@kartikedx @JFPuget Do you think US companies will be the default AI/ML stack if they aren’t allowed to sell to China?
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jeffrey
2.8K posts
@theRealJeffre @JFPuget perfect interviews dont exist, netither am i claiming this was 1. but this certainly goes down as one of useful and praiseworthy interviews for asking jensen such an obvious question and not sugar coating it. his answers were not convincing, giving china chips could be disastrous
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My take on Dwarkesh - Jensen interview.
One is a visionary, the other one is regurgitating the latest blog he liked.
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@theRealJeffre @yacineMTB Pretty sure he can fund R&D without knowingly selling chips illegally to our adversary.
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That's so fkn funny he can't even believe what he's hearing
Lisan al Gaib@scaling01
this is the most hilarious Jensen clip I've ever seen "You are not talking to somebody that woke up a loser" "We are not a car"
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If you're Huang why do you go on Dwarkesh and have your transparently self-serving and self-contradictory arguments exposed so clearly?
I don't get what the upside is.
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@kartikedx @JFPuget agree that it’s informative, but the conversation could have moved further if good points were acknowledged. Dwarkesh could say “i see your point, but think we need time to harden our tech. How soon do you need an open market to prevent permanent market share loss?”
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@theRealJeffre @JFPuget How do you judge that, isn't it important that every interviewer opens a window into the mind of the interviewee. We certainly got to see a different side of Jensen, which is praiseworthy.
People have biases , but for viewer it is a clash of biases and highly informative
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@KhaledsRRR @yacineMTB Infuriating to watch Dwarkesh fail to acknowledge this point over and over again
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@yacineMTB People don't fucking get it. If you don't let Nvidia sell in China, the Chinese products, the Chinese GPUs will dominate. But if you let Nvidia sell there, they will be locked in the American tech stack.
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@PedagogicalMess @yacineMTB And therefore the R&D budget to be competitive 10 years from now
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@yacineMTB He's talking like somebody is threatening a good chunk of his revenue. Which is exactly what's happening.
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@WMartell32 @dwarkesh_sp Self-serving doesn’t necessarily mean wrong
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@dwarkesh_sp The self-serving argument for Nvidia to access the China market is so transparent.
I’m all for American technology primacy, but there are contradictory elements of Jensen’s arguments that reveal his motivations.
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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!
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@kartikedx @JFPuget Ehh they were extremely leading questions with a presupposed answer. It basically turned into an argument where Dwarkesh was unwilling to acknowledge Jensen’s points
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@Aimli117353 @finnhambly @robertwiblin @EgeErdil2 They get enough that the best models in China are still trained on Nvidia, for now. We should make sure that continues to be true. Doesn’t mean we have to sell them the limited supply of latest and greatest though
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@theRealJeffre @finnhambly @robertwiblin @EgeErdil2 dawg they barely get chips now, they have to smuggle them in the country. dwarkesh should have mentioned smci to get jennyboy fuming
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@Aimli117353 @finnhambly @robertwiblin @EgeErdil2 For now. What happens when they can’t get enough Nvidia chips to satisfy demand?
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@theRealJeffre @finnhambly @robertwiblin @EgeErdil2 the CCP is begging for nvidia chips, not huawei chips
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@Aimli117353 @finnhambly @robertwiblin @EgeErdil2 I think he’s more concerned about huawei but the other 2 may get a competitive advantage if Nvidia revenue and therefore R&D are capped by export bans
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@finnhambly @robertwiblin @EgeErdil2 Watch the whole interview. Jennyboy squirms like a pig and is all over the place.
Bro is scared shitless AMD and Google are gonna rape him.
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@robertwiblin @EgeErdil2 Go study Cisco and ask yourself why American telecom infrastructure isn’t the global standard. Jensen’s strongest point, about the effects of ceding a market, are not even mentioned in this paragraph you highlighted
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@sgbett_614 @ThEFurYAsidE @NoahKingJr Not sure ironic is the word you’re looking for here. Tragically, maybe? Since you didn’t say anything to refute the point
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@ThEFurYAsidE @NoahKingJr Ironically that is what AI excels at. What it lacks is volition, steering, oversight.
