Reid Hoffman

But I do think that as you kind of scale the demand, there'll be a lot of inference chips coming in. You know, I think Chamath, you're invested in one of those. Oh, yeah. And I think there's going to be a bunch of those kind of coming in and the bulk of the demand will be on the inference side. And then Nvidia will have this challenge of, do I try to keep my prices and my margin? Or do I do what why we like competition? Do I have to respond to the competitive market? And then that, I think, will play out, you know, start playing out probably in a year, two at the latest, and then kind of go. So I think it's not sustain, the pure heat is not sustainable. But I think it's, you know, Nvidia has got a very strong position. And, you know, I definitely, I would recommend people not be short on Nvidia.

let's rationalize the capital to when are we expecting revenue? How do we get revenue sooner to have that as a good productive cycle? How do we be not trying to just spend like drunken sailors, which is easy to do, but to be targeting business outcomes?

we can train these models, like training is like reading. And like reading things is, like when something's available to be read, and you've engaged in the right economic thing for reading it, I think that's a kind of a reasonable, fair use thing.

don't try to hold out for money on the training side of things, because we're going to create synthetic data, we're going to do all kinds of other things that are going to mean that no one's particular data is really going to matter. What you should be is on freshness, on brand, on other things

we're going to create synthetic data, we're going to do all kinds of other things that are going to mean that no one's particular data is really going to matter

The 501c3 continues to control the mission and destiny and so forth. And so that question about its mission is still guiding things and you're essentially investing in that mission.

her theory is you got to prevent the aggregation of powers, you got to fight every acquisition of note. And the problem, of course, is that actually quells venture capital investment.

everyone likes to talk about Google, I think the prime candidate is likely to be, and I'm speaking as an individual and as a venture capitalist here, is Apple with the App Store.

Look, I think it's definitely a quelling impact, and it's definitely stupid, and definitely shouldn't happen.