Alex (Ticker Symbol U)
AI Pod by Wes Roth and Dylan Curious | Artificial Intelligence News and Interviews With Experts
Wes Roth and Dylan Curious
5.0 • 2 Ratings
🗓️ 18 September 2025
⏱️ 117 minutes
🧾️ Download transcript
Summary
In this episode of Dylan and Wes Interview, we dive deep into the GPU era, TSMC’s irreplaceable role, Intel’s challenges, and how AI will reshape factories, jobs, and investing. Alex (Ticker Symbol: U) breaks down Nvidia’s CUDA moat, GPUs vs ASICs/TPUs, real robotics use-cases, and why chip supply lags AI demand. We also explore dark factories, local/privacy-first agents, sovereign wealth funds for the AI age, inflation vs tech deflation, and whether prediction markets plus RL will change finance. Guest insights, zero fluff.
Transcript
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| 0:00.0 | The number of new materials, the number of product prototypes, the number of patent filings |
| 0:04.8 | has actually skyrocketed since generative AI has come out. |
| 0:08.7 | No matter who owns Intel, it's a really tough business to invest in. |
| 0:14.3 | I can't imagine a world where our president is an AI, for example. |
| 0:17.8 | I can't imagine a world where the coach of a great baseball team is an |
| 0:22.0 | AI. The AI market is growing much faster than the amount of chips that are being produced. |
| 0:28.4 | When Open AI goes public, it'll be worth $16 trillion. You can't just pick up and move TSM |
| 0:34.1 | into the States. GPUs are going to run the world for a very long time. My name is Alex. I run a channel called Tickr-Symbal U that focuses on investing in innovation, specifically in AI, software and hardware. I was a rocket scientist for a long time before that. And yeah, I'm excited to talk about all things, investing, AI, and chips, semiconductors. |
| 0:55.2 | Thank you so much for being here. |
| 0:56.4 | It's such a joy. |
| 0:57.0 | I started watching your channel sometime in 2020. |
| 0:59.5 | Everybody got locked up at home. |
| 1:01.2 | And there was just a few channels I watched in kind of like the tech slash investing space. |
| 1:07.3 | Yours is one of them. |
| 1:08.2 | So it's amazing to meet you. |
| 1:10.7 | You know, one of the coolest things that I |
| 1:12.2 | saw is at some point you were sitting down with Jensen Huang, the founder and CEO of Nvidia, |
| 1:17.4 | which that must have been an absolute amazing experience. But yeah, yeah, I mean, a few people, |
| 1:22.6 | he seems like an amazing person. You want to just tell us a little bit about him? He's a legend at this |
| 1:27.1 | point. Sure, yeah. So first of all, he a little bit about him? He's a legend at this point. |
| 1:44.8 | Sure. Yeah. So first of all, he's super down to earth. He's very casual. You know, so he has a lot of, he has a big presence because he does these big keynotes all over the world all the time. And then like, you know, the stage kind of warps around him. And he's bringing on all sorts of hardware, robots, giant server giant server racks like so it's easy to think that he's larger than life but funny enough so i'm five seven |
| 1:50.6 | and jensen is like my height so when you like actually look at him he's actually like this small guy |
... |
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