Naveen Rao
11 statements across 1 episodes · 5 bullish · 4 bearish · 2 people on the record · first statement Feb 7, 2026 by Naveen Rao · across every show →
On the record as a speaker too: Naveen Rao's record, appearances and statements → this page counts the times other people say the name.
Everything said about Naveen Rao, oldest first
Feb 7, 2026 negative
Feb 7, 2026 bearish
Feb 7, 2026 neutral
Rao: Core physics principles of computing haven't changed in decades
“Much of this is built on a foundation of physics that we didn't really go back and change that much. I mean, yes, we built smaller devices, faster devices, but the principles that that it's built on haven't changed in a long time.”
Feb 7, 2026 negative
Rao: xAI's GPU clusters broke rules and are not repeatable
“And the things that have been realized I mean, like the XAI clusters and stuff like that, You know, valiant efforts. No doubt about it. And it's amazing to push through and get it done, but it broke a lot of rules and is doing a lot of stuff very inefficiently…”
Feb 7, 2026 positive
Barrett: Playground Backed Nervana for Writing Nvidia Microcode Better Than Nvidia
“We were lucky enough to host Naveen back in the day when it was Nirvana Systems, where we first invested because he, those guys were doing, before they had hardware, they were doing NVIDIA microcode better than NVIDIA was.”
Feb 7, 2026 positive
Rao: True hardware innovation requires exploiting non-linear silicon physics
“What's really interesting is if something is linear and predictable, it actually is very easy to simulate. If you can simulate in a digital system, it's less interesting. It turns out, like, silicon has all these beautiful physics that are associated with it. …”
Feb 7, 2026 bullish
Feb 7, 2026 bearish
Rao: Trillion-dollar GPU data centers are physically impossible to power
“None of this is physically realizable, right? That's what's really kind of annoying to me. I'm like, okay, you're talking about, you know, a trillion dollars of GPUs. Where the fuck are you gonna get the power for that? I'm sorry, right? Like you're just, you'…”
Feb 7, 2026
Feb 7, 2026 positive
Rao: Circular AI mega-deals are justified by coming demand
“I know we talk about it looks bad or whatever, but the bet is that the demand will come, and I think that's actually a good bet. So I see it as like, all right, fine, it looks, it doesn't look great in the short term, and I can see why people are irked by it b…”