The Ledger
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why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Jason Lemkin: Seamless switching between TPUs and GPUs undercuts Nvidia's moat
“The idea that NVIDIA is unstoppable because of the software and hardware connection, because we have to have GPUs. I know there's a lot of truth to that, but literally as an end user, I went right back and forth to them today. No, no issue. TPUs, GPUs, LLMs, a…”
Morin: Google TPUs have more mature software and compute than Nvidia
“But AMD can do training, but it's also, but in terms of maturity, the, by far the most mature software and compute is TPUs, and then it's Nvidia.”
Morin: Google TPUs lack commercial success outside of Google
“They are very much successful inside of Google, but not much outside of Google, let's say, right?”
Lemkin: Anthropic signed a deal for one million TPUs
“Anthropic signed a deal for a million TPUs, right? And is deep on the whole Amazon Tranium ecosystem.”