NVIDIA GTC, Return of Travis Kalanick, Anduril's $20B Contract & lots more...

Man, this is summer at Nvidia. I mean, they're on fire on everything. These are unprecedented levels of capex spend, and now we're forecasting them to keep going for four or five years.What are we discussing this week. GTC, what happened with Nvidia. And's $20 billion contract.Then finally, why $50 to $100 million seed funds could be the worst performing size fund of this vintage. >> I think Travis Uber would be a trillion dollar company today because it would be 5 years ahead of where it is today. >> Wall ...