Techstrong Gang - 11/17/2025

Alan Shimel, Camberley Bates, Garima Bajpai, Jack Poller, Guy Currier, and Mitch Ashley discuss how the technology sector has shifted from championing innovation and the common good to being driven by self-interest, rising valuations, and job cuts tied to artificial intelligence investments.

 

The gang then turns to the state of the GPU market, examining chip design trends, alternative processing units, and concerns about inflated valuations and limited manufacturing options as demand for AI accelerates.