Semiconductor and semiconductor manufacturing equipment spaces represent opportunities because they have physical components and traditional engineering (not software engineering) and benefit from AI tailwinds without being directly displaced by automation.
forecastpending
Speaker
Dario AmodeiEvidence Quote
“something in the semiconductor space which you know I think is you know that's one example you know there has an element of kind of you know physical world and more traditional engineering”
Source
The AI Tsunami is Here & Society Isn't Ready | Dario Amodei x Nikhil Kamath | People by WTF— Nikhil KamathCreated: 8/12/2026, 10:28:45 PM
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