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VOICE ARCHIVE

Ben Bajarin

@benbajarin
929 posts
2026-04-16
NVIDIA is a company that converts electrons to tokens.
2026-04-16 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

There is a key theme here from Jensen that underscores my recurring thesis I continually unpack @DiligenceStack: The market evolves from a semiconductor scarcity story to an industrial systems story in which energy, networking, packaging, software, and algorithmic efficiency all
2026-04-16 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

2026-04-15
Not enough compute is the correct take IMO. Which has quite a lot more implications if you think about it and play that out to its logical conclusion. Software still burdened by hardware's inability to keep up. Maybe software is 2-3 years ahead of hardware?
2026-04-15 View on X
VentureBeat

Claude users accuse Anthropic of degrading Claude Opus 4.6's and Claude Code's performance; Anthropic staff publicly deny it degrades models to manage capacity

From Its Own FansMaria Garcia /Implicator.ai:Anthropic Ships Claude Code Routines, Cloud Automations That Run Without Your MacLeila Sheridan /Inc.com:Users Say Anthropic's Claude I...

There is a key theme here from Jensen that underscores my recurring thesis I continually unpack @DiligenceStack: The market evolves from a semiconductor scarcity story to an industrial systems story in which energy, networking, packaging, software, and algorithmic efficiency all
2026-04-15 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

NVIDIA is a company that converts electrons to tokens.
2026-04-15 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

Not enough compute is the correct take IMO. Which has quite a lot more implications if you think about it and play that out to its logical conclusion. Software still burdened by hardware's inability to keep up. Maybe software is 2-3 years ahead of hardware?
2026-04-15 View on X
The Information

Anthropic recently changed Claude Enterprise's pricing, now charging $20 per month per user plus the computing capacity used, instead of $200 per month per user

Businesses whose employees are heavy users of Anthropic's Claude products are likely to pay significantly more for them after the company changed …

2026-04-14
Not enough compute is the correct take IMO. Which has quite a lot more implications if you think about it and play that out to its logical conclusion. Software still burdened by hardware's inability to keep up. Maybe software is 2-3 years ahead of hardware?
2026-04-14 View on X
VentureBeat

Users accuse Anthropic of degrading Claude Opus 4.6's and Claude Code's performance; the startup's employees publicly deny it degrades models to manage capacity

A growing number of developers and AI power users are taking to social media to accuse Anthropic of degrading the performance …

2026-04-13
@jukan05 Certainly no one big. IF, big IF and I'd put very little confidence in this the only option is Asus, Acer, or Razer and those are very small but also more gaming focused.
2026-04-13 View on X
Bloomberg

Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape”

Shares of Dell Technologies Inc. and HP Inc. jumped after a report from website SemiAccurate that Nvidia Corp. was seeking …

This was the obvious conclusion the day the news hit.
2026-04-13 View on X
Financial Times

Analysts and researchers say Google's TurboQuant compression algorithm to make LLMs more efficient is more likely to expand memory chip demand than reduce it

And no.
2026-04-13 View on X
Bloomberg

Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape”

Shares of Dell Technologies Inc. and HP Inc. jumped after a report from website SemiAccurate that Nvidia Corp. was seeking …

2026-04-12
This was the obvious conclusion the day the news hit.
2026-04-12 View on X
Financial Times

Analysts and researchers say Google's TurboQuant compression algorithm to make LLMs more efficient is more likely to expand memory chip demand than reduce it

More efficient artificial intelligence could mean even greater need for semiconductors, say experts

2026-04-10
I liked the $AMZN shareholder letter. I take point 4 with a grain of salt (trn is largely AWS as a customer and Anthropic). Points 5 and 6 are most important for the “durability” of the cycle debate. https://www.aboutamazon.com/ ...
2026-04-10 View on X
GeekWire

Annual letter: Andy Jassy says AWS' AI revenue has hit a $15B annual run rate as of Q1 and that Amazon's internal chips business is generating $20B+ per year

taking a shot at NvidiaTelecompaper:Amazon CEO defends huge AI investments, confirms Leo launch in mid-2026Wajeeh Khan /Barchart.com:As Amazon Takes on Chipmakers, Should You Buy A...

I liked the $AMZN shareholder letter. I take point 4 with a grain of salt (trn is largely AWS as a customer and Anthropic). Points 5 and 6 are most important for the “durability” of the cycle debate. https://www.aboutamazon.com/ ...
2026-04-10 View on X
The Verge

In his annual letter, Andy Jassy says Amazon's space-internet service Leo will “launch in mid-2026”, after delays; Amazon has FCC approval for 3,236 satellites

Better late than never for the Elon Musk alternative. … Amazon CEO Andy Jassy says the company's space-internet service Leo …

Can you imagine if Intel's board let @PGelsinger invest in the foundry capacity he asked them for? I agree, it seemed crazy at the time, but hindsight is 20/20.
2026-04-10 View on X
Reuters

Google and Intel expand their partnership to deploy Xeon chips, including Xeon 6, and co-develop custom Infrastructure Processing Units to improve efficiency

2026-04-09
I liked the $AMZN shareholder letter. I take point 4 with a grain of salt (trn is largely AWS as a customer and Anthropic). Points 5 and 6 are most important for the “durability” of the cycle debate. https://www.aboutamazon.com/ ...
2026-04-09 View on X
GeekWire

Annual letter: Andy Jassy says AWS' AI revenue has hit a $15B annual run rate as of Q1 and that Amazon's internal chips business is generating $20B+ per year

Andy Jassy's new letter to Amazon shareholders is a data-heavy defense of the tech giant's biggest bets — from AI and custom chips …

Can you imagine if Intel's board let @PGelsinger invest in the foundry capacity he asked them for? I agree, it seemed crazy at the time, but hindsight is 20/20.
2026-04-09 View on X
Reuters

Google and Intel expand their partnership to deploy Xeon chips, including Xeon 6, and co-develop custom Infrastructure Processing Units to improve efficiency

Intel and Google have expanded their partnership to advance the use of artificial intelligence-focused central processing units …

2026-04-08
I feel even better about this knowing @magicsilicon was in the room and involved.
2026-04-08 View on X
Reuters

Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, xAI, and Tesla to help produce processors for robotics and data centers

Intel (INTC.O) said on Tuesday it would join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla (TSLA.O) and xAI.

Putting Terfab into perspective. Based on stated goals: 1GW of compute requires about 50kwpm of logic, 140kwpm of DRAM, ~30kwpm of NAND, and ~35 kwpm of CoWoS (advanced packaging). That translates to about $30bn of WFE per 1GW produced monthly. Terfab would be a top 3 WFE
2026-04-08 View on X
Reuters

Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, xAI, and Tesla to help produce processors for robotics and data centers

Intel (INTC.O) said on Tuesday it would join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla (TSLA.O) and xAI.

Details are scant on exactly what Intel is providing for Terafab. Could be equipment, IP, know-how, etc. And while we will watch to see what revs show up long term, the bigger point here is validation for Intel Foundry technology.
2026-04-08 View on X
Reuters

Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, xAI, and Tesla to help produce processors for robotics and data centers

Intel (INTC.O) said on Tuesday it would join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla (TSLA.O) and xAI.

2026-04-07
Details are scant on exactly what Intel is providing for Terafab. Could be equipment, IP, know-how, etc. And while we will watch to see what revs show up long term, the bigger point here is validation for Intel Foundry technology.
2026-04-07 View on X
Reuters

Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, xAI, and Tesla to help produce processors for robotics and data centers

Intel (INTC.O) said on Tuesday it would join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla (TSLA.O) and xAI.  —  Last month, Musk said his rocket company Spa...