
#101: Neoclouds, semiconductors and opportunities in healthcare and software
Jul 6, 2026 - 00:22:42
Radio and PodcastLive Radio & Podcasts
00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts. 02:00 This AI cycle feels fundamentally different after years of incremental updates. 04:00 Productivity leaps as AI moves from...