some thoughts on the jensen dwarkesh interview 1) jensen is a ceo that talks his book; i think the throughline is that jensen says what's good for nvidia 2) as an example, his discussion of gpus vs tpus is very unsatisfying, but it is good for nvidia; he doesn't want to concede their overwhelming use case will be ai 3) this is because, if the overwhelming use case for gpus is ai, then maybe some of the value nvidia has built for other kinds of scientific computing are less valuable and are less
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