“In the Mary Meeker bond deck, you know, they have a slide there that shows Google went from five trillion tokens a month to 480 trillion tokens a month, and they had just put some press out that they crossed, like, you know, 800 trillion, and I saw something today that crossed a quadrillion, and I had to look that up, that's a thousand trillion. And so, in, in a course of a year, in a few months, they've gone from five trillion to a thousand trillion. So that's 200 X right there.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Sunny Madra
AssertionSupported
Madra: The three fastest AI inference companies are not NVIDIA
“The three fastest companies in inference right now are not Nvidia.”
Madra: NVIDIA's CUDA moat does not exist for inference workloads
“There is no
Tie into CUDA that's required to go faster.
That's required to get the models running, right?
Obviously none of the three companies run CUDA.
And so that moat doesn't exist around inference.”
Madra: Alibaba's 30-billion parameter Qwen model matches GPT-4o performance
“There was a release today of a Quen You know, thirty billion parameter model, which is performing as good as GPT-IV-O.”
Sunny MadraJul 31, 2025▶ 7:26China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
AssertionSupported
Madra: Chinese open-source AI offers 90% of top quality at 90% discount
“One of the things that you see with the leading open source models now, which are the Chinese is 90% of the quality in terms of intelligence, but at a 90% price discount.”
Sunny MadraJul 31, 2025▶ 14:59China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
PredictionDidn’t hold up
Madra: US open-source AI will hit the global top three by 2026
“I think if we look at Q four this year or Q one next year, I'd be willing to say, you know, that a top three worldwide model will be a U S based open source model.”
Sunny MadraJul 31, 2025▶ 16:35China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
PredictionNot checkable as stated
Madra: Enterprise usage will shift back to US models if OpenAI open-sources
“With OpenAI's release and, you know, Meta charges back, or even if some of these startups emerge that, you know, we can point at, I think we'll see a huge shift back towards those models versus, versus the Chinese ones.”
Sunny MadraJul 31, 2025▶ 21:47China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 40 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.
