FSD: Apple and China’s Moonshot
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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The Internet analyst, the lead Internet analyst at Goldman Sachs during the .com era, he was essentially a peer of Mary Meeker and Henry Blodgett who were at, Morgan Stanley and Merrill Lynch. So extremely extremely thoughtful individual. I always love having him on. We'll discuss quite a bit. We'll talk about Leopold, earnings from Microsoft, Anthropic Anthropic valuation, OpenAI valuation, physical AI, robotics, how much of that is hype versus reality, given the developments we've learned. Edge computing is more growth on cloud, is more growth on the edge. What about memory? New players ente
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