TL;DR
Key TakeawaysA recorded 45-minute SuperSeed webinar in which Mads looks past the hype around Nvidia's $3 trillion valuation and OpenAI's $300 billion price tag to ask where real value will be created as AI reshapes software.
- The webinar is a 45-minute analysis by Mads aimed at finding real opportunities amid AI market euphoria in 2025.
- Topics include DeepSeek, Nvidia and scaling laws, chip export controls, the new AI tech stack, semiconductor supply chains and Stargate.
- It also covers AI winners and losers, the transformation of the analogue world, the 10x effect and Europe's position against the rest of the world.
This recorded webinar offers a clear-eyed look at AI and tech in 2025.
Mads cuts through the noise around NVIDIA’s $3T valuation, OpenAI’s $300bn price tag, and examines where real value creation will emerge as AI reshapes the SaaS landscape.
This 45-minute analysis focuses on identifying actual opportunities amidst the market euphoria, backed by our independent research and analysis of emerging technical and market dynamics.
- The Deepseek big deal
- NVIDIA and scaling laws
- Failed export controls on chips
- Sam’s $300bn plan
- The new AI tech stack
- A return to hardware
- Semiconductor supply chains
- Bulls and bears in AI
- Sovereign
wealthAI - Stargate
- AI winners and losers
- Transformation of the analogue world
- The 10x effect
- Europe vs the world