Guido Appenzeller
speaker
1,314 appearances
8 recordings
1 series
first heard May 2025
last heard 15 Jul
Guido Appenzeller’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
I think, Dylan, you've done an exceptional job in covering what's happening in the AI hardware space, AI semi-space, and now more and more data center space as well.
And just looking at it, currently the most valuable company on the planet is an AI semi-company, right?
The, I think, biggest IPO so far in AI was an AI cloud company.
This is currently where it's happening, right?
And any gold rush in the early days is the pigs and truffles that make money.
And I think this is the stage that we're in.
So super excited to have you here today.
Isn't it even more interesting?
OpenAI cannot control how much the computer wants to allocate to you, right?
If we're in a high-load situation, maybe tune the router a little bit so it's less, right?
I have no idea what they're doing behind the curtain, but there's this meme out there at the moment that basically all they did, which is a meme, right?
It's not true, but all they did is take all three plus a couple of smaller models, put a router in front, and offer that at a lower branded price, essentially, right?
I think there's a little bit of that, right?
Cost suddenly matters, and they figured out a way how they can steer that.
Maybe negotiate a cut as part of that.
This is super interesting.
I think this is the first time that we've seen that there's a launch of a new model where, to some degree, cost is the headline item, right?
I mean, so far, it was always like, who has the smartest model?
Who has the highest MMLU score?
Now we have suddenly people who use models for coding for eight hours a day and surprised that
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