Lumida Wealth : Non-Consensus Invest Beyond the Ordinary cover image

NCI: AI Chip Wars: LPUs, TPUs & GPUs w/ Jonathan Ross, Founder Groq

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

00:00

Investment Opportunities in the Silicon Layer Market

Exploring the profitability and value of investments in core companies within the silicon layer market, emphasizing the macro trend of increased demand for compute power over time. The chapter advocates for an investment strategy that takes a macro sector approach while highlighting the importance of open source in AI safety.

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