chips

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 20, 2026 by Dave Morin · across every show →

Everything said about chips, oldest first

Mar 20, 2026 bullish

Assertion Not checkable as stated

Dave Morin: Nvidia faces one trillion dollars in chip demand over next year

“The sheer level of, I mean, one trillion dollars of demand for their chips over the next year.”

Dave Morin Mar 20, 2026 ▶ 16:06 Nvidia’s GTC Was “Taylor Swift for Straight Men” (Apple, OpenAI, and OpenClaw News) · More or Less Podcast

Jul 31, 2026 bullish

Assertion Not checkable as stated

Morin: AI Hardware Supply Chain Is Operating at Complete Capacity

“Everyone is compute constrained and everyone You know, at every manufacturer is trying to develop, manufacture chips, RAM, the entire supply chain is operating at, you know, complete capacity to fill the demand.”

Dave Morin Jul 31, 2026 ▶ 34:04 The Lilian Weng Saga, Mental Health Essay Then OpenAI | Meta's AI Ad, China Cracks DUV

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chips

Everything said about chips, oldest first

Turn any episode into a week of clips.