Lever Time cover image

It’s Not An AI Bubble. It’s A Black Hole.

Lever Time

00:00

Signals to watch: earnings, power, and revenue

Sruthi outlines red flags: public filings, power capacity constraints, and AI companies' revenue-to-burn ratios.

Play episode from 49:14
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app