It goes beyond the title with direct discussion of like, it's, yeah, including: We are not live from the TBP.
Key takeaways
01Faced with a potential regime shift in markets after the midterms, investors are now positioning for an easing in the data center buildout, knocking shares of chip makers and data
02Midnight at the latest you could wake up and start trading it
03It does seem like if his thesis has remained the same, and certainly if he's using leverage, it would be really tough right now
Best for
listeners looking for a practical AI episode debrief