What the top podcasts are saying about GPUs.
GPUs came up in 26 of 157 episodes (17%) in the four weeks to Nov 8, about the same share as in the earlier weeks (20%).
Share of episodes, four weeks at a time
The 26 episodes behind the newest bar
- Politics 101, Prediction Markets Win, Apoorva on Instacart's Acq, FOGO, Alex Spiro JoinsTBPN · week ending Nov 8 · said it twice
- Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, AltimeterLatent Space · week ending Nov 8 · said it 6 times
- Reading the Anthropic S-1, with Zvi MowshowitzComplex Systems · week ending Nov 8 · said it 5 times
- Modal CEO: Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute20VC with Harry Stebbings · week ending Nov 8 · said it 18 times
- Chip Wars, Unstoppable Brick V Immovable Snow, Ice Cube Joins, Jared Allen Talks CurlingTBPN · week ending Nov 1 · said it 4 times
- Technology Is Back, Gavin Baker Live, Math Solved Again, Anduril Laptop, DoorDash + Insta…TBPN · week ending Nov 1 · said it 9 times
- Pro and Tell, The Gurmanator Joins, New Google Models, Open Weight Demand, Joe's MonkeysTBPN · week ending Nov 1 · said it 8 times
- $ANT, Yasmin 🐐, Sneaky Qwen, Samsung Controversy, IGTVTBPN · week ending Nov 1 · said it twice
- What Wall Street Really Thinks About the AI Trade NowOdd Lots · week ending Nov 1 · said it 4 times
- Why SoftBank paid me 17 yen to skip the air conditioningComplex Systems · week ending Nov 1 · said it 5 times
- Don Wilson on the GPU Market's Trillion Dollar QuestionOdd Lots · week ending Oct 25 · said it 21 times
- CME's Terry Duffy on the Disconcerting State of Finance RegulationOdd Lots · week ending Oct 25 · said it 4 times
- Why AI Compute Comes in Rectangles — Erik Bernhardsson, ModalLatent Space · week ending Oct 25 · said it 34 times
- The Programmable Data Center — Evan Conrad, SF ComputeLatent Space · week ending Oct 25 · said it 8 times
- What will computer chips look like in 2045?Dwarkesh Podcast · week ending Oct 25 · said it twice
- Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & Sa…All-In Podcast · week ending Oct 25 · said it twice
- AI Cyber Panic, Ken Griffin’s Bubble Warning, The Fall of France?All-In Podcast · week ending Oct 25 · said it twice
- The New VC Game | CoreWeave Sell-Off Creates Panic | Revenue Multiples Out of Control20VC with Harry Stebbings · week ending Oct 25 · said it 3 times
- Inference Will Be $10TRN Market: What No One Sees | Software Investors are F***ed | Navee…20VC with Harry Stebbings · week ending Oct 25 · said it 6 times
- Xbox Labs, Animatronic Birds, IoT Device Warfare, Reflection, Decart, CharacterAITBPN · week ending Oct 18 · said it twice
- Muse Wonder, Anjney Sizes Up, Neal Stephenson Joins, Social Reckoning Review, Eli Manning…TBPN · week ending Oct 18 · said it 6 times
- Visiting Taiwan w/ Jensen Huang | Lex FridmanLex Fridman Podcast · week ending Oct 18 · said it twice
- From Wet Lab to RL Env: 10,000 Drug-Discovery Campaigns in a Weekend — Ian Quigley, Leash…Latent Space · week ending Oct 18 · said it 3 times
- Muse Wonder: Zuckerberg and Wang's $100B AICheeky Pint · week ending Oct 18 · said it twice
- Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught HimAll-In Podcast · week ending Oct 18 · said it 4 times
- CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates DoomerAll-In Podcast · week ending Oct 18 · said it 20 times
What the shows said about GPUs
Key takeaways from our write-ups that name it, newest first, no more than two from one show. Each links to the full write-up.
Cross-referencing Malaysian and Indonesian trade manifests against physical data center capacity revealed roughly 50,000 advanced GPUs missing from declared sites.
How 50,000 Nvidia GPUs Vanished in Southeast Asia · Odd Lots · week ending Nov 15Financial journalist Tae Kim insists the board must immediately deploy massive retention packages to keep GPU engineering chief Jonah Alben and CFO Colette Kress.
Tae Kim on Who Can Actually Replace Jensen Huang · TBPN · week ending Nov 15The primary ceiling on AI expansion has shifted from GPU allocation and wafer supply to grid capacity, physical land, and substation hookups.
Walter Goodwin on Why Power Caps Will Clear Out Old AI Chips · 20VC with Harry Stebbings · week ending Nov 15The rise of autonomous background agents redirects infrastructure demand away from raw GPU hours toward CPU cycles, persistent storage, and dynamic code execution sandboxes.
Arthur Mensch on Why Inference Is Splitting into Two Markets · 20VC with Harry Stebbings · week ending Nov 15Objective proxies like GPU utilization, test loss, and KV cache size allow agent swarms to ship pull requests without human bottlenecks.
Dwarkesh Patel: AI Labs Will Automate R&D by 2028 · Dwarkesh Podcast · week ending Nov 15Anthropic disclosed in its S-1 filing that it spent $5 billion on spot-market GPU capacity, which made up 50% of its entire compute expenditure.
Anthropic Did Not Suffer a Demand Problem in Q3 · Complex Systems · week ending Nov 8Debt providers and credit syndicates demand audited public filings and credit agency ratings before financing multi-billion-dollar GPU clusters and Neocloud commitments.
Frontier AI Labs Need Public Debt to Fund Compute · Latent Space · week ending Nov 8CoreWeave built data centers to rent GPUs to Ethereum miners, securing long-term power grid delivery commitments in the process.
How CoreWeave Turned Stranded Power Into AI Compute · Complex Systems · week ending Nov 1WebCodecs and GPU acceleration now let browsers process professional video codecs in real time, turning the browser tab into an engine as capable as a local FFmpeg build.
Why Luke Igel Built Kino for Coding Agents Instead of Diffusion · TBPN · week ending Nov 1Frontier cloud API calls cost $20 to $50 per million tokens, while running optimized open-weight models on private GPUs drops the bill to $1 to $2 per million tokens.
Why Enterprise AI Is Moving to Open-Weight Models · All-In Podcast · week ending Oct 25
Earliest mentions in our archive
The first episode from each show that said it, oldest first. The matched words are marked.
“…inference, the hardware starts to matter. They had to install GPUs across their servers. They have servers across…”
Cloudflare: Leading Cybersecurity [Business Breakdownes Ep 241]Cloudflare Final
“…expanding to 555,000 GPUs across three buildings, 18 billion in investment. He then if you look at…”
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, S…
“Now, we've always had a compute budget, even in classic compute. I would say with ML, and we use both TPUs and GPUs, by the way, extensively. ML compute planning is...”
“…when I use a TPU, it's this big systolic array that's perfect for doing matrix multiplies, whereas a GPU is very flexible. It's great when you have lots of branching or irregular memory access." But what is AI? It's just these very predictable matrix…”
“…data center with literally hundreds of thousands of GPUs, but they're not doing a very good job of selling them. So they…”
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Can…
“…what what did you write down? GPUs and power plants. Okay, these are also good. Uh, these, by the way,…”
GTA 6 Goldrush, TBPN's $100M OpenAI Deal, The OG Clickbait King Who Burned $4B/Year
Most recent mentions
The newest episodes that count toward the chart, no more than two from one show.
“…off even though spot markets like the value of a of a GPU hour is increasing. The models are getting better. But maybe…”
Politics 101, Prediction Markets Win, Apoorva on Instacart's Acq, FOGO, Alex Spiro Joins
“You want to go raise multi-billion dollar debt for GPUs? No bid. No bid. They're like debt markets are closed.”
Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter
“…has exceeded the supply available to us." Their ability to service revenue from fully bought-in customers is limited by the contracted, racked, powered GPUs available to them. The S-1 says historically they make these arrangements 12 to 18 months in advance. And so in roughly Q1 or Q2 of 2025,…”
“…quite negative because we have to spend a lot of money on on on getting GPUs and building out capacity. Uh and so that is…”
Modal CEO: Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute
“…is the fear about these companies that are at the tip of the sphere? Wouldn't they- wouldn't the bulls say, look, someone is going to pay for these GPUs. Like the demand is going up. If they buy, or rent, or whatever, if they have electricity, if they have GPUs, if they bought them, whatever,…”
Which shows say it
| Show | Last four weeks | All weeks counted |
|---|---|---|
| TBPN | 7 | 32 |
| Latent Space | 4 | 26 |
| All-In Podcast | 4 | 17 |
| 20VC with Harry Stebbings | 3 | 15 |
| Odd Lots | 3 | 3 |
| Complex Systems | 2 | 2 |
| Dwarkesh Podcast | 1 | 6 |
| Lex Fridman Podcast | 1 | 2 |
| Cheeky Pint | 1 | 1 |
| No Priors | 0 | 5 |
| My First Million | 0 | 2 |
| Practical AI | 0 | 2 |
| How I AI | 0 | 1 |
| Invest Like the Best | 0 | 1 |
More trends
Episodes in the newest four weeks:
How we count. An episode counts when its transcript says “GPU” at least twice; plurals count too. We count a shortened re-upload of an episode we already have only once, and we skip the sponsor reads and show promos we can spot. A model marks them in every transcript and our code checks each mark against the words; we also skip the lines around phrases like “brought to you by” and any passage a show reads word for word in three or more episodes. The share is the counted episodes divided by all episodes from the tech, business and science shows we cover in the same four weeks, so a busy month of releases does not raise it by itself. The mix of shows does change from month to month, and one daily show can move a number. Weeks run Monday to Sunday, and the week in progress is left out until it ends. The chart starts with the week of March 30, 2026, when our archive became steady. A few older episodes can still appear under the earliest mentions, and some weeks have gaps. Transcripts are automatic captions, so we also match the spellings they use. The counts cover only the shows we summarize. Download the counts (JSON) or CSV.