ben bones

Jensen calls Dwarkesh's AI comparison to North Korean nukes lunacy Calls the enriched uranium comparison lousy "Dario had this quote where he said, it's like Boeing bragging that we're selling North Korea nukes, but the missile casings are made by Boeing. And that's somehow enabling the U.S. technology stack. Like fundamentally, you're giving them this capability." "Comparing AI to anything that you just mentioned is lunacy." "But AI is similar to enriched uranium, right? And then it can have positive uses. It can have negative uses. We still don't want to send enriched uranium to other countries." "Who's sending enriched uranium?" "The analogy is enriched uranium." "Because it's a lousy analogy. It's an illogical analogy." "But if that compute can run a model that can do zero-day exploits against all American software, how is that not a weapon?" "First of all, the way to solve that problem is to have dialogues with the researchers, the dialogues with China, and dialogues with other countries to make sure that people don't use technology in that way. That's a dialogue that has to happen. Okay. Number one. Number two, we also need to make sure the United States is ahead. Everything that Vera Rubin, Blackwell is available in the United States in abundance. Mounds of it, obviously, our results would show it. Abundance, tons of it, tons of it. The amount of computing we have is great. We have amazing AI researchers here. It's great. We ought to stay ahead. However, we also have to recognize that AI is not just a model, that AI is a five-layer cake, that AI industry matters across every single layer. And we want United States to win at every single layer, including the chip layer. And conceding the entire market is not going to allow United States to win the technology race long-term in the chip layer, in the computing stack. That is just a fact."

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!

Anyone old enough to remember that time blue hair Bo Nickal MOGGED Josh Hokit on national television 📺

Tuivasa rocking his new Tattoo He’s a changed man

ex-fucking-actly.

Highest 3P% in NBA history by a player with 3+ threes made per game: 43.6 — Kon Knueppel 42.2 — Steph Curry 40.9 — Klay Thompson Great company.