Becky Quick, mentioned 7 times across podcast episodes and expert conversations analyzed by Sonic.
Weiss predicts that military hostilities will resume in Iran.
Weiss predicts a resumption of hostilities involving Iran would cause a market drawdown but would not completely derail the AI investment theme.
Jensen Huang has previously stated that NVIDIA's current investments in companies like OpenAI and Anthropic will likely be its last because they are expected to go public.