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Bajarin, chip analyst and co-host of The Circuit, on why he gives the AI buildout more benefit of the doubt than earlier mega-cycles. In earlier booms, people first had to wire a house or buy a computer or phone; here the bottleneck is building enough compute and energy to serve billions of daily users.
Claude reads the transcripts of every podcast we follow and picks the lines that stand on their own. Every quote links to the episode and shows the transcript around it, so you can check it in context.