20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

This intense demand for compute is gonna continue for at least another 12 months. If NVIDIA is crushing it, everyone's gonna crush it. That sound you hear is the Google free cash flow and the Oracle free cash flow just disappearing down the drain, man. Now would be a good time to panic about cyber. Literally amount of code we're building is a hundred X. We didn't realize we would all be building compound companies. Again, our job is to sniff out winners, stuff capital into them, and broadly speaking stay out of the way unless they're literally crashing the car. That's the job in a nutshell. This is 20 VC with me, Harry Sabbings. Now, this is the must-listen show every single week. All the biggest pieces of news broken down for you by some of the best investors in the world. That is obviously Rio Driscoll and Jason Lampkin. Now, what are we discussing today? NVIDIA, they deliver record 96. Billion dollar quarter, Jensen hits it out of the park, baby, and NVIDIA nears 12.9 billion dollar deal for Hugging Face, the greatest pivot of all time. We then move to Sam Altman, or as the wonderful Elon Musk calls him Scam Altman, as they cut off Cursor, and then Mike True's brilliant response, Well, it is only five percent of traffic. And then finally we finish on the talk of the town, Instinct, the latest and greatest from Silicon Valley, the AI assistant that has raised at a$2.5 billion valuation and has everyone very excited. This and so much more in today's episode.

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