Carlota Perez
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 7, 2025 by John Coogan · said 1 times in 1 episodes since 2025 · across every show →
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2025 1 mention in 1 episode
Everything said about Carlota Perez, oldest first
Nov 7, 2025 bearish
John Coogan warns AI GPU overbuild lacks the lasting value of railroads
“The problem from the Carlota Perez perspective is that all of this spending on chips is relative to the sort of infrastructure she wrote about railroads, factories, fiber, short lived. If there's a bubble in railroads and we're like, we think railroads are goi…”