Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead

Prof G Markets

Vox Media Podcast Network

Entrepreneurship, Investing, Business

4.6 • 722 Ratings

🗓️ 24 October 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and shares different investment opportunities in and around the semiconductor industry. Check out Prof G Markets in Spanish and Portuguese on Youtube. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Last year, Amazon was the world's largest corporate buyer of renewable energy.
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0:37.0	If you think talking about finances in general is hard, try talking to your parents about money. What you don't want to do is like, do you have any money, what's going on?
0:41.3	You don't want to come at them in a more adversarial way.
0:45.3	Or, as I said, you don't want to come out like you're now the parent.
0:49.3	What to do about the ups and downs of your 401K?
0:52.3	If you, or someone you care about, plans to retire soon,
0:56.5	that's on the next explain it to me.
0:58.5	New episodes every Sunday morning.
1:04.0	Today's number 47 million.
1:06.2	That's how many American adults visited a haunted house last year.
1:09.4	I used to go, True Story Ed.
1:13.1	For Halloween, as a gifted gifted kid and they'd say,
1:16.7	what are you supposed to be? And I'd say, I was supposed to be a lot of things. I like that.
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	...

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