#英伟达
#芯片
#播客
过去一周，听了两期季宇（知乎账号）做客聊英伟达、芯片的播客节目：
《英伟达的阳谋、破绽与野心| 对话行云创始人Mackler 季宇》
《如何成为下一个英伟达：与Mackler季宇聊AI芯片的突围之路》
BY codedump的电报频道
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
I have no inside knowledge of a potential stock listing of the popular anti-Whatsapp messaging app, Telegram. But I know this much, judging by most people I talk to, especially crypto investors, if Telegram ever went public, people would gobble it up. I know I would. I’m waiting for it. So is Sergei Sergienko, who claims he owns $800,000 of Telegram’s pre-initial coin offering (ICO) tokens. “If Telegram does a SPAC IPO, there would be demand for this issue. It would probably outstrip the interest we saw during the ICO. Why? Because as of right now Telegram looks like a liberal application that can accept anyone - right after WhatsApp and others have turn on the censorship,” he says.
telegram from ms