Part 14/16:
For investors, the consensus was that infrastructure—such as chips, data centers, and networking—remains the safest bet. Companies like Nvidia, despite their focus on infrastructure, are positioned to profit and grow from the AI boom. Meanwhile, application-layer winners like Apple, if they manage to innovate boldly, could realize outsized gains.
Concluding Thoughts: Innovation Requires Courage and Flexibility
The conversation closed with reflections on how many technological innovations came from unexpected accidents and serendipitous discoveries. Musk’s successes—like SuperGlue or SpaceX’s reusable rockets—highlight that a culture of flexibility and resilience can drive monumental progress.