Zoe Schiffer: Yes, I think one thing everyone can agree on is that Nvidia is undoubtedly one of the companies that has moved forward during this AI acceleration moment. For better or worse, about 90 percent of Nvidia’s sales, which once dominated chips for personal gaming computers, now come from its data center business, and it seems like every time there’s one of these partnerships between OpenAI and another company, Nvidia, it seems like it’s tied to everyone else in this industry at this point.
Max Zeff: Yeah, it’s done a great job of insinuating itself into every AI company, but I mean, it’s a big concern as well. There’s been a lot of talk about these circular deals where Nvidia actually depends on many of these startups for funding as well. It’s a customer, it’s an investor. Nvidia is very involved in this. So I guess in that sense, it’s not surprising that Jensen is now consistently defending the AI bubble.
Zoe Schiffer: Yes. It’s also worth saying that one of the fears of those who fear an AI bubble is that the majority of the cost of building a data center is GPUs and they need to be replaced, every three years Nvidia releases new chips and they are cutting edge and companies need to buy them to compete. I think the fear is that the renewal cycle is not factored into the pricing, but as long as people continue to buy chips, what Jensen is saying is, “No, no, we’re untouched right now.”
Max Zeff: Correct. However, we will see if this is actually true.
Zoe Schiffer: Another story before we take a break, and we both have to be extra professional to get through this. I’m not sure about Max, as we always do, but just a little extra. You will see what I mean. WIRED contributor, Matha Busby, tells how two young Mormons created an app to help other men overcome their porn addiction and hookup habits. I’m going to be real. I had never heard this word before reading this story and I was shocked. Well, if you’re not familiar with felony, it’s basically another word for edging. That means masturbating for a long time without release. The app, called Relay, was created by 27-year-old Chandler Rogers with the mission of preventing his Gen Z peers from doing the same and providing a way to escape the clutches of porn in general. I have some other ideas. I feel like reaching out, talking to a person, but I don’t want to be mean because I think that can be really difficult for people.
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