RiskReversal Pod Okay, Computer: A.I. Head-Fakes and Hot Takes
Aug 23, 2023
Topics discussed include Softbank's Arm IPO, Instacart, Lyft, and Nvidia. The supply chain and AI head fakes in Q2 earnings are also explored. The economic landscape and Nvidia's role in it are discussed. The importance of understanding risks and Dylan Patel's introduction as the chief analyst at Semi Analysis are highlighted. The complexities of the semiconductor supply chain and AI's impact on the tech industry are examined. The demand for compute and GPUs in the technology industry and potential commercial applications are explored.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Exploring the Excitement and Challenges of IPOs in San Francisco
01:38 • 3min
Masasan's Investments and Shifting Focus
04:24 • 15min
The Importance of Understanding Risks, Sponsored Ads, and Introduction of Dylan Patel
19:00 • 4min
Semiconductor Supply Chain and AI
22:30 • 20min
Analyzing the Demand for Compute and GPUs in the Technology Industry
42:19 • 4min