Lyn Alden | Semiconductor Bottlenecks, Stablecoin Growth, Stagflation Risk Live on MTS

Lyn Alden joins MTS to discuss the semiconductor rally and where value accumulates in the AI buildout, the divergence between Bitcoin and software stocks, and the macro fallout from the Strait of Hormuz crisis.--https://x.com/LynAldenContact--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X |⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/MTSlive⁠⁠⁠⁠⁠⁠YouTube |⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@mtsituation⁠⁠⁠⁠⁠⁠Spotify |⁠⁠⁠⁠⁠ ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠⁠⁠⁠⁠⁠ Apple |⁠⁠⁠⁠⁠ ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠⁠⁠⁠ Substack |⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠--Brought to you by:Granola - The AI notepad. Try it once and never go back. https://granola.ai/mtsKong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comMerge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mtsAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comMacroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts--Timestamps:(00:00) Introduction (00:01) Analyzing the historic 18-day win streak in the semiconductor index (09:59) AI displacement of white-collar work and structural economic impacts (14:38) Hyperscaler CapEx arms race and the shift in return on invested capital (20:17) The intersection of AI agents, autonomous wallets, and stablecoins (27:50) Jevons Paradox in software: Assessing AI disruption and pricing power (33:31) Geopolitical risks: The Strait of Hormuz conflict and global oil prices (42:40) The K-shaped economy: Wealth concentration and disenfranchised sentiment (47:25) The Stall Guard Incident: Envisioning a semi-dystopian 2070s tech future--Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear