Alex (Ticker Symbol U)
Update: 2025-09-18
Description
In this episode of Dylan and Wes Interview, we dive deep into the GPU era, TSMC’s irreplaceable role, Intel’s challenges, and how AI will reshape factories, jobs, and investing. Alex (Ticker Symbol: U) breaks down Nvidia’s CUDA moat, GPUs vs ASICs/TPUs, real robotics use-cases, and why chip supply lags AI demand. We also explore dark factories, local/privacy-first agents, sovereign wealth funds for the AI age, inflation vs tech deflation, and whether prediction markets plus RL will change finance. Guest insights, zero fluff.
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