AI Winners And Losers
15:13–16:27 · 74s
Jeremy explains markets are rewarding AI 'picks and shovels'—chips, infrastructure, networking—while marking down SaaS and services exposed to disruption risks.
15:13–16:27 · 74s
Jeremy explains markets are rewarding AI 'picks and shovels'—chips, infrastructure, networking—while marking down SaaS and services exposed to disruption risks.
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