Samo Burja joins MTS to discuss global fertility trends, advances in AI hardware like Cerebras, and which institutions are prepared for technological transformation.--https://x.com/SamoBurja--

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Timestamps:

(00:00) Introduction (00:20) History of Bismarck Analysis (03:31) Global Fertility Rate Trends (06:18) The Plausibility of Zero Fertility (11:04) The Shifting Semiconductor Landscape (20:16) Utility of Frontier AI Models (23:18) Institutional Preparation for Technological Shifts (26:38) Final Unpriced Macro Alpha Opportunities

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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.

Samo Burja on NVIDIA, The Catholic Church, and AI | 🟡🔴🔵 MTS Live

MTS

Samo Burja on NVIDIA, The Catholic Church, and AI | 🟡🔴🔵 MTS Live