GPU useful lives and GPU-capex debates

Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together.

01:00 AI Mandate--OpenAI slipping

19:03 Dylan sells TSMC on AI better than sama

24:17 Doug teaches a lesson on railroad bubbles and ai

32:30 Sarah Friar fails up

35:17 Zohran-Trump

Suno slop: Moody's man came down from New York City https://suno.com/s/5DGCTgqam8dQMkZf

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