Invest Like the Best/
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
Ben Thompson argues the AI boom is as much a capital, power, and supply-chain story as a model-quality story. He is bullish on AI’s economic impact but warns that U.S.-China rivalry, hidden financing risk, and long infrastructure lead times could create a brutal shakeout before monetization catches up.
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