Chris Miller (Chip War) Joins, The Name's Huang. Alice Huang. The Markets. Shaken, and stirred.
John Coogan and Jordi Hays dig into the widening Nvidia spy scandal involving Alice Wong, with Chip War author Chris Miller on the fallout. Ed Bolian, defense robotics founder Justin Seeley and AI-native litigator Christopher Kercher also join.
The gist
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Coogan walks through new allegations, including Bloomberg finding about 50,000 extra GPUs sold to Mega Speed, and recommends The Information's deep dive on Alice Wong.
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Chris Miller says smuggled chips and Southeast Asian data centers make up only a couple percentage points of Nvidia revenue, and Nvidia needs a reset with Congress.
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Ed Bolian buys rare cars further along the depreciation curve, like manual Lamborghini Murciélagos, since about 99% of those models were sold with paddle shifters.
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Bolian says the more you drive cars the more reliable they get, and his neglected 2012 Bugatti Veyron has been great for about 15,000 miles.
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Kercher says AI lets small litigation teams compete, but an experienced litigator will get far more out of Claude than someone who has never litigated.
John Coogan recommends it
"Also, The Information has a fantastic breakdown that goes way deeper into Alice Wong, the James Bond of AI, I suppose, Mega Speed, and then there's this new company that they dug up, Century Leong. Highly recommend reading this. And they actually piece together the puzzle a lo..."
▶ Play at 10:01"I loved the Lamborghini Murciélago since it came out. I just thought it was the coolest car. I love the heritage and lineage of the V12 Lamborghinis, especially the manual transmission cars. And I learned that they were a lot more rare than really anybody seemed to know."
▶ Play at 1:04:02"There's not really a monster in the closet with a Bugatti of something that's going to bite you one day inevitably... So my 2012 Bugatti Veyron that had not been well cared for prior to my ownership... has honestly been great for about 15,000 miles now."
▶ Play at 1:12:142 creators recommend it, including Steve Hamilton.
See all on the Bugatti Veyron page"When I have a medical issue, I can look up, okay, why am I coughing like this? And ChatGPT or Claude can give me an answer. ... Who is going to use Claude better on a litigation task? Me, another litigator, or someone who has never litigated before?"
▶ Play at 1:42:10251 creators recommend it, including Riley Brown, Chris Koerner, and This Week in Startups.
See all on the Claude pageWhat they recommend · 5 picks
"Have you ever seen The Americans? The show is about two Russian sleeper agents that basically build a whole life in America, and as part of that they are honeypotting a lot of d..."
"I loved the Lamborghini Murciélago since it came out. I just thought it was the coolest car. I love the heritage and lineage of the V12 Lamborghinis, especially the manual trans..."
"There's not really a monster in the closet with a Bugatti of something that's going to bite you one day inevitably... So my 2012 Bugatti Veyron that had not been well cared for ..."
John Coogan
2 picks
"Have you ever seen The Americans? The show is about two Russian sleeper agents that basically build a whole life in America, and as part of that they are honeypotting a lot of d..."
"Also, The Information has a fantastic breakdown that goes way deeper into Alice Wong, the James Bond of AI, I suppose, Mega Speed, and then there's this new company that they du..."
Ed Bolian
2 picks · guest
"I loved the Lamborghini Murciélago since it came out. I just thought it was the coolest car. I love the heritage and lineage of the V12 Lamborghinis, especially the manual trans..."
"There's not really a monster in the closet with a Bugatti of something that's going to bite you one day inevitably... So my 2012 Bugatti Veyron that had not been well cared for ..."
Christopher Kercher
1 pick · guest
"When I have a medical issue, I can look up, okay, why am I coughing like this? And ChatGPT or Claude can give me an answer. ... Who is going to use Claude better on a litigation..."
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