Asa Fitch
speaker
119 appearances
5 recordings
3 series
first heard Mar 2024
last heard 16 Jun
Asa Fitch’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
In April, when they announced their earnings, they said that they had a major customer for their data center chips.
They have some ingredients that could really work well in the data center if they're all put together.
Will it be successful?
It's really hard to say because NVIDIA, of course, is the elephant in the room and it's really hard to displace that elephant.
But they're trying and they have a reasonable chance of success, especially if successful.
this whole AI boom thing continues to go the way it's been going and demand doesn't fall off.
So that's going to be a big fork in the road for them.
Which one of those goes first actually matters quite a bit.
The first to list kind of sets the tone of the market.
Investors have to get comfortable with it, get used to like what's the new business model that they're investing in.
And it can also be a really bad thing to go second if the first guy doesn't do too well.
There's a good reason for them to go fast.
Another really important one is simply that SpaceX is going to suck up a lot of capital.
That company, they want to be valued at $1.5 trillion.
The investors are going to put a lot of money into it.
And there's not infinite money to be invested in things.
Anthropic has very good relationships with Amazon, with others, with Google.
What is their paperwork going to say about those relationships and how tight they are and how important they are and how big of a customer those companies are, how concentrated things are, how circular things are?
These are some of the big fundamental questions about the AI boom.
And to the extent that these filings can kind of illustrate that, for me, that's going to be one of the most fascinating things.
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