Leo Polovets

Excellent deep dive on GPU supply and demand. Covers everything from startups' needs to public cloud capacity to the chemicals required for producing GPUs (!!). https://gpus.llm-utils.org/nvidia-h100-gpus-supply-and-demand

I think it got a tad weaker each season, but overall I liked all of it. I.e. maybe it went from an A to a B+ over the years. I think it's definitely worth watching.

This guest post from @surilkantaria on @lennysan's blog contains some great company-building lessons. My two favorites: - "building in stealth is always a mistake" - "Pre-PMF you’re looking for overwhelming pull from the market or no sales at all."

Invest like the Best/Business Breakdowns by @patrick_oshag and team are great. One thing I've started doing is when I find an interesting guest somewhere, I'll search for their other podcasts, sort by length, and listen to the longest ones. Works well for VC and founder guests.