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Todd Ahlsten - Durable Moats & Increasing Relevance

A.U.M.

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AI Investment Surge and Market Relevance

This chapter examines the significant rise in capital expenditures by hyperscalers driven by AI, especially following advancements in chat applications and GPUs. It discusses the need for tech giants to adapt their business models and enhance computing capabilities amidst growing competition. The narrative also reflects on the importance of relevance in investments, the cyclical nature of the semiconductor market, and the essential qualities for success in the evolving investment landscape.

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