Writing code was never the job; that was donkey work
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@PawnSlayer69 @karenvaites @SELuckingMD Fair enough. I remember “open house” nights at public elementary school, there was minimal interaction between kids and adults. Everyone was happy. I think those events were for parents to socialize with each other and the teachers, and kids just ran around and played
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@theRealJeffre @karenvaites @SELuckingMD Well she just responded to someone calling them self obsessed parents
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I have vivid memories of a brunch in NYC with a Morgan Stanley managing director who spoke breathlessly about the parent events at his first grader’s ultra-exclusive private school.
“The dads are all at the bar, and the school staff is amazing about keeping the kids occupied at the while the parents can network.
I met and and the head of at …”
Heidi N. Moore@moorehn
This is a common, very bourgeois error about the purpose of private school. The purpose of private school is not academic achievement. It is to establish a child within a social network of contacts that will help their career and marriage prospects for life.
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@karenvaites @SELuckingMD Is there something wrong with the excitement/commentary about the school events? You seem to be implying that there is, but not saying why
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For the record, this guy was a really awesome dad to his kids, from anything I could see (and I spent quality time around his family back then). Present, caring, long on traditional family values.
Which is why the excitement/commentary about the school events stood out. I didn’t quite see them coming from him.
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@DanFriedman81 Hold on, doesn’t he rescue bilbo and co from the barrow-wight?
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There’s a trope in fiction where there is a character who is extremely competent and dangerous, but is peaceful and just wants to mind his own business. It is a mistake to fuck with this guy.
But, just as Chekov’s gun must inevitably be fired, the guy who should not be fucked with must be fucked with. He must be forced to put his skills to work.
I can only think of one story where there is a guy who should not be fucked with and everyone has the good sense not to fuck with him, and it’s Tom Bombadil in “Lord of the Rings.”
Tom Bombadil is an incredible thing to have in the story, because his existence dwarfs the conflict and all the stakes.
The Ring is the most powerful magical object in the world… except for Tom Bombadil, to whom it is a trinket that he can’t be bothered to care about.
Sauron is an existential threat to everything and everyone, except for Tom Bombadil who could put the Dark Lord in the dirt before breakfast without breaking a sweat if he could be made to notice what is going on.
The epic scale of the story is a triviality to Tom Bombadil. No matter what malign force sweeps across the world, it would never be stupid enough to show up on Tom’s doorstep.
He’s just there, a monstrous leviathan with inconceivable power he never demonstrates, existing beyond the scope of everything else, sitting by the river, singing silly songs while the other characters go on heroic journeys he couldn’t even begin to care about.
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@AdamJSchwarz @ProfessorPape Why do all the experts talk with their eyebrows raised like that
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"I have studied every air campaign since WWI... I've modelled the bombing of Fordow and regime change in Iran for 20 years... We are now in the grip of the escalation trap... This has never worked in over 100 years... Trump is up against the weight of history" - @ProfessorPape.
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@DavidSacks @PalmerLuckey @Jason @mttgrmm Time to stop spending social and political capital defending Jcal. He slandered Palmer when it would’ve cost him nothing to hold his tongue. Long past time for he and Palmer to settle the matter in private but expect he’ll need to humble himself to do so at this point
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I have confirmed via sources close to Fat Jason that he did visit the island.
This clearly contradicts previous claims of having met Epstein only once.
I can also confirm that @jason is still fat and refuses to acknowledge lying about my cofounder @mttgrmm multiple times.
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@jason@Jason
And now @mttgrmm, @PalmerLuckey's partner, is using a photoshopped photo of me being twice as fat as I ever was AND trying to slander me by insinuating that I was involved with Epstein. Matt knows full well that I wasn't, that I've said I wasn't, and that there is no new news here. Like thousands of others, I met Epstein in NYC and TED in the 1990s. I am in his black book, which has been out for a decade and has hundreds of TED/Tech/finance/New Yorkers in it. I am not in the flight logs because I never flew on his plane. I never went to his island, and I probably talked to him for 30 minutes in my whole life. ... but sure, go ahead and slander me, Matt. I know you're ride-or-die for your partner, and I respect that to a degree.
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@ohabryka @NinaPanickssery More importantly it exposes how the elite really act and think. Normies are shocked that the elite are racist, Nietzschean, bend the rules, use money to bribe politicians, manipulate institutions, etc.
The direct crimes if there are any are kind of a bit of a nothingburger
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