Age of Information

Vasanth Thiruvadi & Faraz Abidi
  • 5.0 (17)
  • TECHNOLOGY

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  1. 12/16/2021

    Yellowbull - Nuclear Power, Research Methodology, Uranium ETFs, the EU

    Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more.  Mart’s Twitter: @Yellowbull11 Mart’s Newsletter: https://www.patreon.com/contrariancodex Vasanth’s Twitter: @NextVasanth Vasanth’s Newsletter: https://nextbite.substack.com/ Time stamps: 00:34 - Approach to researching companies 04:45 -Jurisdictional impact on investing  07:15 - Getting exposure to the Chinese market 10:24 - Seasonality/contracting 13:37 - EU Taxonomy  17:01 - Public sentiment in Europe 18:33 - Kazatomprom 22:25 - How do Uranium ETFs determine which mining companies need to be sold and which ones need to be bought? 24:54 - Interest rate yields 27:15 - Impact form retail traders 30:02 - Keys to writing a successful paid newsletter 32:15 - What’s a topic in this field that you feel isn’t discussed enough? 34:24 - Strongest bear case against Uranium  Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter Disclaimer: The contents in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

    37 min

  2. 11/23/2021

    A Nuclear Future with Uranium Insider

    Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space.  Justin’s Newsletter: https://www.uraniuminsider.com/  Justin’s Twitter: @uraniuminsider Vasanth’s Newsletter: https://nextbite.substack.com/ Vasanth’s Twitter: @NextVasanth Time stamps: 00:42 - What got Justin into Uranium. 02:51 - Are we in the middle of another squeeze? 04:48 - How transparent is supply? 08:18 - Sprott Physical Uranium Trust (SPUT) and their influence on the market 15:04 - Hedge Funds purchasing physical uranium 16:50 - CRDN and jurisdictional risk 19:31 - Nuclear provisions in the US infrastructure bill 20:54 - Social media and it’s role in the uranium markets 26:07 - What piece on the demand side is not being widely recognized? 29:13 - What will signal the top of the bull market? 31:41 - Is there seasonality? Is Justin a buyer right now? 35:18 - What is a topic in this filled that isn’t discussed enough or hasn’t gotten enough exposure? 38:31 - Can Thorium be a substitute to Nuclear? Intro Music: "Pain is the Essense" remix by @AdiSoundsGood on Twitter Art Hyde (Segra Capital) - https://www.segracapital.com/commentary/you-say-you-want-a-revolution Disclaimer: The contents presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

    40 min

  3. 08/31/2021

    Space 2.0: Printing Hearts In Microgravity

    York Zhang, a propulsion engineer at Blue Origin, joins us again for a deep cut on Space. We discuss some of the future innovations we can expect and other topics of relevance currently affecting the space industry.  Time Stamps: 00:54 - How many space companies can the market accommodate? 03:00 - Future market segmentation in space 04:31 - The disconnect between marketing and reality 08:09 - Varda 15:31 - Varda deep cut 16:08 - Will SpaceX derive significant revenue from delivering payloads for external parties? 17:28 - Minimum financing required in order to contract with SpaceX? 20:32 - Bidding for future payloads 21:24 - Regulation around satellites  23:24 - Can we expect cooperation between the US and China on future space innovation? 28:04 - Other players focused on space innovation 29:00 - Is SpaceX really going to put advertisements in the sky? 30:49 - How will space factor into the classic academic disciplines?  35:31 - Traditional media and space 41:31 - Blue Origin and HLS 44:28 - The Blue Origin Brand 46:18 - Incentive misalignment between management and employees 48:47 - Why did NASA go with SpaceX and not Blue Origin? 50:35 - Should we be skeptical of the promises being made by SpaceX? 53:36 - Did Bezos going to space help Blue Origin’s brand? 55:37 - How important is external validation for Blue Origin? Find Vasanth on Twitter - @NextVasanth Find Faraz on Twitter - @fzfromcupertino Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter Disclaimer: The content presented in this episode is for informational purposes only, you should not countersue any such information or other material as legal, tax, investment, financial or other advice.

    58 min

  4. 08/15/2021

    AWS Could Become A $1 Trillion Business

    Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years.  Show Notes: 01:12 - What is AWS? 03:40 - What did people do before AWS? 06:52 - How is AWS different compared to Microsoft/Google? 12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start? 16:23 - Google and Microsoft’s strategy for acquiring customers 20:36 - Market capitalization of the total cloud market 26:08 - How will the cloud business look in 2030/2035? 27:17 - Biggest constraint to AWS growth 29:34 - AWS is recession proof 33:44 - Future upstarts and disruption  42:24 - How to approach finance as a technologist? Find Durable Investments on Twitter -  @retaox Find Vasanth - @NextVasanth Find Faraz - @fzfromcupertino Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter Disclaimer: The content presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

