E2251 - Artificial General Intelligence & Fusion Energy - December 21, 2022
What will power AGI and the next wave of compute? Who will build it?
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Supplemental Data
0. The Memo
1. SuperCompounders
2. Macro
3. Energy
4. Tech
Cloud Multiples - Check out the most recent edition of Clouded Judgement for the latest SaaS multiples.
Semiconductors
Semiconductor Industry Association Global Billings Report
Bureau of Economic Analysis Semiconductor Import / Export
Cryptocurrency
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