does... He's the head of GPU engineering Mhmm. Throw a billion dollars at these people.
Speaker 2:And They gotta stay.
Speaker 3:You have to lock down the executive talent, because I'm sure, you know, a lot... There's outside recruiters at other companies. If you lock down the top, you know, two, three people and other... NVIDIA sources tell me, actually, there's, 10 people you need to lock down. Yeah.
Speaker 3:If the board is able to lock down these people, I think NVIDIA can be successful.
Speaker 2:So what what did you read into this Jensen... This in the Wall Street Journal? Before Ouster Jensen belittled his replacement, interim CEO, Colette Kress, had questioned some of deal making. He called her like Tejas
Speaker 1:Tejas said that's what he says to everyone.
Speaker 2:Yes. But but but
Speaker 3:But strategically meeting.
Speaker 1:Every meeting.
Speaker 2:Why is that... Like, is this an effort to... That Jensen doesn't believe Colette should be in the CEO role, but he's fine with her staying as CFO? Or there's actually something deeper there?
Speaker 3:I don't think... Well, I don't wanna put words in Jensen. I Sure. Like, I don't think Colette is the permanent
Speaker 2:Okay. Yeah. That makes sense.... Person. Sure.
Speaker 3:Sure. The new people, and I think they're taking their time a... I mean, there's definitely a short list.
Speaker 2:Yeah.
Speaker 3:And they're taking their time, and
Speaker 2:Okay.
Speaker 3:Financial Times reported, like, an hour ago that they they are talking to Renee Haas.
Speaker 2:Okay. Wow.
Speaker 3:Yeah. Yeah.
Speaker 2:That's exciting surgery.
Speaker 3:So I think they they need to vet their backgrounds now because, like, after what happened with Jensen, you really have to make sure there's no skeletons in any one cloud.
Speaker 2:A 100%. A 100%.
Speaker 1:So my big question for you is how much of NVIDIA's moat on a go forward basis would have been Jensen's deal making. Mhmm. Because there's a a... DHH has a post where he says it takes ten years for the culture of a great company to fall apart once the CEO seat is given to someone without an engineering or product background. That's been their story of Boeing, Intel, and now Apple.
Speaker 1:NVIDIA is gonna continue to make fantastic computers. The question is like in order to maintain market share and and it it feels like gen... It feels like you can find somebody with amazing engineering and product experience that's respected by engineers, that has zero ability to do the real high flying deal side. And that gets pushed to committee. And NVIDIA ends up suffering because of it, and it creates room for for new entrants.
Speaker 3:So so so what I foresee in the best case scenario is, say, Renee Haas becomes the CEO. He can do the conferences. He can do the marketing. He can do the business management. And then autonomous...
Speaker 3:Let, like, Jonah Alban be autonomous on the GPU technology engineering. Let Ian Buck manage the data center relationships and have his technology strategic vision. Instead of one Jensen, maybe you have, you know, two two, three people that can do parts of Jensen. Mhmm. And like I said, the the most important thing...
Speaker 3:The the culture is ingrained there. Like, a mission is a boss, speed of light, like insane work. All these people work hundred hour weeks. The important thing is you need to hire a good CEO that knows his limits, his or her limits Mhmm. And then...
Speaker 3:And make sure you retain these these deep bench that has been executing Yeah. And knows the technology. But you need to retain these people because, you know, I'm sure every other company is calling these people right now.
Speaker 2:Sure.
Speaker 3:If they're able to retain the top five, 10 people and have a good CEO, the two candidates I mentioned, I think NVIDIA can do well. I mean, the next two, three years are actually baked in the cake in terms of their act... The quality of the products. Yeah. The key question is, what's the strategy gonna be the deal making, three to five years from now?
Speaker 3:And and that's the critical question, the next CEO. Obviously, the quality of CEOs is so important in the technology industry.
Speaker 1:Yeah. What what do you think Jensen does next? Still feels like... It's hard to imagine him going out like this and then just being done. Like, he
Speaker 3:Yeah. I I mean, I think company? That... Well, I mean, first of all, he needs to go through this investigation process and go before congress and, you know, he's gonna be very busy on the legal, political front the next few months or maybe even a year. Mhmm.
