Episode Mentions
Rich Habits Podcast · Jul 27, 2026
180: Is The AI Bubble Popping? w/ Charles Payne (Fox Business)
“Emerging AI inference optimization company positioned to benefit from shift from training to inference workloads”
AI Bubble vs. Dot-Com Bubble ComparisonMemory and DRAM Semiconductor ValuationsMagnificent Seven Stock Underperformance
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Morning Brew Daily · May 13, 2026
Inflation Hits 3-Year High & Harvard Cracks Down on A Grades
“Chip manufacturer in Sam Altman's portfolio that does business with OpenAI and is preparing for IPO.”
Inflation and Consumer Price IndexCore Inflation vs. Headline InflationWage Growth vs. Inflation Erosion
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The Information's TITV · May 8, 2026
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
“Mentioned as compute vendor that OpenAI negotiates with for infrastructure.”
Custom AI Chip Development and FinancingVendor Financing Agreements and TSMC Capacity AllocationMicrosoft Copilot Strategy and Feature Rollback
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