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Nvidia is only one reason for the AI euphoria. FOMO is the other.
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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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AI Supremacy
AI Supremacy
Nvidia is only one reason for the AI euphoria. FOMO is the other.
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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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A guest post by
Amrita Roy
Global Citizen| I speak 7 languages| Investor| Compassionate| Optimist| A Nerd who loves to laugh| Macro| Unlocking investment opportunities in the AI value chain and sharing my research
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