Palihapitiya felt depressed after selling Grok to Nvidia for $20 billion despite the validation and success.
“And you know, we sold it to Nvidia, dollars 20,000,000,000. Incredible validation. All of this success. Katie, I felt super down.”
“Speaker lineup for this year’s Summit is 🔥 https://t.co/ZA3yREULfc”
Palihapitiya predicts today's chips become mediocre when agents write kernels and new architectures
“@jacobpeake wow. this is super super good. thank you for writing this. one thought: what happens when agents start writing the kernels and new model architectures keep appearing? I think a lot of today’s chips become meh. they were designed by humans for humans. brute-force approaches”
Palihapitiya predicts today's chips become mediocre when agents write kernels and new architectures
“@jacobpeake wow. this is super super good. thank you for writing this. one thought: what happens when agents start writing the kernels and new model architectures keep appearing? I think a lot of today’s chips become meh. they were designed by humans for humans. brute-force approaches”
Palihapitiya argues NVIDIA's Hugging Face deal will force major tech companies to compete across entire AI stack.
“And at the same time, what you're gonna do is actually create more rational competition up and down the stack. And I mentioned this last week. Everybody is becoming everything. NVIDIA will look like Amazon.”