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
Um, but I think that's like, that's, that's easy stuff.
I think a lot of what I use, like fable and just the most frontier models are just like,
Expressing how to best express investor or like intuition or sentiment.
We're talking about choke points.
You know, one thing I've been thinking a little bit more about is just like tungsten.
So it's a heavy metal.
I guess traditionally it's been used in like armor because like one of the most densest metals, high melting point.
But it's actually very interesting.
A lot of the high-end semiconductors, like all these GPU chips, they melt.
There's thermal risk if you're just running these super, super high.
So of course, people talk a lot about copper.
But you need tungsten nodes to actually not melt these high-end chips.
So it's pretty interesting to see that China has the highest purity concentrate of tungsten.
They're trying to shut down exports of that because they know that's a choke point.
And then, OK, we might need this for more memory, more DRAM, more GPUs.
And then it's also very interesting that if you're thinking about like fission reactors or fusion reactors, again, super high temperature to like make fusion work.
A lot of that stuff is also tungsten based.
So if you just imagine like five years out of fusion really happens, maybe we just need a lot more tungsten in the world.
Right.
Yes.
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