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Adam Leventhal

๐Ÿ‘ค Speaker
2711 total appearances

Appearances Over Time

Podcast Appearances

Oxide and Friends
Predictions 2026!!

Does that ever come to fruition?

Oxide and Friends
Predictions 2026!!

Is that what they sell?

Oxide and Friends
Predictions 2026!!

It's theirfriend.com.

Oxide and Friends
Predictions 2026!!

I love this prediction, obviously.

Oxide and Friends
Predictions 2026!!

So they are out of the consumer car business.

Oxide and Friends
Predictions 2026!!

I'm going to add that NVIDIA's peak valuation in six years, we will see, was in 2025.

Oxide and Friends
Predictions 2026!!

I think we are past NVIDIA.

Oxide and Friends
Predictions 2026!!

This is not investment advice, although this one is definitely... If you think it is investment advice and you act on it, if you could please send us a cease and desist, we'd appreciate it.

Oxide and Friends
Predictions 2026!!

I think that, and this is not a slight on NVIDIA, I think that the valuation is simply too high.

Oxide and Friends
Predictions 2026!!

And too much competition, too much, there are too many things.

Oxide and Friends
Predictions 2026!!

I mean, we talked about Gemini last year, and I mean, Gemini not trained on NVIDIA GPUs.

Oxide and Friends
Predictions 2026!!

I just think that there's just too much out there.