Limitless Podcast

Josh:
Welcome back to the AI Roundup, the first of the year in 2026.

Josh:
And the first year of every year always comes with a lot of excitement,

Josh:
for me at least, because it is the biggest consumer electronic show in the world.

Josh:
In fact, that's what it's called.

Josh:
CES 2026 has come, it is on the way out. And there have been some pretty amazing

Josh:
announcements that have come out of it.

Josh:
But through all of these amazing announcements, it has become increasingly clear

Josh:
that almost every CES now should just be rebranded to the NVIDIA show.

Josh:
NVIDIA is releasing the coolest, most badass

Josh:
technology every year jensen shows up with this like really

Josh:
fancy shiny alligator leather jacket and he just drops the

Josh:
most honestly the most groundbreaking new technology that

Josh:
we've ever seen and this year is no different there are two major announcements

Josh:
he made one around full self driving the other around their new chip architecture

Josh:
and then also this week on the roundup we have a few other updates one of them

Josh:
being open ai's new health application are you going to give them all of your

Josh:
health data do you want them to know everything about you we'll get into that but Ijaz,

Josh:
I want to start with the autonomous car situation because as a Tesla diehard,

Josh:
as someone who has been driven around autonomously for the last X amount of years,

Josh:
what's going on with nvidia and their attempt at doing this because it feels

Josh:
like if nvidia puts their mind to something normally they can do it and this

Josh:
is the first real attempt i've seen at someone else who doesn't actually manufacture

Josh:
the car trying to build some sort of full self-driving technology i

Ejaaz:
Don't think you need to start selling your tesla shares just yet but it's something

Ejaaz:
to be uh aware of um okay what is it just an yeah so they announced this uh

Ejaaz:
new self-driving ai model called Alper Mayo.

Ejaaz:
And in Jensen's words himself, it's the world's first thinking,

Ejaaz:
reasoning, autonomous vehicle AI.

Ejaaz:
And he's launching it on US roads as soon as Q1 of this year with Mercedes CLA

Ejaaz:
cars, which is going to be like an insane turnaround time.

Ejaaz:
He says it's trained end to end, literally from camera in to actuation out.

Ejaaz:
It reasons what action it's about to take, the reason by which it came about

Ejaaz:
that action and the trajectory.

Ejaaz:
If this sounds similar to end-to-end neural net, which is exactly what Tesla

Ejaaz:
FSD is, you would be correct. That's basically what he's built with Alpameo.

Ejaaz:
It's a vision language action model, which takes in a lot of data via different

Ejaaz:
types of sensors, such as cameras, kind of barometers, stuff like that.

Ejaaz:
And it feeds it into the neural net and judges what to do in a particular scenario.

Ejaaz:
But it's not just one model, Josh. There's a few other aspects to it,

Ejaaz:
such as simulation testing,

Ejaaz:
which is also what Tesla FSD does to kind of generate different types of hypothetical

Ejaaz:
ways to deal with a particular scenario on a car so that it can judge and reason

Ejaaz:
to kind of do the right type of action, whether to decelerate,

Ejaaz:
accelerate, change steering, etc.

Ejaaz:
Now, the main core difference between what NVIDIA has built here versus Tesla

Ejaaz:
FSD is that he's not building the actual car.

Ejaaz:
In fact, he doesn't want to go anywhere near it. He's not going to be building

Ejaaz:
any of the sensors either.

Ejaaz:
What he's proposing here is the end-to-end model itself that you can retrofit into a car.

Ejaaz:
And the first brand that he's working with is Mercedes to achieve this.

Josh:
What I like about this is that NVIDIA, in a way, they're kind of acting like

Josh:
Apple, where Apple normally kind of sits on their hands, lets the fields play

Josh:
out, decides what the winning strategy is, and then goes all in on that.

Josh:
We had really Waymo and Google and Tesla kind of competing on these different

Josh:
types of way that you could train it. One was hard-coded, one was neural nets.

Josh:
It became clear that the convergence was on neural nets. And that's what NVIDIA

Josh:
did is they built this architecture just for that.

Josh:
What I find interesting is that this is kind of like Apple CarPlay,

Josh:
but for full self-driving, where Apple doesn't make any cars and yet their software

Josh:
is prevalent in every single car that's basically made in the US today because everyone has an iPhone.

Josh:
Well, NVIDIA is doing the same thing, but for full self-driving where they're

Josh:
not going to actually try to manufacture these cars.

Josh:
Like you said, they're just going to license them to other dealers like Mercedes

Josh:
using this thing called Drive Hyperion, which is this reference architecture.

Josh:
And it's built on the standardized sensor set. And one thing that I found interesting

Josh:
with the sensor set is how

Josh:
Detailed it was, how much there was going on in this, included but not limited

Josh:
to 14 cameras, nine radars, one LiDAR, 12 ultrasonic sensors, and a microphone array.

Josh:
So this is a full stack suite of tools that they're giving to car companies

Josh:
like Mercedes to do whatever they want with it.

Josh:
And notably, it's funny that the ratio of LiDARs to cameras is like 0.75.

Josh:
There's still a lot of LiDAR built into this. So it's interesting to see someone

Josh:
who feels like they actually have a chance at competing with Tesla in the world of autonomy.

