Musk’s Chip Bet & The Real AI Opportunity | Episode 71

from The Offline Network · host The Offline Network

Elon Musk just announced a $25B chip fab — a bold bet on owning the AI supply chain.In this episode, Natasha Malpani of Boundless Ventures shares a contrarian view: the real value in AI may not sit in models or compute, but in applications and tooling.A conversation on where the next wave of AI companies will be built.Join our WhatsApp community:https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_tFollow The Offline NetworkX → https://x.com/OfflineOnAir Instagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → https://www.theoffline.network

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This episode is 37 minutes long.

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This episode was published on March 23, 2026.

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