TBPN cover image

Altman's Long-Term Vision, The GPU Bubble, Acquired Hosts Live in The Ultradome | Ben Gilbert & David Rosenthal, David Faugno, Sergiy Nesterenko, Justin Lopas, Ryan Daniels, Zack Ganieany, Yash Rathod, Alex Shieh

TBPN

00:00

Doug O'Loughlin's Bubble Timeline Explained

Hosts unpack the SemiAnalysis post predicting a GPU bubble driven by easy credit, productivity gains, and hyperscaler spending.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app