Biggest CapEx Since Railroads
8:26–8:56 · 30s
Jonathan Golub compares today’s AI build-out to the 1800s railroad boom and argues investors "have to be there" because it’s the largest modern infrastructure cycle.
8:26–8:56 · 30s
Jonathan Golub compares today’s AI build-out to the 1800s railroad boom and argues investors "have to be there" because it’s the largest modern infrastructure cycle.
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