In this episode of Live Players, Samo Buja and Erik Torenberg discuss the pivotal role of hardware in the advancement of AI, the strategic importance of semiconductor manufacturing, and the intricate geopolitical dynamics between the US, China, and Taiwan. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess  —SPONSORS:☁️More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102  —LINKS:Bismarck Analysis: https://brief.bismarckanalysis.com/  —X / TWITTER:@samoburja@eriktorenberg@turpentinemedia—HIGHLIGHTS FROM THE EPISODE:• The thesis is that hardware is crucial to winning the AI race because capital accumulation leads to more data gathering, which has been happening since before AI through platforms like social media, sma...