Eric McDaniel
speaker
1,523 appearances
119 recordings
4 series
first heard Mar 2026
last heard 4d ago
Eric McDaniel’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 — 119 in all, peaking in Jun 2026 with 38.
Appearances
You want to put some stuff in the back.
You want it to go fast.
You want it to go fast.
Or a Mercedes station wagon, right?
The AMG station wagon, right?
So that's the NVIDIA play, right?
Is that I'm the best, I'm expensive, but I can do everything you wanted me to do.
And ASICs and TPUs, et cetera, they're very, they're like, I'm getting a motorcycle, I'm getting a Skoda.
I think on one of my last op-eds in the show, I told Dale that was going to happen, that China was going to basically reverse ban.
Okay.
And that's why I wasn't really that concerned about the initial kind of Biden.
Yeah, because that wasn't actually the goal.
Yeah.
Again, like y'all both know my disposition is I love this country and I'm happy my family came here, but there's a kind of underappreciation about how actually Chinese people think and what their goals are as society.
So the, I agree with Gavin's kind of, you know, listen to him on all in this other podcast, like.
Yeah, it's very aligned with our thesis about global compute.
The one thing that I would add as a caveat, the question is, does it matter?
And that's what we don't really know, is that if we're in the market as customers, and I think probably all three of us has at least some German car, then other models of German cars are very interesting to us.
But if China doesn't care because it buys Toyotas, it buys Volkswagens, it buys whatever, like lower-end stuff,
It's just a different way of understanding the preference theory of another country.
Showing 1021–1040 of 1,523 · page 52 of 77
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