AI: Fluff journalism vs. the smart money math
While financial media fixates on red candles and “AI bubble” clickbait, the smart money is looking at a different dashboard: multi-billion AI infra funds, multi-GW power contracts, and a decade of data-center demand. Today’s Sunday Essay: fluff journalism vs real AI math.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
Why read when you can listen! GRO news availble on Apple Podcasts and Spotify. Brought to you by the employee benefit plan that pays you back. Looking for a no-cost employee benefit program? Check out the SIMERP program and save $630 per year in taxes.
CA DRE…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.