Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
All-In with Chamath, Jason, Sacks & Friedberg
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The AI Bubble: Growth vs. Sustainability
This chapter explores the concept of relative deprivation in the AI boom, focusing on stock market trends driven by major players like NVIDIA. It raises critical concerns about the sustainability of current investments in cloud services and advanced chips, highlighting a potential disconnect between spending and revenue growth. The discussion also reflects on the future economics of AI and the necessity for patience in realizing returns, drawing parallels to historical market cycles.
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