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 months

Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

Appearances

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The a16z Show · Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China · 22 Sep 2025 podcast

I think it's uh it's amazing development.

is is is there is there an angle here about a negotiation angle as well?

Because currently there's still discussions ongoing what exactly are the boundaries, what can be exported to China.

So these are sort of well timed announcements.

So if you want to make a point.

Um that you know US should allow more exports.

Is do you think that's a factor or not?

yeah, stay with the bullcase for a second.

I think fundamentally the value creation, I think, personally, is there, right?

I mean to create trillions of also value with AI.

I I I can totally see this happen.

So assume it's true, where will Nvidia top out?

do you even do you even need this?

I mean, if you take every white collared worker and make them twice as productive with AI, that's in the hundreds of trillions, isn't it?

mean like I don't I don't know how soon that's sort of if it's sort of a white collar work is essentially useless without a constant stream of LM tokens, right?

That make him that make him productive, right?

At that point you basically can can tax every single knowledge worker in the world, right?

Which is most most workers in the world long term.

Yeah, yeah, th so so I don't know.

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