x.com/patrick_osha...
finally listened. It’s actually very good.
Patrick OShaughnessy
@patrick_oshag
22d
This is my fifth conversation with @GavinSBaker.
Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance.
We discuss:
- Nvidia vs Google (GPUs + TPUs)
- Scaling laws and reasoning models
- The https://t.co/099zErPlGP
2
30
