#91: ChatGPT v Google, SpaceX and Autonomous Driving
Jun 06, 2025•26 min•Ep. 91
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Episode description
Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAutonomous Driving in San Francisco: Waymo vs. UberLidar vs. Vision Debate and Safety ImplicationsLidar Startup Failures and Industry FalloutSpaceX Starship Test Flight & 2026 Mars Launch WindowHumanoid Robots and Potential Economic ImpactAI Attention Economy & ChatGPT vs. Google SearchDeveloper Growth in Google’s EcosystemAWS CapEx Dynamics & Nvidia as Key Beneficiary
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