Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA&#39;s strategic positioning, the role of CUDA in the developer ecosystem, the future of inference workloads, systems-level thinking,  Elon Musk&#39;s influence on AI development, the future of AI assistants, open vs closed AI models, safety and security in AI development, &amp; more. Enjoy another episode of BG2.</p><p><br></p><p><strong>Chapters</strong></p><p>(00:00) Introduction and Initial Reactions to Jensen</p><p>(04:32) NVIDIA&#39;s Position in Accelerated Compute</p><p>(05:11) CUDA and NVIDIA’s Competitive Moat</p><p>(12:53) Challenges to NVIDIA’s Competitive Advantage</p><p>(18:22) Future Outlook on Inference</p><p>(24:46) The Insatiable Demand for AI and Hardware</p><p>(27:12) Elon Musk&#39; and X.ai</p><p>...