Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Air Separated Units
02:48 • 2min
The Supply Crisis in China
04:21 • 2min
Is There a Supply Shortage in the Inductor Industry?
06:18 • 4min
We're Gonna Do Like a in a Fusion and Like Os. And I'm Pretty Excited for That.
10:00 • 3min
Intel Is the Go Political Hedge Against Instability
12:51 • 2min
China's Oil Prices Are Definitely a Big Spike in the Global Economy, You Know?
14:38 • 2min
Aren't Being Shut Down, Is There a Meaningful Chance?
16:09 • 5min
The Average Life of a Smart Phone
20:41 • 2min
Is There a Meaningful Chance That This Will Not Happen?
22:34 • 3min
A, You Know, I'm Ont Gointo a Long Ranch About This
25:49 • 6min
The Chips Act Isn't Even Enough
31:40 • 3min