Particle Data Platform
Alles auf Aktien – Die täglichen Finanzen-NewsTech-Titan Jan Beckers – neue Mag7 nach SpaceX & die 100-X-Option

Chasing AI Bottlenecks

29:38–30:29 · 51s

He explains Bit Capital’s edge: avoiding crowded software plays and rotating into the specific AI infrastructure bottlenecks that are hottest at any moment.

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