Josh:
This is the first real threat that I think exists.

Josh:
Not to say that it's a real threat just yet, because they have a long way to

Josh:
go before they reach the 84 billion miles or whatever it is that Tesla has of training data.

Josh:
But they're on their way, and this is the correct approach to do it.

Ejaaz:
Yeah, it's interesting. We were watching the CES Q&A after this announcement,

Ejaaz:
and someone actually asked him, like, is this a direct competitor to Tesla FSD?

Ejaaz:
And Jensen starts of the response with saying like, hey, listen,

Ejaaz:
Tesla is an amazing company, blah, blah, blah.

Ejaaz:
And then he says Alpameo was designed around a different kind of idea.

Ejaaz:
The first difference being that NVIDIA doesn't want to actually build the self-driving

Ejaaz:
cars, which is the point that we just mentioned, but he wants to build the full

Ejaaz:
stack of technology for everyone else that is trying to build self-driving cars.

Ejaaz:
So reinforcing the point that he just wants to be around the software and maybe

Ejaaz:
some of the sensor stack, but otherwise it's on the car producers themselves

Ejaaz:
to kind of manufacture the actual vehicle itself.

Ejaaz:
And this is an interesting strategy because you could argue that like Tesla

Ejaaz:
has easy scalability because they've built their product end to end,

Ejaaz:
right? And they're churning it out of their factories.

Ejaaz:
Kind of refactored the dye architecture so that they can kind of pump these

Ejaaz:
cars out once an hour or whatever.

Ejaaz:
And NVIDIA is kind of taking a different approach where they're like,

Ejaaz:
okay, we'll just let every single other car manufacturer do this and we'll retrofit

Ejaaz:
with our own kind of model. So I like the approach that they're taking.

Ejaaz:
And I don't know if you saw this as well, Josh, but kind of within all the CES

Ejaaz:
announcements, Uber and Lucid announced that they were also going to launch

Ejaaz:
an autonomous vehicle fleet or network system.

Ejaaz:
So every single car company is kind of veering towards doing this.

Ejaaz:
And I think NVIDIA kind of pitching the software play, like the Apple CarPlay

Ejaaz:
analogy that you just used, it's actually a really, really smart one.

Ejaaz:
Because if this ends up kind of like, if they end up signing like all the right

Ejaaz:
partnerships with the right kinds of car makers, they could end up with the

Ejaaz:
same amount of data and therefore as good a model as Tesla does in fewer years

Ejaaz:
that Tesla's taken to get to the standard that they are at right now.

Josh:
And it's funny, it's not like companies haven't tried to do this.

Josh:
I mean, Rivian's tried full self-driving Ford, Chevy, a whole bunch of companies have tried.

Josh:
They just can't figure it out. So NVIDIA is like, okay, well,

Josh:
clearly there's a huge market demand. We're going to step in to fill this.

Josh:
And to me, it feels like, I mean, they are the NVIDIA, but of the full self-driving industry.

Josh:
Whereas you could kind of compare Tesla to Google, where they own the entire

Josh:
stack. They own the chip architecture. They own the training. They own everything.

Josh:
NVIDIA is just the pick and shovel salesman. They're like, hey,

Josh:
if you want to sell a car, you're going to need to have it fully autonomously. Yeah.

Josh:
You're going to want our software. And this is actually, I mean,

Josh:
people will view this as a threat to Tesla, but a lot of people don't know that

Josh:
Tesla open sourced all of their patents for any other car manufacturer to use from day one.

Josh:
The problem is just, it's incredibly difficult to do these things.

Josh:
So it's not like Tesla has not wanted the industry to keep up because the mission

Josh:
is to move the whole world forward.

Josh:
It's just that no one actually took them up on this and use the patents to actually

Josh:
build something meaningful.

Josh:
So Nvidia came along, they're building the picks and shovels and they're doing

Josh:
it at scale, right? Like a significant percentage of the company has now shifted to

Ejaaz:
Work 20 yeah 7 000 people so

Ejaaz:
20 of nvidia employees are now going to be working um

Ejaaz:
you know monday to friday and probably on the weekends uh for

Ejaaz:
the foreseeable future and that is just like a huge signal that

Ejaaz:
jensen thinks that this is one of the most important industries to win he said

Ejaaz:
multiple times during ces that he thinks robotics is undeniably going to be

Ejaaz:
the future and the next industry to face a chat gpt like moment um and so he

Ejaaz:
thinks that with this bet it's going to be autonomous cars that kind of like flag the play first,

Ejaaz:
it's interesting I saw yeah I saw a response from Elon here because someone

Ejaaz:
asked him like hey Elon do you see this as kind of like a threat the way that

Ejaaz:
I kind of think about this is that it's not really a threat because,

Ejaaz:
whilst NVIDIA is kind of like creating a software that is 95% as good,

Ejaaz:
the extra 5% takes years and years to actually improve.

Ejaaz:
And Elon replies, you know what, you're right, the actual time from when FSD

Ejaaz:
sort of works to where it is much safer than a human is several years.

Ejaaz:
So maybe this is a competitive pressure on Tesla in five or six years, but probably longer.

Ejaaz:
So Elon's probably, you know, saying this for public opinion,

Ejaaz:
but he doesn't see it generally as a threat.

