Jensen Out, TBPN Merch Drop, GPT 6 Cyber, Dylan Patel Live
John Coogan and Jordi Hays cover Jensen Huang's exit as Nvidia CEO, with Dylan Patel on the fallout. They also discuss OpenAI's new cyber model, Teddy Collins's US-China AI book and Luminal's $25 million raise.
The gist
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Jensen Huang resigned as Nvidia CEO after a reported affair with a direct report, and CFO Colette Kress became interim CEO.
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Short seller Culper Research flagged Nvidia's China problem six months earlier, and Coogan recommends Turn, the spy show that inspired the firm's name.
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Dylan Patel says open-source AI loses most here, and picks Broadcom's Charlie Kawwas and Apple's Johny Srouji as ideal outside CEOs.
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Teddy Collins's book frames US-China AI competition as three struggles: keeping a lead, government adoption, and protecting democratic values.
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Joe Fioti says Luminal, which raised $25 million, gets strong price performance on Trainium and is ramping Positron Atlas chips in its cloud.
John Coogan recommends it
"Have you seen this show, Jordi? It's called Turn. It's fantastic. It's such a good show. It's not on HBO or any of those super premiere things, so it feels a little like, oh, you're just watching a TV show. It doesn't feel like a movie yet, but it just gets better and better a..."
▶ Play at 29:52
John Coogan recommends it
"Don't forget to buy the book. Buy the merch and also buy the book. The Bitter Struggle is available for sale now by Teddy Collins."
▶ Play at 1:55:46"We really like accelerators that have a big throughput focus. So, you know, our work on Trainium, for instance, we get excellent results out of Trainium. On our cloud we're doing something like 100 trillion tokens a month, and we're ramping a lot of that on Trainium. And we ge..."
▶ Play at 1:58:49"One of our first partnerships to make a compiler back end was with Positron... So we're big fans of Positron. We're actually ramping their Atlas chips in our cloud right now as well. So we love them."
▶ Play at 1:59:42What they recommend · 6 picks
"Have you seen this show, Jordi? It's called Turn. It's fantastic. It's such a good show. It's not on HBO or any of those super premiere things, so it feels a little like, oh, yo..."
"We really like accelerators that have a big throughput focus. So, you know, our work on Trainium, for instance, we get excellent results out of Trainium. On our cloud we're doin..."
"Don't forget to buy the book. Buy the merch and also buy the book. The Bitter Struggle is available for sale now by Teddy Collins."
John Coogan
3 picks
"Have you seen this show, Jordi? It's called Turn. It's fantastic. It's such a good show. It's not on HBO or any of those super premiere things, so it feels a little like, oh, yo..."
"Don't forget to buy the book. Buy the merch and also buy the book. The Bitter Struggle is available for sale now by Teddy Collins."
"I know you were using the product for a little bit. When we started the show I was daily driving Perplexity... all of that's been built into ChatGPT and Gemini and Claude."
Joe Fioti
2 picks · guest
"We really like accelerators that have a big throughput focus. So, you know, our work on Trainium, for instance, we get excellent results out of Trainium. On our cloud we're doin..."
"One of our first partnerships to make a compiler back end was with Positron... So we're big fans of Positron. We're actually ramping their Atlas chips in our cloud right now as ..."
Dylan Patel
1 pick · guest
"It's not a Duo. It's a Samsung... I've had foldables for three or four years."
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