Agentic AI Isn’t Incremental
16:16–16:53 · 37s
Pushing back on 1999 bubble talk, Niles says agentic AI drives 10–100x more tokens than chat—an "absolutely enormous" shift underpinning CapEx surges.
16:16–16:53 · 37s
Pushing back on 1999 bubble talk, Niles says agentic AI drives 10–100x more tokens than chat—an "absolutely enormous" shift underpinning CapEx surges.
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