Bullish:

• 🟢 $TEE - Trusted Execution Environments (TEEs) are seen as a promising technology for secure computing, particularly in AI and cryptography. There's growing recognition of their potential, especially when combined with other technologies like multiparty computation.
  • “To me, the ideal to build towards is in the future, we will have multiparty computation nodes doing the decryption stuff for step for FHE, and these nodes will to prevent that collision risk, you know, there will be an MPC of them doing the decryption, but they will run-in trusted hardware that prevent those nodes from colluding or doing decryption on anything that they shouldn't.” - Andrew (39:00)
  • “I started to realize that the responses weren't that defensible. They were leaving open too many easy, you know, answers to counter them. And a large part of this, maybe we talk about it a moment is like, you know, software mitigations that aren't, it's not entirely what you're just given this world of TEEs and, you know, you're completely at their whim.” - Andrew (42:00)
• 🟢 $AICOMPUTE - 🔒

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• 🟢 $NVDA - 🔒

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