Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

1861.126 - 1885.503 Chamath Palihapitiya

You're also starting to see folks that are working a little bit above the stack and build better compilers, things that will allow you to actually build once, run in many different compute environments. So all of this stuff is starting to happen. At some point, the spread trade will be that NVIDIA loses share, even though revenues keep compounding to these upstarts. Yeah.