The AI Bubble & What Comes Next… (Guest: Jesse Felder)
The Market Huddle
00:00
Navigating the AI Capital Expenditure Cycle
This chapter explores the current state of AI capital spending, highlighting the gap between hype and reality in AI implementation. It draws parallels with the internet bubble, discussing the implications of unsustainable business models and the impact of market dynamics on companies like Nvidia.
Transcript
Play full episode
