Bubble Boi

Anonymous semiconductor-focused internet personality and market commentator known for posting about chip supply chains, packaging, memory, and AI infrastructure trades. Appears late in the episode to discuss semis and market views.

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Apr 28, 2026 • 2h 8min

In-Car Surveillance, Goblin-Mode, Jon Gray from Blackstone Joins | Colleen Aubrey, Anthony Liguori, Colin Zima, Alex Epstein, Shira Lazar, Anshul Gupta, Apurva Shrivastava, Bubble Boi

Jon Gray, Blackstone’s president, talks trillion-dollar investing, AI’s winners, and why power and data centers stand out. Colin Zima, Omni Analytics cofounder, gets into semantic layers and practical AI for business data. Alex Epstein, energy author, debates Hormuz and oil shocks. Shira Lazar, digital media entrepreneur, breaks down niche creators, clipping, and modern influence. Bubble Boi, semi market anon, dives into AI capex and chip packaging.

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