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20 September
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
My best guess is that for scaled RL most of the top Chinese AI labs are starting to use a lot of Huawei for inference and Nvidia for training (maybe not for weird architectures). As agent swarms, even more scaled post-training, etc becomes the norm, this will accelerate their domestic industry. China Related
17 September
Technology writer of Spyglass, a newsletter about technology and media. Previously a reporter at TechCrunch and an investor at GV.
16 September
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what they think it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade their own past calls.
Freelance climate and energy analyst in Oslo, writing on Europe, the US and Australia; worked in the Australian renewables industry before that.
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
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.
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braddelong.substack.com
12 September
Software engineer, Wikipedia editor and crypto critic; writes Citation Needed and runs Web3 is Going Just Great.
• NVIDIA DGX Spark (AI-focused PC) • Gemini Spark (AI agent) • Meta Muse Spark (LLM) can someone please inform these companies that there is more than one noun available to them #AI LLMs Google Related
11 September
Computer science professor who works on fast data processing; co-author of the simdjson parser and a weekly blogger about software performance since 2004.
What should be obvious is that inference, running a large language model, is the part that has to be cheap. Most of our hardware was not designed for that. LLM inference is limited by bandwidth. You do a great many matrix-vector multiplications against a huge weight matrix, and you barely reuse those weights. It is closer to streaming a video than to running a simulation or drawing a scene in a game. Graphics processors from Nvidia and others were built for something else. They pileed compute first, then bolted on high-bandwidth memory. It is expensive. An obvious answer is to invert the desi… LLMs Related
9 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: Everywhere Millionaires On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying oppo…
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6 September
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
5 September
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
The early money paid $75 billion for stakes in MuskWorld now marked at $1.57 trillion: 20x. But the cash flows to justify that do not exist. They are not on any horizon. So why? This is just plain weird. This is not NVIDIA, or TSMC, or Samsung, or ASML, or Apple, or any of the hyperscalers wth real cash flows: **Looking Askance Yet Again at MuskWorld: WEIRDNESS OF THE DAY** Musk torched one of his two profitable businesses and Starlink can’t carry anything like a $3 trillion valuation... 1/ Related
4 September
Technology writer of Spyglass, a newsletter about technology and media. Previously a reporter at TechCrunch and an investor at GV.
Inklings 📆 September 4, 2026 • App Store Succession • Cybercab Launch • Azure Reporting • No Google Breakup • Snap's Specs Situation • NVIDIA's Profit Crown spyglass.org
Google Related
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
3 September
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
This will turn out to be a very consequential and important acquisition in AI It is increasingly clear that the future of AI will be ultra capable and ultra cheap sources of intelligence tokens. Huggingface can help Nvidia accelerate this inevitability for the industry. This also allows Nvidia to have another competitive piece on the chess board. As the hyperscalers keep moving down (spinning their own silicon), Nvidia moves up. Game on! Quoting @JensenHuang Exciting day for NVIDIA and @huggingface. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. They allow every developer, startup, university, industry and country to build with, customize and benefit from AI. Thank you @ClementDelangue for… HuggingFace Related
1 September
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
Someone dug this old gem up, so I checked the resulting outcome, 6+ years later. The moral of the story is don't buy Clorox for 30x earnings and don't lend money to the government for a 0.6% yield. If you do, you're gonna have a bad time. Quoting @LynAldenContact Clorox $CLX trades at nearly 30 times earnings and grows at a low single-digit growth rate per year. Dividend yield is 2.2%. Question: Would you rather buy and hold that for the next ten years, or a 10-year Treasury note yielding 0.6%? government Related
31 August
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
If a business has earned returns on capital substantially exceeding the opportunity cost of capital for a period of years(eg, > 5 years), it has a moat. The test is math based. An assertion that NVIDIA, TSMC other businesses don't have a moat and that moats can't be created in the future makes me giggle. morganstanley.com
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29 August
Technology writer of Spyglass, a newsletter about technology and media. Previously a reporter at TechCrunch and an investor at GV.
Inklings 📆 August 28, 2026 • NVIDIA's Profit Crown • NVIDIA's Hugging Face Deal • Hugging Face's Duck Robot • Meta's 'OpenClaw for Normies' spyglass.org
HuggingFace Related
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
28 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
27 August
Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
NVidia is now the 6th largest company in the world ; but its most important buyers are shifting. Related
20 August
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
proud that @vibhuuuus and i did the most recent pod with @eisokant on why NVIDIA just paid him $6B to buy the incredible model factory that is pumping out Thinky-beating models (actually not exaggeration, look at the numbers) tune in / subscribe / whatever https://t.co/EsgyFnhAIy only on @latentspacepod Quoting @eliebakouch wow this is kind of a shock. from what i understand nvidia bought the "model factory" part of poolside and a lot of employees (researchers?) got offers from nvidia. founders staying at poolside is unusual, wondering if they will just become a neocloud/compute provider since i don't see any mention… Related
17 August
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
14 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
10 August
Swedish designer and programmer. Designed early Spotify, worked at Facebook and Figma, and created the Inter typeface.
