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AI illusions and navigating The Money Trap with Alok Sama

Equity

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The Dynamics of Chip Design and AI Valuations

This chapter explores the crucial influence of ARM in chip design and the rising significance of AI at the network's edge, as seen in smartphones and vehicles. It contrasts ARM's efficiencies and royalties with NVIDIA's data center leadership while addressing the cyclical investment dynamics among tech giants impacting AI market valuations.

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