March 28 2025 Chamath abusing Friedberg’s dog Marshall Gavin Baker joins the show Nvidia Gavin called on by Jensen Nvidia balance sheet questions NVidia reference architecture for example that Coreweave went with worked out for Nvidia It means their buyers were more fragmented (vs hyperscalers to begin with) - and so it worked well Nvidia has gone through a big product cycle AR - accounts receivable went up more than sales Coreweave IPO Raising $1.5B (down from $2B) Have $8B debt Microsoft biggest customer NVidia big customer and investor Neocloud with GPUs Crazy GPU demand right now (even in China) Seems investor sentiment is negative going into the IPO Folks are not sure what the differentiation is (this might be a commodity investment) People might be underestimating the complexity of the implementation Wrath of Lina Khan is over - perception or reality? Many acquisitions happening in the last month Very good for the market AI cold war US raising export controls with an eye to China...