Tensor Processing Unit, every mention
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every year anyone Rob Wachen 2Gavin Baker 2Dylan Patel 2Ben Thompson 2Gokul Rajaram 1
Verbatim, from the transcripts: the passages where Tensor Processing Unit comes up
What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- ▶ 56:03 Ben Thompson They have TPUs.
- ▶ 1:18:20 Ben Thompson Google already made a deal to sell, like, 20% of their TPUs to Anthropic.
The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- ▶ 56:15 Rob Wachen For Google with TPUs, like, their revenue comes from search. 2 times in the scene
He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- ▶ 25:25 Gokul Rajaram So the focus on scale and the focus on technological superiority and that investment, Google Street View, I mean, and basically TPUs, uh, Waymo, all of these, I think, show the 10 plus years of investment to an uncertain future, but…
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- ▶ 10:56 Gavin Baker On 24 and 25 era TPUs, which are like F-Fantoms.
- ▶ 1:07:22 Gavin Baker Is it, you know, I forget the number, but I mean, there are thousands of parts in a Blackwell rack, and you know, and there's thousands of parts in a TPU rack, and in the Blackwell rack, you know, maybe NVIDIA makes, I don't know, two or…
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- ▶ 1:43:40 Dylan Patel I'm competing with NVIDIA, with TPUs, with Tranium, you know, with, with AMD.
- ▶ 1:58:36 Dylan Patel They have the lowest cost of goods sold for any token of any company because they have their own vertical stack on TPUs.