Talk Your Book: Artificial Intelligence Is Not a Bubble


Today’s Talk Your book is brought to you by Algeria:

On today’s show we discuss:

  • Dr. Why does Ankur Crawford think the AI ​​bubble talk is overrated?
  • How supply chain consolidation gives AI architecture unusual staying power
  • Why is earnings forecast more important than multiple forecasts in AI valuations?
  • Case for energy and industrial sectors due to neglected AI infrastructure plays
  • Open source and closed models and where the value ultimately leads

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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