Asia
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 14, 2023 by Pat Gelsinger · said 45 times in 27 episodes since 2022 · across every show →
Mentions by year
brought up most by Ryan Petersen (7), Grace Shao (5), Alex Kantrowitz (5), Pat Gelsinger (4), Rubail Birwadker (3), Dan Ives (3), Arthur Mensch (3), Ranjan Roy (2)
tap a year for its mentions
2026 15 mentions in 10 episodes 2 per episode
- How China Caught U.S. AI — With Grace Shao
- Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
- Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
- Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- Inside The Rise of Physical AI — With Amir Khoshniyati
- Why Specialized AI Models Are Challenging the Frontier Labs — With DeepL CEO Jarek Kutylowski
- Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- 2 more episodes that year, every mention in 2026 →
2025 14 mentions in 10 episodes 1 per episode
- How Generative AI Could Change Shopping Forever — With Rubail Birwadker
- Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- Why China's AI Strategy Just Might Work — With Grace Shao
- Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
- Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- 2 more episodes that year, every mention in 2025 →
2024 10 mentions in 4 episodes 3 per episode
- Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- Peter Diamandis — Embracing AI, Befriending Elon, And Living Forever
- every mention in 2024, scene by scene →
2023 5 mentions in 2 episodes 3 per episode
2022 1 mention in 1 episode
Everything said about Asia, oldest first
Dec 14, 2023 bullish
Gelsinger: Global chip production will reach 50/50 East-West balance by 2030
“By the end of the decade, so, you know, seven, eight years, I think we can get close to fifty-fifty by the end of the decade, and if we accomplish that, right, over a seven or eight year period, I think the world is going to sleep much better at night”