Moonshots with Peter Diamandis · Aug 29, 06:13 PM UTC

NVIDIA's $96.2B Quarter, China's 200,000 Fake Accounts, & OpenAI's New Chip | EP #284

xyz:AAPLDO NOTHINGLOW confidenceUpdated Aug 29, 06:22 PM UTC

Historical operation · Retained

“and another third roughly goes to Apple”

Quoted source · 07:18–01:37:16 · 50 source segments

[1] 07:18–07:21
[2] 07:19–07:23
[3] 07:21–07:25
[4] 07:23–07:25
[5] 07:25–07:26
[6] 07:25–07:28
[7] 07:26–07:29
[8] 07:28–07:31
[9] 07:29–07:34
[10] 07:31–07:35
[11] 07:34–07:38
[12] 07:35–07:39
[13] 07:38–07:41
[14] 07:39–07:44
[15] 07:41–07:46
[16] 07:44–07:49
[17] 07:46–07:50
[18] 07:49–07:53
[19] 07:50–07:54
[20] 07:53–07:56
[21] 07:54–07:58
[22] 07:56–08:00
[23] 07:58–08:03
[24] 08:00–08:05
[25] 08:03–08:07
[26] 01:36:10–01:36:13
[27] 01:36:11–01:36:15
[28] 01:36:13–01:36:17
[29] 01:36:15–01:36:21
[30] 01:36:17–01:36:23
[31] 01:36:21–01:36:27
[32] 01:36:23–01:36:29
[33] 01:36:27–01:36:31
[34] 01:36:29–01:36:34
[35] 01:36:31–01:36:36
[36] 01:36:34–01:36:40
[37] 01:36:36–01:36:43
[38] 01:36:40–01:36:45
[39] 01:36:43–01:36:48
[40] 01:36:45–01:36:51
[41] 01:36:48–01:36:53
[42] 01:36:51–01:36:56
[43] 01:36:53–01:36:59
[44] 01:36:56–01:37:02
[45] 01:36:59–01:37:04
[46] 01:37:02–01:37:06
[47] 01:37:04–01:37:09
[48] 01:37:06–01:37:11
[49] 01:37:09–01:37:14
[50] 01:37:11–01:37:16

Model assessment

The transcript contains commentary about Apple's relationship with TSMC and its past AI hardware efforts, but no material positive or negative catalyst for Apple's fundamentals is provided.

50 exact transcript citations

NVIDIA's $96.2B Quarter, China's 200,000 Fake Accounts, & OpenAI's New Chip | EP #284

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