AI Supremacy

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Nvidia is only one reason for the AI euphoria. FOMO is the other.

Nvidia’s path to AI domination has been years in the making. But with the AI investment cycle picking up, do we risk overbuilding?

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Amrita Roy's avatar
Michael Spencer
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Amrita Roy
Jun 10, 2024
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Ya’ll know this is going to be about Nvidia again right?

Our guest today:

Amrita Roy
, is the lead writer of one of the most engaging Newsletters at the intersection of:

  1. Technology

  2. Macroeconomics

  3. Culture

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Amrita Roy
The Pragmatic Optimist | Helping thousands of subscribers make long-term investments in AI with proven alpha returns | Winning calls: Celestica, Astera Labs, AppLovin and more | Deep dives, stock ideas and access to the AI Stock Rec Tracker
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