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

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Mentioned (39)

H100s
H100s "H200 is coming to China, which is the more advanced version, the not nerfed version." ▶ 14:38
Oura
Oura "They'll look at their Oura or their Whoop scores and then they'll notice improvements in let's sa..." ▶ 2:00:00
Ritalin "obviously if you have true clinically diagnosed properly diagnosed ADHD prescription stimulants c..." ▶ 2:02:05
Vyvanse "the ADHD meds that I feel like have been popular in Silicon Valley for decades across Ritalin, Ad..." ▶ 2:00:42
Modafinil "the ADHD meds that I feel like have been popular in Silicon Valley for decades across Ritalin, Ad..." ▶ 2:00:48
Groq
Groq "To run a single two trillion parameter model, you need 2,000 Groq chips. On Cerebras, that's just..." ▶ 19:51
Cerebras
Cerebras "We solved this with wafer scale, one integrated circuit system, little interconnect tax." ▶ 20:19
Replit
Replit "Apple has quietly prevented AI vibe coding apps such as Replit and Vibe Code from releasing updat..." ▶ 27:59
Vibe Code "Apple has quietly prevented AI vibe coding apps such as Replit and Vibe Code from releasing updat..." ▶ 28:01
Siri
Siri "tells you that they integrated with Siri a decade ago" ▶ 1:15:51
Tempo
Tempo "we are very excited to just partner with companies like Tempo to see how stable coins can be disr..." ▶ 1:17:30
OpenClaw
OpenClaw "I think OpenClaw is like kind of the closest thing we've seen to something that is like where Age..." ▶ 1:19:54
Brex "I came from Brex before this" ▶ 1:27:22
Creatine monohydrate "you're probably going to take the most studied ergogenic supplement, which is creatine" ▶ 1:39:02
semaglutide "with these prescription GLP1s semaglutide tirzepatide there it's clinical studies are showing 14...." ▶ 1:41:23
Tirzepatide "tirzepatide is generally efficacious for weight loss. There's no reason for most people to be tak..." ▶ 1:41:24
melatonin "the most common over-the-counter supplement for sleep is melatonin, right? Melatonin mildly works" ▶ 1:41:42
ipamorelin "there are growth hormone peptides now, ipamorelin and tesamorelin that enhance sleep, they enhanc..." ▶ 1:42:40
Tessamorelin "there are growth hormone peptides now, ipamorelin and tesamorelin that enhance sleep, they enhanc..." ▶ 1:42:42
Magnesium "the most common supplement that people take is magnesium. It helps you kind of be calm and kind o..." ▶ 1:42:55
Zinc "zinc is the most common supplement that people take in terms of enhancing sort of sexual function" ▶ 1:43:50
Viagra "the ED drugs Tadalafil Viagra Vardenafil there's been a big boom with Hims and Hers and Roman" ▶ 1:43:58
vardenafil "the ED drugs Tadalafil Viagra Vardenafil there's been a big boom with Hims and Hers and Roman" ▶ 1:44:01
Hims
Hims "there's been a big boom with Hims and Hers and Roman" ▶ 1:44:01
Roman
Roman "there's been a big boom with Hims and Hers and Roman" ▶ 1:44:03
Diet Coke
Diet Coke "Glad to see you're drinking a diet virtual diet coke with John." ▶ 2:46:03
Shopify
Shopify "Shopify is thinking about similar things." ▶ 2:50:43
Stripe
Stripe "It's like Stripe for payments, Ramp for expenses, Handover Park for investments." ▶ 2:23:16
PitchBook
PitchBook "It's actually not really Crunchbase PitchBook. It's really like the unsexy financial cash flow data." ▶ 2:24:34
Crunchbase
Crunchbase "It's actually not really Crunchbase PitchBook. It's really like the unsexy financial cash flow data." ▶ 2:24:34
MCP
MCP "You should think of MCP as a way to talk to an API that has been designed to be baked into the ag..." ▶ 2:31:34
Cloudflare
Cloudflare "Instead of me going say Cloudflare Vercel and saying hey login add billing information labs and s..." ▶ 2:33:52
Vercel
Vercel "Instead of me going say Cloudflare Vercel and saying hey login add billing information labs and s..." ▶ 2:33:54
OpenAI API
OpenAI API "Let's say you're talking to I don't know let's say again the OpenAI API and if you were to do pay..." ▶ 2:35:36
Starbucks
Starbucks "Starbucks has a massive gift card program. And it's essentially bank-like if you think about it i..." ▶ 2:53:15
Coinbase
Coinbase "Obviously in hindsight the answer was both like you could own Coinbase and Bitcoin." ▶ 2:56:03
OpenAI
OpenAI "In 2018 like Bitcoin and Ethereum were like OpenAI and Anthropic and those are the things to own." ▶ 2:56:17
Anthropic
Anthropic "In 2018 like Bitcoin and Ethereum were like OpenAI and Anthropic and those are the things to own." ▶ 2:56:19
Tesla Optimus
Tesla Optimus "Khi has a market here. Tesla Optimist released this year. 25.2% chance right now." ▶ 2:54:57

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