DHUnplugged #804: Circular Bio-Economy

DHUnplugged #804: Circular Bio-Economy

From DHUnplugged Podcast by Horowitz and Dvorak

May 27, 2026 · 1h 8m · Episode 804

About this episode

The episode discusses the current state of oil prices, consumer sentiment, and innovations in fertilizer, alongside insights into Nvidia's market strategies and SpaceX's prominence in discussions.

Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts ! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Drops - Still highest cost for Memorial Day in years - Consumer Sentiment Drops again - New Fertilizer coming - Kinda Soilent Green Concept - Everyone is talking about SpaceX Markets - Nothing Really Matters - Anyone can see - New HIGHS - Governments picking the winners again - CHIPS ! - Concentration NVDA - Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. - During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. - So, once again the PR machine is running…

People in this episode

Hosts: John C. Dvorak, Andrew Horowitz

Topics covered

  • Circular Bio-Economy
  • Oil Prices
  • Consumer Sentiment
  • SpaceX
  • Nvidia Market Forecast
  • Fertilizer Innovation

Keywords

  • oil prices
  • consumer sentiment
  • Nvidia
  • SpaceX
  • fertilizer
  • bio-economy
  • technology tensions

Mentioned in this episode

Organizations: Nvidia, SpaceX, U.S. government, China, Memorial Day

Products: H200 chips, Vera central processors

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