Patrick O'Shaughnessy
speaker
16,865 appearances
112 recordings
1 series
first heard Sep 2024
last heard 6d ago
Patrick O'Shaughnessy’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 46 in all, peaking in Jun 2026 with 5.
Appearances
Yeah.
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There's a
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programming.
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One of the things you hear is that the market for the best chips, Blackwell's let's say, is like a drug market or something right now.
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There's all sorts of fascinating things happening to get as many of them as possible because everyone's so short.
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I would be to react to that analogy.
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Is that what it feels like?
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Then also to talk about what the market is like for like not the bleeding edge chips.
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If I am willing to accept a slightly or moderately inferior chip, what's that market like?
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Let us into that world.
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NVIDIA
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And so it's fundamentally an arbitrage for you.
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Like if you can be much better at eking out performance from chips that have received less attention, you can then resell that at a margin and it can be a great business.
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Exactly.
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And I think that it's not the
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Just as an interlude, before we get to hardware, data centers, energy, et cetera, which will be a really fun part of the conversation, I'd love you to talk about your perception of
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the investor classes worry.
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Like you look at memory stocks, or my current favorite is you look at the chart that plots the percent of the S&P 500 that's semiconductors.
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Historically, it was like 2%, 3%, 4%.
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Now it's 19%, 20%, 21%.
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Showing 961–980 of 16,865 · page 49 of 844
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