The Next Big Idea cover image

The Future Is Going to Be Great

The Next Big Idea

00:00

Macro Investment Surge and the Chip Constraint

Hosts ask about massive AI investments and Dave explains why chip supply, TSMC, and fabs are critical bottlenecks.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app