Great conversation with @Lyn Alden at Applied Materials on Macro, Bitcoin and Semiconductors. Lyn was brilliant as always.

Looking forward to hosting @Lyn Alden for an intimate discussion on Digital Transformation of Money at Applied Materials. Lyn’s great "Broken Money" book has been popular with this audience of Semiconductor technologists. We will cover a range of topics related to decentralized computing, including #bitcoin, #nostr, Monetary Inflation, Fiscal Dominance, and #semiconductors

I enjoyed co-hosting a webinar for $AMAT investors recently. In this blog series I am laying out Applied’s Growth Thesis. Wafer Fab Equipment Positioned for a New Wave of Growth:

Applied Materials

Wafer Fab Equipment Positioned for a New Wave of Growth

At Applied Materials’ 2021 investor meeting, we suggested that the semiconductor industry had transitioned into a fourth major era of computing. ...

Can #Bitcoin be used to harden AI? Increase trust, enable audit, enable micropayments among data/algorithm providers …

Are #LightningNetwork payments accepted in any physical stores in the US?

#Bitcoin is money backed by computing and semiconductors https://x.com/sundeepbajikar/status/1759299279120990629?s=46&t=qq6dxDp7FJRYUsJdHe0fmA