power and compute
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2025 by Cyan Banister · across every show →
Everything said about power and compute, oldest first
Jan 11, 2025 bullish
Bannister: I am skipping AI app hype to invest in lithography
“I tend to set out a lot of hype cycles, so I invested in power and compute, lithography, kind of all of the things that are going to be underneath all of this, and so I'm not sure how much of it I'm going to participate in until it starts to get to a steady st…”