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14min chapter
AI spending spree: Where’s the payoff?
Capital Ideas Investing Podcast
Evaluating the AI Investment Landscape
This chapter explores the volatile valuations of tech companies driven by advancements in artificial intelligence, notably comparing market perceptions from two years ago. It emphasizes the significant investments in AI, particularly Generative AI, while expressing skepticism about projected spending amid economic challenges. The discussion balances the excitement around AI growth with cautious reflections on potential risks and operational constraints, including talent availability and energy demands.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode