NVIDIA Is Changing The Game.
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- Опубликовано: 13 апр 2024
- The Robots Are Coming www.farzadmesbahi.com/merch
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
If you like this content I would greatly appreciate your likes and shares!
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It was a blast talking about all the different aspects of NVIDIA. Thanks for having me and I'd be happy to chat again soon!
Nice job!
Very informative Sir. 🙏🏽 Helps me understand everyone’s structure in their play…
Protecting freedom of speech at the cost of $44,000,000,000 is more important than solving the energy problem. Let others solve the energy problem because no one was doing anything to stop the federal government to unconstitutionally control what gets discussed and who gets to talk… in my humble opinion.
Holy smokes so much great information. Great breakdown, I've gotten a deeper understanding of the computing conversation. Thanks Alex
Good job Alex
Stock value of Nividia has exceeded Tesla, Tesla might be the next Nividia!😢😂
Exactly my thought. Tesla's AI runup is yet to happen.
Tesla… will be the biggest company/market cap in the world by 2030/2035. Tesla’s automobile division will be less than half of their revenue stream when they achieve their goal of making 20,000,000 cars per year. Their biggest revenue stream ever will be Optimus the humanoid robot. Tesla energy will be about the same revenue percentage as the automobile division.
tesla stans are delusional. they can't be reasoned with. they still think they are the center of the world and they will 10x every 3 years 🤣
@@joec.5009 I understand the risk I'm taking. It's an educated guess on a potentially lucrative technological innovation.
Having billions of real world data, training an Ai to drive is worth less than Nvidia. Oh right, it is all about profit. There is no future prospect from self driver since everyone is basically ahead of Tesla at this point. Did I capture your Tesla narrative sentiment?
Tesla pushed ahead of Nvidia with the FSD hardware. The inference and power efficiency was better in Tesla's product -- and they maintain that lead with Optimus.
The joke that is Optimus
Tesla relies on other
Great conversation. Helped me to get my head around NVIDIA. Thanks Farzad
Farzad, Alex is exceptional ! I've been a big fan of his for several years ... Surprised it took this long for you to invite him on your channel ... That said, this was your best interview in recent memory ... A big shout out to you !
Except he’s full of shit he literally said AMD doesn’t sell GPUs, which is totally an absolutely incorrect. They’ve been selling them since 2006 to the tune of 6.2billion last year
This explains Tesla’s purchase of Amd and Nvidea chips.
I think it is sick that Jensen delivered his first GPU cluster to Open Ai years ago…to Elon’s Open Al.
This was the BEST discussion I have heard from Farzad Channel!! This was Fantastic! Very Informative!🤠
All of you are awesome.. I've listened you both separately on your podcast (Farzad, YOU), but the synergy and questioning in this format was so insightful.
Tesla is not about building moats. Tesla is about being the fastest and hungriest shark (possibly with lasers on its head) in the moat.
NVIDIA is more than Tesla. EV is not for everyone. Accelerated computing can be applied in many fields not just AI.
Was so helpful to understand. Needs a part 2 sequel
Great conversations, thank you gents
great conversation really appreciate this one from a long list of tech an chip videos of all sorts and YT channels...
Buying Nvidia now, is like buying Tesla when it was 400. What I make on Microstategy options buys me 100 shares of Tesla each month. Rinse, repeat on options. Simple!
23:15 inference and training are both already available on iPhone 15. Presumably training compute available too on others.
How much upside is there tho? Its a 2 trillion market cap company now and the 3rd largest company in the world.
There is no upside, in most of these over-valued companies.
There are only suckers who you may be able to sell to. Stock market has just become over valued companies trying to pump their stock w/ BS marketing and hypemen (CEOs) galore doing useless PR talks to keep the pump up to keep their compensation up. Not to mention the absurd amount of stock buy-backs that happen now to fake stock price increases
I ask myself these things a lot. I was always super bullish on Tesla even when the stock hit $1000 which was insane to me since my buy in was like average of 150 or sth.
I was still super bullish thinking Tesla is the future (part of me thinks they still can be if elon stops being on twitter 24/7 and starts to be an inspiration rather than a boring annoying right winger again) but some friends told me to take some profits and diversify. I took the advice and sold most of my shares for way higher than what we are currently trading at.
Like there is limited growth potential for NVIDIA right now, there exist only that many companies to buy a huge amount of chips from them. I'm not saying they cant keep their business or grow it further of course, but as we saw very well with Tesla it is much easier to grow on a backlog compared to when you have to adapt to the current demand situation.
NVIDIA isnt insanely over valued yet, but I give the same advice I took from my friends back then. Take some of those gains and diversify your positions. We aint seeing another very fast runup for nvidia any time soon, thats for sure.
I think the point is it's a good long term investment. Don't expect it to double in a few months.
Don’t worry about it
This guy U, does NOT see free speech as important for humanity!!
As if they've forgotten the Brazil story already... IJS
Are inference processors the same as training processors?
This has been one of the most eye opening episodes I have ever sat in on. Alex is brilliant … he has such a sharp understanding and a masterful communication skill. Thanks Farzad for promoting this discussion in your jovial, synthetic and so enjoyable way!! You and Hans make a super team. Looking forward to future encounters with Alex🤩⚡️👍🚀
Alex is wonderful. I watch his channel but have never seen him in a long tail dialogue like this.
He is very informative ..
How is the dojo compared to blackwell?
AP is successful as long as the data being used to drive is secured ~1.5seconds before you reach that point. Inside that time window unexpected changes cannot be processed fast enough to react properly.
Been a massive fan of TickersymbolYou for ages... but this is the first time I've seen Alex in a chat. Thanks Farzad and also your guests for an engaging and informative discussion.
I have 1,038 Nvidia shares and this is the best RUclips video I have ever watched.
5 months ago i sold all my 6,300 Tesla shares and bought Nvidia, Super Micro Computer, Celsius and Dell.
I think the Tesla stock price will drop down for the next 18 months and then i will buy back into Tesla i think at under $ 120 if my guess is correct.
So far it was a great move making lots of money while Tesla stock has so far dropped over 30 % since i sold out.
show me the proof or this never happened. hey look i got 1251 bitcoin.
Bull sheet
@@joec.5009you think having over 1,000 shares of nvda is hard to believe?
Remember those plastic capsules as a kid that you’d throw into hot bathtub and it would turn into a huge dinosaur 🦖? That’s how it feels. Nvda amzn. Good luck with musk and wood
So you just FOMO into the hot stocks lmao, had you said you bought Nvida 5 years ago you would get an applause you just jumping around buying the hype getting into companies when they are already over valued. FYI Tesla could very likely be at $120 in the next 30-60 days not 18 months. Tesla has tons of positive news that will rally the stock over the next 18months no way Tesla stock stays low for 18m probably will be low for another few months and that’s it
Outstanding conversation.
Great topic and interview!
Exceptional Video! Masterful Clarity.
Dang, I started liking him, but then I started to see his weak spots.
He doesn't get it
Tons of weak spots dude says AMD doesn’t even sell GPUs yet AMD in number two GPU sales and has been doing so since 2006
Great conversation!
Betting against Elon is like Betting against Vegas: HEADS YOU LOOSE + TAILS YOU LOOSE ! ?
I always love your videos, but really enjoyed todays. The emphasis on logic and reasoning has become a lost ethos, very relieved that you continued to use this approach through out the discussion.
Guys don’t sleep on Nvidia. Nvidia will be a just a chip company like Amazon was just an online bookstore.
Fantastic show. One of the best. Great guest with Alex. Bring him back to talk about Omniverse.
You are wrong about Twitter, Twitter, connects everybody. He’s gonna use a payment plan through there and somehow use Star link connected.
Wow, great!
1:21:07
The 3 of you together are amazing
Very cool video thank you !
Farzad is feeling my brain right now… 🤯🤗
InfiniBand (IB) is a computer networking communications standard used in high-performance computing that features very high throughput and very low latency.
Best video ever,i watched it twice.
Thanks
Thanks guys. I have TSLA, NVDA and (you didn't YET cover) PLTR (Palantir). Oh, Nelson just mentioned them...👍 Do that video with Alex as well. 🤓
Very interesting discussion on X (Twitter). I'm more with Nelson on this topic. Elon has demonstrated "diving in and learning to swim" with his other business pursuits. Now he's doing that with Media and social interaction. In the longer term, I believe we will see the same positive outcome from X as Tesla and Space X!
It was touched on but, would like to dig deeper. Watt-hrs per training is key, because it's money. Part of this is memory requirement. Fluid dynamics needs precision, my understanding is ML does not. I think this is the hart of Dojo. Hence, Tesla white paper on computer word discussion.
Like to hear more about Nvidia Omniverse and Robot training. One of Nvidia GTC videos shows robots were trained to walk inside Omniverse. I think that is a brilliant idea specially if Omniverse time can be accelerated to speed up training. What does Tesla use to train their bots? How does Tesla get data to train their bots? Thanks
They probably use photons in and controls out a.k.a. video. Tesla is probably training their robot inside the factory to start. unlimited video data and they can be their own first customer employing the robot to replace humans inside their own factory, making their own products even cheaper.
Thank you for the perspectives expressed on your show. Would love to continue hearing your perspective of what it is like to work for an Elon owned company.
His unique style of management and what is your perspective of what it really takes to manage a juggernaut (continuously creating and delivering) company, to maintain long term success.
You guys are just beautiful. In a time when so many people have disagreements that create an isolationist experience for the viewer, y’all really break down those walls with decency, respect, and exceptionalism. Many thanks.
I love Alex, highly recommend everyone to check out his channel. He is so good and knowledgeable especially explaining the science behind the stocks. Have not yet seen another channel remotely close to his.
He didn't wanna buy Twitter for that insane price especially with Twitter having way more bots that they revealed
Very educational to a laymen like me. Thank you Farzad, Alex and Hans!
Information in behavior out. Do surgeons and many other action based competencies need to be worried? Will this also include investing? Afterall we could see LARGE INVESTING MODELS (LIMs) developing just like LLMs … are there any similitudes? Or for that matter LxyzM emerging.
Alex knows I’m a bid fan. I am a follower of Farzad and recently Hans. You guys should consider getting together a few times a year. Your styles complement a lot. I think Jeff Lutz could add to the conversation with perspective and fluidity.
I would add Herbert, Alexandra, Larry and Cern …. and the episode will catch fire!!!
Awesome interview
Alex is great on the technology side. Been a subscriber to him for a few years now, but I vehemently disagree with him on the twitter situation. Like many liberals (I'm making an educated assumption that he's a liberal like most of us in this space) Alex has no idea how much of an existential threat to humanity the woke mind virus is. Was there someone more qualified to take over twitter? In the terms that Alex is looking at this, sure, maybe. But who else recognized the problem and had the spine to go through with it and stick to his principles in spite of the vicious attacks from every part of the system? We got into this mess in the first place because most normal people, almost everyone, is afraid or and/or unable to stand up to this demon. I was becoming so black pilled watching this process unfold over the previous decade, trying to warn fellow liberals who thought I was crazy or heavily exaggerating this threat, when finally Elon swoops in and with great struggle, manages to steer the trajectory away from the cliff. It was a desperately needed white pill for me.
Anyway, I definitely appreciated Farzad's and Hans' response, but I think there is a lot more to add in defense of Elon, so that is my two cents. I understand Alex is coming at this purely from an investor's perspective, but I still think it's flawed. Perhaps he might change his mind if he read some books such as Yeonmi Park's (North Korean defector who is sounding the alarm of how bad it is getting in the USA) "While Time Remains" and Christopher Rufo's "America's Cultural Revolution: How the radical left conquered everything", which woke up the famous activist investor Bill Ackman.
I think it would be helpful if the video description included the socials of the guests. I watched some of TickerSymbolYOU's videos a while back and remembered him being bullish on Nvidia. Definitely paid off for him. I don't understand the opportunity (how is this different from Intel and AMD not become super massive companies given that the whole world is largely dependent on them for PCs and servers) so looking forward to understand more.
Not sure what to make of CUDA being a competitive advantage. Sounds like proprietary assembly language. Edit: it's a higher level language so maybe more like Swift for Apple. If so, I'm skeptical of treating that as a significant advantage over OSS alternatives. In fact, as a consumer, I tend to root for OSS.
