Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)

from SemiAnalysis Weekly · host Jordan Nanos, Doug O'Laughlin

Doug is back this week!Timestamps:00:00 Market Update07:02 Comparing to Past Bubbles in Taiwan and Korea10:08 Memory Prices, LTAs, and Market Cycles18:11 Future Demand for AI and Model Usage37:40 Scaling Laws and Supply Constraints44:45 Financial and Capital Constraints in Tech Expansion50:57 Geopolitical Risks, Policy Impact, Long Term Outlook

Episode metadata supplied by the publisher feed · Published Jul 29, 2026

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Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)

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