Appears On
Episode Appearances
Bloomberg Tech · Jul 16, 2026
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
“Reported on TSMC's $265B U.S. investment commitment and geopolitical drivers behind semiconductor reshoring”
TSMC U.S. Manufacturing ExpansionSemiconductor Capital Expenditure CyclesAI Chip Demand and Supply Chain
View AnalysisBloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“Reported from DC on Trump-Xi summit tech delegation; explained NVIDIA chip access dynamics and AI policy discussions”
U.S.-China AI Chip Export PolicyNVIDIA H200 Chip Access and Chinese Market RestrictionsAnthropic Funding Round and Valuation Dynamics
View AnalysisBloomberg Tech · Apr 23, 2026
Tesla Plans Additional $25 Billion in Spending
“Reported on SpaceX's expanded role in Pentagon's Golden Dome missile defense system and Cursor AI acquisition”
Tesla Capital Expenditure Strategy and AI InvestmentSemiconductor Manufacturing and Vertical IntegrationAutonomous Vehicle Deployment and Regulation
View Analysis