AI market consensus

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 3, 2025 by Alex Rampell · across every show →

Everything said about AI market consensus, oldest first

Dec 3, 2025 neutral

Assertion Not checkable as stated

Rampell: AI is consensus, unlike past cloud and mobile shifts

“It is just so consensus, like cloud was not consensus, mobile was not consensus, and that's why the incumbents kind of screwed up.”

Alex Rampell Dec 3, 2025 ▶ 44:09 Why AI Moats Still Matter (And How They've Changed)

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AI market consensus

Everything said about AI market consensus, oldest first

Turn any episode into a week of clips.