41:I[185,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"SendEmailButton"] 43:I[63625,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"AddToLibraryButton"] 44:I[29721,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"ShareButton"] 45:I[58016,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"ProcessEpisodeButton"] 46:I[45269,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"SignupCTA"] 3b:["$","div",null,{"className":"flex flex-wrap items-center gap-x-4 gap-y-1 font-mono text-[12px] uppercase tracking-[0.1em] text-[color:var(--fg-3)]","children":[["$","time",null,{"dateTime":"2026-02-22T14:00:00.000Z","children":"February 22, 2026"}],["$","span",null,{"aria-hidden":true,"children":"·"}],["$","span",null,{"children":"00:09:39"}],false]}] 42:T4af,In this episode, we explore how Japanese toilet company Toto is becoming a key player in the AI component manufacturing space. We discuss how their advanced ceramic division, known for producing essential semiconductor manufacturing components, has led to a significant increase in their stock value and attracted activist investors.

Chapters
00:00 Toto: Unexpected AI Beneficiary
01:57 Toto's Role in Semiconductor Manufacturing
08:11 Investor Reaction and Market Dynamics
11:51 Broader AI Industry Impact

Links

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