Mag 7’s Self-Made Dilemma
51:31–52:37 · 65s
Kai says Big Tech’s own AI breakthroughs are forcing a shift from asset-light moats to capital-heavy utilities, igniting a game-theory arms race that could undercut returns.
51:31–52:37 · 65s
Kai says Big Tech’s own AI breakthroughs are forcing a shift from asset-light moats to capital-heavy utilities, igniting a game-theory arms race that could undercut returns.
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