Michael Robinson spotlights the tech sector, discussing Nvidia’s (NVDA) $100B investment in OpenAI and how H-1B visa changes can affect the industry. He talks about the possibility of an OpenAI IPO in the next few years, and how cementing a relationship with NVDA for compute power will give it an edge. As for OpenAI’s growth, Michael says he’s “never seen anything like it in the history of technology.”