The Calls

“The next models we see, you know, Grok five, you know, O five from open AI, whatever they're going to call Jim, the next Gemini. They will be trained on Blackwell, and I think that will be a really big step function.”

“It feels like that market is about to be institutionalized and funds are going to start buying pro sports teams.”

“And then I do think you will see a lot of these frontier AI labs that are independent be acquired.”

“As far as a specific prediction for 25 because I don't know when that will happen, I think you will see the frontier labs stop releasing their leading-edge models to prevent knowledge distillation and their IP effectively being stolen.”

“I think the companies that make high bandwidth memory, going back to, we're gonna run out of compute. It's actually a pretty shocking stat. High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is. And today there's two companies tha…”

“Well, it probably won't be Google, because if they had the largest dollar gain, it would mean they were growing at an, at insane rates”

“Unless Adams or Cuomo pulls out, he's almost certainly going to win.”

“Grok three should take the lead if scaling laws hold in January or February.”