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Phil Hellmuth

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
438 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

It is, right?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

It's like 87.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

I know it hit 88 or something, but I mean.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Watch out below.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Let's see the price.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Okay, let's talk about NVIDIA.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

So NVIDIA had a blowout quarter.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Revenue up 62% year over year.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

22% quarter over quarter.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Net income 31.9 billion.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

That's up 65% year over year.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

They expect $65 billion this quarter.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Jensen, friend of the pod, has said that they can't keep their product on the shelves.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

It's sold out everywhere.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

And then at the same time, Michael Burry, who has got to short on it, he's been mixing it up.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

He is posting in response, I think, to you, Freeburg, last week, making it a defense of the reasonable life of an H100, of these new chipsets.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

you know, that Nvidia sells, is it four years, five years, six years, seven years?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

When do they get replaced?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

When do they have a useful life and gap accounting?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

He believes, just to make it easy for the audience to understand, that major tech companies, big tech, are cooking the books in order to spike their earnings, that this is a house of cards, and that he's gonna short