Open AI, Amazon, NVIDIA: Bubble or breakthrough?
Everyone’s calling this the bubble before it bursts - and that’s a first.
In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution?
Tune in for a candid look at valuations, capex, and the physics behind the hype and how investors can tackle this next tech era.
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Explore our insights on the AI Boom and how investors can navigate this next tech era.
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The skinny
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