Ejaaz:
And to your point around like the Google full stack architecture,

Ejaaz:
I think Tesla still very much has the moat right now.

Josh:
Yeah, and they'll win on the margins. I mean, no one's going to be able to create

Josh:
a lower cost per kilometer for traveling if you don't own the whole stack than Tesla will.

Josh:
So it is good that, I think it's a net positive for the world.

Josh:
It is slightly negative for Tesla, but not in a meaningful way.

Josh:
Both of these companies are going to do excellent. And we probably should get

Josh:
into the other excellent thing that was announced from NVIDIA this week,

Josh:
which is probably even bigger than the full stuff. of drawing architecture,

Josh:
that is their new Vera Rubin chip, which Ejaz, I know you were looking at this.

Josh:
I was taking a peek. This chip is incredible.

Josh:
It's like outrageous how meaningfully an impact this will have on the world

Josh:
of AI training. Some fun facts just to get started.

Josh:
Hopper was the first major chip that was being trained that was from NVIDIA.

Josh:
They went from Hopper to Blackwell. That was a 10% or sorry,

Josh:
a 10x energy efficiency improvement.

Josh:
And then from Blackwell to what we have today, Vera Rubin, is another 10x improvement.

Josh:
So we have two orders of magnitude energy efficiency in addition to other crazy

Josh:
stats like Rubin, the GPU is now five times faster than just the previous generation

Josh:
of Blackwell, but it only has 1.6 times the amount of transistors.

Josh:
So they've managed to squeeze a tremendous amount of compute,

Josh:
energy efficiency, and also ease of integration. If you remember,

Josh:
the Hopper chips from Hopper to Blackwell was a really nasty transition period

Josh:
because the whole architecture was different.

Josh:
So you had to rip out the guts of the

Josh:
entire data center, rewire all the electricity, rewire all the cooling.

Josh:
What's nice about this is it's a hot swap. It's easy. You just pull one out,

Josh:
you pop one in, and you're on your way.

Josh:
And what's also interesting about this new chip is this is one of the most amazing

Josh:
things to me is the cooling, how they cool this thing.

Josh:
So with Blackwell, they had a lot of these tubes and wires that would run through

Josh:
that would cool it with liquid.

Josh:
They still have liquid cooling, but there's no more tubes or wires hanging out of this thing.

Josh:
And the water required to cool it can be, I think, 115 degrees Fahrenheit.

Josh:
It's too hot. So they're cooling these GPUs with hot water now because they're so efficient.

Ejaaz:
Doesn't make sense.

Josh:
So now, this is huge for cost per token. If you want to generate more tokens

Josh:
at a lower cost. This is great for training. I mean, Ruben across the board seems incredible.

Ejaaz:
And Josh, it's four times cheaper when it comes to inference costs as well. That's what it is.

Josh:
Four times.

Ejaaz:
That's huge. It's insane. So to put this into context for listeners and viewers

Ejaaz:
here, this kind of a jump between one GPU model to the next is unprecedented. entered.

Ejaaz:
Usually you'll get like a 2x better performance output. To get a 5x,

Ejaaz:
you must have done something different here, right?

Ejaaz:
And the answer is they did.

Ejaaz:
So typically when you refactor a GPU for the next version, which is what they've

Ejaaz:
done from Blackwell to Vera Rubin, you kind of have six components in your AI

Ejaaz:
chip architecture, right?

Ejaaz:
It's not just the GPU that you want to refactor it's the

Ejaaz:
software components it's the cpu that helps orchestrate and

Ejaaz:
help these gpus kind of like talk to each other it's how

Ejaaz:
you stack these gpus together you'll notice in the tweet that we

Ejaaz:
just had up here i'll show it right here um jensen huang

Ejaaz:
talks about a rubin pod which consists of 1152 gpus 16 racks of these gpus stacked

Ejaaz:
together which if you stack this together in this pod gives you the best performance

Ejaaz:
output the performance output and metrics that josh and i just covered right

Ejaaz:
um what nvidia did was they rebuilt.

Ejaaz:
From scratch, all six of these components to build out this pod, Josh.

Ejaaz:
So it wasn't just the GPU architecture.

Ejaaz:
It wasn't just kind of like neatly fitting in a bunch of transistors in a much more impactful way.

Ejaaz:
They refactored the central processing unit, so the CPU, the graphics processing

Ejaaz:
unit, the MVLink 6 switch, which is what helps the software communicate between

Ejaaz:
the CPU and the GPUs, and a bunch of other Ethernet cables.

Ejaaz:
You'll notice the Spectrum 6 Ethernet switch as well.

Ejaaz:
So the point I'm saying here is they did something unprecedented and rebuilt

Ejaaz:
everything, all six components from scratch, which is what led to this massive, massive jump.

Ejaaz:
And it's just like crazy to kind of see some of the takeaways here.

Ejaaz:
So there's a summary here where Rohan over here goes, NVIDIA rolled out six

Ejaaz:
new chips under the Rubin platform.

Ejaaz:
And one highlight is the Vira Rubin Superchip, which pairs one Vira CPU with

Ejaaz:
two Rubin GPUs on a single processor. Now, if none of that is making sense,

Ejaaz:
the summary is here where it talks about the Rubin pod and I mentioned that.

