Blackwell, TPU Demand, and Intel's Prospects

In the inaugural episode of this years holiday special, we rack up Ws as we dissect the predictions we made last silly season for 2025.

Go to https://www.downround.net/ to sign up for PREMIUM and get ad-free listening PLUS an extra episode every week. In this week's premium ep, we make our predictions for 2026, which will almost certainly come true (not financial advice).

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