StarZero All shows Try the podcast clipper →

AI chips

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 9, 2025 by Philippe Laffont · across every show →

Everything said about AI chips, oldest first

May 9, 2025 negative
Assertion Not checkable as stated
Laffont: Tech companies face a widespread shortage of AI chips
“Everybody has a gigantic shortage of chips right now. That I know for sure from all of our private companies, public companies, there's a shortage of chip, a shortage of compute power.”
Philippe Laffont May 9, 2025 ▶ 29:43 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Jul 23, 2025 positive
Disclosure
Lutnick: U.S. allows allied AI chip clusters if American-operated
“We are comfortable with allies buying significant numbers of chips, right, and having a large cluster, provided that cluster is operated by an American, a trusted American operator, and the cloud is a trusted American operator, so that we know that giant clust…”
Howard Lutnick Jul 23, 2025 ▶ 47:15 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Nov 4, 2025 neutral
Prediction Open · timeframe Dec 2026
Sacks: China will manufacture millions of AI chips by 2026
“By next year, China's gonna be making millions of chips.”
David Sacks Nov 4, 2025 ▶ 26:45 Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more