Is Nvidia in any danger for antitrust issues? Sorry if I'm way off here, I'm not an expert just curious
I believe the Social data on "X" is very different (usually) from Facebook, political, strong arguments, less personal (for the most part). Am I wrong?
subbed. good stuff)
Nims sounds like Aiaas
AI as a service
@TickerSymbolYOU, Good point in NVDA doing FSD the same way as tesla and tesla is losing it's moat, but Tesla's moat is DATA. Nvida's fsd model maybe good as Teslas but has much less real life training data (maybe some synthetic training data). Remember, if there's no data, there's no AI
Part 2 and 3 will be so much appreciated!
Most INTELLIGENT PODCAST EVER
Best show yet Farzad! Alex, you mentioned that Tesla's new AI vision only coding opens their moat, which was more substantial with heuristic code. Doesnt their proprietary data from the car cameras trump this criticism? thanks for your insight..
Haven yet seen anyone answer : how much can simulations substitute for real world video, and: what to make of the X post the other day showing ChatGPT solving a driving picture question?
Maybe GPUs was seen as a niche gaming and graphics centric market and didn’t see AI new requirement set coming.
Considering all the main stream media are controlled by politically biased individuals and the main population has little to say about the country, free speech is extremely important now more than ever! By buying twitter, Elon is doing something more important than all the engineer wonders he has done! The society will thank him for this in the future.
Deluded to the max.
Yes, he will be mostly known for changing the world by freeing and growing X
Infiniband works with any hardware, only NVLINK is locked in to Nvidia hardware.
SELLING TSLA AND GOING ALL IN NVDA AT $900. PROBALBY THE WISEST DECISION EVER.
Thanks!
Very good interview - please invite Alex again
Would l I've to hear about the versus
Great show.
Is it the next Tesla as in it will lose 60-70% of value from the top? xD
Thank you
Oh no - going from an exclusive TSLA pumping channel to now a NVDA pumping channel...what in the world is going on?!?
Why are the Most FLAWED people in world (Politicians) demanding PERFECTION from Companies ! ?
Elon is able to transfer his Visions to other highly capable people, that's why he's able to lead so many successful companies. X is also doing a good job of promoting Tesla and Space X for example. "...Too soon to tell"!
We have a temporary energy crunch. This will pass
Twittwer is a moral dilema, Elong has a big belief in free speach. This is an important part of his personality. It also has monetory value.
Less power means less cooling!! Which means cheaper to build and operate.
The next step is LIGHT COMPUTE -Then-THOUGHT COMPUTE ! ?
I went to KOLUGE too-But-I LOST MY ‘BUK’ ?
Real difference with Tesla that has offered to license HW & SW to partners … Jensen will probably not offer HW & SW to its partners (Intel, AMD ….). Does that mean their partners will go bankrupt? What options will their partners have?
Now I know what a dog feels like while watching videos online.
Just started listening hope hear Nvidia and Blackberry QNX partnering
Excellent!
IMO Twitter has the data that will help Elon build a ChatGPT competitor which will pair with FSD to create Optimus
I love Ticker Symbol You.
Make sure there are fail safe in all
There’s a unknown component missing in this future that nobody can see and I think that’s probably what keeps the great innovators up at night
Good talk
You All just Proved that I needs TESLA NEURA LINK Brain Chip
DOJO & PHOTONIC NEUROMIRPHIC QUANTUM COMPUTE WILL ALSO HELP EVERYONE
❤⭐️⭐️⭐️⭐️⭐️⭐️❤️
Wow, 2 1/2 years
It seems like only yesterday I watched your first video
Time flies
Nice job
❤️⭐️⭐️⭐️⭐️⭐️⭐️⭐️❤️
Nvidia isn't reacting to the present, they're responding to the future.
Hans…Bingo….Without the freedom of thought..what’s the alternative? Long dead X KGB Agent Yuri Bezvenov had a unique perspective…
BRAVO CREDENTIALS-But-Im Jealous-KEEP IN KEEPING ON ! ?
REGULATION MUST BE OPEN-PUBLIC MEETINGS
It’s Discouraging @ 77 I can’t Keep Up with any of you-And- even if I got a New Degree- NO INE WOULD HIRE ME; I’m stuck being a
CONSUMER ! ?
NVIDIA + TESLA is a match born in Heaven CHIPS + DATA = FSD + AI + Robotics = EVERYTHING ! ?
NVIDIA & MUSK is a match born in Heaven-CHIPS + DATA = Game Over-HEADS they Win + Tails they win