Okay, Computer: X Lost the Plot with Deirdre Bosa, Michael Dempsey and Danny Moses
RiskReversal Pod
00:00
The Increasmentalism of the AI Crazy Trade
TigerCub: Public market investing is centered around the idea of hyperscalers and compounding. If you believe AI is a winner take most market, he says, then it compounds in a way that's not appreciated before. TigerCub: I think what Dan's talking about is the incrementalism of this AI crazy trade. We're talking in the trillions of dollars now that's been added.
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