About this Concept
Hardware
The chips, data centers, energy, and devices that AI depends on.
Trend this week
5 of 5 weeks tracked had mentions across multiple podcasts.
A closer read
- What changed
- Its share fell from 3.2% to 2.6%, with evidence across 3 podcasts.
- Where it showed up
- It appeared in episodes including “Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy...” and “Inside the Model Factory — Eiso Kant, Poolside AI”.
- How to read it
- 3 cited episodes from 3 podcasts are shown below. The topic appeared across 3 podcasts in the full analysis.
Podcast moments from the week
Moments are grouped by episode so repeated excerpts from one conversation do not look like separate sources.
No Priors
Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang
“Yeah, well, my take, my prediction actually is in a world where robotics, drones, AI is everywhere, uh, my guess is that in 10 years' time, we're actually gonna have more Dashers doing, doing deliveries, not less, uh, simply just because, again, I think it's just the Well, one...”
ConceptHardware
Report this moment“I also think you're just going to see an even stronger surge in demand as autonomy, as delivery becomes even more affordable.”
ConceptHardware
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Latent Space
Inside the Model Factory — Eiso Kant, Poolside AI
“I think the one entity that has more power than the US government here is NVIDIA. Because like basically whoever gets the allocations gets the compute.”
ConceptHardware
Report this moment“Look, I think this industry has existed because of what NVIDIA has done.”
ConceptHardware
Report this moment“I know that people like, it's easy to give him flack, but I also want to say, like, I remember when we started Sourced, right, in 2015 post that Karpathy article, it was able for this progress to happen because we were able to put consumer GPUs in servers and they allowed us t...”
ConceptHardware
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AI For Humans
Is Google Gemini In Trouble?
“Maybe Google will come roaring back in like a year from now and it will have the best AI solution.”
ConceptHardware
Report this moment“doesn't waste a lot of energy or time processing like redundant parts”
ConceptHardware
Report this moment“robots building cities for themselves, like things like that are the things that are coming soon”
ConceptHardware
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