Episode Details
| Title | Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down |
|---|---|
| Date | 5/2/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AI_INFRA - Significant growth potential in AI infrastructure, particularly in data centers, due to rapid advancements in AI chip technology and increasing power requirements.
- “The chips are getting better at, I don't know, three to four x a year. We've gone from, you know, the h 100 to the h 200. Now we're on the GB 200. We'll be at GB 3 Hundred soon.” - David (20:23)
- “You're going from hundred megawatt data centers to 300 megawatts to we're just starting to now see the first gigawatt power data centers.” - David (21:29)
- 🟢 $UBER - 🔒
- 🟢 $ANTHROPIC - 🔒
- 🟢 $AI - 🔒
- 🟢 $MANU - 🔒
Bearish:
- 🔻 $CHINA - 🔒