Bannister: I am skipping AI app hype to invest in lithography
Cyan Banister · LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland · Jan 11, 2025 · at 1:32:28
Cyan Bannister explains her investment thesis around AI hardware and compute infrastructure compared to consumer AI applications.
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“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 state”
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