Cliff Weitzman

speaker

4,305 appearances 3 recordings 2 series first heard May 2026 last heard 5 Sep

Cliff Weitzman’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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And so they're succeeding in creating a liquid secondary market for GPUs that they're underwriting.

So now the large banks have an incentive to loan money at much better interest rates.

This is actually exactly what Elon did in the beginning of SolarCity.

went to Morgan Stanley and Merrill Lynch and got them to amortize the price of a solar panel over thirty years.

So the whole invention behind Solar City was the fact that you could take a loan against the collateral of your solar panel.

So NVIDIA has done an amazing job now in creating a clear floor for the value of the GPU over time.

Do you think that justified or not?

I think that a lot of the things that about a year ago, like were going on between Oracle and OpenAI, like that was way too much.

Like that was ridiculous.

I think the NVIDIA stuff is is not because you're talking about a real asset.

So if you think, for example, about the logic behind the value of Bitcoin, Bitcoin, what is the intrinsic value of Bitcoin?

I can't really tell you, right?

What's the injury intrinsic value of gold?

Well, gold you can use it for some medical stuff because it's a really amazing metal and you know it's a

Jewelry, whatever.

But a GPU, it has intrinsic value.

Like you can actually use that asset for something that's really, really valuable.

And it doesn't matter where that GPU is, it could be in Iceland.

It's still useful to anybody all over the world as long as it's networked.

And so actually, it has a pretty good store of value, even if new GPUs come on online.

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