Revelare will host a call with the founder of Irrational Analysis. Irrational Analysis is an Engineering-Driven Investment Analysis newsletter. During our conversation we will discuss Anthropic’s upcoming IPO, durability of the Memory supercycle, custom silicon vs. NVIDIA, interesting areas in SiC / GaN, AI bottlenecks and neoclouds, and AI infrastructure financing, among other topics.
If there are specific topics you’d like our speaker to address, please let us know.