Geoff Woo
speaker
679 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Geoff Woo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And maybe that's true if you literally have 20 billion humanoids.
Yeah.
Like that's how capitalism is supposed to work.
Yeah.
No, I mean, I think Gavin and Rob for etched, I mean, I think,
I mean, I mean, their main target is NVIDIA inference, right?
Like, I think the memory trade will like they would also buy a shitload more memory, too.
Right.
So I think it's like I mean, I think that's an interesting question, like I which is also something I've been thinking about, like, do I rotate my attention towards more capex heavy companies?
Right.
I think, you know, I was born and raised in Silicon Valley in terms of my career.
So, like, I think we're very used to just be capex light, high margins.
Uber owns no cars.
And those are beautiful business models for a reason, right?
Like just print out cash.
But I think my current conclusion or a current like checkpoint of thought is
If software is just going to be a codex or a cloud code away and you're just kind of competing on prompts and then maybe you have a little bit better distribution, a little bit proprietary data, maybe we're just going to be in a paradigm.
You need to go into atoms.
You just need to do more capex stuff, which.
which I think are the most interesting companies will have a lot of capex, right?
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