Episode 144
Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
November 18, 202545m 38s
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Show Notes
The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion delves into game theory as a framework for understanding potential future scenarios in the tech industry. They also discuss key neocloud earnings and engage in a conversation on if these companies are REITs or neoclouds.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital