Niccolo De Masi

speaker

90 appearances 2 recordings 1 series first heard Nov 2025 last heard 7 May

Niccolo De Masi’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Big Tech’s AI Debt Is Raising Investors’ Eyebrows · 24 Nov 2025 podcast

And Jensen Wang is very much at the center.

He has been arguing that, look, if we want to compete with China globally in the race for artificial intelligence dominance, we need to be able to compete inside China, too.

And that means we will have to sell some of our technology in the Chinese market, which happens to be the world's largest market for semiconductors right now.

Now, that is an argument that has won some favor inside the administration.

And you heard during the interview this morning between our colleagues Lisa Abramowitz and Donnie Berger and the Commerce Secretary Howard Lutnick, the secretary articulated that himself, that there is a tension and a debate.

There are others who are more hawkish on the national security side, though, Carol, who view granting China any sort of access to this sophisticated technology simply paves the way for creating more risk for the U.S.,

It would grant Beijing's authorities, including the military and intelligence apparatus, access to more sophisticated technology and artificial intelligence than they currently have right now.

And it could allow for more surveillance and other uses in advanced weaponry that the U.S.

would just as soon not see happen.

Well, it's a match made in heaven because, to your point, momentum.

So things that are trendy are where we've seen SPACs flock to.

Think back to SPAC 1.0 or 2.0, depending how long you've been following the industry.

EVs, we saw Nikola Go Public.

We saw DraftKings when sports betting was starting to pick up steam.

So as we see the transition, as we saw a rush of companies, whether it was reverse mergers over the summer, creating digital asset treasuries, or now SPACs, it really is kind of latching onto the latest theme.

And then we've seen that

parlay or turn into quantum, just given that the majority of companies that are already publicly listed were quantum de-SPACs back in 2020 and 2021.

Well, they're hurting.

Really, when you look at the whole pitch of DATS over the summer was,

we can trade it a premium to the actual cryptocurrencies we're holding and we'll continue to sell shares or convertible debt to fund that well those premiums are evaporating a number of these companies are trading below that net asset value so the big question is if the whole market is propped up by companies selling shares or converts to buy cryptocurrencies well when we enter a bear market what happens next and we're seeing a lot of this kind of falling down quite a bit

Showing 61–80 of 90 · page 4 of 5