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15min chapter
Disney Earnings Breakdown and Sticky Inflation Concerns
Bloomberg Surveillance
Assessing Energy Consumption and Skepticism Towards Cryptocurrency
This chapter delves into the energy consumption of GPUs versus CPUs and the strain on the U.S. grid, along with implications for utilities like Quanta. The conversation extends to themes of AI, infrastructure, and crypto, expressing skepticism towards the latter. The speaker contrasts crypto with the availability of data in mortgage securitizations and questions the basis for crypto's valuation.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode