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: GPT-5, NVIDIA, Intel, Meta, Apple · 18 Aug 2025 podcast

But then they usually have less D RAM, so there's a trade off there as well.

Right.

There's

But but it to be fair, if if somebody had a viable competitor, which would even be marginally cost competitive, if my guess is many of the big consumers of GPUs would immediately shift some revenue there just to have a number two, right?

Just to just to change the colour.

Well then that's that's that's AMD today, right?

And Microsoft, yeah.

still pretty limited traction though, right?

There's a mode.

also coupled to their unwillingness to go sell them to a broader ecosystem.

I mean if they want to be confined in their own data centers and their, you know, uh didn't ramp data center uh build out for their own hypers for their own sort of hypersecurity cases quickly enough, right?

Then yes, that constrains them.

Right.

If if they were on the open market, would we still be constrained?

we worked at Intel I know exactly what sh what's going through his mind.

Yeah, so so I think

So w what what's the end game for data centers?

I mean, like we we need more power, we we need more cooling.

Will at the end be every all data seems to be next to a nuclear reactor or lots of solar, you know, next to uh deep level uh uh like um deep seawater uh that we use for cooling or something like that?

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