Linked trade ideas span 4 sources.
Bullish: Broadcom captures massive economic value earning 50-55% gross margins on Google's $15 billion TPU production, though faces long-term risk if Google brings production in-house. Bearish: Tommy thinks Broadcom is getting too crowded.
“Google is paying Broadcom $15,000,000,000... At a certain point, it makes sense to bring a semiconductor program entirely in house.”
Invest Like the Best with Patrick O'Shaughnessy — Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
All-In with Chamath, Jason, Sacks & Friedberg
1 recent episodes
BG2Pod with Brad Gerstner and Bill Gurley
1 recent episodes
Forward Guidance
1 recent episodes
Invest Like the Best with Patrick O'Shaughnessy
1 recent episodes
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