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Jack and Max break down Michael Burry's short thesis on Nvidia, discuss HSBC's massive loss projections for OpenAI, and debate whether AI is a bubble or transformative technology that could significantly impact GDP and market valuations.
Microsoft's CEO Satya Nadella discusses how the company is preparing for AGI by building massive, interconnected data centers, developing its own AI models, and positioning itself as a flexible, trust-worthy hyperscale infrastructure provider for multiple AI models and global markets.
Dylan Patel discusses the massive industrial and computational buildout powering AI, exploring the strategic dynamics between tech giants, the economics of compute and model scaling, and the potential transformative impact of AI across industries.
Dylan Patel discusses the recent NVIDIA-Intel collaboration, the AI chip race between the US and China, and the evolving landscape of semiconductor technology, highlighting key developments in data centers, AI infrastructure, and global competition.