"I mean, the amount of CapEx spending that we have in this country is just extraordinary. I mean, these numbers are staggering... that's fueling the data center buildout, that then is fueling the power buildout, that's creating jobs." - Steven Mnuchin [00:03:20]

"The more we opened up to China, the more they invested in the US, the more they…

"we're arguing that there's not enough wafer fab capacity power is no longer the biggest constraint and right now it's really not enough front end capacity" - Ivan [00:01:56]

"recently Nvidia overtook Apple as the largest TSMC customer in 2025" - Shravan [00:04:18]

"based on our…

"2026 will be a massive year for AI hardware no matter if GPUs, ASICs, or beyond, and I'm not sure we can still talk about an emerging industry." - SemiAnalysis Host [00:00:01]

"If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear." - SemiAnalysis Host…

"There's something that's particularly pernicious about learning from your mistakes in venture capital." - Marc Andreessen [00:02:53]

"I want the founder who leaves a founder-shaped hole in any brick wall he runs into... like a cartoon character." - Marc Andreessen [00:09:30]

"Life…

"We're 10 or 15% into the impacts of this and you can see it you can feel it..." - Eric Schmidt [00:02:51]

"The belief in San Francisco is this [super intelligence] occurs within two to three years." - Eric Schmidt [00:06:10]

"I kept asking my friends when does the asymptote arrive and when does the curve slow…

"We've got about 10% of the world coming to us now 90% left to go right there's so much more opportunity." - Nick Turley [00:00:33]

"The true measure of success is whether or not that we're helping you do that [achieve your goals]." - Nick Turley [00:03:22]

"Having an unlimited plan is like having an unlimited…

"AI is not the model it's the system it's the computer... models are essentially becoming just tools like file systems and connectors." - Aravind Srinivas [00:11:43]

"The amount of computing use in pre-training was like 90% of training 2, 3, 5 years ago but in the future the amount of training percentage in pre-training is probably going to be…

"If I could simplify it from innings I would say there's really like two big acts here that we've seen around AI and act one was just around you know is AI real is AI a big deal..." - Stephanie Aliaga [00:01:08]

"AI is increasingly zero sum one company's profit margin is another company's cost of goods sold and markets are trying to parse through all of that." -…

"This key word disruption it's like the perhaps the word for this next chapter of AI." - Stephanie Aliaga [00:03:11]

"The length of tasks that these AI models can autonomously complete has been doubling every seven months we're in this like exponential progress here." - Stephanie Aliaga…

"We have a lot of the world top universities you know the talent is clearly there... we just need to nurture it to give it the right space to build something." - Lorenzo [00:03:05]

"Deep tech is like almost at all-time high like just 4% from this peak and also growing 20% from last year... definitely there's some resilience and momentum in the deep tech…