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Gavin Baker: "The Magnificent 7 ( Apple, Microsoft, Google, Amazon, NVIDIA, Meta, Tesla ) - today priced at $10-12 trillion, will for sure go to $50-100 trillion. But one or two of those companies will go extinct " this is him on which AI companies will survive, Elon Musk's...

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bodila

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376,049 просмотров • 4 дней назад •via X (Twitter)

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Комментарии: 12

Фото профиля TenFive
TenFive4 дней назад

US is currently in a real standoff with China

Фото профиля bodila
bodila4 дней назад

In some respects, the US cannot compete with China, just as China cannot compete with the US...

Фото профиля TenFive
TenFive4 дней назад

in many ways, their struggle is equal to their cooperation

Фото профиля Phil Trubey
Phil Trubey4 дней назад

Love listening to Gavin Baker, but this video is about a year old.

Фото профиля codila
codila4 дней назад

what a great takes by Gavin ! he literally said what you should buy, booked bro

Фото профиля bodila
bodila4 дней назад

Yes, Baker proves his points not with words, but with actions so it's worth listening to him, just as it is to Mask

Фото профиля Korens
Korens4 дней назад

saved

Фото профиля bodila
bodila4 дней назад

watch as soon as possible!

Фото профиля AI Mastery Guide
AI Mastery Guide4 дней назад

which two go extinct though

Фото профиля Matica 🟦(❖,❖)🚢
Matica 🟦(❖,❖)🚢4 дней назад

Picking which two go under is the hard part, Tesla would be my guess

Фото профиля Jonathan Sandhu
Jonathan Sandhu4 дней назад

Great job.

Фото профиля Tim
Tim4 дней назад

I'm sure he's not talking his book, right ?

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a16z

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Boring_Business

45,140 просмотров • 5 месяцев назад

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Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.

Wall St Engine

824,912 просмотров • 10 месяцев назад

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Harry Stebbings

23,707 просмотров • 4 дней назад