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2min chapter
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
All-In with Chamath, Jason, Sacks & Friedberg
Analysis of Relative Deprivation and the AI Bubble in the Stock Market
Exploring the concept of relative deprivation and its consequences, the chapter examines the inflated market around AI stocks such as Nvidia, raising concerns about the long-term viability of heavy investment in cloud infrastructure. It also sheds light on the soaring costs of GPUs, specifically from Nvidia, attributed to scarcity and soaring demand.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode