▶ 6:54 · Memory & Storage · Structural memory supply deficit driven by AI inference demand and rising manufacturing complexity

episode briefing

OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/2026

2026-06-24 · 5 company · 6 thematic

sentiment

5 bull0 bear0 neu

speakers

david george

David George leads the growth investing team at Andreessen Horowitz, managing $22 billion across five funds; he focuses on late-stage venture investments in founder-led companies like SpaceX and articulates the thesis for late-stage venture as a distinct asset class.

andrew feldman

Leads Cerebras, a public company (CBRS) building wafer-scale AI inference chips; previously co-founded SeaMicro (acquired by AMD); describes $25B backlog and global data center buildout at unprecedented scale.

hock tan

celine

Celine manages an actively managed ETF focused on robotics and automation, with SK Hynix as a top holding; she specializes in AI infrastructure, memory chips, and the intersection of physical AI with compute demand.

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