    47 min

  5. 07/28/2021

    Semiconductors Are A Human Right

    Dr. Naveed Sherwani is a serial entrepreneur and technical leader in the world of semiconductors. As a professor at Western Michigan University, he wrote several books and hundreds of articles about chip design and manufacturing. He was the founder of Open Silicon, PeerNova, and was the CEO of SiFive. Currently he’s the Chairman of the Silicon Federation, which aims to democratize chip design. Dr. Sherwani’s Linkedin - https://www.linkedin.com/in/naveed-sherwani-2a789/ Timestamps: 2:11 - An explanation of the semiconductor shortage 5:37 - Roadmap of chip design to final product 9:25 - Semiconductors are a human right 11:41 - Semiconductors are the new oil 17:10 - How do we get semiconductors into the poorest countries? 20:08 - Silicon Federation (https://www.linkedin.com/company/siliconfederation/about/) 21:59 - How do you incentivize corporations to open source semiconductor technology? 24:49 - Will a new era of hardware lead to a Cambrian explosion in startups? 27:12 - The next two decades of chip development 30:25 - Getting young people excited about hardware 38:27 - Is China ahead of the US in artificial intelligence? 43:11 - To what extent is ML a hardware problem? 45:13 - Building a global education infrastructure  50:00 - How do you democratize education opportunities for the world? 53:19 - In your opinion, what is the best piece of software ever built?

    57 min

  6. 07/16/2021

    Information Asymmetry

    Jeff Moore is a real estate and stock market investor. We discuss information asymmetry in the capital markets and how to leverage them, the ongoing technological disruption and how it can dramatically improve small and medium sized businesses around the country, and the intangible things that prevent business owners from changing their operating behavior.  Twitter: @ragnarisapirate Blog: Ragnarisapirate.blogspot.com Timestamps 01:03 - Thrive ($THRY) 05:55 - Risk/benefits of investing in small cap stocks 08:45 - Information asymmetry and arbitrage 14:18 - Zero fee trading and liquidity in small caps 19:30 - Softwares for SMB’s 23:56 - What’s stopping SMB operators from adopting new technology? 26:59 - Do SaaS companies have a responsibility to educate their potential customers? 32:12 - How accurately do we know the total addressable market for SMB SaaS companies? 34:56 - What are SaaS companies not understanding about their customers? 35:37 - Jeff’s real estate business 39:04 - Blackrock and institutional buying in real estate 44:56 - Interesting stocks over the next two years/ Caveat Emptor stocks 53:10 - What is something Jeff wishes more people knew about? Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

    56 min

  7. 07/08/2021

    "Biology's Image Detective" - Fraud In Science

    Elisabeth Bik, PhD, is a science integrity consultant who specializes in finding image duplications in scientific papers. After receiving her PhD in Microbiology at Utrecht University in The Netherlands, she worked 15 years at the Stanford University School of Medicine on the microbiomes of humans and marine mammals. From 2016-2019, she worked at two microbiome startup companies. In March 2019, she left her job to become a science integrity volunteer and occasional consultant. She can often be found discussing science papers on Twitter at @MicrobiomDigest, writing for her blog ScienceIntegrityDigest or searching the biomedical literature for inappropriately duplicated or manipulated photographic images and plagiarized text. She has reported over 4,000 papers for issues with image duplication or other concerns. Her work has been featured in Nature, Science, Wall Street Journal, New York Times, Washington Post, Le Monde, and The Times (UK). In April 2021 she was awarded the Peter Wildy Prize by the UK Microbiology Society for her contributions in science communication. Twitter: @MicrobiomDigest New Yorker Article - https://www.newyorker.com/science/elements/how-a-sharp-eyed-scientist-became-biologys-image-detective Favorite Study - "Host lifestyle affects human microbiota on daily timescales" by Lawrence David - https://genomebiology.biomedcentral.com/track/pdf/10.1186/gb-2014-15-7-r89.pdf If you would like to support Dr. Bik's work, consider becoming a patron at: https://www.patreon.com/elisabethbik Timestamps: 00:51 - Biology's image detective 01:59 - The scope of fraud in science 03:37 - What is motivating scientists to commit fraud? 04:46 - Dr. Bik's early work with plagiarism  08:54 - Incentive structures that lead to fraud in science 12:09 - Peer review and the role of editors at science journals/newspapers 14:44 - How can we change the system? 16:07 - How can non-PhD's approach reading scientific papers? 18:27 - Are pre-publication sites good for science? 21:14 - Hydroxychloroquine 24:49 - Ongoing cases against Dr. Bik 30:12 - Public perception of scientific integrity 35:24 - Algorithmic fraud detector 38:43 - Dr. Bik's ultimate mission  40:40 - Dr. Bik's favorite paper Hosts: Vasanth Thiruvadi - @NextVasanth Faraz Abidi - @fzfromcupertino Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

    43 min

  8. 07/02/2021

    Crypto For Creators

    Jenil Thakker is the founder of Coinvise - an open platform that enables creators to mint social tokens and build economic incentives around it.  Coinvise - https://coinvise.co Twitter - @0xjenil Timestamps: 00:59 - Coinvise 02:03 - The significance of DAO’s 9:11 - Importance of decentralization  12:19 - Level of crypto awareness in India 15:10 - Level of support from the Indian government 19:30 - How does Coinvise make money? 20:20 - NFT’s 24:31 - Turning fans into superfans 28:24 - First 100 users 30:18 - What is the biggest challenge ahead for Coinvise? 31:16 - Competition in the crypto space 33:58 - Design choices at Coinvise 35:18 - Favorite piece of technology  Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter

    38 min
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  • Creator
    Vasanth Thiruvadi & Faraz Abidi
  • Years Active
    2K
  • Episodes
    25
  • Rating
    Explicit
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    © 2023 Age of Information
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