In today’s ABCD Roundup, we discuss the new chip export restrictions aimed at curbing China’s AI progress. Further, we analyze Ethereum’s scaling dilemma and how its Layer 2 roadmap could impact its core value and TSMC’s Q1 2025 performance.

We finish with a lightning round of rapid-fire questions. Don’t miss it!

 

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.