Nathan Lambert
speaker
1,814 appearances
3 recordings
2 series
first heard Feb 2025
last heard 1 Feb
Nathan Lambert’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 — 2 in all, peaking in Feb 2026 with 1.
Appearances
There's not civilizational risk.
That's supposed to be the point of the Grok acquisition.
And that's why part of what Vera Rubin is, where they have a new chip with no high bandwidth memory, or very little, which is one of the most expensive pieces.
It's designed for pre-fill, which is the part of inference where...
You essentially do a lot of matrix multiplications, and then you only need the memory when you're doing this autoregressive generation.
You have the KV cache swaps.
So they have this new GPU that's designed for that specific use case, and then the cost of ownership per flop or whatever is actually way lower.
But I think that Nvidia's fate lies in the diffusion of AI still.
Their biggest clients are still these hyperscale companies, whether it's like Google obviously can make TPUs.
Amazon is making Tranium.
Microsoft will try to do its own things.
And like,
So long as the pace of AI progress is high, NVIDIA's platform is the most flexible, and people will want that.
But if there's stagnation, then creating bespoke chips, there's more time to do it.
They tried to create areas of commercial value that will use a lot of GPUs.
Everyone says the company is super oriented around Jensen and how operationally plugged in he is.
And it sounds so unlike many other big companies that I've heard about.
And so long as that's the culture, I think that I will expect them to keep progress happening.
And it's like he's still in the Steve Jobs era of Apple.
So long as that is how it operates, I'm pretty...
Showing 1141–1160 of 1,814 · page 58 of 91
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