Dan Nathan and Jeff Richards) of GGV Capital to discuss the AI hype cycle) (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann) of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00).
China’s ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year)
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