The Compound and FriendsAI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber PreviewSemis: 40% Drop Likely
19:50–21:44 · 114s
Michael asks the odds of a 40% semiconductor correction; Josh says 75% and sketches a plausible trigger—an AI breakthrough that reduces memory needs by 20%, sparking a sharp sector-wide selloff.