Results for "compute limits"

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2 results

Episodes

  • All-In with Chamath, Jason, Sacks & Friedberg
    Intelligent Report

    Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

    All-In with Chamath, Jason, Sacks & Friedberg· Brad Gerstner· Sep 17, 2026

    Brad Gerstner breaks down the AI revenue race, why $180B in lab revenue is the market's make-or-break number, and why 2026 demands facts over conviction trades.

    ai-regulationinference
  • Invest Like the Best with Patrick O'Shaughnessy
    StandardSummaries only

    Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling

    Invest Like the Best with Patrick O'Shaughnessy· Dec 6, 2024

    My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Bot

    aiinvesting