Speaker 3:I don't think he's retiring because like like he's famously said, work is the way he has fun. So Yeah. I don't I don't think he's done. Like, as soon as all this political stuff and all this legal stuff that he has to go through and he's done, say, you know, six to twelve months from now, he'll do something. Yeah.
Speaker 3:I do think he still loves NVIDIA. Like, NVIDIA is his life's work. So I don't know if he'll compete with NVIDIA, but but we'll see.
Speaker 2:Yeah. Well, we found the post, the picture of Tim Cook. Retirement side quest update. Can we pull this up? Tim Cook spotted buying rug for $18,000 at the Grand Bazaar in Turkey.
Speaker 2:Do we have the image? I think we put it in the timeline in the...
Speaker 3:So this is real. Is this is...
Speaker 2:Like a real image, but it's from EOIG, entrepreneurs on IG, which is... I don't know if it's Wall Street Journal level coverage.
Speaker 1:I'm not leaning on it.
Speaker 2:But it it it is it is a good indication of where Tim... It it's believable even if it's fake news. We'll see.
Speaker 3:I mean, after all the work and all the stuff he... He's he's gone through
Speaker 1:Mhmm.
Speaker 3:Like, leave the man alone. He's... He did a great job for Apple. Yeah. He doesn't need to be the center of geopolitics Yeah.
Speaker 3:And running another major technology company.
Speaker 2:How are you expecting earnings to go next week?
Speaker 3:So I do think... Okay. There's a feeding frenzy now
Speaker 2:Yeah.
Speaker 3:Because Jensen is twenty four seven news, and the politicians are just, you know, they love that stuff, so they're gonna get ahead of it. Yep. So I do think on the margin, the data center loophole where, you know, Chinese customers can access NVIDIA products on on these international data centers, I think that's gone. They're definitely gonna pass legislation to ban that. That's been the loophole that people got.
Speaker 3:I think... So on the margin, think parts of the business, it's it's not huge, are gonna go away. So I I don't know what Colette's gonna do. Yeah. I do think there's no impact in terms of overall aggregate AI compute demand.
Speaker 3:It's overwhelming.
Speaker 2:Yeah.
Speaker 3:Every single data point shows there's massive demand for GPU compute. Yeah. But on the margin, I do think that loophole is going away. And on the margin, maybe needle clouds might have a tougher time financing their CapEx over the next twelve months.
Speaker 2:Yeah. So, I mean, we've been hearing rumors about private credit sort of slowing down a little bit in some of the longer tail of the build out. But you had those great core weave earnings. There's a whole bunch of different data points around some positive stories. There's some Mag seven earnings misses and big sell offs and then building back from there.
Speaker 2:But it feels like I mean, all eyes are on the earnings. Things this should not be derailing from business as usual. But even if none of this was happening, there's still a question of expectations are so high, have the jitters in various pieces of the market slowed down demand at all. Think I people probably...
Speaker 3:Hyperscalers, I think, are gonna be able to raise whatever they need to raise because they're hyperscalers.
Speaker 2:Yep.
Speaker 3:Have free cash flow. Mhmm. On the margin, I think the financing environment for Neo Clouds has become more difficult. Mhmm. And there's a lot of macro reasons for that with the Fed actually hiking rates and the financial conditions tightening, and a lot of fears about the election that it's gonna be harder for these companies to get data center permits and etcetera.
Speaker 3:But I don't think it's, as of yet, that significant.
Speaker 2:Yeah.
Speaker 3:And it's more of like an incremental on the margin type of thing versus what being like 30% of revenue is gonna get crunched because of all these different factors. And I do hope that the war ends soon because I do think that's a major impact on inflation. Like, if if we can get diesel prices and oil prices cut in half because the war somehow comes to resolution, and I think, politically, a truck can't escalate after what happened in the midterms.
Speaker 2:Yeah. No way.
Speaker 3:You would think that in... Within weeks or months, hopefully, the war winds down, they come to something.
Speaker 2:Yep.
