🧵 Sharing 43 of my favorite takeaways from the most @AcquiredFM Podcast of NVIDIA $NVDA: The Dawn of the AI Era with David Rosenthal @djrosent and Ben Gilbert @gilbert!
Thought it was a smashing podcast with a great balance of history, explanation, context, and well balanced bull / bear scenarios with good thoughts backed by sound logic.
Great job David and Ben! Go listen! Highly recommend!
Thanks @matter for the ability to highlight transcripts!
1 | Issue with CPUs, one instruction at a time, GPUs, can execute many instructions concurrently
2 | GPU was already doing that with graphics, and now it could be done with Crypto, AI, accelerated computing