Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
19 Dec 2022 Acquired Holiday Special 2022
“Everybody who believed that AI was going to be this complete step change in the way that we use computers, and decided that buying NVIDIA at a very high price was the way to endorse that belief.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 19 Dec 2022
- Publisher
- Acquired
- Episode
- Holiday Special 2022
Transcript context
…It was DALI-2. But now as we record this, ChatGPT came out last week. We are thinking about the AI renaissance and how important AI is and just in a general sense, when we did those episodes. NVIDIA stock had that crazy run long before we did the episode, two years before we did the episode at the beginning of COVID. It's interesting that I don't think that was around gaming. I think that was around AI, the thing that was selling that story. In a way, the craziest and video bowls that were buying at the top and selling the story as much as humanly possible, when did it peak? Late 2021 maybe. They were right. I don't think they knew that the next year would make AI's developments as obvious as it has. Everybody who believed that AI was going to be this complete step change in the way that we use computers, and decided that buying NVIDIA at a very high price was the way to endorse that belief. That ended up happening very quickly soon after. The moment when it really hit me was when we were recording the LP episode that we did with Jaleh at Mutiny.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.