Chris Camillo
speaker
886 appearances
1 recordings
1 series
first heard Jun 2026
last heard 29 Jun
Chris Camillo’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 — 1 in all, peaking in Jun 2026 with 1.
Appearances
Go to the source.
Don't read articles and people's opinions about what this crap can or can't do.
Go to the people that are actually doing stuff with it or not and determine what it can do.
I've done that and I've come to the conclusion that, yes, this is as real as real gets and we don't ever need to have, quote, AGI or whatever.
It's completely irrelevant to me.
If AGI literally never happens, it won't matter to me.
This will still be the biggest thing we've ever experienced and I think the biggest investment opportunity ever.
And I think it's just astonishing how big the opportunity is.
One of my favorite trades that I made recently on the space was a company called –
Oh, my God.
It's out of Ragaku.
Oh, the one with the... Yeah.
Yeah, in Japan.
And it was just a random company in Japan that was like a health tech company that had these machines that they repurpose to basically do 3D imaging of AI chips and memory chips so that they could identify if there were any circuitry breaks in them.
And so, you know, if you put...
The AI chips are getting so dense and high right now that once you put them in a data center, if it goes down because there's one little error in it, it takes the whole rack down.
That could cost you $2 million that week in downtime.
So all these hyperscalers and chip manufacturers, everybody's getting every chip scanned, like 3D scanned before it gets delivered and installed.
And this is like one of only two companies in the world that makes that.
But no one even knew that they made the machine because they weren't a tech company.
Showing 561–580 of 886 · page 29 of 45
← Previous
Next →