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chips

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Mar 25, 2026 by John Coogan · said 10 times in 1 episodes since 2026 · across every show →

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brought up most by Jordi Hays (10)

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2026 10 mentions in 1 episode

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Everything said about chips, oldest first

Mar 25, 2026 neutral
Prediction Not checkable as stated
Coogan: AI labs will shift compute from consumer video to enterprise
“And so I think you're gonna see The chips be moved around inside of all the labs to like compute will find the most optimal output. Like the tokens of the most value will always be the ones that it flow that the compute flows to and endless random generations …”
John Coogan Mar 25, 2026 ▶ 19:31 Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN
Apr 27, 2026
Insight
Physical chips, not model weights, are the refined uranium of AI
“Maybe the chips are the refined uranium more than the actual weights, and the weights are merely one piece of the puzzle.”
Jordi Hays Apr 27, 2026 ▶ 17:54 China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
Jun 15, 2026 bearish
Opinion
Baker: China's Domestic AI Chips Cannot Compete With Leading American Hardware
“You know, they have this crazy belief that, oh, you know, our own internal chips are good enough. They're not.”
Gavin Baker Jun 15, 2026 ▶ 24:04 Gavin Baker: SpaceX Might Be the Greatest Company of All Time
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