Steven Glinert and Mitch Nahmias join MTS to discuss Nvidia's position in the AI hardware stack, the shift from training to inference workloads, and China's development of a sovereign semiconductor ecosystem.

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Timestamps:

(00:00) The Paradox of Open-Source Weapons

(00:01:41) Where Sphere Semi Fits in the Stack

(00:07:30) Competing with the Nvidia Monopoly

(00:13:54) How to Break a Modern Rockefeller

(00:19:34) Disentangling the Inference Stack

(00:28:29) The Sovereign Chinese Training Stack

(00:38:46) Co-Optimization and Hardware Hardening

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

The Unbreakable Stranglehold | Steven Glinert and Mitch Nahmias

MTS

The Unbreakable Stranglehold | Steven Glinert and Mitch Nahmias