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hardware

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 11, 2026 by Nikhil Kamath · across every show →

Everything said about hardware, oldest first

Mar 11, 2026 bullish
Prediction Not checkable as stated
Kamath: Owning hardware will become increasingly essential for AI companies
“I feel like for AI at some point it will become relevant that hardware comes pre-installed and with the software, which is AI first and to be in hardware for all of these AI companies will become increasingly relevant.”
Nikhil Kamath Mar 11, 2026 ▶ 12:26 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
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