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The economics of the AI companies is being tested with Alex Pollak | Loftus Peak
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, whether AI models will become commoditised, and how investors should think about semiconductors, disruption and portfolio construction as the AI race evolves.
In this episode:
00:00 – Has AI moved beyond the bubble debate?
03:03 – Why semiconductor stocks are falling despite record AI spending
09:10…
The skinny
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