Single Best Idea with Tom Keene: Mandeep Singh & Anurag Rana
Bloomberg Surveillance
00:00
Technological Advancements and Economic Implications
This chapter explores changing investor expectations in the semiconductor sector, emphasizing Moore's Law and new cost dynamics. It also delves into the rise of generative AI technology and its impact, along with a discussion on Jevons' Paradox and its relevance today.
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