Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)

Doug is back this week!
Timestamps:
00:00 Market Update
07:02 Comparing to Past Bubbles in Taiwan and Korea
10:08 Memory Prices, LTAs, and Market Cycles
18:11 Future Demand for AI and Model Usage
37:40 Scaling Laws and Supply Constraints
44:45 Financial and Capital Constraints in Tech Expansion
50:57 Geopolitical Risks, Policy Impact, Long Term Outlook