Ejaaz:
Now, they haven't released pricing for this thing.

Ejaaz:
But let's conservatively take the cost of a Blackwell GPU, which was between $35,000 to $40,000.

Ejaaz:
I'm going to take the high-end estimate of that. If we factor in the number

Ejaaz:
of GPUs in this pod, which is 1,152, that comes out at $46 million for the cost of this entire pod.

Ejaaz:
So if you're an AI lab or a startup, God forbid, that's trying to enter this

Ejaaz:
market with the best of the best GPUs, you're going to need to fork out 46 to

Ejaaz:
get some of the best metrics ever.

Ejaaz:
So this will continue to be a game played by very big hyperscalers and big AI

Ejaaz:
labs like Google, OpenAI and XAI, which are securing majority of the capacity so far.

Josh:
But you know why that price doesn't matter at all is because the constraint isn't dollars.

Josh:
The constraint is energy. So they could probably charge double for that rack.

Josh:
And there will still be no shortage of demand because, again,

Josh:
that energy constraint means everything. And when you look at the performance

Josh:
per watt of a Vera Rubin rack versus a black hole rack, it is that multiple,

Josh:
would you say four times multiple?

Josh:
That is worth so much money because you are limited in energy.

Josh:
That you cannot make more of.

Josh:
But now you can get four times the amount of compute for the same energy.

Josh:
That is worth more than any amount of dollars you can possibly spend.

Josh:
Like they will spend infinite money to get that efficiency.

Josh:
And that's why this chip is going to do so good. Another really interesting

Josh:
fact for those who don't really spend their life in this world,

Josh:
think of the internet, how much global bandwidth the entire internet uses every single day.

Josh:
One of these racks moves 240 terabits per second, which is equivalent to twice

Josh:
the entire global internet bandwidth in one rack, double.

Josh:
So this is a tremendous amount of compute that we're talking about,

Josh:
and it is all powered by NVIDIA.

Josh:
Now, you just, if you scroll down to the first reply here on this post,

Josh:
it's from none other than our good pal Elon Musk, who says this will probably

Josh:
take about nine months or so before the hardware is operational at scale.

Josh:
And this is an important thing to note.

Josh:
Because to move from Hopper to Blackwell, it took like 16, 18 months.

Josh:
And we had this weird lull period where there wasn't a lot of progress on the hardware front.

Josh:
The progress came from software. So this is when we started to get these chain

Josh:
of thought and these reasoning breakthroughs that kind of held us through that

Josh:
lull period between Hopper to Blackwell.

Josh:
What we're getting now is we're just starting to feel the effects of Blackwell.

Josh:
And then we have this nine-month period until Vera Rubin. So there should be

Josh:
this weird lull period where we're starting to see what happens with Blackwell,

Josh:
but we're not actually gonna feel the effects of this new chip until probably the end of this year.

Josh:
So I would say if we're gonna get AGI, it's gonna come from these chips.

Josh:
It's going to happen in Q4 once these

Josh:
things are actually online and fully operational and training things.

Josh:
And there's also just one random fun fact that I thought, Ijez,

Josh:
you probably didn't know that you should know that I found out.

Josh:
Vera Rubin is actually the name of a person. It's an American astronomer whose

Josh:
work helped convince the world that dark matter was real.

Josh:
So I just thought that was like a fun fact. It's like, okay, cool.

Josh:
They got some cool meaning behind it. But yeah, this ship is remarkable.

Ejaaz:
Insane. I'm super pumped about it. It is an impressive feat of engineering.

Ejaaz:
I just wish it was here to play with already.

Ejaaz:
You know, like Blackwell announced, what is it, like five to six months ago?

Ejaaz:
And it's only now coming online. Probably the first data center is going to be XAI's Colossus 2.

Ejaaz:
So we're going to see the real effects of that generation of GPUs.

Ejaaz:
Kind of like relatively soon. So Vera Rubin is probably not going to be seen

Ejaaz:
until early next year if we factor in pre-training and post-training for AI

Ejaaz:
models once they've spun up these podcasters.

Ejaaz:
So I'm excited to see that, but I hate that we have to wait so long.

Ejaaz:
Another point to make, I guess, is NVIDIA is pumping out these new GPU versions

Ejaaz:
way more frequently than they used to be.

Ejaaz:
And that just is kind of a sign of the competitive times as the likes of AMD,

Ejaaz:
Intel, Google's TPU kind of breeds down their neck.

Ejaaz:
They kind of want to make sure that they're top dog.

Ejaaz:
And they've shown this with the 5x performance increase. I expect to see probably

Ejaaz:
a new NVIDIA GPU probably come out at a cadence of once every year eventually,

Ejaaz:
which gets me thinking, if there are constraints around memory,

Ejaaz:
we actually did an amazing episode on this earlier this week,

Ejaaz:
definitely go check that out.

Ejaaz:
And other types of things like energy, as you mentioned, Josh,

Ejaaz:
I wonder how many of these GPUs are just going to be collecting dust.

Ejaaz:
Do you remember we spoke about, there was that clip of Satya Nadella saying,

Ejaaz:
hey, I have like $300 million worth of H100s just collecting dust because I

Ejaaz:
don't have the energy to kind of like fit this out.

