In this episode of The Next Big Thing, Chris and Mobeen discuss investor interest in thematic topics, the performance of energy storage, the long-term case for batteries, regional variations in electric vehicle adoption, China's role in the energy transition, the battery value chain, and exciting developments in energy storage. The conversation covers topics such as long duration energy storage and the potential of hydrogen, NVIDIA's growth and market cap, the future of semiconductors and NVIDIA's position, the supply of chips and the semiconductor shortage, the uptake of large language models and generative AI across industries, and the concept of the Magnificent Seven and market gains.
(00:00) Introduction
(01:25) Investor Interest in Thematic Topics
(05:15) Long-Term Case for Batteries
(09:33) Regional Variations in Electric Vehicle Adoption
(14:14) China's Role in the Energy Transition
(22:04) Performance of Companies in the Battery Value Chain
(28:44) Exciting Developments in Energy Storage
(33:20) NVIDIA's Growth and Market Cap
(37:24) Supply of Chips and Semiconductor Shortage
(43:52) Large Language Models and AI Uptake Across Industries
(50:29) The Magnificent Seven and Market Gains
(55:25) State of Large Language Models and Generative AI
For EU Investors Only
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