I just watched $2 trillion get wiped out from the market in 40 minutes. One, people think that AI stocks and the AI market in general is massively overvalued.
Why listen
It goes beyond the title with direct discussion of going, these, like, including: This is the worst drawdown that we've seen in the market since the financial crisis of 2008.
Key takeaways
01Will likely be slowed down because a lot of it was based on bringing all these expensive GPUs online to serve these AI models
02And we're seeing the increasing demand for AI models and tokens just go up only
03And then people started to get a little bit uneasy with some of the AI memory stocks going up
Best for
listeners looking for a practical AI episode debrief