Implications for Nvidia and Chip Supply

(0:00) Bestie intros!

(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI

(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?

(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?

(51:44) Dog Corner!

(59:56) China's major AI breakthrough: lithography, impact on the AI race?

(1:19:43) Are the rest of the Besties moving to Texas?

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://x.com/SenSanders/status/2001057004370948131

https://x.com/RoKhanna/status/2001733168819319167

https://x.com/DavidSacks/status/2001726037848478000

https://x.com/DavidSacks/status/2001320789279203694

https://andymasley.substack.com/p/i-cant-find-any-instances-of-data

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/

https://x.com/DavidSacks/status/1987238502124409321

https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market

https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html

https://fred.stlouisfed.org/series/CES9091000001

https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/

https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/

https://www.nature.com/articles/s41377-025-01923-w