Chipmakers
topic on 2 shows · 2 statements across 2 episodes
2 statements about Chipmakers, every show
Feinberg: Chipmakers will invest in life sciences as LLM alpha shrinks
“I do think that chip makers, including Nvidia, are going to want to get a lot more invested in life sciences because it will always be high in demand. And The amount of alpha left in pure LLM space is just getting a little questionable.”
Luan: Vertical integration pressure will merge model builders and chip makers
“That's my expectation. To me, like what's interesting about AI from a business side, right, is like it forces the question of like, what Companies or offerings are going to be bundled or integrated and which ones are going to get unbundled. And I actually thin…”