Public evidence record
Published podcast speaker
Claim ledger
6 transcript-backed records
01 / uncertainty
“Then you’ll have this insane margin that ASML and TSMC should have been charging. But the thing is, I don’t know if ASML and TSMC will ever agree to this.”
02 / uncertainty
“I think OpenAI’s statement, I don’t know if you’ve seen the five levels where it’s chat is level one, reasoning is level two, and then agents is level three.”
03 / uncertainty
“We don’t know what it is, just that they are not just issuing one chain of thought in sequence.”
04 / uncertainty
“What we see beyond that is more questionable and I'm not sure because I don't know.”
05 / uncertainty
“I don't know if we could tell because they could also just easily spawn like 10 other aluminum mills to make up for the production and be fine.”
06 / uncertainty
“I mean, I don't know if I, if I have a coherent thesis, but it's, it's sure fun to, it's Who, who think that like, I, I, I just have an intense hatred for RAG.”