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ChatCPI
The Compound and Friends
The Disrespect of the Wall Street Journal
I don't think I do. I mean, every other because there was a lot of sports this week. So Joe and Tracy on Oddlots had a really smart semiconductor analyst who basically broke down for them in English how AI actually works through the lens of somebody who covers semiconductors. Nobody who's an investor who has not like put in any time really understands what it even means that Nvidia has AI chips and how they work. This guy did such a great job explaining why Nvidia, why not AMD, why not Intel and how the technology actually works That episode of Oddlots with Joe and Tracy is worth checking out.
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