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Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

The Compound and Friends

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Tech IPO Trends and Innovations

This chapter explores the recent successes of tech companies, specifically highlighting CoreWeave and Circle in relation to their IPO performance. The discussion covers the strategic use of debt by firms in the AI sector, the valuation dynamics of major players like SpaceX and OpenAI, and insights into upcoming IPOs. Additionally, the speakers examine the demand for single stock funds geared towards innovative tech solutions and the evolving landscape of the IPO market.

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