Google Gemini Strikes Back, China Hits NVIDIA on Antitrust | Bill Bishop, Pete Shadbolt, Sadi Khan, Lukas Czinger, Kyle Samani
TBPN
Valuing Collectibles: The Case for iPhones
This chapter explores the investment potential of collectible electronic devices, particularly Apple's iPhones, and compares them to traditional collectibles like cars. It also examines the financial performance of the startup Hyperliquid and discusses the evolving dynamics in crypto and AI startup valuations.
- (00:42) - Google Gemini Strikes Back
- (01:59) - TBPN in the WSJ
- (04:31) - Google Gemini's Comeback Breakdown
- (36:15) - China Hits NVIDIA on Antitrust
- (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversation, he discusses China's antitrust investigation into Nvidia, highlighting the potential for significant fines and the strategic timing of the probe amid U.S.-China trade negotiations. He also examines the complexities surrounding TikTok's operations in the U.S., emphasizing the legal challenges and geopolitical considerations influencing the platform's future.
- (01:01:16) - Timeline Reactions
- (02:30:22) - Pete Shadbolt, co-founder and Chief Scientific Officer of PsiQuantum, a quantum computing company based in the Bay Area, discusses the company's journey from academic research to securing a $1 billion funding round aimed at building large-scale quantum computers. He highlights their focus on developing a million-qubit system by leveraging semiconductor manufacturing, partnerships with entities like GlobalFoundries, and collaborations with governments in Australia and the U.S. to establish quantum computing facilities. Shadbolt emphasizes the strategic importance of quantum computing, its potential applications in fields like chemistry and materials science, and the necessity of substantial investment and innovation to overcome technical challenges and achieve practical, error-corrected quantum systems.
- (02:44:43) - Sadi Khan, co-founder and CEO of Aven, discusses the company's innovative home equity-backed credit card, which offers homeowners the ability to secure lower interest rates and earn 2% unlimited cash back on all transactions. By streamlining the traditionally lengthy HELOC process to just 15 minutes through advanced automation, including remote wet signatures executed by robotic arms, Aven provides a seamless and efficient borrowing experience. Khan also highlights the company's recent Series E funding and emphasizes Aven's commitment to offering the lowest cost of capital to consumers, regardless of fluctuating interest rate environments.
- (02:51:41) - Lukas Czinger, Vice President of Operations, Automation, and Manufacturing at Divergent 3D, discusses the company's recent $290 million Series E funding round, which will enable the expansion of their Los Angeles campus and the establishment of new facilities across the U.S. He emphasizes the strategic importance of locating these facilities near key defense and automotive clients to enhance collaboration and logistics. Additionally, Czinger highlights the versatility of Divergent's digital manufacturing platform, capable of seamlessly producing diverse products without downtime, and shares updates on the Czinger 21C hypercar, noting multiple deliveries in the U.S. and Europe, with plans for future variants and models.
- (03:00:54) - Kyle Samani, co-founder and managing partner of Multicoin Capital, a leading cryptocurrency investment firm, discusses raising $1.65 billion in two weeks for Ford Industries, aiming to establish it as a top digital asset treasury company with aspirations of becoming a $50 billion publicly traded entity. He highlights the strategic team collaboration with Jump and Galaxy, emphasizes opportunities in mergers and acquisitions, and outlines plans to leverage capital market structures to enhance shareholder value.
- (03:11:47) - Timeline Reactions
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