AI Becomes Only Growth Story
13:21–14:22 · 61s
Josh declares AI CapEx the economy’s sole bright spot, while Michael recounts how fear around Oracle flipped to euphoria as Claude’s metrics exploded, reframing the market’s narrative.
13:21–14:22 · 61s
Josh declares AI CapEx the economy’s sole bright spot, while Michael recounts how fear around Oracle flipped to euphoria as Claude’s metrics exploded, reframing the market’s narrative.
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