Speaker 3:Then energy prices, oil prices will go down. Yep. The Fed won't have to... You know, this morning, one of the Fed presidents, like, threatened, like, being much more hawkish on CNBC. That goes away.
Speaker 3:The Fed doesn't have to be super hawkish, and then that... That's gonna let finance companies like Neoclass raise money more easily. So there's a lot of macro crosscurrents, but I don't think it's, like, dramatic and significant yet.
Speaker 2:Yeah. Jordy? I have one more.
Speaker 3:Go for it.
Speaker 2:How how are you thinking about net Blackwells or net GPUs flowing to China? This feels like it will decrease compute supply in China in the short term. This feels like an event, a catalyst that will widen the gap between closed source and open source. Is that your framework? Is that your your prior?
Speaker 3:Well, I... First, I mean, there's two things I wanna say. First, China... Everyone... Like, all this discussion, China is the one that's blocking NVIDIA GPUs.
Speaker 3:That's getting there.
Speaker 1:Yeah.
Speaker 3:Like, h two hundreds, the the US government finally got to a point where, okay, we'll give licenses. And the reason why NVIDIA can't sell, you know, GPUs to China is because China was offended by Howard Lutnik's. You know, we we won't have to go into it. Sure. He was very insult...
Speaker 3:Insulting them and, you know, China decided to block h one two hundred.
Speaker 2:So Yeah.
Speaker 3:It's China that's blocking NVIDIA GPUs right now.
Speaker 2:And So... But but is that true? Because... I mean, we saw this Will Dupu tweet go out, and he's he's been digging into all the different
Speaker 1:No. You need to be able to understand there's two things happening. There's the posture of the government, and there's what the labs want to do. The labs just want the best compute they can get their hands on however they can.
Speaker 2:You're talking about the labs being deep sea moonshot, mini max,
Speaker 1:and Yeah, yeah, yeah. They're just like, we want compute. Yeah. But the government is taking a different policy, and so you can't look at it as a single stance.
Speaker 2:Yeah. So I would assume that if they close that data center loophole, they stop shipments to Malaysia, they stop shipments to Singapore, they stop diversion, they stop direct shipments to China, if those are happening. The total amount of compute available, frontier compute available to DeepSeek, Moonshot, MiniMax, Ant Group decreases over the next year or two. Now you could have Huawei and SMIC and SME, like, take off. That's certainly a possibility.
Speaker 2:But at least in the short term, it feels like China's gonna be more GPU poor in the next year or two.
Speaker 3:So I think the bigger problem for for China's models
Speaker 2:Mhmm.
Speaker 3:Is not that. Mhmm. It's that right now, we're going through this RSI thing
Speaker 2:Yeah.
Speaker 3:Where anthropically open AI
Speaker 2:Yeah.
Speaker 3:Are hitting apart the r and d cycle where AI is just gonna take off. Mhmm. And what both these labs have done over the last... I I think this has been undercovered
Speaker 2:Mhmm.
Speaker 3:Is that they've been cutting off the distillation Yep. Accounts.
Speaker 2:Yeah. Yeah. And
Speaker 3:I think what you're gonna see in the next six months is that the models from Anthropic and OpenAI are... The the gap between Anthropic OpenAI and versus Chinese models are gonna widen dramatically. Yeah. Because the only reason... I mean, this is obvious if you've been following everything.
Speaker 3:The only reason these Chinese models are good is because they're just distilling the American models.
Speaker 2:Yeah.
Speaker 3:It's not... Like, that that's...
Speaker 1:And they're and they're buying and they're buying the same data.
Speaker 3:Yeah. Yeah. There's a little bit of that. Yeah. Yeah.
Speaker 3:Yeah. That... It's mainly installation. And
Speaker 2:Yeah.
Speaker 3:If you if you... Anthropic's been very good at this kinda, you know, putting out a document that that shows what's going on.
Speaker 2:Yeah.
Speaker 3:And both these labs have been clamping down on it. And as RSI takes takes effect, I think the the leadership of the American AI labs are gonna gonna really show up.