Ejaaz:
I wonder if we'll start running into those kinds of problems going forwards

Ejaaz:
but such a such a cool announcement.

Josh:
Yeah it's exciting and then in the meantime we're just going to get these

Josh:
software breakthroughs so the um like you

Josh:
were saying the breakthroughs from blackwell have not totally

Josh:
come we have this like nine month lull period in between where we're going to

Josh:
make some software innovations and it's it's just this like double parallel

Josh:
exponential progress they're both building on each other they're both compounding

Josh:
the line is going vertical progress as fast as you think it's moving it is moving

Josh:
so much faster but i want to round out the CES segment was something a little more fun,

Josh:
Ijaz, because it wasn't just the NVIDIA show, there was other stuff.

Josh:
I'm curious if you saw anything personally that got you excited,

Josh:
because for people who don't know, this is the consumer electronics show.

Josh:
This is where they announce all the cool new technology that,

Josh:
for the most part, you can actually buy sometime this year to put into your

Josh:
life. So is there anything that caught your eye in particular?

Ejaaz:
Yeah, this is peak AI. For any of you who are just listening,

Ejaaz:
I suggest you turn the screens on.

Ejaaz:
The world's first robot vacuum, Josh, that has legs. With legs.

Ejaaz:
So, hey, hey, hey, listen. The number one issue I had with Roomba,

Ejaaz:
which, by the way, went bankrupt last week,

Ejaaz:
was that, okay, it can move around my floor and vacuum and kind of get into

Ejaaz:
crevices, but it can't climb stairs.

Ejaaz:
So how can it, can I, I just want to leave it alone and let it clean my entire house.

Ejaaz:
This Roborock Saros rover has the ability to now climb stairs.

Ejaaz:
You have a video of this where it basically helps to put it up there.

Ejaaz:
It has a rectangular surface versus a circular surface.

Ejaaz:
It has AI-powered software and sensors, which allows it to map out your entire

Ejaaz:
house in 3D so that once it's mapped the entire house out, it can just kind

Ejaaz:
of run the same routine over and over again.

Ejaaz:
Here is a separate angle for those of you who are really keen to see like,

Ejaaz:
hey, I don't know if it's cleaning the entire step.

Ejaaz:
It is look at this look at this like flexibility and mobility on this i i just

Ejaaz:
freaking love love it um so it's going to be coming out uh relatively soon uh

Ejaaz:
they haven't kind of like gone into production yet but i like the fact that

Ejaaz:
it's a prototype that actually works josh versus something that is a kind of

Ejaaz:
like graphics video demo very cool that's pretty sick.

Josh:
Yeah i love i love the robots look it could even jump it was hopping a little bit earlier

Ejaaz:
Exactly all right what about what about you what you got what were you for me excited about.

Josh:
Yes this year this was the year of displays, man. This display technology in

Josh:
general was so exciting for me.

Josh:
First, I want to reference the Samsung folding display because what you're seeing

Josh:
here isn't just a Samsung folding display.

Josh:
This is the display in the new iPhone that's coming later this year.

Josh:
And it's cool that we get to see the core technology displayed before it gets

Josh:
placed into products that we'll all use later in the year.

Josh:
And the cool thing about this new Samsung folding display is for the first time

Josh:
ever, your display can fold in half and when it unfolds, will not leave a seam.

Josh:
So if you see on the left here, there's a display that has a seam right down

Josh:
the middle. It doesn't look that good. You could tell that it's folded,

Josh:
The display on the right looks no different than an iPad. And this is what we're

Josh:
going to be getting in the iPhone Fold later this year.

Josh:
So it's cool to see Samsung, who is a supplier of Apple, showcasing their new

Josh:
technology that will eventually be in their hands and pockets later this year.

Ejaaz:
Android users are punching the air right now, Josh. Because they've had this tech for so long.

Josh:
Yeah, but yours had a seam. Ours doesn't have a seam,

Ejaaz:
Bro. Hey, don't. Okay, yeah. Sorry, I thought you were personally attacking

Ejaaz:
me. I'm an Apple user. Come on.

Josh:
No, I'm attacking the Android people. but like, yeah, okay, you guys have been

Josh:
folding for years, but like, yeah, have fun with your seam.

Josh:
Anyways, the second cool technology is micro LED displays. And what's cool,

Josh:
what we're seeing on screen is they're transparent.

Josh:
You can actually create these beautiful transparent displays that use micro LEDs.

Josh:
And the difference between a standard LED and a micro LED is a micro LED actually

Josh:
has all three color diodes.

Josh:
It has RGB built into each one of the tiny little pixels.

Josh:
So it's really high fidelity, really cool, interesting displays.

Josh:
And then the third and final thing in the display world is for people who use Macs.

Josh:
There is no 5k 120 hertz

Josh:
display for mac and that has

Josh:
driven me absolutely crazy because 120 hertz is

Josh:
what is it feels very smooth it's what the new iphones use and 60 hertz just

Josh:
doesn't cut it but they haven't been able to do this because they've been throttled

Josh:
by thunderbolt and long story short if you are a macbook user and you want the

Josh:
native display resolution this is a big year for you you will be buying a new

Josh:
monitor it is very exciting but that wraps up our CES news this week.

