Latest / Know Your Risk Podcast
What If We’re Still Early in the AI Boom?
October 23, 2026 - AI stocks have already delivered enormous gains. That doesn’t mean the best evidence points to a top. Zach Abraham and Chase Taylor explain their reluctant bullish case: demand could have much further to run, and some of the companies supplying the buildout look surprisingly inexpensive if projected earnings materialize.
Zach makes the case that widespread adoption of personal AI agents could require vastly more computing power than exists today. Chase explains how using agents in his own work has influenced his outlook—and why he sees a buildout chasing existing demand…
The skinny
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