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:
Technology
Macroeconomics
Culture
😎 The …
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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