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Dec 2024
22m 54s

Episode 244: Robotics Long-Term Investme...

Nicholas Rossolillo; Kasey Rossolillo
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Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook
Onsemi shifted its acquisition of Synaptics to a $5.7B all-cash transaction following competing bid pressure. While markets initially cheered the move, the added balance sheet debt and pushed-out financial targets complicate the near-term recovery path for ON Semiconductor stock. ... Show More
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Will Humanoid Robots Really Be in Every Home? (with Ankur Saxena)
Will we actually see humanoid robots in every home? While viral demos grab headlines, the real investing story in physical AI comes down to unglamorous physical bottlenecks.In this episode, we sit down with Ankur Saxena of TDK Ventures (formerly Cisco Ventures) to break down what ... Show More
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Are AI Data Centers a Bubble? Navigating the Neo-Cloud Boom
Hundreds of billions are pouring into GPU-based AI data centers. We break down who the real structural winners are — and who's just riding peak hype.The hyperscalers (Amazon, Microsoft, Alphabet, Meta) keep investing heavily in fundamental compute infrastructure. But a new wave o ... Show More
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