Maggie Lake Talking Markets  cover image

Episode 90: Why AI and K spell trouble. With Peter Boockvar.

Maggie Lake Talking Markets

00:00

Overbuilding Risks and Long-Term Winners

Maggie questions capital flow; Peter warns of potential overbuild driven by competitive and ego dynamics yet notes eventual user benefits from cheaper compute.

Transcript
Play full episode

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