Guests
- Alexandra Merz
- Amit Kukreja
- Andrea James
- Art Laffer
- Ashlee Vance
- Brad Smith
- Brett Winton
- Cern Basher
- Chris (Dirty Tesla)
- Drew Dixon
- Emily Jashinsky
- Emmet Peppers
- Farzad Podcast
- Gail (HyperChange)
- Gary Black
- Hans Nelson
- Harry Campo
- James Douma
- Jan (Couch Investor)
- Jeff Lutz
- Jeffrey Emanuel
- Joe Bhatki
- Joe Bryan
- Jordan Giesige
- Kaisen Asiedu
- Larry Goldberg
- Matt Smith
- Maverick Mind
- Michael Dunne
- Michael Gorton
- Neil (TeslaFix)
- Nicholas Gibbs
- Sandy Munro
- Sawyer Merritt
- Steve Jurvetson
- Topher Scott
NVIDIA's AI Dominance Challenged in 2025
Explore why Nvidia's high margins may falter despite AI's growth. Insights cover efficiency breakthroughs like DeepSeek models, hyperscaler custom silicon, and market shifts. Delve into training/inference dynamics, Jevons paradox limitations, and emerging tech like humanoid robots, highlighting potential supply-demand imbalances and investment implications.