Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Episode 88: AI Accellerators, Startup graveya...

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EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave, the implications of heavy asset businesses, and the dynamics of AI and memory. Th ...  Show more

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

In this episode, Ben and Jay discuss the significant surge in capital expenditure (CapEx) among major tech companies, dubbed 'CapEx Palooza.' They explore investor sentiment and market reactions to these expenditures, the implications of backlogs and demand in the tech sector, an ...  Show more

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