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The Don’t Worry About the Vase Podcast is a listener-supported podcast. To receive new posts and support the cost of creation, consider becoming a free or paid subscriber.

* 00:00:00 - Introduction

* 00:01:53 - Podcast Overview Part 1: Ordinary Business Interview

* 00:04:24 - Podcast Overview Part 2: A Debate About Chip Exports

* 00:09:35 - What Is Nvidia’s Moat?

* 00:15:33 - TPU vs. GPU

* 00:20:42 - Why Isn’t Nvidia Hyperscaling?

* 00:26:20 - Selling Chips To China

* 00:55:49 - Different Chip Architectures

* 00:57:13 - The Online Reactions On Export Controls

* 01:05:11 - Is This About Being Superintelligence Pilled?

* 01:10:49 - Jensen’s Arguments Are Poor Both Logically And Rhetorically

https://open.substack.com/pub/thezvi/p/on-dwarkesh-patels-podcast-with-nvidia?utm_campaign=post-expanded-share&utm_medium=web

Get full access to DWAtV Podcast at dwatvpodcast.substack.com/subscribe