Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding
Episode publishedPodcast: Sharp Tech with Ben ThompsonSharp Tech with Ben Thompson
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Hello, and welcome back to another episode of Sharp Tech. I'm Andrew Sharp, and on the other line, Ben Thompson. Ben, how you doing?
I'm doing okay, Andrew. Kinda feel a little bit in a funk, you know. Been some travel going on. It's kinda dreary outside. The brewers are terrible trying to figure out what is causing what. But, well, that's okay. We're here. But here we go. We'll make it happen. That's right.
You know what I feel? I feel FOMO because we were together in Wisconsin last week, and I feel like we could have put a call in to Mark Walter to see whether he was interested in selling the Lakers. Sounded like an asset he needed to move pretty quickly. Maybe we would have gotten lucky. Could have beaten Kushner to the punch. Alas, here we are, humble podcasters once again.
Well, I mean, the big the big question is, yeah, not not to dive into a totally random aside, but Josh Kushner, not Jared. Josh Kushner is is now one of the owners of the Los Angeles Lakers. Thrive Capital is in a lot of, you know they're kind of on the the cutting edge, like, the new generation of VC companies are doing very well for themselves. I do think their largest holding is OpenAI. So maybe the real bubble concern now, is will anything happen to the Los Angeles Lakers if if everything goes sideways? We'll have to keep an eye on it.
God willing. That would be one benefit of the bubble bursting. So let's see what happens. For now, Ben, we're gonna do all mail on this episode, and I'll tell you why. Because the last two episodes we've recorded, we've gotten so deep into various conversations that we've hit hardly any mail. So we'll try to remedy that today, and we'll start with an article you wrote this week.
I need to, not monologue so much.
That's right. Be on your p's and q's. Let's hit as many of these questions as we can. We'll see. NVIDIA announced partnerships this week with Apollo, BlackRock, Black Stone, Brookfield, Goldman Sachs, and KKR, a super team, to establish an independent financing platform or independent financing platforms designed to mobilize over $500,000,000,000 of third party capital to support the build out of AI infrastructure over time. That's NVIDIA's announcement. Part of that plan, as I understand it, involves shifting GPU depreciation risk away from traditional lenders in a bit of innovative financial
This this is American greatness at play. We we can invent very expensive things to spend money on and invent
incredibly Convoluted ways to pay for it?
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