Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
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Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
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About this listen
The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion delves into game theory as a framework for understanding potential future scenarios in the tech industry. They also discuss key neocloud earnings and engage in a conversation on if these companies are REITs or neoclouds.
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