David Rosenthal: belief

Transcript context

…There have been a lot of people who have made a lot of noise, but there have been few that have executed on it. Apple has their own GPUs on the M1s. Tesla's switching hasn't happened yet, but switching for the full self-driving, they're doing their own stuff on the car. Yup, that is switch on the inference side. On device, yes, that has happened. NVIDIA is probably strong in that, but I think the real thing to watch is the data center. And Google is probably the biggest bear case there. It's interesting to talk about these companies and particularly Cerebrus because what they're doing is such a gigantic swing and a totally different take than what everyone else has done. For folks who haven't followed the company, they're making a chip that's the size of a dinner plate. Everyone else's chip is like a thumbnail, but they're making a dinner plate sized chip and the yields on these things kind of suck. They need all the redundancy on those huge chips to make it so that—…

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