Okay, Computer: A.I. Head-Fakes and Hot Takes
RiskReversal Pod
00:00
Semiconductor Supply Chain and AI
The speakers discuss the complexities faced by the semiconductor industry due to factors like the pandemic, supply chain disruptions, and differing country measures. They highlight concerns regarding dependency on long-established supply chains and discuss the transition from low to high demand. The chapter also explores the impact of the TPT AI model on the tech industry and the dominance of a few companies in the AI market.
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Transcript
