Strategic Race: EVs and Semiconductors

James Wang, partner at Creative Ventures, joins to discuss:

• Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip
• Why China's AI companies have been underperforming my expectations
• How semiconductor industry dynamics parallel the challenges facing AI startups
• How pizza machines explain AI's future impact on the labor market
• Challenges and opportunities in investing in deep tech, including the eager but raw founder talent pool as well as the importance of market structure and distinguishing between R&D and engineering risk

This show was brought to you by Creative Ventures.

Creatives Ventures is at https://creativeventures.vc/

James writes at https://weightythoughts.com/ and tweets at @AJamesWang

Outtro Music: the legendary Combination Pizza Hut and Taco Bell

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