Samo Burja on NVIDIA, The Catholic Church, and AI | 🟡🔴🔵 MTS Live
Episode description
Samo Burja joins MTS to discuss global fertility trends, advances in AI hardware like Cerebras, and which institutions are prepared for technological transformation.--https://x.com/SamoBurja--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
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Timestamps:
(00:00) Introduction (00:20) History of Bismarck Analysis (03:31) Global Fertility Rate Trends (06:18) The Plausibility of Zero Fertility (11:04) The Shifting Semiconductor Landscape (20:16) Utility of Frontier AI Models (23:18) Institutional Preparation for Technological Shifts (26:38) Final Unpriced Macro Alpha Opportunities
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