All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin

In this episode of Yet Another Value Podcast, Andrew Walker interviews Doug O'Laughlin from SemiAnalysis about AI, corporate governance, and related investment opportunities. Doug shares his insights on the AI bubble, the potential of Google's TPU, and the deflationary impact of AI, while also touching on power constraints affecting data centers. The conversation shifts to corporate governance, where they discuss identifying signals in management compensation and potential investment opportunities, including Target Hospitality, highlighting the importance of aligning incentives with shareholder value.