In this episode, Michelle examines AI's role as a catalyst for a new industrial revolution, setting the stage for transformative changes. The episode kicks off with headlines on the semiconductor market and Google's AI model, Gemini. Michelle discusses Ibiden's expansion and its implications for AI solutions, as well as Tokyo Electron's recent AI advancements and investments. The future of a multi-modal AI landscape is explored, offering insights into evolving AI capabilities. A deep dive into Google's Gemini model reveals its potential impact on the industry. The episode concludes with reflections on the ongoing evolution of the AI industry, highlighting its potential to reshape various sectors.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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