Kindred Ventures’ Steve Jang talks with TITV Host Akash Pasricha about Jensen Huang’s blockbuster CES keynote and why NVIDIA’s new Rubin chips require a total data center overhaul. We also talk with The Information’s Rocket Drew about Nvidia’s open-source Alpamao-1 self-driving model and our scoop on LMArena’s $1.7 billion valuation, Amazon Reporter Catherine Perloff about why AWS employees are skeptical of their homegrown "Nova" models, and AI Infrastructure Columnist Ann Davis Vaughan about how the natural gas and nuclear industries are seizing the AI boom.

Articles discussed on this episode:

https://www.theinformation.com/articles/inside-amazon-homegrown-ai-tough-sell

https://www.theinformation.com/articles/ai-evaluation-startup-lmarena-valued-1-7-billion-new-funding-round

https://www.theinformation.com/articles/ai-boom-now-energy-boom

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Nvidia’s New Rubin Chips & Self-Driving Tech, Amazon’s Tough Sell for AI, Energy Boom | Jan 6, 2025

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