

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched
Jun 29, 2024
The hosts discuss overheated semicap, cracked AI programmers in China, the new Etched chip, and nuclear reactors. They delve into semiconductor industry trends, investment concerns, Huawei Ascend AI chip, Western vs Chinese chip development approaches, small modular reactors, and advantages of nuclear power.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Semiconductor Industry Trends and Investment Concerns
01:55 • 10min
Debating Chips and Innovations in Semiconductors
12:09 • 24min
Evaluating Nuclear Power Development and Small Modular Reactors
36:27 • 9min
Exploring Energy Sources and Emphasizing Nuclear Power's Potential
45:33 • 3min
Diverse Topics and Reflections on Explicit Content and Citizenship
48:43 • 2min