My new favorite drinking game is "I don't know if you know this Ed but I...."

@HughJass-jv2lt

3 ай бұрын

😂😂

@mikeh7515

3 ай бұрын

Please give someone your keys. Bonus points for "medacious!"

@future62

3 ай бұрын

@@mikeh7515 I drink water to make the game healthy

Ed also is very talented and insightful.

@Herberberber

3 ай бұрын

He’s very inorganic and it’s really obvious his takes are prepared for him

@ray-mc-l

3 ай бұрын

@@Herberberber i dont agree. he asked aswath insightful questions based on a flowing conversation - it didnt feel prepared. maybe he gets help from researchers, but he also knows his stuff.

Only the truly serious person can segue from head jokes to on the nail financial and economic analysis. Don't ever change Prof. You're living proof the best teachers are the best storytellers.

@user-ql4ud9zr7m

3 ай бұрын

You must, be joking, all of his predictions fail 100% of time 😂

Hmm...Ed, your talk about GPU, CPU and arm was not quite accurate. Arm is the architecture behind Apple Silicon, which Apple also claims of huge AI-potential. Cpu can do AI too, in fact most ML libraries can be set to run on CPU. Key is performance:power ratio, which is quite bad on "traditional" CPU in comparison to GPU. But Arm-based is not the traditional one, they focuses quite a lot of efficiency (mobile-friendly, remember?), which can make them quite good if they start providing good software support for building AI, like Nvidia's cuda. Your statement may have been accurate if you were talking about Intel.

ARM commentary remind me of the phrase - 'The market can stay irrational longer than you can stay liquid...'

Killer intro as always Prof!

👏🤣 next time you're on a flight and the flight attendant asks if you'd like headphones say yes and ask her how she knew your name was phones

To accurately assess ARM's trajectory within the AI sector, it's crucial to distinguish between inference and training. While Scott Galloway and Ed Yellison raise valid concerns about ARM's valuation and overarching AI focus, recent advancements in ARM chip architecture specifically designed for AI inference must be considered. Apple's successful use of ARM-based chips in AI tasks and Qualcomm's Cloud A100 platform demonstrate ARM's growing potential for inference applications. Furthermore, Qualcomm's demonstration of on-device inference at Mobile World Congress highlights the practicality of these advancements. We should also anticipate further developments from ARM at MWC 2024, potentially showcasing even greater capabilities for the future of AI deployments.

For non-tech guys you did explain very well why arm is not an AI company. I was thinking the same, and for a moment there you had me wondering whether I should short them. Thanks For reminding me about the effects of irrational uninformed exuberance in the market.

@ACPeoples

3 ай бұрын

To accurately assess ARM's trajectory within the AI sector, it's crucial to distinguish between inference and training. While Scott Galloway and Ed Yellison raise valid concerns about ARM's valuation and overarching AI focus, recent advancements in ARM chip architecture specifically designed for AI inference must be considered. Apple's successful use of ARM-based chips in AI tasks and Qualcomm's Cloud A100 platform demonstrate ARM's growing potential for inference applications. Furthermore, Qualcomm's demonstration of on-device inference at Mobile World Congress highlights the practicality of these advancements. We should also anticipate further developments from ARM at MWC 2024, potentially showcasing even greater capabilities for the future of AI deployments.

IVE LISTENED TO THE POD ON ALL POSSIBLE PLATFORMS, AND THIS IS WEIRDLY THE FIRST TIME LISTENING ON KZread. I HAVE A FEW THOUGHTS FOR THE TEAM. 🧿

@stevechance150

3 ай бұрын

They do not care.

@tecala1

3 ай бұрын

either do I ​@@stevechance150

Professor G for president.

Prof., how likely is it for the US econ to go to recession this year?

I'm only here for the opening joke.

Someone check me if I'm wrong but you need a CPU to use a GPU.

@ACPeoples

3 ай бұрын

To accurately assess ARM's trajectory within the AI sector, it's crucial to distinguish between inference and training. While Scott Galloway and Ed Yellison raise valid concerns about ARM's valuation and overarching AI focus, recent advancements in ARM chip architecture specifically designed for AI inference must be considered. Apple's successful use of ARM-based chips in AI tasks and Qualcomm's Cloud A100 platform demonstrate ARM's growing potential for inference applications. Furthermore, Qualcomm's demonstration of on-device inference at Mobile World Congress highlights the practicality of these advancements. We should also anticipate further developments from ARM at MWC 2024, potentially showcasing even greater capabilities for the future of AI deployments.

His name is not Ed… His name is Phones.

I remember 8 years ago when NVDA was running to 100 presplit, and I thought it was overvalued, waiting for a pullback.... It never pulled back lol. ARM will go the same way, not sure how, but I think it will.

@kevdaag2523

3 ай бұрын

Keep in mind though that risc V (A completely open source processor architecture) is gaining a lot of traction in the same spaces that used to be served successfully only by arm.

@adellantte3755

3 ай бұрын

Will softbank dump it's shares on 12 of March..

This is way better than the podcast.... podcast has SO MANY ADS its literally impossible to listen to

Arms promise was in power efficiency!. That why Apple saw promise not to mention they can just have everything run on arm makes thing’s easier

Conclusion that Chinese Economy is imploding while its stock market is down is nonsense. China is still factory of the world, and majority of its companies are not listed. Also that MarketCap of Nvidia is larger than all Chinese Stocks listed in HK, might be indication that Valuation of NVidia is getting out of hand.

