Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors
0:00 - Introduction
1:02 - Crypto's impact on hardware pricing
2:38 - Cloud vertical integration and power dynamics
5:09 - Nvidia's competitive advantage
8:01 - Broadcom's earnings from Google TPU orders
11:29 - Vertical integration dynamics
12:16 - ARM IPO and pricing
19:25 - Capital cycles and AI investment
22:30 - Chips Act and subsidies
27:01 - AI "head fakes"
30:10 - Geopolitics and supply chains
35:10 - CHIPS Act allocation
42:34 - Intel's government backing
45:09 - Broadcom and VMware
51:21 - Dylan's "secret sauce" research
54:31 - Open source technology dynamics
56:57 - Geopolitical winners and losers
59:06 - OpenAI's suboptimal choices
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