Episode 53: Supply Chain Demand Help and Dueling Mega Cycles

The Circuit

Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

8M ago 38:22

MP3•에피소드 홈

The conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. It explores the idea of negotiation and leaked stories as part of the process. The conversation also delves into the simultaneous demand for compute in both hardware and software industries and the need for breakthroughs in technology. It highlights the importance of economic efficiency and competitiveness in the semiconductor industry. The conversation concludes by mentioning upcoming events and guests.

Takeaways

Sam Altman's plan to raise $7 trillion for semiconductors has sparked discussions about the challenges and motivations behind such a massive fundraising effort.
Negotiation and leaked stories may be part of the process as companies navigate the complexities of the semiconductor industry.
The simultaneous demand for compute in both hardware and software industries is creating constraints and slowing down innovation.
Economic efficiency and competitiveness are crucial factors in the semiconductor industry, and companies need to balance supply and demand.
The industry may benefit from breakthroughs in technology and the commercialization of new processes and products.

89 에피소드

#Tech #Business #Ben Bajarin and Jay Goldberg #Ben Bajarin #Jay Goldberg #Semiconductors #Technology #Innovation #Startup #Investing #Venture Capital