this [AI technology]

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →

Everything said about this [AI technology], oldest first

Jun 8, 2026 bearish

Opinion

Jain: AI is powerful, but infrastructure economics are structurally bad

“Our view is that this is a powerful technology, but the economics are really bad. And time is not a friend. So if you're trading here, different matter. But the economics are not good economics.”

Rajiv Jain Jun 8, 2026 ▶ 34:12 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

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this [AI technology]

Everything said about this [AI technology], oldest first

Turn any episode into a week of clips.