StarZero All shows Try the podcast clipper →

chips

also referred to as: chip

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about chips, oldest first

Dec 9, 2025
Insight
Designing a high-quality semiconductor chip requires at least three generations
“And it also, it takes at least three generations to make a good chip.”
Gavin Baker Dec 9, 2025 ▶ 20:13 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
May 20, 2026 bearish
Assertion Not checkable as stated
Baker: AI profits accrue to infrastructure and models, not applications
“Today in that, in Jensen's five layer cake of AI. The profits. They're accruing to energy. They're accruing to data centers. They're accruing to chips. They're accruing to models. Not really accruing to the applications.”
Gavin Baker May 20, 2026 ▶ 52:53 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 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