Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla 🏆💰📈🤖🚀

About this episode

The episode discusses the Trillion Dollar Club and the dynamics of major tech companies with guest MBI.

This is a massive one! Nearly two hours, but you know what they say: Too much of a good thing can be wonderful! My friend MBI (🇧🇩🇺🇸) and I sat down to do something that sounds simple but turned out to be a seminar. In 2018, Apple  became the first $1T company. Fast forward to now, and we’re living in the era of the Trillion Dollar Club , a small group of companies that collectively represent an almost comical amount of market cap (Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla). We went through all of them one by one and shared our honest thoughts, bouncing between the big picture and small details that may turn out to be crucial. If the market is a card game, we wanted to figure out which hands we like best. ♥️♦️♣️♠️ We touched on many interesting ideas that help better understand the forces at play for Big Tech these days. Early on, we dive into the “compute theory of everything.” MBI found this 1998 Hans Moravec paper with a sentence so good he repeats it to himself like a mantra on his daily walks! 🚶‍♂️( gotta get those 10k steps! 👣) Among many other things, we discuss: * Jensen’s “circular financing” strategy, and why it might actually be…

People in this episode

Host: Liberty

Guest: MBI

Topics covered

• Trillion Dollar Club
• Big Tech
• investing strategies
• market analysis
• compute theory
• circular financing
• analyst challenges

Keywords

• Nvidia
• Apple
• Google
• Microsoft
• Amazon
• Big Tech
• investing
• market cap
• compute theory
• circular financing

Mentioned in this episode

Organizations: Apple, Nvidia, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, Tesla

Books & works: Attention is All You Need, cat paper, Chinchilla

Places: East Coast, West Coast, Switzerland

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