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
In theory, we could put that into GPUs because that's the main cost factor.
Ignoring every other use case.
So at least in theory, the value generation is here to keep growing.
Right.
Now, how that translates to the industry is much more complicated.
In so many words, you're saying we're getting commoditized and therefore you can't capture the value and thus you should tamper your expectations of how much you can spend in GPUs?
If Google's TPU is able to compete with NVIDIA, in theory it could do it on the open market.
NVIDIA is worth more than Google these days.
Shouldn't Google start selling their chips to everyone?
I mean, in theory, they should be able to achieve a higher market cap there.
It's kind of funny if a side hobby in theory has a higher...
company value potential as your main product.
Historically.
No pun intended, software has eaten the world in most markets, right?
If you look at early networking days, Cisco was the most valuable company on the planet for a while.
It's no longer, right?
They're the guys that build services on top, like Google or Amazon or Meta eventually eclipsed.
Yeah.
Right?
We have some in the stable diffusion ecosystem, like with like a file.
Showing 81–100 of 1,314 · page 5 of 66
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