In this episode, we discuss Nvidia's valuation and growth, including the release of their Blackwell architecture and advancements in robotics. We also explore the impact of Nvidia's chips on different user groups and the availability of the Blackwell chips. The conversation then shifts to Apple's AI developments and their open-source initiatives. We discuss the potential commoditization of AI models and the implications for the industry. We also highlight the release of GROK, an open-source model, and the future of AI models. Takeaways - Nvidia's valuation and growth have been impressive, with the company reaching a two trillion dollar valuation and becoming one of the most valuable tech companies. - Apple is making strides in AI development and is open-sourcing some of their models, signaling a shift in their approach to AI. - The availability of Nvidia's Blackwell chips and their impact on different user groups, such as data centers and mobile devices, is a significant development in the AI industry. - The commoditization of AI models and the potential leveling off of performance among different models is a trend to watch in the future. - The release of GROK, an open-source model, highlights the growing interest in open-source AI and the potential for collaborative development.