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LP Uncovered · Kai Chen, OceanIQ Capital

Hardware Wins While Software Bleeds

“The monies are being made by the hardware makers... that also trickled down to hardware startups.”

Transcript

the third way would be if you look at the public companies, the monies are being made by the hardware makers. And, you know, whether it's the GPUs, whether it's the networking equipment,

pretty much all hardware sectors or memories, you know, are just making a killing. And that also trickled down to hardware startups. So startups that enable these kind of AI data centers to be,

you know, more efficient, less, you know, power consumption, etc. would be very attractive to investors. Yeah, definitely. And you have a unique perspective on hardware being very

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