Adam Leventhal

But all of this culminates in chips being incredibly scarce, failures of batches, yield problems maybe not necessarily due to the fabs, but perhaps to the designs. But all of this leading to a real shortage, even more extreme to the point where Only, you know, the chosen few are able to get access to all of the chips that they're interested in.

And this impacts consumers, it impacts all kinds of devices and certainly impacts kind of the kinds of servers and devices that we're used to attaining.

And this impacts consumers, it impacts all kinds of devices and certainly impacts kind of the kinds of servers and devices that we're used to attaining.

Okay. For sure. Or a missile lobbed over or a shipment being destroyed. Yeah. Don't pin me down to the cause, but just that there is a chips crisis. I mean, it could be of our own creation. Could be we jack up tariffs on all this stuff without realizing that we're shooting ourselves in the foot.

Okay. For sure. Or a missile lobbed over or a shipment being destroyed. Yeah. Don't pin me down to the cause, but just that there is a chips crisis. I mean, it could be of our own creation. Could be we jack up tariffs on all this stuff without realizing that we're shooting ourselves in the foot.

We'll know when we see it. I mean, it's a crisis by its nature is not like a blip, right? The, the, the fuel shortage of the seventies wasn't, wasn't like a one week affair. I mean, I don't think so, you know, you'll know when you see it.

We'll know when we see it. I mean, it's a crisis by its nature is not like a blip, right? The, the, the fuel shortage of the seventies wasn't, wasn't like a one week affair. I mean, I don't think so, you know, you'll know when you see it.

No, no, no. We've got strong relationships with AMD, decreasingly with Intel, apparently. But no, we're going to be among the chosen few. We'll get the chips we need. Don't worry, Steve.

No, no, no. We've got strong relationships with AMD, decreasingly with Intel, apparently. But no, we're going to be among the chosen few. We'll get the chips we need. Don't worry, Steve.

In fact, it's going to help us. We're going to have a lot of wind in our sails because we're going to be one of the few places that people can get the modern architectures.

In fact, it's going to help us. We're going to have a lot of wind in our sails because we're going to be one of the few places that people can get the modern architectures.

i got pushed into the fox corner you're a long fox all right i mean it's gonna be a household name i feel like this is maybe an intervention but have you rented from fox in the past because i have several times and i feel like i'm still waiting in line like okay we are actually if this is going to turn like i will sit here and defend fox i've read it from fox like 40 times uh okay what do they call their affinity program

i got pushed into the fox corner you're a long fox all right i mean it's gonna be a household name i feel like this is maybe an intervention but have you rented from fox in the past because i have several times and i feel like i'm still waiting in line like okay we are actually if this is going to turn like i will sit here and defend fox i've read it from fox like 40 times uh okay what do they call their affinity program

So Brian, I think it's a great prediction and obviously like terrible tragedies with the Cybertruck. And I mean, I think that that also predicts some really entertaining falling out between Musk and the Trump administration. So I love this prediction.

So Brian, I think it's a great prediction and obviously like terrible tragedies with the Cybertruck. And I mean, I think that that also predicts some really entertaining falling out between Musk and the Trump administration. So I love this prediction.

That's a great one.

That's a great one.

So would you, pay for this either with money or with listening to ads? Yeah. Okay.

So would you, pay for this either with money or with listening to ads? Yeah. Okay.

That's right. And maybe not even, you don't want the full episode or whatever, but you want something that leads you in, something that gives you the parts that you're interested in or whatever. And obviously you can look for more, but something that's helping to curate that.