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M.G. Siegler Bluesky
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20 September
17 September
16 September
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Their words
Jensen is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China.
Trump Goes Full Hoax on AI Existential Riskthezvi.substack.com
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korrents.com
The climate impact from NVIDIA's AI products in 2025 is comparable to that of a major state-owned coal company.Their words
we produced our own conservative estimate, finding that the climate impact from 2025's use of NVIDIA'S AI products is on par with the state-owned Russian Coal company.
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Their words
If the useful life of an NVIDIA H100-vintage cluster turns out to really be three years rather than six, the capex cycle's economics invert, and the leverage that looked prudent looks reckless.
14 September
12 September
11 September
9 September
8 September
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We are at a point metallurgically where video games were at the start of the last console generation-upgrades aren't necessarily noticeable based on specs alone. And noticeable improvements require a huge increase in resources.
6 September
5 September
4 September
- Bluesky
- NewsletterInklings #025 📧
3 September
29 August
28 August
27 August
20 August
17 August
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Their words
I can get to the emotion state from seeing a bear or smelling a bear or hearing a bear or hearing a twig snap, hearing somebody yell there's a bear. Zillions of different inputs completely unlike the rigid reflex which only has one input and that's it.
14 August
10 August
7 August
6 August
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Their words
If you keep adding deadlines without also checking whether the workload itself is sustainable, you risk what I call Obliger-rebellion-the point where an Obliger who has met, met, met, and met expectations suddenly snaps and refuses to meet any more.
26 July
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Their words
likely this will be one of the largest industries in the world and um, uh, it'll take longer than a couple two, three years. It'll take less than 10. And so this will this will be our next $100 billion business.
15 July
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korrents.com
Nobody has found keeping specs and code in sync worth the upkeep; the code stays the source of truth.Their words
I don't think anyone found it useful enough to like maintain a system to keep the specs and the code in sync versus just using the code as the source of truth always.
29 June
25 May
19 May
3 May
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Their words
The bottleneck has shifted from doing the work to writing clear specs and reviewing outputs fast enough to keep the pipeline moving-the middle is hollowing out.
26 April
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korrents.com
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.Their words
15 years ago we essentially learned that software is not a moat, right? Which is something that everyone is discovering today with AI, right?
15 April
From one piece Jensen Huang – Will Nvidia’s moat persist? 4 beliefs, in the piece's order there
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Their words
Nor nor did I I would say my mistake is I didn't deeply internalize that they they really had no other options that that that a VC would never put in 510 billion of investment into an AI lab with the with the hopes of it turning out to be anthropic. And so that was my miss.
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because our computers are designed to be operated by other people, anyone who's an operator could buy our systems. Most of these homebuilt systems you have to be your own operator because it was never designed to be flexible enough for other people to operate.
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Nvidia would be the top of that list not to make it. You know, this is long before you, but Nvidia's graphics architecture was precisely wrong. It's not a little bit wrong. We created an architecture that was precisely wrong.
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Nvidia's computing stack is the best performance per TCO in the world, bar none. Nobody can demonstrate to me that any single platform in the world today has better performance TCO ratio. Not one company.
2 April
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Dislikedrcmnd.app
NVIDIA DGX SparkTheir words
I was not impressed with the DGX Spark; it's described as an "AI supercomputer on your desk" but in reality it has lower tokens/sec than a good laptop GPU - and on top of that, you have to figure out the networking details of how to connect to it from your actual work device etc.
23 March
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korrents.com
NVIDIA and TSMC are two of the greatest companies in the history of human civilization.Their words
I think NVIDIA, both NVIDIA and TSMC are two of the greatest companies in the history of human civilization.
22 March
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 2 beliefs, in the piece's order there
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Their words
And Huawei has a bigger pool in China. It's very arguable that Huawei, if they had TSMC, would be better than Nvidia.
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Their words
You can you can take the margin like Nvidia takes the margin. memory players are taking the margin, but ASML has never risen the price more than they've increased the capability of the tool. Um, and so in a sense, they've always provided net benefit to their customer.
26 February
4 February
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Their words
As high-level programming cedes way to the prose compiler, making your goals and specs well understood to the ambiguity loop and showing good judgment is going to matter more than ever.
3 February
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Lovedrcmnd.app
NVIDIA GeForce NOWTheir words
Anyway, I've been very impressed with NVIDIA GeForce NOW.
29 December 2025
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Lovedrcmnd.app
The NVIDIA WayTheir words
Kim’s portrait reveals a CEO who spends late nights alongside his team, torturing them into greatness.
3 December 2025
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korrents.com
The revenue growth and margins needed to justify Nvidia’s and OpenAI’s late-2025 pricing are improbable.Their words
I think that the pathway that you would need (in terms of revenue growth and profitability) to justify Nvidia's and OpenAI's current pricing is improbable, but that is just my view
16 November 2025
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korrents.com
Fair hardware benchmarks must use the best software and tuning for each hardware option, not hardware specs alone.Their words
The most accurate and realistic evaluation for HW involves selecting the best software and then tuning it, and doing this for all HW options.
12 November 2025
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the thing that is the biggest competitor for any new accelerator is kind of even the previous generation of Nvidia right I mean in a fleet what I'm going to look at is the overall TCO
30 April 2025
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korrents.com
NVIDIA's Nsight Graphics GPU flame graphs are shallow and cumbersome to use compared to full-stack profiling toolsTheir words
They do have flame graphs in Nsight Graphics for GPU workloads, although their flame graphs are currently shallow as it is GPU code only, and onerous to use as I believe it requires an interposer; on the plus side they have click-to-source.
18 March 2025
3 February 2025
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Their words
The more progress that AI makes or the higher the derivative of AI progress is, especially because NVIDIA's in the best place, the higher the derivative is, the sooner the market's going to be bigger and expanding and NVIDIA's the only one that does everything reliably right now.
From one piece DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459 2 beliefs, in the piece's order there
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But Google has never had that DNA of like, "This is a product we should sell." The Google Cloud, which is a separate organization from the TPU team, which is a separate organization from the DeepMind team, which is a separate organization from the Search team. There's a lot of bureaucracy here.
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And they're decent, their hardware is better in many ways than in NVIDIA's. The problem is their software is really bad and I think they're getting better, right? They're getting better, faster, but the gulf is so large and they don't spend enough resources on it or haven't historically, right?
17 June 2024
10 April 2024
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