Sell Side Analysts
other on 1 show · 1 statements across 1 episodes
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Kedrosky: AI infrastructure models based on labor TAM are ridiculous and speculative
“It's wrong to say, for better or worse, we're going to be putting in a trillion, therefore I need a hundred trillion out of this. That's not the way investors are looking at this, and it's, and it will lead you down the wrong path if you take that approach, be…”