Alfalfa Podcast cover image

Stop Fighting Reality: Why the Blue Pill Wins | Ep. 280

Alfalfa Podcast

00:00

A Trillion-Dollar Compute Backlog

They discuss Jensen's claim of a trillion dollars of revenue visibility for Blackwell and Rubin chips.

Play episode from 52:40
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app