Maya

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2026 by Rob Wachen · across every show →

Everything said about Maya, oldest first

Jun 30, 2026 neutral
Opinion
Wachen: In-House AI Chip Failure Is Not Existential for Hyperscalers or OpenAI
“Meta won't fail if MTIA fails, Microsoft won't fail if Maya fails, and OpenAI won't fail if Jalapeno fails.”
Rob Wachen Jun 30, 2026 ▶ 56:21 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
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