Henry Blodgett

speaker

573 appearances 1 recordings 1 series first heard May 2025 last heard May 2025

Henry Blodgett’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years · 5 May 2025 podcast

Okay.

But that's reasonable based on Nvidia having monopoly power, being the only source of these chips, just selling an extraordinary.

Number of them over the last year or two or three.

And what happens if demand for those chips drop or China vaults past us in chips, suddenly we don't need them anymore?

There's a better way to make AI other than buying so many chips, then their earnings are going to crash.

And maybe Nvidia is actually trading at 200 times next year's earnings.

We don't know yet.

We just know in hindsight and so forth.

But to your point, that's exactly the way to look at it.

And

I would say stepping back from it.

We're still pretty early in terms of time in this wave.

We're only a couple of years in before it's really getting going.

And so, you know, maybe it's nineteen ninety-seven as opposed to late nineteen ninety-nine.

I don't know.

And that's one thing.

I mean, I I've one of the things I'm trying to figure out is okay, Nvidia's edge.

How long do they keep that?

And the reason the Deep Seek announcement was so unsettling, and by the way, NVIDIA stock.

Has crashed and not recovered since then, is that they seem to have figured out a way to produce similar quality technology without the chips.

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