Macro risks: China, trade and hyperscaler concentration

Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regulating AI. Next, Crypto Reporter Yueqi Yang breaks down Coinbase's plans to partner with Kalshi to launch a prediction market. Lastly, we get into the gender gap in venture capital with All Raise CEO Paige Hendrix Buckner.

Articles discussed on this episode:

https://www.theinformation.com/articles/white-house-working-executive-order-foil-state-ai-regulations

https://www.theinformation.com/articles/next-state-ai-laws-trump-order

https://www.theinformation.com/articles/coinbase-launch-prediction-market-powered-kalshi

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