Jake Kastrenakes

speaker

2,813 appearances 13 recordings 1 series first heard Jun 2026 last heard 18 Sep

Jake Kastrenakes’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 13 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

The Vergecast · The iPhone Fold could make concerts even worse · 28 Aug 2026 podcast

He then goes on to say, quote, demand is accelerating. matched

This time last year one lab alone was driving the build out. matched

Today we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open model ecosystem, and a physical AI coming online. matched

The AI infrastructure build out is at full steam. matched

This is all proceeding NVIDIA projecting that their revenue is going to grow by seventy percent in its twenty twenty eight fiscal year. matched

Seventy percent in one year to where it's at right now. matched

For where it's at right now. matched

Yes. matched

Uh so NVIDIA's doing okay. matched

Nvidia's doing okay and by by that uh fact, the US economy will continue for a little bit longer. matched

Neela, do these numbers seem high to you? matched

Do do you feel like the AI build out is has reached its inflection point? matched

I have to tell you, I I I was reading the Wall Street Journal's write-up of this, and people are having just like literally emotional reactions to Nvidia's earnings. matched

The Wall Street Journal frames it as uh providing much needed relief to investors and lifting investors' spirits, relieving their anxieties about the AI boom. matched

And I was like, there's a little too much. matched

built around NVIDIA's success here. matched

And NVIDIA has made sure it is that way. matched

The the other big NVIDIA news this week that I want to just mention briefly is there is a rumor, it's not confirmed, it's a rumor that they might buy Hugging Face for $13 billion, which is kind of the hub for open source AI models. matched

This would be a very big deal, very big hedge for them to make sure that the entire open source AI ecosystem is optimized for NVIDIA chips. matched

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