The Exchange cover image

Venezuela's Impact, Tech's Biggest Conference & Crypto Climbs 1/5/26

The Exchange

00:00

Infrastructure Winners and Competitive Risks

Sam Lesson discusses NVIDIA's dominance, TPU competition, and platform questions for OpenAI and Google.

Play episode from 24:50
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app