Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.395]
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My guests today are Andrew Homan) and Chris Miller). Andrew has spent two decades at Maverick Capital and is a managing partner at Maverick Silicon, where he leads the firm’s technology investments. Chris is a professor at Tufts and the author of the New York Times best-selling book “Chip War,” which details the geopolitical battle to control the semiconductor industry. Together we get into a comprehensive discussion on the semiconductor ecosystem and the silicon backbone of our digital age. Andrew and Chris share insights on how venture capital is navigating this complex industry and what it means for the future of computing. We discuss the AI-driven revolution in chip demand, the geopolitics of semi-manufacturing, and the next wave of innovation beyond NVIDIA. Please enjoy my conversation with Andrew Homan and Chris Miller.

For the full show notes, transcript, and links to mentioned content, check out the episode page here.)

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Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:06:28) Intel's Historical Success and Current Challenges

(00:08:22) The Paradigm Shift in Technology

(00:11:44) AI and the Future of Semiconductors

(00:19:02) Political and Economic Considerations in Chip Manufacturing

(00:29:28) Investment Perspectives and Market Dynamics

(00:45:46) The Mobile Paradigm Shift: Apple vs. AT&T

(00:46:49) Corporate Strategies in the AI Transition

(00:48:02) NVIDIA's Dominance and Potential Vulnerabilities

(00:51:27) The Future of Edge AI

(00:57:02) Powering the Data Centers of Tomorrow

(00:59:42) The Semiconductor Startup Ecosystem

(01:05:08) The Role of Government and Global Dynamics

(01:07:28) Investment Strategies and Market Dynamics

(01:10:57) The Future of the Semiconductor Industry

(01:25:52) The Kindest Thing Anyone Has Ever Done For Chris And Andrew