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New podcast episode: @dylan522p's hot takes on NVIDIA, OpenAI, Intel, Meta, Apple, and more.
(1:11) Reactions to GPT-5
(7:34) The Economics of AI
(12:30) Advice for Sam Altman
(14:18) NVIDIA’s Growth
(21:27) Threats to NVIDIA
(26:09) The Silicon Startup Boom
(45:28) Data Centers
(57:56) Advice for Tech Giants
(1:08:17) AI Policy & Export Controls
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