“you think about GLP-1s, which are going to go crazy when retatrutide, the third-generation GLP-1 drug from Eli Lilly, comes out”
GLP-1 wave intensifies as Lilly's third-gen retatrutide launches into a culture obsessed with health
“AI is almost the monster that can eat almost unlimited amount of memory, unlimited amount of storage…”
AI compute demand scales with no ceiling for years; the foundry every AI chip flows through compounds.
“We have huge, huge demand for the product, which is an Arm AGI CPU driven by I would say, you know, somewhat selfishly, it's a great product.”
Arm now sells its own AGI CPU at 2x performance per watt, with agentic AI driving demand past supply
“AI can not only order the bugs in terms of the high priority bugs, but in some cases can fix them.”
AI agents now auto-triage and fix chip-design bugs inside EDA tools; the incumbent selling those agents compounds.
“there's investment opportunities not just in the chip space, but in everything that surrounds it … everything that goes into it relative to how you maximize…”
Co-packaged optics is the binding AI interconnect bottleneck, and the vertical optics supplier captures the spend.
“robots as a service is probably more viable than buying fixed $100,000 robot— $100,000 robots … can you provide them at a cost where it can be a very…”
If robots are sold as a service, recurring-revenue robotics platforms re-rate while pure capex hardware sellers fade.
“a lot of people see the stock market as unfairly punishing … maybe their moat is something completely different than what people think it is”
Take-Two's moat is misunderstood; durable creative business undervalued vs AI-hype layoff narratives, GTA 6 lands Nov 19
“there was the TV era of boxing, then there was the pay-per-view era. And then I was like, now we're in the streaming era.”
Boxing's PPV era ended; Netflix owns the streaming era and converts marquee fights into subscribers.