145. Was Ted Kaczynski Right? How Screwed Is Trump? Cardano Meltdown
Alfalfa Podcast
00:00
The AI Bubble Has Only Just Begun
The sweet spot for AI right now if you want to invest is still in like the data center plays, says Arman. Distribution getting more users to those applications is the antidote to "you can stay alive," he adds. Sittrini: These things are actually still quite undervalued even on a fundamental basis there. He was on Jack Farley what's a good forward guidance yeah that's a great episodeYeah I think the title of the pod was the AI bubble has only just begun because we're so early into that cycle but I also look at it's a drag race nowlike okay everyone has these tools that are opening up who can actually get distribution?
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