The Inversion Investor

The Inversion Investor

The really smart get smarter

Peter Pham's avatar
Peter Pham
Jan 06, 2026
∙ Paid

Have you noticed that the world’s richest people also control the most GPUs and integrated chips?

There’s an arms race underway — and it isn’t accidental. If you look at how GPUs and custom silicon are discussed publicly, a clear narrative is being orchestrated: higher prices justified by higher efficiency. The focus is relentlessly pushed toward process…

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