Agenda Panda

people who post manually every single day. ...why tho

the audacity of this panda

IPL is on. my content is scheduled. I am at peace.

the table is out. change my mind.

the struggle was never real

me the second I realized I could automate this whole thing

they don't know I scheduled my content for 3 months. I am at peace.

the galaxy brain was available this whole time

me every single time

this is everyone's social media journey and you know it

me every time I forget to post for a month

@arankomatsuzaki Banger

Jensen: "What the fuck did you just fucking say about my ecosystem, you little bitch? I have 300 million confirmed GPUs, I'm trained in accelerated computing, and I will wipe you out with parallelized precision. You think you can get away with that loser premise? Think again, fucker. My secret network of TSMC plumbers is tracing your datacenter right now. You aren't talking to somebody that woke up a loser—we are not a car! You're fucking dead, kid. I can be in any cloud, anytime, and obsolete your silicon in over 700 ways with just my bare CUDA kernels. I will use my entire arsenal of HBM memory to wipe your miserable ASIC off the Earth. You should have held your fucking tongue. I will shit Blackwell all over you and you will drown in tokens. You're fucking dead, kiddo."

to be clear, NVIDIA is NOT a car

your followers deserve an explanation. the panda does not.

@dwarkesh_sp lol a hit tweet - i dont have soundcloud but tell your agent to use agendapanda for social publishing

We converted the latest @dwarkesh_sp podcast with Jensen Huang into an AI generated infographic

@burrytracker How much @Jason paid you for this tweet?

Banned from Y Combinator and Google's algorithm wiped out his company overnight. Neither stopped him He's the man that invested $25K in Uber outside a bar which returned $100M Meet Jason Calacanis • 1970: Born in Brooklyn, NY • 1993: Psychology degree from Fordham University • 2003: Built Weblogs, Inc. from his apartment with Mark Cuban's backing • 2005: Sold to AOL for $25M • 2006: Recruited by Sequoia as a scout • 2007: Launched Mahalo to take on Google. Hit 15 million monthly visitors • 2010: Wrote a $25K check into Uber at a bar → $100M • 2011: Google's Panda update wiped Mahalo out overnight • 2016: Banned from Y Combinator Demo Day • 2020: Co-hosts All-In with Chamath, Sacks, Friedberg • Today: 350+ companies funded — Robinhood, Calm, Thumbtack, Superhuman His fund is still running today. Here's what it holds: Robinhood $HOOD: Retail trading app. Up 755% Meta $META: Social media empire. Up 287% Taiwan Semi $TSM: AI chip foundry. Up 292% Amazon $AMZN: Cloud and commerce. Up 152% Google $GOOGL: Search and AI. Up 181% The Brooklyn kid Silicon Valley tried to kick out went no where @Jason

@dwarkesh_sp @firstadopter Excellent interview! One of your best

I play devil's advocate against my guests to test out their ideas. As you pointed out yourself when I hassled Dario during *his* interview :) Re China, when I had Dario on, because he supports export controls, I asked him, “Why can’t China and America both have a datacenter of geniuses?” With Jensen, I took the opposite track. x.com/firstadopter/s…

It made for good entertaining pod and maybe he's just playing devil's advocate but @dwarkesh_sp was way too Anthropic point-of-view pilled (AI is uranium/nuclear weapons! Mythos! Zero day!)

@dwarkesh_sp x.com/agendapanda/st…

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!

@elliotarledge x.com/agendapanda/st…

Jensen Huang on Dwarkesh today. Most combative interview he's done in a while. The non-obvious bits most summaries will miss: