The Unbreakable Stranglehold | Steven Glinert and Mitch Nahmias

Steven Glinert and Mitch Nahmias join MTS to discuss Nvidia's position in the AI hardware stack, the shift from training to inference workloads, and China's development of a sovereign semiconductor ecosystem.--https://x.com/StevenGlinerthttps://x.com/MitchsBrew--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠--Brought to you by:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsKong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comMerge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mtsAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comMacroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts--Timestamps:(00:00) The Paradox of Open-Source Weapons(00:01:41) Where Sphere Semi Fits in the Stack(00:07:30) Competing with the Nvidia Monopoly(00:13:54) How to Break a Modern Rockefeller(00:19:34) Disentangling the Inference Stack(00:28:29) The Sovereign Chinese Training Stack(00:38:46) Co-Optimization and Hardware Hardening--Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.