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CPU

also referred to as: cpus

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about CPU, oldest first

Dec 9, 2025 positive
Assertion Not checkable as stated
Migrating recommendation systems to GPUs drove internet company revenue acceleration
“Moving the big recommender systems that power the advertising and the recommendation Systems from CPUs to GPUs, and you've had massive efficiency gains, and that's why all the revenue growth at these companies has accelerated.”
Gavin Baker Dec 9, 2025 ▶ 26:23 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Apr 23, 2026 bullish
Assertion Not checkable as stated
Patel: CPUs are completely sold out driven by reinforcement learning demand
“CPU-wise, all these reinforcement learning environments plus all the slop code you and I are generating that is now running on some, you know, Vercel instance or whatever it is or some AWS instance or some bucket that we've spun up, all of that requires CPU, a…”
Dylan Patel Apr 23, 2026 ▶ 37:33 The Supply and Demand of AI Tokens | Dylan Patel 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
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