Introduction

We're going to talk about AI semiconductors in Vidia and what this all means for us today with Doug O'Loughlin, author of the Substacks FabricatedKnowledge.com. In this conversation I want to focus it in particular on NVIDIA and talk about how this firm sort of rose to prominence and just how important it is to the large language model revolution we're currently living through. What are the future corporate as well as policy implications of NVIDIA being a trillion dollar plus seemingly indispensable to whatever is going to happen for artificial intelligence in the coming years?