Nathan Benaich
speaker
623 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Nathan Benaich’s voice in public audio — every appearance, attributed to the second.
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Appearances
We try to be uh, you know, uh impartial about it and provide evidence where we got it right or got it wrong and on average it seems like we get roughly fifty fifty, so there you go.
Um
And so
Um yeah, I mean one of the major predictions I think we we got right like a few years ago uh was that when ARM and NVIDIA announced that they were gonna merge, we're like, this is not gonna happen for competition grounds.
Um and that eventually like came true about a year or so later.
Um we made like a similar prediction again.
last year I believe where we said that uh the CMA or the F or or the FTC or some other regulatory body would start investigating acquisitions and um and sort of like these massive pseudo majority investments between like Microsoft and OpenAI or Anthropic and
Um and Amazon.
That seems to be happening also.
Uh, we've been pretty bearish on like uh alternative chip companies for a long time, saying that, you know, there would either be like consolidation or failures or
um uh or acquisitions of some form that's sort of happened to some degree, but not to the extent that
We thought.
I thought it'd be much more of a bloodbath.
Yeah.
Yeah.
Yeah.
I mean a l uh sort of last minute slide I made just because it's been the best way of describing my feeling about alternative chip companies is is say, okay, how much how many billion dollars has been invested in like I'm a competitor to NVIDIA?
Over the last like few years and call it there's like seven companies.
Um
private companies and spend six billion invested in those businesses.
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