Samo Burja on NVIDIA, The Catholic Church, and AI | 🟡🔴🔵 MTS Live

Samo Burja joins MTS to discuss global fertility trends, advances in AI hardware like Cerebras, and which institutions are prepared for technological transformation.--https://x.com/SamoBurja--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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 (00:20) History of Bismarck Analysis (03:31) Global Fertility Rate Trends (06:18) The Plausibility of Zero Fertility (11:04) The Shifting Semiconductor Landscape (20:16) Utility of Frontier AI Models (23:18) Institutional Preparation for Technological Shifts (26:38) Final Unpriced Macro Alpha Opportunities --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.