James Altucher

Nvidia chips will be just good enough, but it's growing so fast now. I would, I'm still bullish on Nvidia, but not for the super long run.

Yeah, but A, there's going to be lots of chips that are going to be good enough. Just like the phone is good enough for me to talk on now and use apps and watch videos and so on. There's going to be other chips out there. And companies won't need a million NVIDIA chips to make the best AI. Maybe they'll need a thousand chips and eventually just one chip.

Yeah, but A, there's going to be lots of chips that are going to be good enough. Just like the phone is good enough for me to talk on now and use apps and watch videos and so on. There's going to be other chips out there. And companies won't need a million NVIDIA chips to make the best AI. Maybe they'll need a thousand chips and eventually just one chip.

Yeah, but A, there's going to be lots of chips that are going to be good enough. Just like the phone is good enough for me to talk on now and use apps and watch videos and so on. There's going to be other chips out there. And companies won't need a million NVIDIA chips to make the best AI. Maybe they'll need a thousand chips and eventually just one chip.

So chip companies eventually fall prey to, there won't be an upgrade cycle anymore.

So chip companies eventually fall prey to, there won't be an upgrade cycle anymore.

So chip companies eventually fall prey to, there won't be an upgrade cycle anymore.

Yeah, nuclear I'm very bullish on.

Yeah, nuclear I'm very bullish on.

Yeah, nuclear I'm very bullish on.

Long term and for energy, obviously. So I'm very bullish on it. Because look, a lot of Europe is powered by nuclear. Hardly, I don't think, I don't know of any part of the U.S. powered by nuclear. I mean, there's probably some parts, but eventually we're going to have to switch to something like nuclear. And Microsoft is paying to open up Three Mile Island, like the only place in the U.S.

Long term and for energy, obviously. So I'm very bullish on it. Because look, a lot of Europe is powered by nuclear. Hardly, I don't think, I don't know of any part of the U.S. powered by nuclear. I mean, there's probably some parts, but eventually we're going to have to switch to something like nuclear. And Microsoft is paying to open up Three Mile Island, like the only place in the U.S.

Long term and for energy, obviously. So I'm very bullish on it. Because look, a lot of Europe is powered by nuclear. Hardly, I don't think, I don't know of any part of the U.S. powered by nuclear. I mean, there's probably some parts, but eventually we're going to have to switch to something like nuclear. And Microsoft is paying to open up Three Mile Island, like the only place in the U.S.

where there was a nuclear disaster. That's how much the demand for a nuclear is starting to come right now because of AI.

where there was a nuclear disaster. That's how much the demand for a nuclear is starting to come right now because of AI.

where there was a nuclear disaster. That's how much the demand for a nuclear is starting to come right now because of AI.

SMR, they make these small modular reactors. So like smaller nuclear reactors.

SMR, they make these small modular reactors. So like smaller nuclear reactors.

SMR, they make these small modular reactors. So like smaller nuclear reactors.

Let's argue about physics on this podcast. We'll go into quantum physics after that.