Rubin
product on 5 shows · 8 statements across 6 episodes · said 11 times in 7 episodes since 2024
20VC 5 
Invest Like the Best 3 
BG2 Pod 2 
Big Technology 1 
Latent Space
Mentions by year, every show
tap a year for its mentions
20VC 5Invest Like the Best 3BG2 Pod 2Big Technology 1
2026 6 mentions in 2 episodes 3 per episode
2025 4 mentions in 4 episodes 1 per episode
- CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
every mention on every show, scene by scene, with the transcript →
8 statements about Rubin, every show
Nvidia's BF16 Efficiency Barely Improves Across Hopper, Blackwell, and Rubin
“If you look at, you know, Hopper to Blackwell to Rubin, and you compare like for like, what is the performance per watt of a beefload-sixteen multiply? It hasn't improved all that much.”
Baker: Wall Street models hyperscaler Blackwell compute monetizing at Ampere rates
“If you look at the amount of gigawatts that are supposed to come on, and consensus estimates for hyperscalers, they're effectively modeled, and these are gigawatts of Blackwell and Rubin. Rubin being NVIDIA's next chip, Blackwell being the current chip. They a…”
NVIDIA Rubin will shift inference engineering toward traditional hardware infrastructure challenges
“I think that themes around like KV cache offloading, KV aware routing, and disaggregation are going to be substantially more important in the Rubin era, which means that inference engineering becomes not just a like CUDA kernel problem, but also like a very tr…”
NVIDIA's Rubin is the first GPU architecture designed entirely for modern LLMs
“Ruben's honestly the first chip that was fully built in that world. And so you can see a lot of the understanding of the shape of the workload that this chip's going to be asked to do in the way it's designed.”
NVIDIA announces Rubin CPX as a dedicated prefill-specific hardware accelerator
“And like with our future generations, generations of hardware, we actually announced like with Rubin, this new accelerator that is pre-fill specific. It's called Rubin CPX.”
Nvidia's Rubin architecture will significantly widen its lead over custom ASICs
“And then when Rubin comes out, we'll know the gap. The gap is going to expand significant versus TPUs versus TPUs and all other ASICs.”
Financial economics will dictate AI capital spending over hyperscaler prisoner's dilemmas
“But with Blackwell, and for sure with Rubin, economics are going to dominate the prisoner's dilemma from a decision making and spending perspective, just because the numbers are so big.”