Is there a service where I can rent access to Linux desktop machines with actual displays? We're implementing the Playbit runtime for Linux and it's surprisingly difficult to test various desktop configurations. We need a real GPU with a display connected, for testing dawn/webgpu, vsync, display sleep, etc. We use Modal and AWS, neither have had machines that I've been able to test with properly. Ideally there's a way to test a variety of systems (like ubuntu, arch, alpine etc) × GPUs (nvidia, amd, intel) × window managers. Linux Related
7 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
Premium: The Hater's Guide To NVIDIA (Part 2) For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail, that it was nothing like Enron, WorldCom, or Lucent, a potent example of the Streisand Ef…
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26 July
Co-founder of NVIDIA and, as of 2026, its chief executive; the company designs the GPUs most large AI models are trained on.
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
29 June
Co-founder and head of policy at Anthropic; writes Import AI, a weekly newsletter reading the week's AI research, and was OpenAI's policy director before that.
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
25 May
Programmer; wrote Redis and hping, and blogs about C, systems programming and working alone.
Distributing LLM inference in DwarfStar High end NVIDIA cards, and the server and power needed to run them, cost a lot of money, especially if you plan to reach enough VRAM to run massive models. The alternative, so far, has been Apple hardware, or the DGX Sp…
LLMs Related
15 April
Co-founder of NVIDIA and, as of 2026, its chief executive; the company designs the GPUs most large AI models are trained on.
From one piece
Jensen Huang – Will Nvidia’s moat persist?
4 beliefs, in the piece's order there
Anthropic startups
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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Jensen Huang – Will Nvidia’s moat persist? youtube.com
Their words
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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Jensen Huang – Will Nvidia’s moat persist? youtube.com
Their words
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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Jensen Huang – Will Nvidia’s moat persist? youtube.com
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2 April
Co-founder of Ethereum. Publishes long essays on mechanism design, governance and what cryptography is for, and returns to earlier positions to say which parts they no longer hold.
Their 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.
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vitalik.eth.limo
23 March
Hosts the Lex Fridman Podcast — long, unhurried conversations with scientists, engineers and public figures. Several of the interviews quoted elsewhere on this site are episodes of it.
x.com Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33… Related
Podcast #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution Related
Hosts the Lex Fridman Podcast — long, unhurried conversations with scientists, engineers and public figures. Several of the interviews quoted elsewhere on this site are episodes of it.
Their words
I think NVIDIA, both NVIDIA and TSMC are two of the greatest companies in the history of human civilization.
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youtube.com
22 March
Hosts the Lex Fridman Podcast — long, unhurried conversations with scientists, engineers and public figures. Several of the interviews quoted elsewhere on this site are episodes of it.
It was an honor to hang out with Jensen Huang, CEO of @nvidia, and do a long-form podcast with him. Really fun & fascinating technical deep-dive conversation on & off the mic. One of the most brilliant & thoughtful human beings I've ever met. NVIDIA is the most valuable company in the world by market cap and is the engine powering the AI revolution. Podcast probably out tomorrow (Monday) unless I get stuck in too many interesting conversations while running around in SF ;-) PS: I haven't checked my messages in days. Sorry for slow replies 🙏 Trying to stay deeply focused at in overwhelmingly… Related
13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
From one piece
Dylan Patel — The single biggest bottleneck to scaling AI compute
2 beliefs, in the piece's order there
China
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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youtube.com
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.
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youtube.com
3 February
Creator of Ruby on Rails, CTO of 37signals, and creator of Omarchy.
Their words
Anyway, I've been very impressed with NVIDIA GeForce NOW.
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world.hey.com
29 December 2025
Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
Their words
Kim’s portrait reveals a CEO who spends late nights alongside his team, torturing them into greatness.
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tomtunguz.com
3 December 2025
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
12 November 2025
Chairman and chief executive of Microsoft since 2014; joined the company in 1992 and ran its cloud business before that.
14 October 2025
Demographer; writes on fertility, marriage and population, and directs the Pro-Family Initiative at the Institute for Family Studies.
15 September 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
11 August 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
25 July 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
16 July 2025
Chairman and chief executive of JPMorgan Chase, which he has led since 2005 after turning around Bank One.
Their words
if we if if today PEs were 15 as opposed to 23, I say that's a lot less risk. A lot less to fall and you have some upside. I would say at 23, there's not a lot of upside and there's a long way to fall.
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youtube.com
30 April 2025
Computer performance engineer working on datacenter performance at OpenAI, previously Netflix and Sun/Joyent. Author of Systems Performance and BPF Performance Tools, and creator of flame graphs.
26 April 2025
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
There was a lot to like about the commentary from Q1 earnings season. I'm afraid we'll hear a different story next time. Related
18 March 2025
Member of technical staff at Anthropic. He has led ML/AI teams at Amazon, Alibaba and Lazada, and writes about LLMs, recommender systems and engineering at eugeneyan.com.
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