Semiconductors and the Limits of Catch-Up

Ben Lorica and Evangelos Simoudis discuss AI-bubble signals (runaway revenue multiples, circular financing), why many enterprise pilots stall, and what separates leaders (use-case matrices, cross-functional ownership, hard metrics). They also examine U.S.–China tech competition in robotics and semiconductors, and offer a pragmatic view on humanoid robots — what works now versus what’s still research-grade.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.