StarZero All shows Try the podcast clipper →

Asics

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about Asics, oldest first

Dec 9, 2025 bullish
Prediction Not checkable as stated
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.”
Gavin Baker Dec 9, 2025 ▶ 15:53 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Dec 9, 2025 bearish
Prediction Not checkable as stated
Few custom AI ASICs beyond Amazon Trainium and Google TPU will succeed
“I will be surprised if there are a lot of ASICs other than Tranium and TPU.”
Gavin Baker Dec 9, 2025 ▶ 21:09 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Apr 23, 2026 neutral
Insight
Patel: RL Simulation Environments Run on CPUs, Not GPUs or ASICs
“So the environments can get more and more complex, and those environments run on CPUs. They don't run on GPUs. They don't run on ASICs. The ASICs run the model,”
Dylan Patel Apr 23, 2026 ▶ 38:44 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 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.

Try the podcast clipper Learn more