Redefining Semiconductor Progress

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Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:06:28) Intel's Historical Success and Current Challenges

(00:08:22) The Paradigm Shift in Technology

(00:11:44) AI and the Future of Semiconductors

(00:19:02) Political and Economic Considerations in Chip Manufacturing

(00:29:28) Investment Perspectives and Market Dynamics

(00:45:46) The Mobile Paradigm Shift: Apple vs. AT&T

(00:46:49) Corporate Strategies in the AI Transition

(00:48:02) NVIDIA's Dominance and Potential Vulnerabilities

(00:51:27) The Future of Edge AI

(00:57:02) Powering the Data Centers of Tomorrow

(00:59:42) The Semiconductor Startup Ecosystem

(01:05:08) The Role of Government and Global Dynamics

(01:07:28) Investment Strategies and Market Dynamics

(01:10:57) The Future of the Semiconductor Industry

(01:25:52) The Kindest Thing Anyone Has Ever Done For Chris And Andrew