On today’s episode, we are joined by our first ever anonymous guest, who goes by the name of Dylan. James came across him on Twitter and was inspired by his fresh and innovative insights on semiconductors. Dylan works in data science for a large company, but is interested in semiconductors and AI as a personal side project. Having been one of the most stagnant sectors, the semiconductor landscape has dramatically shifted and is now one of the most dynamic and vibrant sectors today. This appears clear as indicated by the meteoric rise of AI chip startups as well as autonomous car developments. Dylan, as an independent analyst, shares some of his background, what spurred his interest, and how his views are different from other analysts. He talks about the state of the chip market, such as current innovations, what the role of trade tensions are, mobile slowdowns and market saturation, to name a few. Then together with ARK analyst Tasha Keeney, he provides an overview of what is unfolding in the self-driving car space in relation to semiconductors, discussing topics such as what current competition there is in the market, anticipated levels of autonomy and whether claims around full autonomy could ever be realized. For this and many more semiconductor insights, join us today!
Key Points From This Episode:
- The reasons that independent analysts may be often better than traditional analysts.
- Which exciting things investors should be focused on.
- The projected power dynamics in the semiconductor sector.
- Why NVIDIA should be able to stay competitive.
- What the current market leaders’ prospects in the self-driving car sector will be.
- Some of the shortcomings with current chips in autonomous car development.
- Why claims of complete autonomy may never be realized.
- Some of the key differences among the competitors in the autonomous car market.
“The training market is beginning to get saturated.” — @dylan522p [0:12:27]
“The reason why I thought trucks would become autonomous first was that there is more money involved.” — @dylan522p [0:32:40]
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