Bryan Cantrill

But they've got these thermal issues that are kicking around. They had this thermal issue that they said was a design issue that they fixed with a mask, which doesn't make any sense to me. I'm not an ASIC designer, but that would be very surprising. I think they're going to have yield issues. I think they're going to have reliability issues. I think they're going to have price point issues.

But they've got these thermal issues that are kicking around. They had this thermal issue that they said was a design issue that they fixed with a mask, which doesn't make any sense to me. I'm not an ASIC designer, but that would be very surprising. I think they're going to have yield issues. I think they're going to have reliability issues. I think they're going to have price point issues.

I think it's really expensive. And I think you couple all of that with the changing market conditions. And I think Blackwell is going to be something we haven't seen from Nvidia in a while, which is a part that does not do well. Now, this is not investment advice because I think there's every reason to believe that the H100 and the H200 will continue to thrive. I mean, there is no way I would.

I think it's really expensive. And I think you couple all of that with the changing market conditions. And I think Blackwell is going to be something we haven't seen from Nvidia in a while, which is a part that does not do well. Now, this is not investment advice because I think there's every reason to believe that the H100 and the H200 will continue to thrive. I mean, there is no way I would.

I'm not taking a short position on NVIDIA like ever because like AWS, they have executed so well.

I'm not taking a short position on NVIDIA like ever because like AWS, they have executed so well.

It has to be a lot better. And the price point is so high. And I think the availability is going to be tough. And I think the yield issues are going to be tough. So we'll see. But I think we'll know a lot more in a year on Blackwell.

It has to be a lot better. And the price point is so high. And I think the availability is going to be tough. And I think the yield issues are going to be tough. So we'll see. But I think we'll know a lot more in a year on Blackwell.

I think that's it. That's the moat, as perceived. Steve, do you have any one of your predictions? Maybe on the topic of the CUDA moat, I think in 2025, AMD buys a software company.

I think that's it. That's the moat, as perceived. Steve, do you have any one of your predictions? Maybe on the topic of the CUDA moat, I think in 2025, AMD buys a software company.

I think it might be. We know that the market's pretty flooded and it feels like there's a lot of those companies going to be looking for what they're different. It would not surprise me if a company is looking for a lightboat.

I think it might be. We know that the market's pretty flooded and it feels like there's a lot of those companies going to be looking for what they're different. It would not surprise me if a company is looking for a lightboat.

That's a bold prediction. That is a great one. Yeah, exactly. Calm AI. Yeah. George Hutz. Geo Hutz. Yeah. But someone like that, a small player who has got a reputation for software expertise. And it would be north of a billion dollars. Yeah. And north of a billion. Wow.

That's a bold prediction. That is a great one. Yeah, exactly. Calm AI. Yeah. George Hutz. Geo Hutz. Yeah. But someone like that, a small player who has got a reputation for software expertise. And it would be north of a billion dollars. Yeah. And north of a billion. Wow.

So that's a great prediction. Yeah. Much better than Adam's prediction, which we can all agree is just an absolutely terrible prediction. Klavnik, do you have a one-year?

So that's a great prediction. Yeah. Much better than Adam's prediction, which we can all agree is just an absolutely terrible prediction. Klavnik, do you have a one-year?

Yeah, it feels that way based on the weekend traffic. It definitely feels that way.

Yeah, it feels that way based on the weekend traffic. It definitely feels that way.

Interesting. Yeah. The good prediction. Um, when I've got a, um, just come back to myself for one other one year prediction. Um, and this is, this is a prediction that could be wrong by tonight. Um, But I think that Intel's CEO search is going to be an absolute wall-to-wall, unmitigated disaster.

Interesting. Yeah. The good prediction. Um, when I've got a, um, just come back to myself for one other one year prediction. Um, and this is, this is a prediction that could be wrong by tonight. Um, But I think that Intel's CEO search is going to be an absolute wall-to-wall, unmitigated disaster.