Why AI Is A Bubble
9:28–11:02 · 94s
Paul Kedrosky crisply lays out his thesis: AI is a massive CapEx bubble akin to canals, railroads, and fiber—hugely important yet historically prone to overbuild, crashes, and resets.
9:28–11:02 · 94s
Paul Kedrosky crisply lays out his thesis: AI is a massive CapEx bubble akin to canals, railroads, and fiber—hugely important yet historically prone to overbuild, crashes, and resets.
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