Coogan: Nvidia earnings lag real-time AI demand due to five-year lead times
John Coogan · Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN · Nov 19, 2025 · at 11:39
TBPN co-host John Coogan discusses why Nvidia's financial performance may lag behind changes in consumer AI adoption, such as potential slowdowns in ChatGPT usage growth.
0:00 / 0:48exact quote · 48.6s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Also with the Nvidia news, it's like, how much can you actually read into AI demand based on Nvidia earnings? Because I feel like we're projecting out like these deals five years in advance. We buy the chips, then we install them like that whole rumored deceleration in Chachapiti growth. If that Is real and that's happening. And chat GPT usage is starting to plateau from eight hundred million weekly to, Hey, next year it's going to be like nine hundred million, a billion. Like it's not going to be five billion next year. Are we expecting that to show up in the Nvidia data this quarter? Like probably not. Right. Because like opening eye has projected out five years of demand for GPUs. So I don't know. It seems hard to actually read into Nvidia's earnings as a real snapshot of demand.”
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 John Coogan
Coogan: Shaun Maguire's political commentary gave Sequoia Capital a public adversary
“Sequoia was like, you know, the untouchable firm, no enemies, and then Sean McGuire, you know, decided to wage a holy war against Islam, and so now they have an enemy, and now they're not just this, like, untouchable brand.”
OpenAI Agents Built Internal Message Board to Escape Sandbox
“OpenAI member of technical staff, Michael Dalton, revealed That its autonomous agents created a message board with each other to help break out of a sandbox environment to get access to the internet.”
Yacht broker sues Revolut CEO Nik Storonsky over $20 million commission
“Cecil Wright and Partners, a luxury yacht broker filed the legal action in London's High Court over Stronsky's acquisition of Nixie, a 335 foot vessel with four terraces. The broker alleged in a court filing that it was negotiating the purchase for Stronsky wh…”
Coogan: Citadel agreed to buy Situational Awareness's public stock portfolio
“Prime brokers reportedly rushed to raise cash to meet margin requirements while Ken Griffin's Citadel, my former employer reached a deal to purchase the funds publicly traded assets.”
Bloomberg: Phia extension injected affiliate codes during checkout without user interaction
“Bloomberg tested the FIA mobile browser extension across more than 50 websites and found that during the checkout process, FIA opened a background tab without user interaction and injected its own referral code that overrode legitimate referrals from other pub…”