Speaker 2:So... Yeah. Yeah. So all of that seems like even with all the turmoil and the chaos in... With NVIDIA, but also the market broadly, It's not the craziest time for Anthropic to go public next week.
Speaker 2:It feels like they reset the valuation, and it's perfect. Right?
Speaker 3:Yeah. And the October ARR, which is... Mean, I've this other places. I think part of OpenAI's strategy of, like, really putting putting pressure on Anthropic Yeah. From July to September
Speaker 2:Yep.
Speaker 3:Kinda backfired Mhmm. Because it it made Anthropic's numbers look worse in September.
Speaker 2:And then they dropped.
Speaker 3:Exactly. And then Opus five five came out and it was such a great model
Speaker 2:Yeah.
Speaker 3:That their growth... The way their growth curve looks from the September quarter to October looks great. Interesting. Wall Street is not that smart. Like, they're kinda like goldfish.
Speaker 3:They just Yeah.
Speaker 2:You know. What happened this month? Yeah. Yeah. Makes sense.
Speaker 3:So if if if you see what happened in the last week, all this sentiment, like, everyone's freaking out, anthropic IPO's not gonna happen. Mhmm. And then someone very brilliantly at the bottom of the market leaked the October ARR saying it was gonna be over 80,000,000,000 to to Wall Street Journal. And then sentiment completely flipped around.
Speaker 2:Yeah. And now we're on the valuation reset....
Speaker 3:Times. Yep. Six six, seven times oversubscribed. They set the thing low, and now it's gonna go great, and the the the IPO is gonna go bonkers next week. So so that's gonna help sentiment.
Speaker 2:Yeah. Yeah. That makes a lot of sense.
Speaker 3:And this RSI thing, by the way, is very bullish for AI semiconductors because the more... The dances you get, the more chips you need to buy to to accomplish the RSI.
Speaker 2:Yes. But it feels like it's bullish for semiconductors broadly, the the semiconductor oligopoly. It's good for TPU, Tranium, Intel, AMD It's the startups, etched. Yeah.
Speaker 3:Agents and GPUs. And, you know, I've been interviewing the head chip designer at OpenAI.
Speaker 1:Yeah.
Speaker 3:And all they say is we're taking everything we can get. Yep. I talked to a meta a meta executive at the conference. Yeah. We're just taking anything we can get.
Speaker 3:But there's overwhelming demand
Speaker 2:Yep.
Speaker 3:For chips.
Speaker 2:And they can bring them up faster with agents. They can actually get things running on the... On on different pipelines.
Speaker 3:The the open AI chip design... Head head chip architect tell... Told me that agents has been a dramatic multiplier and accelerator Yeah. In terms of their chip design.
Speaker 2:If you had to write another book, who would it be about? Would you do AMD, Intel?
Speaker 3:I did I did tell people I'm working on a second book. I'm not ready
Speaker 2:to You're not ready to disclose it?
Speaker 3:Disclose it.
Speaker 2:Yes. I think we might need 10 more books. We need a TPU book. We need a training book, an Intel book, an AMD book, maybe a Broadcom book.
Speaker 3:I'm I'm not
Speaker 2:an AI book.
Speaker 3:I I can only write one book.
Speaker 2:Get working, Tay. Get working. We need these books faster than you can write them because the the semiconductor race is fully fully on. We are we are potentially leaving the monopoly era.
Speaker 3:And they get many interesting stories.... Every week. Every week. Every week. We didn't even talk about the midterms and elections that that much.
Speaker 3:It's just incredible. Yeah. Every week is like a brand new crazy story.
Speaker 2:Yeah. Yeah. We were talking this is exciting. Yeah. Yeah.
Speaker 2:Yeah. The... Yeah. It'll be interesting
Speaker 1:to see you. The the the Full employment for take in.
Speaker 2:Full employment for anyone with a take. It's a it's a great it's a great time and
Speaker 1:Great to see you. Business. Hope you can get some rest this weekend.
Speaker 2:You got some rest. Happy Friday.
Speaker 1:Next week will be interesting.
Speaker 2:We'll talk to you soon.
Speaker 3:Oh, god.
Speaker 2:Cheers. Goodbye.