Monologue: Concentration Risk

Speaker 1: Today in sentences that are not in the Bible, YouTuber Speaker 1: Mark Plyer bought a major stake in camera maker GoPro Speaker 1: and then GoPro turned into an AI data center neocloud. Speaker 2: I'm sick and tired of the goddamn AI bubble, I Speaker 2: swear to Christ.

It goes beyond the title with direct discussion of speaker, spend, openai, including: Speaker 2: I'm sick and tired of the goddamn AI bubble, I Speaker 2: swear to Christ.

1. 01The dataset, which Speaker 2: includes big companies like Visa and Cursor, as well as Speaker 2: a great deal of startups and regular-sized companies, is very Speaker 2: indicative
2. 02This is OpenAI Speaker 2: and Anthropic's underlying exposure because these customers are also prime Speaker 2: targets to move to either cheaper models that they train Speaker 2:
3. 03Even those buying GPUs Speaker 2: to build AI data centers for other customers are doing Speaker 2: so because they believe there's some sort of crazy demand Speaker 2: for AI comp