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
