Contrarian takes: CUDA is not a moat, LLMs are plateauing

Stay sane, okay. At Setup, we have this thing called full autonomy. So I don't give a shit how much you work or when you work, as long as you get stuff done. And it's up to you to not burn out. I think for me, it's just having a nice routine of waking up, even though my sleep schedule might not be perfect, and going to the gym, exercising, keep eating healthy, and... Yeah, that's it. I might try fencing, that might be fun. I'd to let them some frustration, but...

Dancing.

I did that, it's my partner. That's it.

Yeah, my partner got me into climbing, so I understand the whole kind of getting into their hobby.

Have you tried?

Yeah. I mean, Having a partner is very important. I'm to support you.

Absolutely. Keep you grounded. Tell you when you're being an idiot sometimes.

It-

Exactly.

Then probably also is the only person you call up right when you feel like my gosh did you hit the wall? Let's just say you're not. You go to person. Yeah, very happy that you found your partner in crime. Yeah, amazing. Do you have any sort of thing that you wanted to say but we didn't happen to ask you?

Yes.

Yeah. No.

Yeah. ⁓

perhaps for Deep Tech founders or anyone who wants to achieve something meaningful.

I can't think of anything, but a cool thing to ask is like, a common question I get is like, okay, don't you need like billions of dollars to do this thing? Because chips are expensive, right? No. Okay, so I'm gonna leave with a few contrarian takes. CUDA is not a moat, that's a massive Psi-op made by Nvidia to increase their stock. LLMs are not AGI, they are plateauing. and we sort of need to keep doing AI research to reach AGI and ASI. And the notion of that you need a lot of capital to build hardware is fundamentally stupid. And if you do do that, then you're just having a huge inflated round and you raise a billion dollars and then you're just gonna waste all them.

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I think we got some YouTube shorts out of that now.

And boom. Yes.

I'm excited to read the comments. I'm very excited to read the comments now.

I think you have this a lot. Thank you. But Cameron and I, we both believe that if you want to achieve something, even if it is the chips, one of the most critical technology right now from, or watch the fridge to cars, like everywhere, you just go for it and then try to be resourceful about it. And especially right now, building is not the problem, like, right? Like,

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