Josh:
Ejaz, we had some other big news, not CES related, but instead from Big Dog

Josh:
OpenAI. This is their first big announcement of the year.

Ejaaz:
I am pumped about this.

Josh:
With, yeah, ChatGPT Health. You were very excited about this.

Josh:
So please explain to myself and the audience what caught your eye with ChatGPT Health.

Ejaaz:
So one of the biggest ways that I use ChatGPT is through all the research and

Ejaaz:
reading that we do, including prep for the episodes that we talk about.

Ejaaz:
But the other, probably second most used one is around personal health and fitness.

Ejaaz:
I would use it to kind of design gym routines for me, diet plans for myself.

Ejaaz:
And in some ways, Josh, I will give it my medical labs,

Ejaaz:
my reports, my records to kind of like gauge whether I'm going to be facing

Ejaaz:
some sort of issue in the future,

Ejaaz:
or whether the diagnosis or rather symptom that I'm feeling or getting today

Ejaaz:
is actually accurate. And I've run into a few obstacles.

Ejaaz:
Typically, ChatGPT would give me a weird sort of answer that isn't really accurate,

Ejaaz:
or it'll just politely decline and say, sorry, I'm not a doctor,

Ejaaz:
I can't do this. Until this week.

Ejaaz:
OpenAI released something called ChatGPT Health, which is a dedicated space

Ejaaz:
for health conversations in ChatGPT. Okay, so what does that mean?

Ejaaz:
Basically, it's a separate space that you can connect your medical records and health fitness apps.

Ejaaz:
So now Apple Health, the likes of MyFitnessPal, and also Peloton and an array of other apps.

Ejaaz:
I'm hoping Aidsleep, Aidsleep, if you're listening to this, please connect to this.

Ejaaz:
And you can feed this data into

Ejaaz:
your ChatGPT, and it can start to identify certain patterns of health,

Ejaaz:
whether you're feeling something, you can recognize whether you've consumed

Ejaaz:
too much alcohol the night before, and it can give you personalized information

Ejaaz:
about how you can start to improve your life.

Ejaaz:
Now, it's important to stress that it's not trying to replace the role of a

Ejaaz:
doctor, and they've been very explicit in actually saying that,

Ejaaz:
but it's meant to be an aid.

Ejaaz:
It's meant to be an assistant, and it's that jump into a personal AI assistant

Ejaaz:
that extends beyond just becoming your essay writer or kind of writing up a

Ejaaz:
product plan for you for your kind of nine-to-five knowledge worker job.

Ejaaz:
This is something that actually applies to

Ejaaz:
pretty much anyone that wants to live, which is every human on earth.

Ejaaz:
And so I'm excited to see something like this scale. This, this to me is something

Ejaaz:
useful that I would like pay an extra 10 to 20 tech, even 50 bucks to use.

Josh:
I'm finding it funny the roles that companies are finding themselves in where

Josh:
we have in one corner, Anthropic, they are the world's best at coding.

Josh:
They're sounding the alarm that we are building AGI very quickly. We need to be careful.

Josh:
We need to make sure this is aligned then we have grok which

Josh:
is dead set on building the truth-seeking ai they're building the biggest data

Josh:
center in the world as fast as possible and then chat gbt is like we partner

Josh:
with disney to give you cute little things that you could pair with your videos

Josh:
and now we have this like fun little health feature where we can improve your

Josh:
health by ingesting your records and it's it's nice it's important it's just

Josh:
the stark contrast between

Josh:
the other companies and open ai kind of made it clear this year that they're

Josh:
going to be leaning more into the commercial side of the business versus the

Josh:
consumer side of the business.

Josh:
So this is interesting to me. I think the personal take was that we're reaching

Josh:
a crossroads now where you kind of have to make the personal decision of how

Josh:
deep do you want to go with these LLMs, with these companies?

Josh:
Are you ready to go all in? Because if you do, then you open yourself up to

Josh:
all the benefits that will come from it. You give them your health data.

Josh:
Well, you'll get all the health advisory stuff. And then as the hardware comes,

Josh:
it'll track more of your health.

Josh:
It'll It'll gain this full stack profile on you and know you better than anything else in the world.

Josh:
And if you're okay with the people at OpenAI having that data to use at their

Josh:
will, then this is a great thing.

Josh:
But I think it's a personal decision whether or not you want to decide to go

Josh:
all in on a company like this and give them all your data versus kind of reserving

Josh:
it and maybe giving it to someone else who you trust more or just keeping it for yourself.

Josh:
It's this interesting world dilemma, but this is like really awesome and really impressive.

Josh:
And I frequently think about how

Josh:
Steve Jobs would think about AI and how someone like Kim would sell AI.

Josh:
And it's not the way that OpenAI is doing it, but I would imagine it would follow

Josh:
similar principles where, listen, now you have a doctor in your pocket that

Josh:
knows everything about you. It can help save your life.

Josh:
It can save your loved one's life. It's like this very powerful technology.

Josh:
And OpenAI is leaning into it with this whole thing. So I don't know.

Josh:
I'm feeling excited about it. I'm not there yet.

Josh:
I signed up for the wait list. I'm not sure I'm going to be user number one.

Josh:
But if they could prove that it really is valuable enough, it seems like it makes sense to do it.

Ejaaz:
Well, what I appreciate with OpenAI from the start is that they've hyper-focused

Ejaaz:
on the retail consumer, like the average Joe and how they can benefit from AI.

Ejaaz:
Yeah, they're focused on enterprise.

Ejaaz:
I'd say Anthropoc actually is focused more on enterprise, but OpenAI has always

Ejaaz:
tried to figure out, okay, what's the best consumer product loop that I can provide them?

Ejaaz:
And I think health is a really good one to focus on.

Ejaaz:
We've just obviously ended 2025. And one of the most painful tasks that I need

Ejaaz:
to do at the end of every year is figure out my health insurance for the next

Ejaaz:
year, living in America, right?

Ejaaz:
And being in New York on the East Coast, it is the most arduous.

Ejaaz:
I absolutely hate it. I have to like sign up to like 10 different accounts.

Ejaaz:
I need to evaluate a million different plans.

Ejaaz:
And then even when I'm on the plan, it is super hard to kind of verify whether

Ejaaz:
the information about a particular doctor and their address is even correct.

Ejaaz:
So it's very, very antiquated.

Ejaaz:
And I've been waiting for this industry to be disrupted.

Ejaaz:
And then came along an app like Oscar Health.

Ejaaz:
For those of you who haven't heard about this, this kind of like changed healthcare

Ejaaz:
in many different ways in America in particular, because you could just pick

Ejaaz:
up your phone and FaceTime your doctor and get that live healthcare, right?

Ejaaz:
ChatGPT Health, to me, is that next step evolution where eventually,

Ejaaz:
you mentioned, Josh, it's funny, that you'll have a doctor in your pocket

Ejaaz:
you'll have the best doctor in your pocket. In fact, you won't just have the

Ejaaz:
best specialist in your pocket, you'll have the equivalent of 10 specialists in one doctor.

Ejaaz:
How much would you be willing to pay to see that doctor every single day, 24-7?

Ejaaz:
These doctors don't sleep, right? And then I think about the next step evolution, which is,

Ejaaz:
if you have this doctor in your pocket, it can start feeding into pharmacies,

Ejaaz:
which can start delivering personalized pill packs, or maybe even personalized

Ejaaz:
treatments, peptides, stuff like that going on to the future.

Ejaaz:
So this is the first step of many.

Ejaaz:
And Sam Altman has said for a while now, I'd say like for the last five months,

Ejaaz:
that he intends for health to be a big component for OpenAI.

Ejaaz:
They have RetroSciences as well, which are kind of like their lab to kind of

Ejaaz:
build out future cures for diseases that ChatGPT helps discover.

Ejaaz:
So I think this is part of a much larger puzzle that will help kind of like

Ejaaz:
build this health AGI, which they're aiming for by the end of this year.

Josh:
Yeah. And the key piece to the health puzzle is data. And the problem is that

Josh:
a lot of, for a lot of people, it's just difficult to collect the data.

Josh:
You're not really going for MRIs and CT scans and scanning a lot of parts. It's very topical.

Josh:
It collects data from something like an Apple Watch or maybe some blood results you got from a doctor.

Josh:
One interesting thing I've seen people doing that I would advise you to possibly

Josh:
try if you've ever done a DNA test or you've ever done Ancestry or 23andMe or

Josh:
whatever companies give you your DNA profile.

Josh:
It's normally a couple hundred gigabytes of raw data, but you can actually upload

Josh:
this into an LLM and get customized feedback on what types of things could possibly

Josh:
affect you based on your genomic makeup.

Josh:
So you could see if you are resistant to insulin or if you are prone to these types of diseases.

Josh:
And these LLMs do a remarkably good job of analyzing this tremendous amount

Josh:
of data and kind of giving you the places that you need to focus on and be most

Josh:
cautious of as you move forward.

Josh:
So this type of health practice, as we collect more data and figure out how to parse through it.

Josh:
It's really exciting. And it's made me want to go get a DNA test and try to load it up into an LLMC.

Josh:
And I think it's super exciting stuff. Health is going to be a very large category

Josh:
this year and OpenAI is making sure of it.

Ejaaz:
Going to be huge. Okay, in the final story on the docket, we have some capital

Ejaaz:
raised news from two of our favorite AI labs that are out there.

Ejaaz:
We've got Anthropic of Claude Code.

Ejaaz:
They've confirmed that they're raising $10 billion at a $350 billion valuation.

Ejaaz:
Now, this nearly doubles its previous valuation of $183 billion.

Ejaaz:
Josh, you gave me the timeline of if you were an investor in August of last year what's the return.

Josh:
Yeah i was looking at like uh i think it was foundry is the name of the company

Josh:
there's like uh basically spvs you could buy into them employees will sell some

Josh:
of their shares in the public market or private market you could buy into them

Josh:
it showed the chart over time and i think august 1st of 2025 it was trading

Josh:
at 69 a share and now it's something like 260

Josh:
so 4x in a couple of months i mean if you own any of these things if you are

Josh:
an employee at any of these things, congratulations.

Josh:
You are getting generationally wealthy and the train is not stopping anytime soon.

Josh:
This is not the only big raise this week. We had a second one,

Josh:
XAI in the news, a $20 billion Series E.

Josh:
And they were targeting $15 billion. It was oversubscribed.

Ejaaz:
$5 billion over target. Oversupped.

Josh:
One of the interesting stats here is that top line there, these 600 million

Josh:
monthly active users, that is encroaching on OpenAI.

Josh:
And they're getting closer and closer to that mythical 800 million

Josh:
weekly active user number granted monthly to weekly so

Josh:
it's a little bit different but uh they're on a roll and i

Josh:
think this capital raise will be enough to this is a crazy take this could be

Josh:
enough to get them to the able could be could be 20 dollars applied to blackwell

Josh:
and vera rubin over the course of the next 24 months leads to some pretty unbelievable progress

Josh:
And $20 billion may be enough to get there.

Ejaaz:
You might have noticed for regular listeners on the show, we've been kind of quiet about Grok.

Ejaaz:
And the simple reason is since Grok 4, we haven't really got their unofficial

Ejaaz:
release of Grok 4.20 or any rumors around Grok 5.

Ejaaz:
And the reason behind this is because I think Elon has gone kind of full on

Ejaaz:
founder mode and he wants to assemble the largest armory of top-end GPUs in

Ejaaz:
Colossus 1 and Colossus 2 data centers.

Ejaaz:
Once he's acquired these, once he's scaled these data centers quicker than any

Ejaaz:
other competing AI lab, he'll be able to train the mother of all AIs.

Ejaaz:
And rumor has it that he's going to amass 900,000 GPUs in Colossus 2 data center

Ejaaz:
alone. And these aren't just any GPUs.

Ejaaz:
He's the largest acquirer of Blackwell GPUs, fun fact, the ones that are going

Ejaaz:
to go live very, very soon in this quarter.

Ejaaz:
And he's also one of the largest purchasers of Vera Rubin GPUs.

Ejaaz:
Jensen absolutely loves this guy and says he's the guy that can scale GPUs quicker than anyone.

Ejaaz:
So he's aiming for 900,000 GPUs by the end, sorry, by mid Q2.

Ejaaz:
That is like astoundingly quick and will beat OpenAI to the punch,

Ejaaz:
even though they started well before.

Ejaaz:
So if he pulls this off, Josh, i think that prediction is not too far-fetched

Ejaaz:
he will end up building the best ai model this year that's that's my bet.

Josh:
At least yeah no and i say this with very high levels of conviction do

Josh:
not mistake their silence for weakness xai is building faster than anybody else

Josh:
and i think they were my winner for the the like winner of 2026 in terms of

Josh:
who's going to create the best ai models they are building at a rate faster

Josh:
than anybody else in the world and in these races where the resources are the constraint.

Josh:
The person to deploy them the fastest and the most efficiently is the one that wins the race.

Josh:
And XAI right now is winning that race, if you're looking at it from a more

Josh:
long-term perspective.

Josh:
But with that, we conclude our weekly roundup. All the topics that we wanted to get into about

Josh:
I think the prompt for this week maybe is CES announcements.

Josh:
What's the coolest CES announcement? There's so many fun gadgets and gizmos

Josh:
that I saw come out this week.

Josh:
And a lot of them are available to purchase right now. Like even Anchor,

Josh:
the charger company that I use a lot, they put like these cute little LEDs in

Josh:
the charging bricks now. It's like a lot of cool stuff.

Josh:
So I think the prompt for today could maybe be, what's the coolest thing you

Josh:
saw from CES? What are you buying from CES?

Josh:
Or what are you most excited about from CES? Did you got anything for them?

Ejaaz:
I have a slightly different prompt. I know a lot of you listeners are Teslables

Ejaaz:
and even in some cases Tesla haters.

Ejaaz:
I want to hear from both of you guys whether you think NVIDIA's competing Alpameo

Ejaaz:
vehicle AI is actually a legitimate threat or not.

Ejaaz:
Kind of let us know in the comments. I want to hear all about this.

Ejaaz:
And yeah, that is all we have for the docket today.

Ejaaz:
We released two episodes earlier this week, one on the semiconductor memory

Ejaaz:
squeeze, as well as OpenAI's new secret device.

Ejaaz:
Definitely go check those videos out. we also dropped a sick kind of thesis

Ejaaz:
and essay on the memory squeeze as well for those of you who don't want to be

Ejaaz:
consuming video content all day

Ejaaz:
we've got a nice little article that we've written out for you um and all.

Josh:
This link in the description don't forget to click that down below

Ejaaz:
All linked in the description and also as you're watching this video we dropped

Ejaaz:
the five biggest highlights of this week um so definitely go check that out

Ejaaz:
um if you're wondering where the hell that is that's on our newsletter subscribe

Ejaaz:
um like and subscribe on our video channels,

Ejaaz:
wherever you do Spotify, Apple Music, RSS feeds, wherever you are.

Ejaaz:
And we will see you, hopefully, on the next one. Number two, 2026. Buckle up.

Josh:
We are in it now. This is going to be a huge year and we will be here to cover

Josh:
the entirety of it as we go through. So yeah, thanks for watching.

Josh:
We'll see you guys in the next one.

Ejaaz:
Cheers, guys.