Episode Appearances
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“Attended Trump-Xi summit in Beijing; declined to discuss H200 chip details with reporters”
Cerebras IPO and AI chip market dynamicsHyperscaler infrastructure spending and capex forecastsNetworking and optical connectivity in AI infrastructure
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Breaking Points with Krystal and Saagar · May 13, 2026
5/13/26: GOP Midterm Bloodbath, Trump's Oligarch Trip To China, Prof Pape On China Advancing Rapidly
“Included on Trump's Air Force One delegation to China; subject of export control negotiations and potential deals”
2026 Midterm Elections - Generic Ballot PollingRepublican Party Collapse and Trump Coalition BreakdownDemocratic Primary 2028 - Left-Wing Candidate Surge
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Mad Money w/ Jim Cramer · May 5, 2026
Mad Money w/ Jim Cramer 5/5/26
“Referenced as one of few who predicted AI infrastructure revolution years ago”
AI Infrastructure Investment and Data Center EconomicsSemiconductor Supply Chain and Chip ManufacturingPower Generation and Utility Demand from Data Centers
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