Guaranteed AI Mal-Investment
19:48–20:09 · 21s
Mike Wilson bluntly predicts a 100% chance of mal-investment in the current AI capital spending boom, comparing it to historic bubbles and warning of an inevitable reset.
19:48–20:09 · 21s
Mike Wilson bluntly predicts a 100% chance of mal-investment in the current AI capital spending boom, comparing it to historic bubbles and warning of an inevitable reset.
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