Market Pulse | High-signal updates for investors and operators

01. The End of Moore's Law & The Dawn of TAU [00:00:01]

• The Traditional Paradigm: For over 50 years, the global semiconductor industry—led by giants like Intel, TSMC, and Nvidia—has lived by a single rule: make transistors smaller to build faster chips.
• The Physical and Financial Wall: The industry has hit a wall where transistors are so small that electrons…

[00:00:15] Podcast Introduction & Context

• Host: Kristen Hallum [00:00:15].
• Expert Guest: Yan Hang, Economist with the Pricing and Purchasing team at S&P Global Market Intelligence [00:00:23].
• Source: Excerpt from a March 12th client webinar, projecting the…

This video provides a deep dive into the rapid ascent of Chinese Artificial Intelligence (AI), specifically focusing on how companies like DeepSeek and ByteDance have managed to challenge Western dominance despite severe hardware restrictions.

1. The AlphaGo Catalyst & The "Sputnik Moment"

• The Origin Point: The shift in humanity's relationship with AI is traced back to March 10, 2016…