Mentioned On
Episode Mentions
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“Alternative processor architecture mentioned as example of market fragmentation vs. single dominant player”
The AI Daily Brief: Artificial Intelligence News and Analysis · May 14, 2026
RIP Golden Age of Agent Experimentation 2026-2026
“Joined SoftBank in late acquisition bid for Cerebrus before company's $5 billion IPO”
Vital Dawn · May 6, 2026
Vital Dawn Podcast for Wednesday May 6
“Scheduled to report earnings after market close on May 6”
Elon Musk Podcast · Apr 25, 2026
Why Tesla Must Retrofit Four Million Cars
“Cortex-A72 CPU architecture used in Tesla's custom autonomous driving chips”
TBPN · Apr 25, 2026
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
“Entering CPU design space; expected to work with TSMC in short term; relevant to CPU supply dynamics as AI demand grows”
TBPN · Mar 30, 2026
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
“CPU opportunity timeline 2030-2031, competing with custom hyperscaler solutions”
TBPN · Mar 27, 2026
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
“Announced shift from IP licensing to manufacturing own chips, targeting $15B revenue by partnering with Meta and OpenAI”
TBPN · Mar 26, 2026
Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret
“Semiconductor company shifting from IP licensing to manufacturing chips, stock up 15% on partnership news”
BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
“NVIDIA partnering through NVLink Fusion to integrate ARM ecosystem with AI infrastructure”