H200s in China, GTC Day 3, Apple Blocks Vibe Coding, Peptide Debates, Private Credit

TBPN · · 3 hr 12 min
Watch the episode 3 hr 12 min · YouTube

What they recommend · 2 picks

Chip War Books

"We've interviewed Chris Miller, the author of Chip War. It's a great book. Highly recommend it."

Oxytocin Supplements

"we've actually developed a topical formulation of it... it reduces cortisol, the stress hormone, and it helps people feel more connected"

Made by someone on this episode

Multiply · Matt Damon's — The first hybrid AI media agency combining AI agents with humans fo...

Also mentioned

14:38 Nvidia H100 · "H200 is coming to China, which is the more advanced version, the not nerfed version."
19:51 Groq · "To run a single two trillion parameter model, you need 2,000 Groq chips. On Cerebras, that's just over 20..."
20:19 Cerebras · "We solved this with wafer scale, one integrated circuit system, little interconnect tax."
27:59 Replit · "Apple has quietly prevented AI vibe coding apps such as Replit and Vibe Code from releasing updates to..."
28:01 Vibe Code · "Apple has quietly prevented AI vibe coding apps such as Replit and Vibe Code from releasing updates to..."
1:06:49 DoorDash · "13 years in the making I guess. I mean so I've been always involved on the tech side at DoorDash."

Ads in this episode

Linear, Vanta, Graphite, Figma, Public, Okta, Lambda, MongoDB, Fin, Console, TurboPuffer, Cisco, Shopify, Vibe.co, Sentry, Devin, Axon, Phantom Cash, New York Stock Exchange, Gusto, Ramp, Gemini 3.1 Pro, Restream, CrowdStrike, ElevenLabs. They're paid, so we keep them out of the picks above.

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