Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“I think the subpoint to that that’s worth the discussion right now is like, okay, generative AI.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…The most interesting thing about the overhype is that it’s actually showing up in revenue. Everyone who is buying access to all this compute believes something. For Nvidia, because it’s showing up in the form of revenue, the belief is real. They just need to make sure that they smooth the gap to customers actually realizing as much value as the CIOs of the world are currently investing ahead of. I think the subpoint to that that’s worth the discussion right now is like, okay, generative AI. Is it all it’s cracked up to be? Well David, I haven’t asked you about this in a month or so, but a month ago you were pounding the table insisting to me I have no need for, I’ve never used ChatGPT, I can’t find it to be useful, it’s hallucinating all the time. I never think to use it. It’s not a part of my workflow. Where are you at?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.