@kevdaag2523

3 ай бұрын

Did you hear him point out how that valuation of arm is several times higher than that of Nvidia? (The ratios I mean, not total market cap)

@stevechance150

3 ай бұрын

Wow! You could not be more wrong on China! Everyone who can get their manufacturing out of China is getting out of China.

@autohelix

3 ай бұрын

Mexico is are number one trade partner now. China is done.

Totally agree on the bezos comments

small criticism: id enjoy the show it the images were less stuttery. it's a slightly annoying when it skips frames.

"I'm James Bond"😂

Problem with the your suggestion to payback Washington by Bezos, then Washington should also be ready to compensate losses with tax credits. You can not just tax whatever, states are not entitled to the individual for life.

Prof G is Ash from Alien!! Our stock market is what is keeping all the excess $$$ bottled up. If that gets out into food, medical and housing, say goodnight Jim.

Google has TPUs. They won't be reaching out for anyone's teats

The states need to perform a step up basis or mark to market activity to reconcile the cap gains taxes due to the state being left by the super rich like Bezos. Also, Airbnb has an excuse for every earnings report. Their business model is fvcked for the traveler, with the outlandishly inflated cleaning and other service fees they tack on that are not an insignificant % of the room cost.

ARM: I think its AI washing BUT I will say that CPUs are key to marshalling data into and out of the GPUs i.e they are control centers. Intel chips are currently used in nvidia dxg200 servers at about $10K a pop. This is $200k server there or there abouts but if ARM can replace intel in those servers the quite a bit of potential. It has to sell direct though and become like say Qualcomm so thats something they haven't done before as far as Im aware.

They should pay the piper!

LUNR may become the first private company to have a controlled landing on the moon next week. NASA paid em over $100m to take new tech and communications. I have virtually no experience in the markets but I love space. And the possibility of eliminating wars fought over resources by mining out there. Call me optimistic.

ARM does make GPUs en.wikipedia.org/wiki/Mali_(processor) but i agree it's probably AI washing.

Ooh, Scott coming out as anti-schools and health care. Bold stance.

I miss the L2 format. 🙄

Nonsense! Washington state did NOT built Bazos wealth. Regardless of the company's location or Bezos residence, Amazon's business model built that wealth and it has nothing to do with Washington per-se. He could have achieved the same if the company was in Ohio which is growing high tech state.

Scott, if you're going to do a perverted joke at the beginning, make sure it lands.

Fine-toothed comb

arm makes chips, chips contain accelerators, accelerators power AI, therefore ARM = AI...

Politicians would love it if y'all helped keep them relevant while AI progressively swallows up their audience

But Washington state doesn’t have income tax. How is this a tax saving move for bezos

@e.oconnell8461

3 ай бұрын

The 2021 Washington State Legislature recently passed ESSB 5096 (RCW 82.87) which creates a 7% tax on the sale or exchange of long-term capital assets such as stocks, bonds, business interests, or other investments and tangible assets. dor.wa.gov/taxes-rates/other-taxes/capital-gains-tax

@kevdaag2523

3 ай бұрын

that is a good question

@Life_as_Game

3 ай бұрын

Washington does have a new a cap gains tax for gains over $250,000

I generally go with Lyft because Uber is evil

@tactileslut

3 ай бұрын

Fuzzy pink mustaches are better than an app so borked that just having it installed makes driving directions lag by several intersections in my book too.

Some people think Uber is a better company than Lyft because it’s around the world and has UberEats and Uber Freight. I think it’s the opposite… Lyft is more focused on one business AND they are not exposed to all of the countries whose currencies are going to be weaker than the US Dollar. All of Lyft’s income is in US (and Canada) dollars. A lot of the rest of the world is already entering recession. The US is the cleanest dirty shirt.

@kyleinpa5285

3 ай бұрын

Also, Lyft is 1.4x sales, and Uber is 4x sales. Uber is way overvalued.

All his predictions are always wrong lol 😂😂😂

Love the pod but Ed is obviously a zoomer plant to appeal to that generation. His takes are very inorganic and given his background, it’s obviously all prepared for him beforehand

Nothing good can come from avoiding discussing politics. The world clearly needs more light hearted political discourse, and markets are a great lube for those conversations.

Does he know what ARM does? Lol. Silly predictions

@jonathanslaughter8542

3 ай бұрын

But to his point, there was a squeeze on ARM. What will drop the stock is when soft banks lock up period is over and they are up like 150B’s on that single holding

CNN going up? Is he on drugs 😂😂😂

this editing is distracting

It is revealing that he says Manhattan is a well run city. He can joke about how he is costal elite - it does not hide that he still have some blind spots.

6:58 FDIC bailout, Evergrande, tech layoffs, and government spending spree giveaways to the richest rent seekers in the world (Intel, Apple, MSFT, etc)... I'd say a normal year would've been a recession, I really don't think the nominal valuations ignorant inflation mean there wasn't a recession. Everyone got poorer except a few who bought back shares with tax payer promissories - imho, that's a recession.

Not interested to head the profanity and crude homosexual jokes. Unsubscribed.