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I've met infinitely more I haven't met anyone who said oh because of these terrorists I'm going to start doing production in the US I've read some headlines on it and they've done some white house…
You have to judge policies not by their intention but by their outcome like one of the mistakes that a lot a lot of people make is like well there's good intention so therefore the policy is fine and…
What's happening is the computer industry was limited by the number of people using the computers. And now we have agents that are autonomously using computers. And so we're going to have instead of…
Google announced for their TPU 8T and 8i that the head node, the CPU that interfaces into the accelerators, is going to move from x86 to Axion, which is their internal chip using ARM neoverse. 60%…
Two times the performance per rack versus a comparable x86 system. Basically means same power envelope, two times the benefit in terms of performance. If you want a half the power, you still have…
We threw out a number back on March 24th around a CPU TAM in 5 years going to north of 100 $120 billion. And again, at the time when we did that event, we had a lot of questions from media investors,…
We made a comment back on March 24th and I think we were probably one of the very first to do this that said we believe going forward that four times the number of CPU cores needed in the same power…
You remind me every day that inside of every Acorn grows a Mighty Oak and you guys we are planning a forest of Mighty Oaks here at Charles Page high school.
I've never seen teachers that are better than the ones here at Charles Page high school and I am frankly just humbled to be part of this staff.
I hope that my legacy will be one of kindness and that's something that we try to promote every day.
I'm completely overwhelmed right now and truly honored and humbled to have this recognition in this incredible... the opportunity to be a teacher I think is the greatest the greatest profession that…
The way I like to describe the metaverse Emily is that increasingly and this is certainly accelerated through the pandemic things that people did in the physical world increasingly they're going to…
Adobe always looks for really deep technology and great culture. I think to your point what's happened in the market there will be a number of companies so you know we're always judicious and we're…
We have a tremendous balance sheet, we have tremendous opportunity, so don't do anything that is short-term focused and continue to focus on making sure that we drive the company long-term.
I believe that what this will cause is a number of companies that are single product companies that may not have the depth and the breadth of the kinds of offerings that the larger tech companies…
The world is my market, not English speakers, not the US, not country borders, not currency. There are reasons why currency and borders and other regulatory restrictions and even language make a…
The reality is their industry is super inefficient, doesn't scale, is full of idiots who have no domain expertise, and they operate wrong. They are idiots, and they think they're awesome. What a…
Most VCs in my opinion really are guilty of not taking their own advice. So VCs generally advise startups, hey you want to scale, you want to figure out your process, listen to your customer and…
Venture capital generally sucks like historically has sucked balls across the board. Three out of four venture capitalists, sorry, two out of four venture capitalists lose money completely. Maybe…
It's not perfect but neither are you and together is this amplifying tool that lets you just reach new heights.
The thing that's amazing in my mind is that what's going on here is we're talking to a neural network and this neural network was trained to predict what comes next, right? It played this game of…
OpenAI has been building this technology really since we started the company but for the past two years we've been really focused on delivering GPT-4 that started with rebuilding our entire training…
We definitely see more push for that, more demand for that in the customer base and for us that means investments in two areas. One is in deploying into more geographies and having more…
As far as we're concerned, we don't care whether most of the usage is humans, most of the usage is agents, our business model lends itself to it pretty well. Like we're usage based, then it doesn't…
Last year when we reported earnings we said we're mostly interested in inference workloads and training is not really a market for us yet. Now we actually see training becoming a market. We started…
There is no change to our overall view that digital transformation and cloud migration are long-term secular growth drivers for our business. But we now have an additional secular growth driver with…
I think that in order to be sustainable and to avoid risk of financial stability which is of concern to us those key points that you have identified in other words the equivalence the equivalent…
I have to confess that I looked carefully at um and my staff has looked very carefully at Mikar and I'm at pain to find actually reference to multiissuance in the regulation and I'm at pain to…
Digital euro as to to keep it as simple as possible is digital cash and cash is the remmit of the central bank and the anchor of uh our currency is central bank money. If the world is going digital,…
I always advise people if you're not if you're not a if you're not a trader if your day job is not a trader don't trade just because you're suddenly coming to cryptocurrencies that'll make you a…